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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 54 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 CC CHEMOURS CO Basic Materials 49,522.0 $1.0M 0.01% -27K -35.1% $20.52 -22.2%
1062 CENX CENTURY ALUM CO Basic Materials 22,078.0 $1.0M 0.01% -9K -27.9% $45.93 -4.4%
1063 AR ANTERO RESOURCES CORP Energy 28,841.0 $1.0M 0.01% -361.0 -1.2% $35.12 +8.0%
1064 ACADIAN ASSET MANAGEMENT INC 14,119.0 $1.0M 0.01% -5K -25.3% $71.39
1065 KD KYNDRYL HLDGS INC Technology 89,191.0 $1.0M 0.01% -18K -17.1% $11.29 +11.2%
1066 CACI CACI INTL INC Technology 2,165.0 $1.0M 0.01% -32.0 -1.5% $462.82 +39.9%
1067 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 21,244.0 $1.0M 0.01% -13K -37.4% $47.12 -2.7%
1068 LNN LINDSAY CORP Industrials 8,092.0 $1.0M 0.01% -2K -20.4% $123.58 -6.0%
1069 BEN FRANKLIN RESOURCES INC Financial Services 30,040.0 $999K 0.01% -459.0 -1.5% $33.26 +3.2%
1070 R RYDER SYS INC Industrials 3,791.0 $999K 0.01% -215.0 -5.4% $263.52 -5.2%
1071 UMBF UMB FINL CORP Financial Services 6,998.0 $999K 0.01% -138.0 -1.9% $142.76 +1.7%
1072 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 70,609.0 $998K 0.01% -14K -16.7% $14.13 +17.2%
1073 ZION ZIONS BANCORPORATION NATL AS Financial Services 14,413.0 $997K 0.01% -270.0 -1.8% $69.17 -1.5%
1074 LCII LCI INDS Consumer Cyclical 9,428.0 $997K 0.01% -4K -31.4% $105.75 -3.6%
1075 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 12,396.0 $992K 0.01% -6K -31.0% $80.03 -10.1%
1076 PINS PINTEREST INC Communication Services 47,203.0 $992K 0.01% -12K -20.4% $21.02 +11.3%
1077 QTWO Q2 HLDGS INC Technology 20,616.0 $991K 0.01% -11K -35.2% $48.07 +33.0%
1078 PRDO PERDOCEO ED CORP Consumer Defensive 30,969.0 $990K 0.01% -11K -26.5% $31.97 +3.3%
1079 CMC COMMERCIAL METALS CO Basic Materials 15,727.0 $986K 0.01% -207.0 -1.3% $62.69 +5.8%
1080 FBNC FIRST BANCORP N C Financial Services 15,366.0 $982K 0.01% -7K -32.7% $63.91 +1.2%
Page 54 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%