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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 90 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 NXDT NEXPOINT DIVERSIFIED REL ET Financial Services 18,803.0 $97K 0.00% +1K +8.4% $5.16 +9.5%
1782 SMBK SMARTFINANCIAL INC Financial Services 2,105.0 $97K 0.00% $46.08 +10.6%
1783 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 1,875.0 $96K 0.00% $51.20 +8.3%
1784 HLMN HILLMAN SOLUTIONS CORP Industrials 11,437.0 $96K 0.00% $8.39 -1.0%
1785 HUN HUNTSMAN CORP Basic Materials 9,051.0 $96K 0.00% $10.61 -4.2%
1786 ERII ENERGY RECOVERY INC Industrials 10,642.0 $95K 0.00% $8.93 -13.2%
1787 OFLX OMEGA FLEX INC Industrials 3,027.0 $95K 0.00% +2K +474.4% $31.38 -11.6%
1788 PD PAGERDUTY INC Technology 9,865.0 $94K 0.00% +6K +142.7% $9.53 +27.2%
1789 SHBI SHORE BANCSHARES INC Financial Services 4,138.0 $94K 0.00% $22.72 +1.9%
1790 ALNT ALLIENT INC Technology 919.0 $94K 0.00% $102.29 -2.8%
1791 CLBK COLUMBIA FINL INC Financial Services 4,433.0 $94K 0.00% $21.20 -44.5%
1792 LC HAPPEN INC Financial Services 4,576.0 $94K 0.00% $20.54 -6.5%
1793 HTZ HERTZ GLOBAL HLDGS INC Industrials 41,595.0 $94K 0.00% -21K -33.7% $2.26 -7.5%
1794 CMRE COSTAMARE INC Industrials 6,650.0 $93K 0.00% $13.98 +8.5%
1795 PAYS PAYSIGN INC Technology 11,498.0 $93K 0.00% $8.09 +70.9%
1796 LPRO OPEN LENDING CORP Financial Services 29,739.0 $92K 0.00% +15K +101.8% $3.09 +1.5%
1797 VIRC VIRCO MFG CO Consumer Cyclical 15,005.0 $92K 0.00% +8K +99.9% $6.13 -3.9%
1798 BKV BKV CORP Energy 3,378.0 $92K 0.00% $27.24 -4.2%
1799 FOR FORESTAR GROUP INC Real Estate 2,918.0 $92K 0.00% $31.53 -8.4%
1800 BRZE BRAZE INC Technology 4,211.0 $91K 0.00% $21.61 +42.1%
Page 90 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%