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Portfolio (Quarterly) Guide ↗

South Dakota Investment Council

· CIK 0001538846
13F Portfolio $5.3B AUM 606 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 99 Added 435 Reduced
Page 10 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RRX REGAL REXNORD CORPORATION Industrials 18,830.0 $2.6M 0.05% -1K -5.0% $140.31 +55.7%
182 MLI MUELLER INDS INC Industrials 23,009.0 $2.6M 0.05% -700.0 -3.0% $114.78 -50.8%
183 URI UNITED RENTALS INC Industrials 3,256.0 $2.6M 0.05% -360.0 -10.0% $809.28 +35.7%
184 RMBS RAMBUS INC DEL Technology 28,613.0 $2.6M 0.05% -10K -26.3% $91.88 +22.9%
185 LCII LCI INDS Consumer Cyclical 21,395.0 $2.6M 0.05% -2K -10.5% $121.34 -14.8%
186 SCI SERVICE CORP INTL Consumer Cyclical 33,109.0 $2.6M 0.05% -2K -7.0% $77.98 +0.7%
187 ROCK GIBRALTAR INDS INC Industrials 51,790.0 $2.6M 0.05% -4K -7.8% $49.43 -11.1%
188 DT DYNATRACE INC Technology 58,918.0 $2.6M 0.05% -5K -7.7% $43.35 +3.3%
189 EXEL EXELIXIS INC Healthcare 56,987.0 $2.5M 0.05% -4K -6.1% $43.83 +27.4%
190 WHITECAP RES INC 294,023.0 $2.5M 0.05% -103K -26.0% $8.38
191 TMUS T-MOBILE US INC Communication Services 11,824.0 $2.4M 0.05% -700.0 -5.6% $203.06 -12.6%
192 VAL VALARIS LTD Energy 47,375.0 $2.4M 0.04% -1K -2.1% $50.41 +49.5%
193 PH PARKER-HANNIFIN CORP Industrials 2,711.0 $2.4M 0.04% -80.0 -2.9% $879.01 +9.5%
194 CSL CARLISLE COS INC Industrials 7,326.0 $2.3M 0.04% -600.0 -7.6% $319.82 +14.7%
195 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 18,516.0 $2.3M 0.04% -900.0 -4.6% $125.89 -26.6%
196 WM WASTE MGMT INC DEL Industrials 10,605.0 $2.3M 0.04% -300.0 -2.8% $219.71 +4.9%
197 ISRG INTUITIVE SURGICAL INC Healthcare 4,093.0 $2.3M 0.04% -360.0 -8.1% $566.33 -24.8%
198 ARMK ARAMARK Industrials 62,850.0 $2.3M 0.04% -2K -3.2% $36.87 +52.7%
199 VFC V F CORP Consumer Cyclical 128,024.0 $2.3M 0.04% -164K -56.2% $18.08 -9.9%
200 MIDD MIDDLEBY CORP Industrials 15,545.0 $2.3M 0.04% -1K -8.3% $148.67 +17.8%
Page 10 of 22  ·  435 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 25.4%
Healthcare 13.9%
Financial Services 12.2%
Energy 10.0%
Industrials 9.8%
Communication Services 9.4%
Consumer Cyclical 9.3%
Consumer Defensive 5.1%
Basic Materials 2.9%
Utilities 2.2%