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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $10.1B AUM 3,580 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 40 New 270 Added 1285 Reduced 71 Exited
Page 56 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 WABC WESTAMERICA BANCORPORATION Financial Services 8,783.0 $514K 0.01% -5K -36.4% $58.52 -0.1%
1102 TR TOOTSIE ROLL INDS INC Consumer Defensive 12,990.0 $512K 0.01% -3K -19.6% $39.41 +4.0%
1103 TREX TREX INC Industrials 10,181.0 $509K 0.01% -530.0 -5.0% $50.00 -6.3%
1104 CNA CNA FINL CORP Financial Services 10,410.0 $506K 0.01% -1K -10.5% $48.61 +0.8%
1105 PRGS PROGRESS SOFTWARE CORP Technology 15,056.0 $505K 0.01% -7K -31.1% $33.54 +32.3%
1106 UFPI UFP INDUSTRIES INC Basic Materials 5,534.0 $502K 0.01% -290.0 -5.0% $90.71 -2.1%
1107 BHF BRIGHTHOUSE FINL INC Financial Services 7,920.0 $500K 0.01% -118.0 -1.5% $63.13 -17.2%
1108 AVNT AVIENT CORPORATION Basic Materials 13,406.0 $495K 0.01% -154.0 -1.1% $36.92 +21.0%
1109 ASB ASSOCIATED BANC-CORP Financial Services 16,007.0 $492K 0.01% -313.0 -1.9% $30.74 +0.3%
1110 BILL BILL HOLDINGS INC Technology 13,620.0 $492K 0.01% -177.0 -1.3% $36.12 +32.4%
1111 LPX LOUISIANA PAC CORP Basic Materials 6,230.0 $490K 0.01% -202.0 -3.1% $78.65 -7.0%
1112 BJRI BJS RESTAURANTS INC Consumer Cyclical 8,063.0 $489K 0.01% -4K -32.3% $60.65 +10.1%
1113 GIII G III APPAREL GROUP LTD Consumer Cyclical 14,470.0 $487K 0.01% -7K -32.2% $33.66 +0.4%
1114 XPEL XPEL INC Consumer Cyclical 9,848.0 $487K 0.01% -5K -31.7% $49.45 +3.8%
1115 SMG SCOTTS MIRACLE-GRO CO Basic Materials 7,110.0 $484K 0.01% -41.0 -0.6% $68.07 -10.4%
1116 AMN AMN HEALTHCARE SVCS INC Healthcare 14,927.0 $482K 0.01% -6K -30.1% $32.29 +6.7%
1117 SLVM SYLVAMO CORP Basic Materials 12,774.0 $482K 0.01% -6K -31.9% $37.73 -2.5%
1118 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 9,207.0 $480K 0.01% -4K -32.7% $52.13 -13.7%
1119 SLM SLM CORP Financial Services 18,479.0 $479K 0.01% -2K -8.5% $25.92 +2.1%
1120 CPF CENTRAL PAC FINL CORP Financial Services 12,523.0 $477K 0.01% -5K -28.2% $38.09 -1.7%
Page 56 of 65  ·  1,285 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.4%
Financial Services 10.3%
Real Estate 10.1%
Consumer Cyclical 9.3%
Industrials 9.0%
Healthcare 8.7%
Communication Services 6.2%
Consumer Defensive 4.5%
Energy 3.3%
Utilities 2.3%