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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 91 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1801 FLYW FLYWIRE CORPORATION Technology 5,214.0 $91K 0.00% $17.45 +7.9%
1802 NAGE NIAGEN BIOSCIENCE INC Healthcare 28,775.0 $91K 0.00% $3.16 +0.2%
1803 SD SANDRIDGE ENERGY INC Energy 6,604.0 $90K 0.00% $13.63 +4.0%
1804 NEXXEN INTL LTD 10,019.0 $90K 0.00% $8.98
1805 AISP AIRSHIP AI HLDGS INC Technology 37,696.0 $90K 0.00% $2.39 -13.7%
1806 BV BRIGHTVIEW HLDGS INC Industrials 6,402.0 $90K 0.00% $14.06 -18.1%
1807 HURN HURON CONSULTING GROUP INC Industrials 1,005.0 $90K 0.00% $89.55 +77.5%
1808 LEGH LEGACY HOUSING CORP Consumer Cyclical 3,470.0 $90K 0.00% $25.94 +10.0%
1809 ALKT ALKAMI TECHNOLOGY INC Technology 4,878.0 $88K 0.00% $18.04 +11.0%
1810 ASIC ATEGRITY SPECIALTY IN CO HO Financial Services 3,663.0 $88K 0.00% $24.02 +1.9%
1811 FRAF FRANKLIN FINL SVCS CORP Financial Services 1,414.0 $88K 0.00% +1K +241.6% $62.23 -0.6%
1812 KELYA KELLY SVCS INC Industrials 7,220.0 $88K 0.00% $12.19 +35.6%
1813 LWAY LIFEWAY FOODS INC Consumer Defensive 2,967.0 $88K 0.00% $29.66 -15.6%
1814 OLPX OLAPLEX HLDGS INC Consumer Cyclical 43,590.0 $88K 0.00% -563K -92.8% $2.02 +2.5%
1815 OSPN ONESPAN INC Technology 6,181.0 $88K 0.00% +4K +267.7% $14.24 +10.8%
1816 RRBI RED RIVER BANCSHARES INC Financial Services 945.0 $86K 0.00% $91.01 +9.8%
1817 NVEC NVE CORP Technology 818.0 $85K 0.00% $103.91 +7.1%
1818 PAGS PAGSEGURO DIGITAL LTD Technology 9,402.0 $85K 0.00% $9.04 -5.0%
1819 RM REGIONAL MGMT CORP Financial Services 2,067.0 $85K 0.00% +1K +209.9% $41.12 -18.4%
1820 EGY VAALCO ENERGY INC Energy 16,987.0 $85K 0.00% $5.00 +18.5%
Page 91 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%