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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 57 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 26,524.0 $475K 0.01% -12K -31.3% $17.91 -6.1%
1122 MTN VAIL RESORTS INC Consumer Cyclical 3,492.0 $475K 0.01% -94.0 -2.6% $136.03 +11.9%
1123 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 19,887.0 $474K 0.01% -8K -28.2% $23.83 -0.7%
1124 LPG DORIAN LPG LTD Energy 13,633.0 $474K 0.01% -7K -32.8% $34.77 +47.6%
1125 ACI ALBERTSONS COMPANIES INC Consumer Defensive 34,888.0 $472K 0.01% -4K -11.1% $13.53 -8.6%
1126 STAA STAAR SURGICAL CO Healthcare 16,396.0 $470K 0.01% -9K -35.3% $28.67 -19.4%
1127 PZZA PAPA JOHNS INTL INC Consumer Cyclical 12,783.0 $469K 0.01% -6K -31.4% $36.69 -35.4%
1128 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 5,536.0 $469K 0.01% -3K -36.9% $84.72 -7.9%
1129 YELP YELP INC Communication Services 19,198.0 $469K 0.01% -13K -40.0% $24.43 -4.3%
1130 PURSUIT ATTRACTIONS AND HOSP 8,307.0 $464K 0.01% -4K -33.1% $55.86
1131 WING WINGSTOP INC Consumer Cyclical 2,669.0 $462K 0.01% -75.0 -2.7% $173.10 -33.6%
1132 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 17,198.0 $461K 0.01% -8K -33.0% $26.81 +5.5%
1133 INSP INSPIRE MED SYS INC Healthcare 10,288.0 $458K 0.01% -5K -31.9% $44.52 +40.0%
1134 QDEL QUIDELORTHO CORP Healthcare 26,201.0 $458K 0.01% -12K -31.6% $17.48 -16.0%
1135 VAL VALARIS LTD Energy 6,311.0 $458K 0.01% -89.0 -1.4% $72.57 +21.9%
1136 AN AUTONATION INC Consumer Cyclical 2,459.0 $456K 0.01% -223.0 -8.3% $185.44 +7.8%
1137 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 5,944.0 $456K 0.01% -136.0 -2.2% $76.72 -1.1%
1138 BL BLACKLINE INC Technology 16,228.0 $455K 0.01% -9K -36.3% $28.04 +12.0%
1139 ENOV ENOVIS CORPORATION Industrials 21,994.0 $454K 0.01% -10K -31.6% $20.64 +27.3%
1140 MMS MAXIMUS INC Industrials 8,416.0 $451K 0.00% -484.0 -5.4% $53.59 +8.5%
Page 57 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%