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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 72 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 YELP YELP INC Communication Services 19,198.0 $469K 0.01% -13K -40.0% $24.43 -4.0%
1422 FA FIRST ADVANTAGE CORP NEW Industrials 25,986.0 $469K 0.01% NEW $18.05 +15.8%
1423 PII POLARIS INC Consumer Cyclical 6,846.0 $468K 0.01% +2K +28.6% $68.36 -5.8%
1424 PURSUIT ATTRACTIONS AND HOSP 8,307.0 $464K 0.01% -4K -33.1% $55.86
1425 WING WINGSTOP INC Consumer Cyclical 2,669.0 $462K 0.01% -75.0 -2.7% $173.10 -33.3%
1426 CHWY CHEWY INC Consumer Cyclical 23,535.0 $462K 0.01% +1K +5.3% $19.63 +22.4%
1427 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 17,198.0 $461K 0.01% -8K -33.0% $26.81 +6.6%
1428 INSP INSPIRE MED SYS INC Healthcare 10,288.0 $458K 0.01% -5K -31.9% $44.52 +40.1%
1429 QDEL QUIDELORTHO CORP Healthcare 26,201.0 $458K 0.01% -12K -31.6% $17.48 -15.7%
1430 VAL VALARIS LTD Energy 6,311.0 $458K 0.01% -89.0 -1.4% $72.57 +20.9%
1431 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 5,944.0 $456K 0.01% -136.0 -2.2% $76.72 -0.8%
1432 AN AUTONATION INC Consumer Cyclical 2,459.0 $456K 0.01% -223.0 -8.3% $185.44 +7.6%
1433 EE EXCELERATE ENERGY INC Utilities 12,047.0 $456K 0.01% $37.85 +4.0%
1434 BL BLACKLINE INC Technology 16,228.0 $455K 0.01% -9K -36.3% $28.04 +13.5%
1435 ENOV ENOVIS CORPORATION Industrials 21,994.0 $454K 0.01% -10K -31.6% $20.64 +26.2%
1436 PATH UIPATH INC Technology 41,847.0 $454K 0.01% $10.85 +51.1%
1437 DUOL DUOLINGO INC Technology 3,943.0 $453K 0.00% $114.89 +27.2%
1438 RZLT REZOLUTE INC Healthcare 87,000.0 $452K 0.00% +10K +13.0% $5.20 -2.0%
1439 PFBC PREFERRED BK LOS ANGELES CA Financial Services 4,253.0 $451K 0.00% -2K -33.5% $106.04 -1.5%
1440 MMS MAXIMUS INC Industrials 8,416.0 $451K 0.00% -484.0 -5.4% $53.59 +8.6%
Page 72 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%