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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 63 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 ANDE ANDERSONS INC Consumer Defensive 18,405.0 $732K 0.01% NEW $39.77 +76.7%
1242 CNMD CONMED CORP Healthcare 15,576.0 $732K 0.01% NEW $47.00 -21.2%
1243 TRUP TRUPANION INC Financial Services 16,875.0 $730K 0.01% NEW $43.26 -49.4%
1244 QLYS QUALYS INC Technology 5,514.0 $729K 0.01% NEW $132.21 -23.9%
1245 SWX SOUTHWEST GAS HLDGS INC Utilities 9,311.0 $728K 0.01% NEW $78.19 +14.7%
1246 KBH KB HOME Consumer Cyclical 11,393.0 $724K 0.01% NEW $63.55 -24.4%
1247 MXL MAXLINEAR INC Technology 45,045.0 $724K 0.01% NEW $16.07 +520.1%
1248 JBLU JETBLUE AWYS CORP Industrials 146,390.0 $720K 0.01% NEW $4.92 +1.9%
1249 STWD STARWOOD PPTY TR INC Real Estate 37,139.0 $719K 0.01% NEW $19.36 -11.5%
1250 USPH U S PHYSICAL THERAPY Healthcare 8,445.0 $716K 0.01% NEW $84.78 -26.6%
1251 ATEN A10 NETWORKS INC Technology 39,519.0 $716K 0.01% NEW $18.12 +56.4%
1252 NOV NOV INC Energy 53,977.0 $714K 0.01% NEW $13.23 +57.7%
1253 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 10,804.0 $713K 0.01% NEW $65.99 -12.9%
1254 ACADIAN ASSET MANAGEMENT INC 14,778.0 $711K 0.01% NEW $48.11
1255 AGCO AGCO CORP Industrials 6,639.0 $710K 0.01% NEW $106.94 +4.8%
1256 CHDN CHURCHILL DOWNS INC Consumer Cyclical 7,285.0 $706K 0.01% NEW $96.91 -11.7%
1257 ONL ORION PROPERTIES INC Real Estate 261,516.0 $704K 0.01% NEW $2.69 +10.7%
1258 CYTK CYTOKINETICS INC Healthcare 12,780.0 $702K 0.01% NEW $54.93 +42.1%
1259 FAF FIRST AMERN FINL CORP Financial Services 10,901.0 $700K 0.01% NEW $64.21 +5.6%
1260 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 13,124.0 $700K 0.01% NEW $53.34 -31.9%
Page 63 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%