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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 51 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 38,962.0 $1.1M 0.01% +33K +604.4% $28.23 -5.5%
1002 PRK PARK NATL CORP Financial Services 6,015.0 $1.1M 0.01% -2K -24.8% $182.88 +10.5%
1003 SAIA SAIA INC Industrials 2,614.0 $1.1M 0.01% -41.0 -1.5% $420.81 -13.9%
1004 VMI VALMONT INDS INC Industrials 1,903.0 $1.1M 0.01% -71.0 -3.6% $577.51 -15.9%
1005 HWKN HAWKINS INC Basic Materials 7,729.0 $1.1M 0.01% -4K -32.7% $141.93 -16.2%
1006 ST SENSATA TECHNOLOGIES HLDG PL Technology 22,890.0 $1.1M 0.01% $47.71 -10.2%
1007 HAS HASBRO INC Consumer Cyclical 13,171.0 $1.1M 0.01% -68.0 -0.5% $82.53 +13.3%
1008 MAT MATTEL INC Consumer Cyclical 78,398.0 $1.1M 0.01% -3K -3.4% $13.87 +4.7%
1009 TECH BIO-TECHNE CORP Healthcare 15,341.0 $1.1M 0.01% -113.0 -0.7% $70.60 +2.4%
1010 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 18,939.0 $1.1M 0.01% -322.0 -1.7% $57.18 +16.6%
1011 TILE INTERFACE INC Consumer Cyclical 30,233.0 $1.1M 0.01% -11K -26.0% $35.79 +8.8%
1012 BCC BOISE CASCADE CO DEL Basic Materials 13,914.0 $1.1M 0.01% -7K -34.3% $77.55 +6.3%
1013 BAX BAXTER INTL INC Healthcare 50,605.0 $1.1M 0.01% -592.0 -1.2% $21.30 +23.6%
1014 HP HELMERICH & PAYNE INC Energy 32,909.0 $1.1M 0.01% -18K -35.0% $32.73 +33.1%
1015 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 9,063.0 $1.1M 0.01% -5K -35.4% $118.50 -25.0%
1016 CNK CINEMARK HLDGS INC Communication Services 33,875.0 $1.1M 0.01% -19K -35.6% $31.70 +15.4%
1017 CR CRANE COMPANY Industrials 4,810.0 $1.1M 0.01% -82.0 -1.7% $222.87 -6.5%
1018 CRL CHARLES RIV LABS INTL INC Healthcare 4,720.0 $1.1M 0.01% -161.0 -3.3% $226.69 +30.2%
1019 CG CARLYLE GROUP INC Financial Services 25,395.0 $1.1M 0.01% -252.0 -1.0% $42.09 +17.3%
1020 WAFD WAFD INC Financial Services 27,796.0 $1.1M 0.01% -16K -36.2% $38.31 -5.0%
Page 51 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%