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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.8B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2081 New
Page 58 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 KMT KENNAMETAL INC Industrials 42,304.0 $884K 0.01% NEW $20.90 +68.5%
1142 PZZA PAPA JOHNS INTL INC Consumer Cyclical 18,314.0 $881K 0.01% NEW $48.11 -32.8%
1143 CFR CULLEN FROST BANKERS INC Financial Services 6,924.0 $877K 0.01% NEW $126.66 +9.7%
1144 HQY HEALTHEQUITY INC Healthcare 9,231.0 $874K 0.01% NEW $94.68 -8.7%
1145 VYX NCR VOYIX CORPORATION Technology 69,556.0 $872K 0.01% NEW $12.54 -48.4%
1146 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 7,004.0 $871K 0.01% NEW $124.36 +205.9%
1147 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 11,770.0 $867K 0.01% NEW $73.66 -34.3%
1148 KSS KOHLS CORP Consumer Cyclical 56,377.0 $866K 0.01% NEW $15.36 -17.4%
1149 FNB F N B CORP Financial Services 53,748.0 $865K 0.01% NEW $16.09 +8.6%
1150 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 16,749.0 $865K 0.01% NEW $51.64 -32.8%
1151 ERIE ERIE INDTY CO Financial Services 2,715.0 $863K 0.01% NEW $317.86 -29.3%
1152 DXPE DXP ENTERPRISES INC Industrials 7,213.0 $858K 0.01% NEW $118.95 +21.2%
1153 HTO H2O AMERICA Utilities 17,546.0 $854K 0.01% NEW $48.67 +18.3%
1154 SAIA SAIA INC Industrials 2,850.0 $853K 0.01% NEW $299.30 +55.9%
1155 LNN LINDSAY CORP Industrials 6,068.0 $852K 0.01% NEW $140.41 -22.2%
1156 NHC NATIONAL HEALTHCARE CORP Healthcare 7,009.0 $851K 0.01% NEW $121.42 +61.4%
1157 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 6,625.0 $850K 0.01% NEW $128.30 -35.3%
1158 MMS MAXIMUS INC Industrials 9,291.0 $848K 0.01% NEW $91.27 -32.7%
1159 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 28,715.0 $847K 0.01% NEW $29.50 +17.2%
1160 ARMOUR RESIDENTIAL REIT INC 56,639.0 $846K 0.01% NEW $14.94
Page 58 of 105  ·  2,081 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 30.6%
Financial Services 11.7%
Consumer Cyclical 10.3%
Real Estate 9.5%
Communication Services 8.7%
Industrials 8.6%
Healthcare 8.4%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.2%