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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 87 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 PHI PLDT INC Communication Services 7,222.0 $126K 0.00% $17.45 +10.3%
1722 GAMB GAMBLING COM GROUP LIMITED Consumer Cyclical 66,620.0 $126K 0.00% +40K +150.3% $1.89 +1.0%
1723 CASS CASS INFORMATION SYS INC Industrials 2,457.0 $125K 0.00% $50.88 +11.1%
1724 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 23,979.0 $125K 0.00% $5.21 -20.7%
1725 PMTS CPI CARD GROUP INC Financial Services 6,000.0 $124K 0.00% NEW $20.67 +33.3%
1726 WGS GENEDX HOLDINGS CORP Healthcare 1,815.0 $124K 0.00% $68.32 +20.3%
1727 HTGC HERCULES CAPITAL INC Financial Services 7,821.0 $123K 0.00% $15.73 +8.3%
1728 WNC WABASH NATL CORP Industrials 9,197.0 $123K 0.00% +7K +318.6% $13.37 -13.4%
1729 NABL N-ABLE INC Technology 33,336.0 $122K 0.00% -13K -27.6% $3.66 -5.3%
1730 SGRY SURGERY PARTNERS INC Healthcare 7,282.0 $122K 0.00% $16.75 -17.4%
1731 FSLY FASTLY INC Technology 6,691.0 $122K 0.00% $18.23 +22.7%
1732 AVPT AVEPOINT INC Technology 10,872.0 $121K 0.00% $11.13 +17.6%
1733 FMNB FARMERS NATIONAL BANC CORP Financial Services 8,327.0 $121K 0.00% +4K +72.5% $14.53 +7.6%
1734 FRSH FRESHWORKS INC Technology 11,901.0 $120K 0.00% $10.08 +29.1%
1735 OPRT OPORTUN FINL CORP Financial Services 21,037.0 $120K 0.00% +10K +90.6% $5.70 +29.3%
1736 STNE STONECO LTD Technology 11,076.0 $120K 0.00% $10.83 -14.8%
1737 DIGITALBRIDGE GROUP INC 7,620.0 $120K 0.00% $15.75
1738 SEM SELECT MED HLDGS CORP Healthcare 7,259.0 $119K 0.00% -56K -88.5% $16.39 +0.7%
1739 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 11,899.0 $118K 0.00% $9.92 -2.5%
1740 CENT CENTRAL GARDEN & PET CO Consumer Defensive 2,670.0 $118K 0.00% -1K -34.2% $44.19 -0.7%
Page 87 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%