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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 70 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 WEN WENDYS CO Consumer Cyclical 63,508.0 $525K 0.01% -28K -30.9% $8.27 +9.0%
1382 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 55,890.0 $524K 0.01% -709.0 -1.2% $9.38 +20.2%
1383 HOMB HOME BANCSHARES INC Financial Services 18,354.0 $524K 0.01% +142.0 +0.8% $28.55 +6.0%
1384 AVAV AEROVIRONMENT INC Industrials 3,160.0 $521K 0.01% +60.0 +1.9% $164.87 -2.8%
1385 DV DOUBLEVERIFY HLDGS INC Technology 48,145.0 $521K 0.01% -26K -35.1% $10.82 +23.0%
1386 FROG JFROG LTD Technology 5,729.0 $520K 0.01% $90.77 +1.5%
1387 BIO BIO RAD LABS INC Healthcare 1,765.0 $518K 0.01% -46.0 -2.5% $293.48 +29.5%
1388 ROCK GIBRALTAR INDS INC Industrials 11,429.0 $514K 0.01% -5K -31.6% $44.97 +3.4%
1389 WABC WESTAMERICA BANCORPORATION Financial Services 8,783.0 $514K 0.01% -5K -36.4% $58.52 -0.1%
1390 TR TOOTSIE ROLL INDS INC Consumer Defensive 12,990.0 $512K 0.01% -3K -19.6% $39.41 +4.0%
1391 TREX TREX INC Industrials 10,181.0 $509K 0.01% -530.0 -5.0% $50.00 -6.3%
1392 CNA CNA FINL CORP Financial Services 10,410.0 $506K 0.01% -1K -10.5% $48.61 +0.8%
1393 PRGS PROGRESS SOFTWARE CORP Technology 15,056.0 $505K 0.01% -7K -31.1% $33.54 +32.3%
1394 UFPI UFP INDUSTRIES INC Basic Materials 5,534.0 $502K 0.01% -290.0 -5.0% $90.71 -2.1%
1395 W WAYFAIR INC Consumer Cyclical 5,418.0 $500K 0.01% $92.28 +10.0%
1396 BHF BRIGHTHOUSE FINL INC Financial Services 7,920.0 $500K 0.01% -118.0 -1.5% $63.13 -17.2%
1397 AVNT AVIENT CORPORATION Basic Materials 13,406.0 $495K 0.01% -154.0 -1.1% $36.92 +21.0%
1398 ASB ASSOCIATED BANC-CORP Financial Services 16,007.0 $492K 0.01% -313.0 -1.9% $30.74 +0.3%
1399 BILL BILL HOLDINGS INC Technology 13,620.0 $492K 0.01% -177.0 -1.3% $36.12 +32.4%
1400 LPX LOUISIANA PAC CORP Basic Materials 6,230.0 $490K 0.01% -202.0 -3.1% $78.65 -7.0%
Page 70 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%