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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 36 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 YOU CLEAR SECURE INC Technology 35,276.0 $2.0M 0.02% -13K -26.9% $55.70 -22.3%
702 U HAUL HOLDING COMPANY 34,025.0 $2.0M 0.02% -4K -10.5% $57.69
703 ACAD ACADIA PHARMACEUTICALS INC Healthcare 77,445.0 $2.0M 0.02% -22K -22.4% $25.28 +16.7%
704 BURL BURLINGTON STORES INC Consumer Cyclical 6,157.0 $1.9M 0.02% $316.71 +3.1%
705 VSNT VERSANT MEDIA GROUP INC Industrials 54,097.0 $1.9M 0.02% NEW $35.99 +7.7%
706 HEICO CORP NEW 7,538.0 $1.9M 0.02% -887.0 -10.5% $257.89
707 BOOT BOOT BARN HLDGS INC Consumer Cyclical 11,801.0 $1.9M 0.02% -6K -31.8% $164.14 +0.9%
708 HRB BLOCK H & R INC Consumer Cyclical 50,893.0 $1.9M 0.02% -5K -8.4% $38.06 +41.0%
709 RRR RED ROCK RESORTS INC Consumer Cyclical 29,720.0 $1.9M 0.02% -9K -23.4% $65.04 -6.1%
710 DOW DOW HLDGS INC Basic Materials 70,619.0 $1.9M 0.02% $27.36 +18.2%
711 LTC LTC PPTYS INC Real Estate 50,307.0 $1.9M 0.02% -5K -9.6% $38.40 +4.9%
712 LNT ALLIANT ENERGY CORP Utilities 25,307.0 $1.9M 0.02% -327.0 -1.3% $76.26 -11.0%
713 CPB THE CAMPBELLS COMPANY Consumer Defensive 86,275.0 $1.9M 0.02% +43K +98.8% $22.27 +7.6%
714 PEB PEBBLEBROOK HOTEL TR Real Estate 98,886.0 $1.9M 0.02% -23K -18.8% $19.39 -4.7%
715 PLMR PALOMAR HLDGS INC Financial Services 15,170.0 $1.9M 0.02% -5K -23.9% $126.30 +3.0%
716 FMC FMC CORP Basic Materials 166,677.0 $1.9M 0.02% -10K -5.7% $11.49 -4.1%
717 EL LAUDER ESTEE COS INC Consumer Defensive 24,230.0 $1.9M 0.02% -365.0 -1.5% $78.91 +29.2%
718 IRIDIUM COMMUNICATIONS INC 34,818.0 $1.9M 0.02% -19K -34.7% $54.83
719 DOCN DIGITALOCEAN HLDGS INC Technology 12,134.0 $1.9M 0.02% -27K -69.0% $156.91 -26.3%
720 LRN STRIDE INC Consumer Defensive 22,052.0 $1.9M 0.02% -8K -27.2% $86.21 -2.1%
Page 36 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 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%