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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 105 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 VREX VAREX IMAGING CORP Healthcare 2,192.0 $22K $10.04 +83.9%
2082 APARTMENT INVT & MGMT CO 7,554.0 $22K -64K -89.5% $2.91
2083 GBANK FINL HLDGS INC 738.0 $22K $29.81
2084 MVBF MVB FINL CORP Financial Services 751.0 $21K $27.96 +10.5%
2085 ASPN ASPEN AEROGELS INC Industrials 3,385.0 $21K $6.20 -10.1%
2086 FNWD FINWARD BANCORP Financial Services 579.0 $21K $36.27 +22.7%
2087 FUNC FIRST UTD CORP Financial Services 486.0 $21K $43.21 +4.5%
2088 GCBC GREENE CNTY BANCORP INC Financial Services 639.0 $21K $32.86 +4.4%
2089 GDYN GRID DYNAMICS HLDGS INC Technology 3,704.0 $21K -33K -89.9% $5.67 +35.3%
2090 HBCP HOMEBANCORP INC Financial Services 308.0 $21K $68.18 +4.8%
2091 ASC ARDMORE SHIPPING CORP Industrials 1,453.0 $20K $13.76 +30.8%
2092 BLND BLEND LABS INC Technology 12,189.0 $20K $1.64 -11.6%
2093 COFS CHOICEONE FINANCIA Financial Services 602.0 $20K $33.22 +2.4%
2094 CBAN COLONY BANKCORP INC Financial Services 1,016.0 $20K $19.68 +11.8%
2095 ITIC INVESTORS TITLE CO NC Financial Services 76.0 $20K $263.16 +10.6%
2096 SFST SOUTHERN FIRST BANCSHARES Financial Services 337.0 $20K $59.35 +8.2%
2097 TCI TRANSCONTINENTAL RLTY INVS Real Estate 449.0 $20K $44.54 -19.4%
2098 WEAV WEAVE COMMUNICATIONS INC Technology 3,495.0 $20K $5.72 +27.2%
2099 WTBA WEST BANCORPORATION INC Financial Services 769.0 $20K $26.01 +12.0%
2100 COMMUNITY WEST BANCSHARES NE 748.0 $20K $26.74
Page 105 of 109  ·  2,173 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%