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Portfolio (Quarterly) Guide ↗

State of Alaska, Department of Revenue

· CIK 0001370102
13F Portfolio $9.8B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2081 New
Page 87 of 105  ·  2,081 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 TDOC TELADOC HEALTH INC Healthcare 9,777.0 $75K 0.00% NEW $7.67 -15.5%
1722 WLDN WILLDAN GROUP INC Industrials 778.0 $75K 0.00% NEW $96.40 -3.9%
1723 TPB TURNING PT BRANDS INC Consumer Defensive 751.0 $74K 0.00% NEW $98.54 -7.4%
1724 WMK WEIS MKTS INC Consumer Defensive 1,036.0 $74K 0.00% NEW $71.43 +0.9%
1725 NTB BANK OF NT BUTTERFIELD&SON L Financial Services 1,735.0 $74K 0.00% NEW $42.65 +31.5%
1726 CDRE CADRE HLDGS INC Industrials 2,030.0 $74K 0.00% NEW $36.45 -18.1%
1727 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 23,979.0 $73K 0.00% NEW $3.04 +18.3%
1728 FOR FORESTAR GROUP INC Real Estate 2,713.0 $72K 0.00% NEW $26.54 -1.3%
1729 HAMILTON INSURANCE GROUP LTD 2,877.0 $71K 0.00% NEW $24.68
1730 DHT DHT HOLDINGS INC Energy 5,935.0 $70K 0.00% NEW $11.79 +50.6%
1731 MRC GLOBAL INC 4,859.0 $70K 0.00% NEW $14.41
1732 JBI JANUS INTERNATIONAL GROUP IN Industrials 7,177.0 $70K 0.00% NEW $9.75 -47.4%
1733 LC LENDINGCLUB CORP Financial Services 4,576.0 $69K 0.00% NEW $15.08 +4.5%
1734 PACS PACS GROUP INC Financial Services 5,098.0 $69K 0.00% NEW $13.53 +179.1%
1735 XERS XERIS BIOPHARMA HOLDINGS INC Healthcare 8,457.0 $68K 0.00% NEW $8.04 -22.5%
1736 SEADRILL LTD 2,268.0 $68K 0.00% NEW $29.98
1737 FLYW FLYWIRE CORPORATION Technology 4,963.0 $67K 0.00% NEW $13.50 +19.7%
1738 NSSC NAPCO SEC TECHNOLOGIES INC Industrials 1,582.0 $67K 0.00% NEW $42.35 -13.4%
1739 PD PAGERDUTY INC Technology 4,065.0 $67K 0.00% NEW $16.48 -57.2%
1740 BBSI BARRETT BUSINESS SVCS INC Industrials 1,504.0 $66K 0.00% NEW $43.88 -29.3%
Page 87 of 105  ·  2,081 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 30.6%
Financial Services 11.7%
Consumer Cyclical 10.3%
Real Estate 9.5%
Communication Services 8.7%
Industrials 8.6%
Healthcare 8.4%
Consumer Defensive 4.7%
Energy 3.3%
Utilities 2.2%