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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 73 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 WLDN WILLDAN GROUP INC Industrials 5,703.0 $450K 0.00% $78.91 +8.4%
1442 TMP TOMPKINS FINL CORP Financial Services 4,751.0 $449K 0.00% -2K -32.6% $94.51 +3.6%
1443 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 9,450.0 $447K 0.00% -5K -32.4% $47.30 -44.2%
1444 EXPO EXPONENT INC Industrials 7,614.0 $447K 0.00% -182.0 -2.3% $58.71 +19.6%
1445 SCL STEPAN CO Basic Materials 8,023.0 $446K 0.00% -4K -32.3% $55.59 +14.5%
1446 CRY ARTIVION INC 19,858.0 $445K 0.00% -5K -20.6% $22.41 -22.2%
1447 AVNS AVANOS MED INC Healthcare 17,879.0 $444K 0.00% -8K -30.4% $24.83 +0.6%
1448 PCTY PAYLOCITY HLDG CORP Technology 4,250.0 $444K 0.00% -87.0 -2.0% $104.47 +46.8%
1449 BFS SAUL CTRS INC Real Estate 11,879.0 $442K 0.00% -2K -11.8% $37.21 -9.4%
1450 HLX HELIX ENERGY SOLUTIONS GRP I Energy 50,615.0 $442K 0.00% -25K -32.6% $8.73 +18.5%
1451 ASH ASHLAND INC Basic Materials 6,677.0 $439K 0.00% $65.75 +10.5%
1452 BROWN FORMAN CORP 16,496.0 $439K 0.00% -1K -5.7% $26.61
1453 FLAGSTAR BANK NATIONAL ASSOC 29,405.0 $439K 0.00% $14.93
1454 TGLS TECNOGLASS INC Basic Materials 9,337.0 $436K 0.00% $46.70 -12.1%
1455 UAMY UNITED STATES ANTIMONY CORP Basic Materials 60,075.0 $436K 0.00% $7.26 -24.4%
1456 ARRY ARRAY TECHNOLOGIES INC Energy 58,711.0 $435K 0.00% $7.41 -36.7%
1457 GSHD GOOSEHEAD INS INC Financial Services 8,983.0 $435K 0.00% -5K -35.3% $48.42 +49.8%
1458 UPBOUND GROUP INC 20,463.0 $433K 0.00% -9K -31.1% $21.16
1459 FCN FTI CONSULTING INC Industrials 2,898.0 $431K 0.00% -110.0 -3.7% $148.72 +4.7%
1460 ENR ENERGIZER HLDGS INC Industrials 20,069.0 $430K 0.00% -11K -35.1% $21.43 +0.2%
Page 73 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%