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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 75 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 VC VISTEON CORP Consumer Cyclical 4,082.0 $404K 0.00% -105.0 -2.5% $98.97 +7.7%
1482 AZTA AZENTA INC Healthcare 15,825.0 $403K 0.00% -7K -31.5% $25.47 +45.7%
1483 DBX DROPBOX INC Technology 14,675.0 $403K 0.00% -3K -15.0% $27.46 +25.0%
1484 INN SUMMIT HOTEL PPTYS Real Estate 57,474.0 $402K 0.00% -53K -48.0% $6.99 -12.3%
1485 TNDM TANDEM DIABETES CARE INC Healthcare 26,721.0 $402K 0.00% -12K -30.9% $15.04 +50.8%
1486 USPH U S PHYSICAL THERAPY Healthcare 5,806.0 $398K 0.00% -3K -32.0% $68.55 +15.7%
1487 UAA UNDER ARMOUR INC Consumer Cyclical 62,187.0 $397K 0.00% -34K -35.3% $6.38 -16.8%
1488 HUDSON PACIFIC PROPERTIES IN 26,105.0 $396K 0.00% +150.0 +0.6% $15.17
1489 THRM GENTHERM INC Consumer Cyclical 11,648.0 $396K 0.00% -5K -31.8% $34.00 +20.2%
1490 PPC PILGRIMS PRIDE CORP Consumer Defensive 14,113.0 $395K 0.00% +9K +165.2% $27.99 +14.7%
1491 XNCR XENCOR INC Healthcare 24,417.0 $393K 0.00% -12K -32.9% $16.10 +71.6%
1492 ROOT INC 7,045.0 $393K 0.00% $55.78
1493 VTOL BRISTOW GROUP INC Energy 9,537.0 $393K 0.00% -4K -31.2% $41.21 +10.5%
1494 GTX GARRETT MOTION INC Consumer Cyclical 10,849.0 $393K 0.00% $36.22 -26.1%
1495 PAGAYA TECHNOLOGIES LTD 21,538.0 $392K 0.00% $18.20
1496 CRSR CORSAIR GAMING INC Technology 40,471.0 $390K 0.00% +12K +42.7% $9.64 +14.4%
1497 EXLS EXLSERVICE HLDGS INC Technology 14,970.0 $387K 0.00% -771.0 -4.9% $25.85 +45.5%
1498 THO THOR INDS INC Consumer Cyclical 5,154.0 $387K 0.00% -56.0 -1.1% $75.09 +6.4%
1499 WMG WARNER MUSIC GROUP CORP Communication Services 14,329.0 $387K 0.00% -171.0 -1.2% $27.01 +0.9%
1500 UHT UNIVERSAL HEALTH RLTY INCOME Real Estate 8,815.0 $385K 0.00% -6K -41.2% $43.68 -5.7%
Page 75 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%