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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 71 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 BJRI BJS RESTAURANTS INC Consumer Cyclical 8,063.0 $489K 0.01% -4K -32.3% $60.65 +10.1%
1402 CRMD CORMEDIX INC Healthcare 62,358.0 $488K 0.01% +13K +26.3% $7.83 +4.8%
1403 GIII G III APPAREL GROUP LTD Consumer Cyclical 14,470.0 $487K 0.01% -7K -32.2% $33.66 +0.4%
1404 XPEL XPEL INC Consumer Cyclical 9,848.0 $487K 0.01% -5K -31.7% $49.45 +3.8%
1405 SMG SCOTTS MIRACLE-GRO CO Basic Materials 7,110.0 $484K 0.01% -41.0 -0.6% $68.07 -10.4%
1406 SLVM SYLVAMO CORP Basic Materials 12,774.0 $482K 0.01% -6K -31.9% $37.73 -2.5%
1407 AMN AMN HEALTHCARE SVCS INC Healthcare 14,927.0 $482K 0.01% -6K -30.1% $32.29 +6.7%
1408 DOCS DOXIMITY INC Healthcare 23,281.0 $481K 0.01% +3K +12.5% $20.66 +22.6%
1409 UVV UNIVERSAL CORP VA MTNS BK EN Consumer Defensive 9,207.0 $480K 0.01% -4K -32.7% $52.13 -13.7%
1410 SLM SLM CORP Financial Services 18,479.0 $479K 0.01% -2K -8.5% $25.92 +2.1%
1411 CPF CENTRAL PAC FINL CORP Financial Services 12,523.0 $477K 0.01% -5K -28.2% $38.09 -1.7%
1412 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 26,524.0 $475K 0.01% -12K -31.3% $17.91 -6.5%
1413 MTN VAIL RESORTS INC Consumer Cyclical 3,492.0 $475K 0.01% -94.0 -2.6% $136.03 +12.3%
1414 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 19,887.0 $474K 0.01% -8K -28.2% $23.83 -0.9%
1415 LPG DORIAN LPG LTD Energy 13,633.0 $474K 0.01% -7K -32.8% $34.77 +47.1%
1416 ACI ALBERTSONS COMPANIES INC Consumer Defensive 34,888.0 $472K 0.01% -4K -11.1% $13.53 -8.5%
1417 CNX CNX RES CORP Energy 13,863.0 $470K 0.01% +476.0 +3.6% $33.90 +7.2%
1418 STAA STAAR SURGICAL CO Healthcare 16,396.0 $470K 0.01% -9K -35.3% $28.67 -19.3%
1419 PZZA PAPA JOHNS INTL INC Consumer Cyclical 12,783.0 $469K 0.01% -6K -31.4% $36.69 -34.7%
1420 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 5,536.0 $469K 0.01% -3K -36.9% $84.72 -8.6%
Page 71 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%