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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 64 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 WD WALKER & DUNLOP INC Financial Services 12,749.0 $696K 0.01% -6K -32.1% $54.59 -26.3%
1262 CNO CNO FINL GROUP INC Financial Services 13,645.0 $695K 0.01% -328.0 -2.4% $50.93 +5.1%
1263 EXP EAGLE MATLS INC Basic Materials 3,080.0 $693K 0.01% -62.0 -2.0% $225.00 -8.0%
1264 PRG PROG HOLDINGS INC Industrials 14,827.0 $691K 0.01% -7K -32.0% $46.60 -16.8%
1265 AOS SMITH A O CORP Industrials 10,971.0 $688K 0.01% -367.0 -3.2% $62.71 +0.6%
1266 PCRX PACIRA BIOSCIENCES INC Healthcare 27,144.0 $687K 0.01% -9K -24.9% $25.31 -2.5%
1267 CBT CABOT CORP Basic Materials 7,540.0 $684K 0.01% -219.0 -2.8% $90.72 -6.1%
1268 FAF FIRST AMERN FINL CORP Financial Services 9,985.0 $684K 0.01% -126.0 -1.2% $68.50 +4.8%
1269 DHT DHT HOLDINGS INC Energy 41,145.0 $680K 0.01% $16.53 +19.9%
1270 CRBG COREBRIDGE FINL INC 23,719.0 $679K 0.01% -3K -10.7% $28.63
1271 STEL STELLAR BANCORP INC Financial Services 17,255.0 $678K 0.01% -8K -32.6% $39.29 +0.1%
1272 UMH UMH PPTYS INC Real Estate 44,825.0 $677K 0.01% +960.0 +2.2% $15.10 +9.3%
1273 CBL CBL & ASSOC PPTYS INC Real Estate 12,791.0 $677K 0.01% +240.0 +1.9% $52.93 +4.6%
1274 UFPT UFP TECHNOLOGIES INC Healthcare 2,548.0 $675K 0.01% -1K -34.9% $264.91 +16.7%
1275 SYNA SYNAPTICS INC Technology 5,430.0 $674K 0.01% -141.0 -2.5% $124.13 -21.3%
1276 NVST ENVISTA HOLDINGS CORPORATION Healthcare 25,560.0 $673K 0.01% -460.0 -1.8% $26.33 +3.3%
1277 MLKN MILLERKNOLL INC Consumer Cyclical 33,003.0 $673K 0.01% -6K -15.3% $20.39 +12.9%
1278 HROW HARROW INC Healthcare 15,807.0 $670K 0.01% $42.39 -3.4%
1279 STRA STRATEGIC ED INC Consumer Defensive 8,743.0 $669K 0.01% -4K -33.9% $76.52 +9.0%
1280 EZPW EZCORP INC Financial Services 19,287.0 $666K 0.01% -10K -34.5% $34.53 -6.7%
Page 64 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%