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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 93 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 TCBX THIRD COAST BANCSHARES INC Financial Services 1,993.0 $79K 0.00% $39.64 +13.1%
1842 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 5,146.0 $78K 0.00% $15.16 -22.5%
1843 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 2,858.0 $78K 0.00% $27.29 +27.3%
1844 INNV INNOVAGE HLDG CORP Healthcare 6,555.0 $77K 0.00% $11.75 -6.9%
1845 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 2,738.0 $77K 0.00% $28.12 +13.1%
1846 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 4,529.0 $77K 0.00% $17.00 +10.0%
1847 TRS TRIMAS CORP Consumer Cyclical 1,707.0 $76K 0.00% $44.52 -13.5%
1848 PAYSAFE LIMITED 10,263.0 $76K 0.00% $7.41
1849 MNKD MANNKIND CORP Healthcare 17,917.0 $76K 0.00% $4.24 +3.6%
1850 BWMN BOWMAN CONSULTING GROUP LTD Industrials 2,599.0 $75K 0.00% $28.86 +47.4%
1851 FIVN FIVE9 INC Technology 3,554.0 $75K 0.00% $21.10 +55.1%
1852 ICFI ICF INTL INC Industrials 1,043.0 $75K 0.00% $71.91 +25.1%
1853 TCBK TRICO BANCSHARES Financial Services 1,398.0 $75K 0.00% $53.65 +4.0%
1854 GSL GLOBAL SHIP LEASE INC Industrials 1,987.0 $74K 0.00% $37.24 +16.7%
1855 FLXS FLEXSTEEL INDS INC Consumer Cyclical 984.0 $73K 0.00% $74.19 +5.4%
1856 VLGEA VILLAGE SUPER MKT INC Consumer Defensive 1,760.0 $73K 0.00% $41.48 +3.6%
1857 SB SAFE BULKERS INC Industrials 11,599.0 $72K 0.00% $6.21 +31.6%
1858 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 7,298.0 $72K 0.00% $9.87 -19.4%
1859 ACVA ACV AUCTIONS INC Consumer Cyclical 10,139.0 $72K 0.00% $7.10 +5.2%
1860 IONQ IONQ INC Technology 1,360.0 $72K 0.00% $52.94 -18.1%
Page 93 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%