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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 44 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 OVV OVINTIV INC Energy 26,984.0 $1.4M 0.01% +2K +6.8% $52.62 +27.0%
862 ICUI ICU MED INC Healthcare 9,692.0 $1.4M 0.01% -4K -30.9% $146.51 +24.8%
863 COLB COLUMBIA BKG SYS INC Financial Services 44,317.0 $1.4M 0.01% -2K -4.8% $32.02 -3.8%
864 PR PERMIAN RESOURCES CORP Energy 77,117.0 $1.4M 0.01% +8K +11.6% $18.40 +29.1%
865 CVBF CVB FINL CORP Financial Services 62,909.0 $1.4M 0.01% -9K -12.2% $22.52 +0.2%
866 HL HECLA MINING COMPANY Basic Materials 91,884.0 $1.4M 0.01% -977.0 -1.1% $15.42 +34.4%
867 STEP STEPSTONE GROUP INC Financial Services 34,259.0 $1.4M 0.01% -13K -27.2% $41.33 +20.9%
868 HCC WARRIOR MET COAL INC Energy 17,389.0 $1.4M 0.01% -9K -35.0% $81.14 +31.5%
869 JLL JONES LANG LASALLE INC Real Estate 4,546.0 $1.4M 0.01% -144.0 -3.1% $309.94 +25.0%
870 CVLT COMMVAULT SYS INC Technology 9,944.0 $1.4M 0.01% +661.0 +7.1% $141.59 -5.5%
871 BOX BOX INC Technology 52,961.0 $1.4M 0.01% -28K -34.7% $26.53 +24.1%
872 NSIT INSIGHT ENTERPRISES INC Technology 11,527.0 $1.4M 0.01% -6K -33.6% $121.71 +21.1%
873 WSBC WESBANCO INC Financial Services 35,676.0 $1.4M 0.01% +32K +791.5% $39.02 +4.7%
874 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 46,809.0 $1.4M 0.01% -21K -31.4% $29.72 +17.8%
875 RPM RPM INTL INC Basic Materials 12,506.0 $1.4M 0.01% -228.0 -1.8% $111.15 -2.3%
876 ALGT ALLEGIANT TRAVEL CO Industrials 11,806.0 $1.4M 0.01% +4K +49.7% $117.40 -30.3%
877 DECK DECKERS OUTDOOR CORP Consumer Cyclical 13,909.0 $1.4M 0.01% -665.0 -4.6% $99.29 -7.7%
878 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 15,560.0 $1.4M 0.01% -65K -80.8% $88.56 -36.6%
879 CALM CAL MAINE FOODS INC Consumer Defensive 17,007.0 $1.4M 0.01% -9K -33.4% $80.50 +2.9%
880 HAYW HAYWARD HLDGS INC Industrials 79,156.0 $1.4M 0.01% -36K -31.5% $17.30 -15.7%
Page 44 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%