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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 86 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1701 AUPH AURINIA PHARMACEUTICALS INC Healthcare 8,543.0 $144K 0.00% $16.86 +2.5%
1702 ATKR ATKORE INC Industrials 1,875.0 $142K 0.00% $75.73 +23.4%
1703 CMPR CIMPRESS PLC Communication Services 1,406.0 $142K 0.00% $101.00 -12.0%
1704 USNA USANA HEALTH SCIENCES INC Consumer Defensive 6,666.0 $142K 0.00% $21.30 -38.1%
1705 BBCP CONCRETE PUMPING HLDGS INC Industrials 11,540.0 $139K 0.00% +10K +649.4% $12.05 -25.4%
1706 EQBK EQUITY BANCSHARES INC Financial Services 2,831.0 $138K 0.00% $48.75 +2.3%
1707 TK TEEKAY CORPORATION LTD Energy 13,902.0 $138K 0.00% $9.93 +32.8%
1708 LIBERTY CAP CORP 6,416.0 $138K 0.00% $21.51
1709 OEC ORION S.A. Basic Materials 20,880.0 $137K 0.00% $6.56 -7.2%
1710 CURI CURIOSITYSTREAM INC Communication Services 51,365.0 $136K 0.00% +42K +448.5% $2.65 +11.0%
1711 VVX V2X INC Industrials 1,817.0 $135K 0.00% $74.30 +6.3%
1712 MCS MARCUS CORP DEL Communication Services 5,761.0 $134K 0.00% $23.26 +27.3%
1713 NMRK NEWMARK GROUP INC Real Estate 8,833.0 $133K 0.00% $15.06 +6.1%
1714 LIBERTY GLOBAL LTD 11,680.0 $132K 0.00% $11.30
1715 SINCLAIR INC 9,241.0 $131K 0.00% $14.18
1716 IIIN INSTEEL INDS INC Industrials 4,370.0 $131K 0.00% -10K -69.0% $29.98 +1.3%
1717 IMXI INTERNATIONAL MONEY EXPRESS Technology 9,048.0 $130K 0.00% $14.37 -2.2%
1718 FRME FIRST MERCHANTS CORP Financial Services 2,960.0 $129K 0.00% +418.0 +16.4% $43.58 -3.8%
1719 PKE PARK AEROSPACE CORP Industrials 3,405.0 $129K 0.00% $37.89 -10.5%
1720 STNG SCORPIO TANKERS INC Energy 1,869.0 $129K 0.00% $69.02 +13.6%
Page 86 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%