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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 42 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 LBRT LIBERTY ENERGY INC Energy 58,767.0 $1.5M 0.01% -29K -32.8% $26.17 -26.0%
822 VCTR VICTORY CAP HLDGS INC DEL Financial Services 18,295.0 $1.5M 0.01% -9K -33.5% $83.96 +37.7%
823 MSGE SPHERE ENTERTAINMENT CO Communication Services 8,859.0 $1.5M 0.01% NEW $172.93 -53.8%
824 CRC CALIFORNIA RES CORP Energy 28,957.0 $1.5M 0.01% -14K -33.0% $52.84 +0.8%
825 TOL TOLL BROTHERS INC Consumer Cyclical 9,280.0 $1.5M 0.01% -318.0 -3.3% $164.66 -10.7%
826 RELY REMITLY GLOBAL INC Technology 68,064.0 $1.5M 0.01% +57K +507.5% $22.41 +19.0%
827 CWEN CLEARWAY ENERGY INC Utilities 44,424.0 $1.5M 0.01% -2K -5.2% $34.15 -4.7%
828 GNL GLOBAL NET LEASE INC Real Estate 169,902.0 $1.5M 0.01% -40K -19.1% $8.93 +1.2%
829 KNTK KINETIK HOLDINGS INC Energy 31,376.0 $1.5M 0.01% -6K -15.9% $48.29 +12.9%
830 PI IMPINJ INC Technology 10,576.0 $1.5M 0.01% -4K -27.5% $143.15 +15.6%
831 SUPN SUPERNUS PHARMACEUTICALS Healthcare 32,585.0 $1.5M 0.01% -10K -23.6% $46.46 -1.3%
832 UNF UNIFIRST CORP MASS Industrials 5,731.0 $1.5M 0.01% -3K -31.5% $264.18 +9.9%
833 CARG CARGURUS INC Consumer Cyclical 44,414.0 $1.5M 0.01% -16K -26.9% $34.04 +8.2%
834 HNI HNI CORP Industrials 37,359.0 $1.5M 0.01% -12K -24.4% $40.39 +21.9%
835 NATL NCR ATLEOS CORPORATION Technology 34,778.0 $1.5M 0.01% -13K -27.7% $43.33 +7.1%
836 GFF GRIFFON CORP Industrials 15,432.0 $1.5M 0.01% -7K -31.9% $97.46 +3.2%
837 WSFS WSFS FINL CORP Financial Services 19,600.0 $1.5M 0.01% -11K -35.3% $76.68 +4.2%
838 LINE LINEAGE INC Real Estate 34,640.0 $1.5M 0.01% -200.0 -0.6% $43.22 -3.7%
839 FBP FIRST BANCORP CORPORATION Financial Services 57,395.0 $1.5M 0.01% -29K -33.8% $26.05 +9.5%
840 GPOR GULFPORT ENERGY CORP Energy 8,799.0 $1.5M 0.01% +5K +124.8% $169.45 +2.4%
Page 42 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%