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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 89 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 12,637.0 $108K 0.00% $8.55 +53.5%
1762 NTB BANK OF N T BUTTERFIELD & SO Financial Services 1,821.0 $108K 0.00% $59.31 -0.7%
1763 INTA INTAPP INC Technology 4,258.0 $107K 0.00% $25.13 +59.3%
1764 TH TARGET HOSPITALITY CORP Industrials 5,297.0 $107K 0.00% $20.20 -14.0%
1765 PAX PATRIA INVESTMENTS LIMITED Financial Services 9,683.0 $106K 0.00% $10.95 +3.7%
1766 SITE CTRS CORP 27,114.0 $106K 0.00% $3.91
1767 CCNE CNB FINL CORP PA Financial Services 3,160.0 $106K 0.00% $33.54 +0.8%
1768 FSBC FIVE STAR BANCORP Financial Services 2,177.0 $105K 0.00% $48.23 -6.3%
1769 SYBT STOCK YDS BANCORP INC Financial Services 1,378.0 $105K 0.00% $76.20 +7.3%
1770 MADISON SQUARE GARDEN ENTMT 1,310.0 $105K 0.00% $80.15
1771 NLOP NET LEASE OFFICE PROPERTIES Real Estate 9,494.0 $104K 0.00% +185.0 +2.0% $10.95 +5.8%
1772 OXM OXFORD INDS INC Consumer Cyclical 3,000.0 $104K 0.00% -7K -70.1% $34.67 -0.6%
1773 RCKY ROCKY BRANDS INC Consumer Cyclical 2,516.0 $103K 0.00% +1K +106.9% $40.94 +13.7%
1774 HAMILTON INSURANCE GROUP LTD 3,007.0 $102K 0.00% $33.92
1775 NATH NATHANS FAMOUS INC Consumer Cyclical 1,007.0 $101K 0.00% $100.30 -3.0%
1776 ANGI ANGI INC Communication Services 17,161.0 $101K 0.00% -18K -51.8% $5.89 -21.7%
1777 CLVT CLARIVATE PLC Technology 46,836.0 $101K 0.00% $2.16 -4.9%
1778 NESR NATIONAL ENERGY SERVICES REU Energy 3,366.0 $100K 0.00% $29.71 +10.7%
1779 NUS NU SKIN ENTERPRISES INC Consumer Defensive 19,187.0 $100K 0.00% +9K +88.3% $5.21 -11.8%
1780 TZOO TRAVELZOO Communication Services 8,605.0 $100K 0.00% +5K +138.7% $11.62 -41.8%
Page 89 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%