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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 60 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 THO THOR INDS INC Consumer Cyclical 5,154.0 $387K 0.00% -56.0 -1.1% $75.09 +4.9%
1182 WMG WARNER MUSIC GROUP CORP Communication Services 14,329.0 $387K 0.00% -171.0 -1.2% $27.01 +0.3%
1183 EEFT EURONET WORLDWIDE INC Technology 5,282.0 $385K 0.00% -421.0 -7.4% $72.89 -4.8%
1184 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 8,815.0 $385K 0.00% -6K -41.2% $43.68 -5.4%
1185 VITL VITAL FARMS INC Consumer Defensive 33,170.0 $385K 0.00% -678.0 -2.0% $11.61 -8.5%
1186 INVX INNOVEX INTERNATIONAL INC Energy 15,244.0 $377K 0.00% -7K -31.3% $24.73 +17.9%
1187 MSEX MIDDLESEX WTR CO Utilities 6,667.0 $373K 0.00% -3K -32.5% $55.95 +5.0%
1188 SCSC SCANSOURCE INC Technology 7,158.0 $372K 0.00% -4K -37.3% $51.97 +8.5%
1189 APOG APOGEE ENTERPRISES INC Industrials 8,143.0 $371K 0.00% -4K -32.8% $45.56 -9.4%
1190 CFFN CAPITOL FED FINL INC Financial Services 43,775.0 $371K 0.00% -23K -34.3% $8.48 +0.2%
1191 LQDT LIQUIDITY SVCS INC Consumer Cyclical 9,516.0 $371K 0.00% -4K -30.1% $38.99 +9.7%
1192 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 11,895.0 $370K 0.00% -4K -26.1% $31.11 +3.6%
1193 VYX NCR VOYIX CORPORATION Technology 45,383.0 $370K 0.00% -25K -35.6% $8.15 -6.2%
1194 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 7,762.0 $370K 0.00% -6K -43.7% $47.67 -6.0%
1195 BLFS BIOLIFE SOLUTIONS INC Healthcare 13,033.0 $368K 0.00% -7K -34.3% $28.24 +30.9%
1196 OLED UNIVERSAL DISPLAY CORP Technology 4,261.0 $368K 0.00% -116.0 -2.6% $86.36 +0.2%
1197 SBSI SOUTHSIDE BANCSHARES INC Financial Services 10,421.0 $366K 0.00% -5K -33.2% $35.12 -9.0%
1198 MZTI MARZETTI COMPANY Consumer Defensive 3,171.0 $361K 0.00% -52.0 -1.6% $113.84 -0.8%
1199 FDP DEL MONTE CORP Consumer Defensive 12,858.0 $358K 0.00% -6K -31.7% $27.84 +1.8%
1200 CNXN PC CONNECTION INC Technology 4,918.0 $358K 0.00% -2K -28.8% $72.79 +7.0%
Page 60 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 33.5%
Financial Services 10.2%
Real Estate 9.9%
Consumer Cyclical 9.1%
Industrials 8.8%
Healthcare 8.5%
Communication Services 8.4%
Consumer Defensive 4.3%
Energy 3.2%
Utilities 2.2%