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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 49 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 HCI HCI GROUP INC Financial Services 6,710.0 $1.2M 0.01% -2K -23.1% $175.11 +4.2%
962 KALU KAISER ALUMINIUM CORPORATION Basic Materials 6,000.0 $1.2M 0.01% -3K -32.1% $195.50 -21.1%
963 AAL AMERICAN AIRLINES GROUP INC Industrials 64,804.0 $1.2M 0.01% -880.0 -1.3% $18.07 -23.5%
964 MEDP MEDPACE HLDGS INC Healthcare 2,211.0 $1.2M 0.01% $529.17 +17.3%
965 OGN ORGANON & CO Healthcare 86,479.0 $1.2M 0.01% -192K -68.9% $13.53 +1.6%
966 SBCF SEACOAST BKG CORP FLA Financial Services 35,214.0 $1.2M 0.01% -18K -33.4% $33.23 +4.2%
967 SEDG SOLAREDGE TECHNOLOGIES INC Energy 20,029.0 $1.2M 0.01% -10K -34.2% $58.42 -47.2%
968 NMIH NMI HLDGS INC Financial Services 28,467.0 $1.2M 0.01% -14K -33.2% $41.07 +10.0%
969 PTEN PATTERSON-UTI ENERGY INC Energy 127,466.0 $1.2M 0.01% -62K -32.7% $9.17 +34.6%
970 TRMB TRIMBLE INC Technology 22,841.0 $1.2M 0.01% -676.0 -2.9% $51.18 +17.7%
971 RNG RINGCENTRAL INC Technology 30,014.0 $1.2M 0.01% +26K +729.6% $38.92 +72.2%
972 AWR AMER STATES WTR CO Utilities 14,140.0 $1.2M 0.01% -7K -32.5% $82.53 +7.4%
973 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 21,910.0 $1.2M 0.01% -4K -14.8% $53.26 +8.2%
974 SHOO MADDEN STEVEN LTD Consumer Cyclical 27,622.0 $1.2M 0.01% -13K -32.3% $42.07 +9.5%
975 CHEF CHEFS WHSE INC Consumer Defensive 11,952.0 $1.1M 0.01% -6K -35.2% $96.05 +15.2%
976 PFS PROVIDENT FINL SVCS INC Financial Services 48,556.0 $1.1M 0.01% -24K -32.7% $23.62 +0.4%
977 IVZ INVESCO LTD Financial Services 43,435.0 $1.1M 0.01% -799.0 -1.8% $26.38 +21.4%
978 ALAB ASTERA LABS INC Technology 2,357.0 $1.1M 0.01% -400.0 -14.5% $482.82 -41.0%
979 AGYS AGILYSYS INC Technology 10,905.0 $1.1M 0.01% -3K -23.9% $104.26 +9.1%
980 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 13,196.0 $1.1M 0.01% -8K -36.7% $86.16 -5.6%
Page 49 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%