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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 70 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 AMWD AMERICAN WOODMARK CORPORATIO Consumer Cyclical 8,104.0 $540K 0.01% NEW $66.63 -42.3%
1382 CNA CNA FINL CORP Financial Services 11,635.0 $540K 0.01% NEW $46.41 -4.5%
1383 PMT PENNYMAC MTG INVT TR Real Estate 43,785.0 $536K 0.01% NEW $12.24 -14.2%
1384 FLO FLOWERS FOODS INC Consumer Defensive 41,091.0 $534K 0.01% NEW $13.00 -46.1%
1385 SHC SOTERA HEALTH CO Healthcare 34,038.0 $534K 0.01% NEW $15.69 -0.9%
1386 ALLETE INC 7,979.0 $529K 0.01% NEW $66.30
1387 LGIH LGI HOMES INC Consumer Cyclical 10,210.0 $527K 0.01% NEW $51.62 -10.4%
1388 DAR DARLING INGREDIENTS INC Consumer Defensive 17,000.0 $524K 0.01% NEW $30.82 +87.7%
1389 APOG APOGEE ENTERPRISES INC Industrials 11,988.0 $522K 0.01% NEW $43.54 -18.9%
1390 DHC DIVERSIFIED HEALTHCARE TR Real Estate 118,729.0 $522K 0.01% NEW $4.40 +102.4%
1391 EEFT EURONET WORLDWIDE INC Technology 5,948.0 $522K 0.01% NEW $87.76 -24.2%
1392 GAP GAP INC Consumer Cyclical 24,438.0 $522K 0.01% NEW $21.36 +8.5%
1393 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 13,367.0 $522K 0.01% NEW $39.05 +7.1%
1394 CXM SPRINKLR INC Technology 67,482.0 $520K 0.01% NEW $7.71 -31.5%
1395 DVA DAVITA INC Healthcare 3,910.0 $519K 0.01% NEW $132.74 +49.7%
1396 MSEX MIDDLESEX WTR CO Utilities 9,599.0 $518K 0.01% NEW $53.96 -4.1%
1397 VC VISTEON CORP Consumer Cyclical 4,329.0 $518K 0.01% NEW $119.66 -8.7%
1398 WGO WINNEBAGO INDS INC Consumer Cyclical 15,498.0 $517K 0.01% NEW $33.36 -12.6%
1399 TWO HBRS INVT CORP 52,397.0 $517K 0.01% NEW $9.87
1400 COHU COHU INC Technology 25,482.0 $517K 0.01% NEW $20.29 +125.0%
Page 70 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%