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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 68 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 GRPN GROUPON INC Communication Services 24,023.0 $577K 0.01% $24.02 -18.4%
1342 CRI CARTERS INC Consumer Cyclical 13,990.0 $575K 0.01% -6K -31.5% $41.10 -13.0%
1343 MGNI MAGNITE INC Communication Services 30,334.0 $575K 0.01% $18.96 +24.0%
1344 TPB TURNING PT BRANDS INC Consumer Defensive 6,792.0 $575K 0.01% $84.66 -1.5%
1345 TRIP TRIPADVISOR INC Consumer Cyclical 41,680.0 $571K 0.01% -21K -33.7% $13.70 -27.0%
1346 GXO GXO LOGISTICS INCORPORATED Industrials 11,273.0 $571K 0.01% $50.65 -9.7%
1347 LZ LEGALZOOM COM INC Industrials 93,156.0 $570K 0.01% +43K +84.8% $6.12 -4.6%
1348 ALK ALASKA AIR GROUP INC Industrials 10,918.0 $569K 0.01% -503.0 -4.4% $52.12 -22.5%
1349 GBX GREENBRIER COS INC Industrials 11,619.0 $569K 0.01% -6K -32.4% $48.97 -6.0%
1350 LKFN LAKELAND FINL CORP Financial Services 9,226.0 $569K 0.01% -5K -34.0% $61.67 -2.3%
1351 MTDR MATADOR RES CO Energy 11,438.0 $569K 0.01% -185.0 -1.6% $49.75 +17.4%
1352 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 29,945.0 $568K 0.01% -14K -31.9% $18.97 -5.7%
1353 TFIN TRIUMPH FINANCIAL INC Financial Services 7,448.0 $568K 0.01% -4K -35.2% $76.26 -1.7%
1354 NWE NORTHWESTERN ENERGY GROUP IN Utilities 7,905.0 $565K 0.01% -67.0 -0.8% $71.47 -2.8%
1355 HAE HAEMONETICS CORP MASS Healthcare 7,534.0 $564K 0.01% -146.0 -1.9% $74.86 +45.3%
1356 EFC ELLINGTON FINANCIAL INC Real Estate 41,295.0 $562K 0.01% -13K -24.4% $13.61 +0.2%
1357 JBLU JETBLUE AIRWAYS CORP Industrials 98,010.0 $561K 0.01% -50K -33.9% $5.72 -14.6%
1358 STWD STARWOOD PPTY TR INC Real Estate 34,147.0 $559K 0.01% -362.0 -1.1% $16.37 +0.1%
1359 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 42,111.0 $558K 0.01% -9K -18.0% $13.25 -17.9%
1360 SLDE SLIDE INS HLDGS INC Financial Services 28,769.0 $557K 0.01% $19.36 +17.5%
Page 68 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%