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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 64 of 65  ·  1,285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 RWT REDWOOD TRUST INC Real Estate 41,236.0 $195K 0.00% -24K -36.3% $4.73 +0.4%
1262 SAM BOSTON BEER INC Consumer Defensive 1,091.0 $192K 0.00% -35.0 -3.1% $175.99 +8.4%
1263 NAVI NAVIENT CORPORATION Financial Services 21,357.0 $181K 0.00% -13K -37.9% $8.47 +7.4%
1264 CORE LABORATORIES INC 15,181.0 $176K 0.00% -8K -35.4% $11.59
1265 DFH DREAM FINDERS HOMES INC Consumer Cyclical 9,130.0 $157K 0.00% -5K -36.8% $17.20 -14.6%
1266 IIIN INSTEEL INDS INC Industrials 4,370.0 $131K 0.00% -10K -69.0% $29.98 +1.3%
1267 NABL N-ABLE INC Technology 33,336.0 $122K 0.00% -13K -27.6% $3.66 -6.3%
1268 SEM SELECT MED HLDGS CORP Healthcare 7,259.0 $119K 0.00% -56K -88.5% $16.39 +0.7%
1269 CENT CENTRAL GARDEN & PET CO Consumer Defensive 2,670.0 $118K 0.00% -1K -34.2% $44.19 -0.5%
1270 OXM OXFORD INDS INC Consumer Cyclical 3,000.0 $104K 0.00% -7K -70.1% $34.67 -0.9%
1271 ANGI ANGI INC Communication Services 17,161.0 $101K 0.00% -18K -51.8% $5.89 -22.5%
1272 HTZ HERTZ GLOBAL HLDGS INC Industrials 41,595.0 $94K 0.00% -21K -33.7% $2.26 -7.5%
1273 OLPX OLAPLEX HLDGS INC Consumer Cyclical 43,590.0 $88K 0.00% -563K -92.8% $2.02 +2.5%
1274 CABO CABLE ONE INC Communication Services 1,250.0 $66K 0.00% -1K -46.0% $52.80 -50.3%
1275 AEHR AEHR TEST SYS Technology 675.0 $64K 0.00% -18K -96.4% $94.81 +11.8%
1276 APPS DIGITAL TURBINE INC Technology 4,935.0 $63K 0.00% -56K -91.8% $12.77 -16.1%
1277 TWI TITAN INTL INC ILL Industrials 3,875.0 $29K -24K -86.1% $7.48 -10.9%
1278 CTKB CYTEK BIOSCIENCES INC Healthcare 6,456.0 $28K -55K -89.5% $4.34 +7.4%
1279 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 1,285.0 $28K -12K -90.0% $21.79 +5.2%
1280 SXC SUNCOKE ENERGY INC Energy 3,579.0 $28K -42K -92.2% $7.82 +20.2%
Page 64 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%