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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 83 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 CCB COASTAL FINL CORP WA Financial Services 2,868.0 $221K 0.00% $77.06 -40.3%
1642 CHH CHOICE HOTELS INTL INC Consumer Cyclical 1,989.0 $219K 0.00% -77.0 -3.7% $110.11 -0.5%
1643 U UNITY SOFTWARE INC Technology 7,605.0 $217K 0.00% NEW $28.53 +63.4%
1644 NBN NORTHEAST BK PORTLAND ME Financial Services 1,638.0 $216K 0.00% $131.87 -1.7%
1645 RES RPC INC Energy 37,176.0 $216K 0.00% -15K -28.9% $5.81 +9.2%
1646 ASST STRIVE INC Communication Services 19,804.0 $216K 0.00% NEW $10.91 +65.4%
1647 MAIN MAIN STR CAP CORP Financial Services 4,127.0 $214K 0.00% $51.85 +13.6%
1648 LENZ LENZ THERAPEUTICS INC Healthcare 37,159.0 $211K 0.00% +18K +94.0% $5.68 -16.6%
1649 MYE MYERS INDS INC Consumer Cyclical 6,002.0 $211K 0.00% $35.15 -5.5%
1650 EXPI AGNT INC Real Estate 38,750.0 $208K 0.00% -15K -28.2% $5.37 -11.9%
1651 FBRT FRANKLIN BSP RLTY TR INC Real Estate 25,346.0 $206K 0.00% -16K -38.5% $8.13 +1.7%
1652 HHH HOWARD HUGHES HOLDINGS INC Real Estate 2,799.0 $200K 0.00% $71.45 -5.9%
1653 PINE ALPINE INCOME PPTY TR INC Real Estate 9,618.0 $199K 0.00% +1K +14.7% $20.69 -5.8%
1654 CMCL CALEDONIA MNG CORP Basic Materials 10,457.0 $199K 0.00% +2K +31.4% $19.03 +29.5%
1655 RWT REDWOOD TRUST INC Real Estate 41,236.0 $195K 0.00% -24K -36.3% $4.73 +1.4%
1656 NWPX NWPX INFRASTRUCTURE INC Industrials 1,287.0 $192K 0.00% $149.18 -27.3%
1657 SAM BOSTON BEER INC Consumer Defensive 1,091.0 $192K 0.00% -35.0 -3.1% $175.99 +4.7%
1658 ESQ ESQUIRE FINL HLDGS INC Financial Services 1,606.0 $191K 0.00% $118.93 -4.8%
1659 ODC OIL DRI CORP AMER Basic Materials 1,879.0 $191K 0.00% $101.65 -12.3%
1660 GCT GIGACLOUD TECHNOLOGY INC Technology 5,972.0 $188K 0.00% $31.48 +59.1%
Page 83 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%