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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 92 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 WMK WEIS MKTS INC Consumer Defensive 1,091.0 $85K 0.00% $77.91 -9.8%
1822 SEADRILL LTD 2,268.0 $85K 0.00% $37.48
1823 CDNA CAREDX INC Healthcare 3,010.0 $85K 0.00% $28.24 +64.7%
1824 EVCM EVERCOMMERCE INC Technology 8,523.0 $85K 0.00% $9.97 +1.4%
1825 GTN GRAY MEDIA INC Communication Services 21,217.0 $84K 0.00% $3.96 +26.3%
1826 MAMA MAMAS CREATIONS INC Consumer Defensive 4,720.0 $84K 0.00% $17.80 -7.4%
1827 LFMD LIFEMD INC Healthcare 20,022.0 $82K 0.00% $4.10 -17.0%
1828 NGS NATURAL GAS SVCS GROUP INC Energy 1,909.0 $82K 0.00% +1K +110.0% $42.95 -18.0%
1829 TDOC TELADOC HEALTH INC Healthcare 9,777.0 $82K 0.00% $8.39 -20.6%
1830 UNTY UNITY BANCORP INC Financial Services 1,412.0 $81K 0.00% $57.37 +3.0%
1831 ARDT ARDENT HEALTH INC Healthcare 8,260.0 $81K 0.00% $9.81 +8.3%
1832 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 2,142.0 $81K 0.00% $37.82 +0.8%
1833 IBEX IBEX LTD Technology 2,718.0 $81K 0.00% $29.80 +20.0%
1834 MQ MARQETA INC Technology 20,103.0 $81K 0.00% $4.03 +288.2%
1835 SRCE 1ST SOURCE CORP Financial Services 982.0 $80K 0.00% $81.47 +5.2%
1836 ATRC ATRICURE INC Healthcare 2,871.0 $80K 0.00% $27.86 +70.9%
1837 BWB BRIDGEWATER BANCSHARES INC Financial Services 3,851.0 $80K 0.00% $20.77 +4.0%
1838 BRT BRT APARTMENTS CORP Real Estate 5,260.0 $80K 0.00% $15.21 -4.5%
1839 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 938.0 $80K 0.00% $85.29 +4.1%
1840 PNTG PENNANT GROUP INC Healthcare 2,147.0 $79K 0.00% $36.80 +6.4%
Page 92 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%