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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 66 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 EVTC EVERTEC INC Technology 22,875.0 $634K 0.01% -12K -34.9% $27.72 +7.8%
1302 LZB LA Z BOY INC Consumer Cyclical 15,832.0 $634K 0.01% -8K -32.2% $40.05 -15.8%
1303 REX REX AMERICAN RES CORP Basic Materials 14,018.0 $632K 0.01% -5K -26.9% $45.08 -0.9%
1304 HTH HILLTOP HLDGS INC Financial Services 16,293.0 $631K 0.01% -9K -34.5% $38.73 -0.1%
1305 FLO FLOWERS FOODS INC Consumer Defensive 79,813.0 $630K 0.01% +49K +158.2% $7.89 -12.0%
1306 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 10,592.0 $628K 0.01% $59.29 -8.5%
1307 IESC IES HOLDINGS INC Industrials 855.0 $628K 0.01% NEW $734.50 -6.7%
1308 JHG JANUS HENDERSON GROUP PLC Financial Services 12,078.0 $627K 0.01% -156.0 -1.3% $51.91 +0.1%
1309 OGS ONE GAS INC Utilities 8,147.0 $626K 0.01% +132.0 +1.6% $76.84 +2.6%
1310 SRPT SAREPTA THERAPEUTICS INC Healthcare 34,768.0 $624K 0.01% -19K -34.7% $17.95 +4.7%
1311 WKC WORLD KINECT CORPORATION Energy 18,949.0 $624K 0.01% -11K -37.5% $32.93 +9.2%
1312 RBLX ROBLOX CORP Technology 11,452.0 $622K 0.01% -1K -10.5% $54.31 -29.4%
1313 PNRG PRIMEENERGY RESOURCES CORP Energy 3,724.0 $621K 0.01% $166.76 +27.5%
1314 MSA MSA SAFETY INC Industrials 3,556.0 $620K 0.01% -114.0 -3.1% $174.35 +8.6%
1315 PDM PIEDMONT REALTY TRUST INC Real Estate 67,908.0 $620K 0.01% +780.0 +1.2% $9.13 +5.7%
1316 SONO SONOS INC Technology 45,939.0 $620K 0.01% -22K -32.7% $13.50 +17.3%
1317 LEG LEGGETT & PLATT INC Consumer Cyclical 52,917.0 $619K 0.01% -24K -31.2% $11.70 -19.6%
1318 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 7,335.0 $617K 0.01% -131.0 -1.8% $84.12 -11.3%
1319 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,334.0 $612K 0.01% -156.0 -10.5% $458.77 +16.3%
1320 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 16,929.0 $612K 0.01% -5K -24.3% $36.15 -25.0%
Page 66 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%