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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 97 of 109  ·  2,173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 RYZ RYERSON HLDG CORP Consumer Defensive 2,095.0 $51K 0.00% +779.0 +59.2% $24.34 +6.1%
1922 TRNS TRANSCAT INC Industrials 555.0 $51K 0.00% $91.89 -0.1%
1923 UVE UNIVERSAL INS HLDGS INC Financial Services 1,246.0 $51K 0.00% $40.93 +3.2%
1924 PLX PROTALIX BIOTHERAPEUTICS INC Healthcare 21,831.0 $50K $2.29 +2.6%
1925 RVLV REVOLVE GROUP INC Consumer Cyclical 2,195.0 $50K $22.78 +4.7%
1926 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 1,157.0 $50K $43.22 -3.6%
1927 ASLE AERSALE CORPORATION Industrials 7,914.0 $50K $6.32 -8.7%
1928 HVT HAVERTY FURNITURE COS INC Consumer Cyclical 1,950.0 $49K $25.13 +12.5%
1929 IMKTA INGLES MKTS INC Consumer Defensive 558.0 $49K $87.81 -3.1%
1930 NUTX NUTEX HEALTH INC Healthcare 291.0 $49K $168.38 +13.2%
1931 TALK TALKSPACE INC Healthcare 9,377.0 $48K $5.12 +2.6%
1932 GSBD GOLDMAN SACHS BDC INC Financial Services 5,103.0 $48K $9.41 +5.0%
1933 GRDN GUARDIAN PHARMACY SVCS INC Healthcare 1,161.0 $48K $41.34 -8.2%
1934 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 8,002.0 $46K $5.75 -1.9%
1935 FMBH FIRST MID BANCSHARES INC Financial Services 958.0 $46K $48.02 +4.4%
1936 FC FRANKLIN COVEY CO Industrials 1,902.0 $46K $24.19 -16.8%
1937 KFRC KFORCE INC Industrials 985.0 $46K $46.70 +25.7%
1938 AVO MISSION PRODUCE INC Consumer Defensive 3,906.0 $46K +683.0 +21.2% $11.78 +12.3%
1939 SENEA SENECA FOODS CORP NEW Consumer Defensive 268.0 $46K $171.64 +12.0%
1940 NORTHPOINTE BANCSHARES INC. 2,408.0 $46K $19.10
Page 97 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%