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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 80 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 GNK GENCO SHIPPING & TRADING LTD Industrials 11,752.0 $290K 0.00% $24.68 +5.7%
1582 HRI HERC HLDGS INC Industrials 2,028.0 $290K 0.00% $143.00 +13.1%
1583 LINC LINCOLN EDL SVCS CORP Consumer Defensive 5,835.0 $290K 0.00% $49.70 -47.4%
1584 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 11,056.0 $287K 0.00% $25.96 +29.6%
1585 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 3,348.0 $287K 0.00% -2K -32.3% $85.72 -11.6%
1586 NPK INTERNATIONAL INC 17,991.0 $285K 0.00% $15.84
1587 GTM ZOOMINFO TECHNOLOGIES INC Technology 96,287.0 $281K 0.00% +58K +154.1% $2.92 +33.0%
1588 FOUR SHIFT4 PMTS INC Technology 5,752.0 $279K 0.00% -1K -15.0% $48.50 -1.3%
1589 AKBA AKEBIA THREAPEUTICS INC Healthcare 246,078.0 $279K 0.00% +100K +68.5% $1.13 -18.9%
1590 ASGN EVERFORTH INC Technology 15,599.0 $278K 0.00% +9K +146.2% $17.82 +17.6%
1591 QCRH QCR HLDGS INC Financial Services 2,864.0 $277K 0.00% $96.72 +4.5%
1592 TRUP TRUPANION INC Financial Services 11,205.0 $277K 0.00% -6K -34.7% $24.72 +24.1%
1593 CPA COPA HOLDINGS SA Industrials 1,771.0 $275K 0.00% -27K -93.8% $155.28 -17.4%
1594 CVI CVR ENERGY INC Energy 9,932.0 $273K 0.00% -5K -35.3% $27.49 +30.4%
1595 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 16,089.0 $272K 0.00% -7K -31.7% $16.91 +26.2%
1596 SABR SABRE CORP Consumer Cyclical 130,183.0 $272K 0.00% -67K -34.1% $2.09 -0.4%
1597 NPK NATIONAL PRESTO INDS INC Industrials 2,130.0 $265K 0.00% -905.0 -29.8% $124.41 +21.1%
1598 PEGA PEGASYSTEMS INC Technology 8,843.0 $265K 0.00% -163.0 -1.8% $29.97 +12.2%
1599 XRN CHIRON REAL ESTATE INC Financial Services 7,109.0 $265K 0.00% +120.0 +1.7% $37.28 -0.7%
1600 TREE LENDINGTREE INC Financial Services 5,998.0 $265K 0.00% +1K +20.0% $44.18 -30.8%
Page 80 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 33.5%
Financial Services 10.2%
Real Estate 9.9%
Consumer Cyclical 9.1%
Industrials 8.8%
Healthcare 8.5%
Communication Services 8.4%
Consumer Defensive 4.3%
Energy 3.2%
Utilities 2.2%