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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 57 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 18,802.0 $898K 0.01% -2K -7.5% $47.76 -8.4%
1122 BROS DUTCH BROS INC Consumer Cyclical 12,502.0 $897K 0.01% NEW $71.75 -30.5%
1123 RAMP LIVERAMP HLDGS INC Technology 23,754.0 $893K 0.01% -12K -32.9% $37.59 -0.0%
1124 PENN PENN ENTERTAINMENT INC Consumer Cyclical 41,833.0 $893K 0.01% -23K -35.7% $21.35 -12.7%
1125 PBI PITNEY BOWES INC Industrials 51,038.0 $893K 0.01% -34K -40.2% $17.50 -5.8%
1126 GAMESTOP CORP 40,418.0 $892K 0.01% -433.0 -1.1% $22.07
1127 CNM CORE & MAIN INC Industrials 18,435.0 $889K 0.01% -525.0 -2.8% $48.22 -6.9%
1128 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,999.0 $887K 0.01% -79.0 -2.6% $295.77 +15.6%
1129 MUSA MURPHY USA INC Consumer Cyclical 1,647.0 $887K 0.01% -57.0 -3.4% $538.55 +5.8%
1130 NWSA NEWS CORP NEW Communication Services 35,753.0 $887K 0.01% -2K -4.1% $24.81 +22.5%
1131 SAIC SCIENCE APPLICATIONS INTL CO Technology 8,047.0 $887K 0.01% -459.0 -5.4% $110.23 +16.2%
1132 TRMK TRUSTMARK CORP Financial Services 19,300.0 $887K 0.01% -11K -36.7% $45.96 +1.2%
1133 RCUS ARCUS BIOSCIENCES INC Healthcare 28,580.0 $881K 0.01% -15K -34.2% $30.83 -1.6%
1134 HLIT HARMONIC INC Technology 54,082.0 $881K 0.01% -21K -28.2% $16.29 -23.5%
1135 ALRM ALARM COM HLDGS INC Technology 18,835.0 $879K 0.01% -9K -32.6% $46.67 +23.2%
1136 ACM AECOM Industrials 12,593.0 $878K 0.01% -450.0 -3.5% $69.72 -7.1%
1137 TXNM ENERGY INC 15,433.0 $875K 0.01% $56.70
1138 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 18,500.0 $874K 0.01% -9K -32.4% $47.24 +8.6%
1139 INVA INNOVIVA INC Healthcare 38,474.0 $873K 0.01% -13K -25.4% $22.69 -7.1%
1140 APPF APPFOLIO INC Technology 5,450.0 $872K 0.01% +71.0 +1.3% $160.00 +40.2%
Page 57 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%