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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 11 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ENS ENERSYS Industrials 15,593.0 $2.3M 0.04% -1K -6.0% $146.73 +40.9%
202 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 13,764.0 $2.3M 0.04% -2K -9.8% $166.01 +17.0%
203 IDCC INTERDIGITAL INC Technology 7,111.0 $2.3M 0.04% -820.0 -10.3% $318.38 -11.6%
204 USFD US FOODS HLDG CORP Consumer Defensive 29,809.0 $2.2M 0.04% -2K -7.5% $75.31 +38.5%
205 BA BOEING CO Industrials 10,269.0 $2.2M 0.04% -700.0 -6.4% $217.16 +4.3%
206 OSK OSHKOSH CORP Industrials 17,601.0 $2.2M 0.04% -2K -8.3% $125.62 +13.6%
207 IVZ INVESCO LTD Financial Services 83,894.0 $2.2M 0.04% -203K -70.7% $26.27 +2.8%
208 AON AON PLC Financial Services 6,170.0 $2.2M 0.04% -400.0 -6.1% $352.84 +1.3%
209 MRSH MARSH & MCLENNAN COS INC Financial Services 11,652.0 $2.2M 0.04% -700.0 -5.7% $185.55 -3.8%
210 NFG NATIONAL FUEL GAS CO Energy 26,748.0 $2.1M 0.04% -2K -6.6% $80.04 -0.9%
211 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,266.0 $2.1M 0.04% -640.0 -7.2% $257.20 -5.8%
212 HWC HANCOCK WHITNEY CORPORATION Financial Services 33,186.0 $2.1M 0.04% -5K -12.6% $63.67 +17.2%
213 NXT NEXTPOWER INC Technology 24,117.0 $2.1M 0.04% -2K -8.4% $87.12 +29.5%
214 CMC COMMERCIAL METALS CO Basic Materials 30,047.0 $2.1M 0.04% -5K -13.3% $69.22 -10.8%
215 PCAR PACCAR INC Industrials 18,914.0 $2.1M 0.04% -700.0 -3.6% $109.50 +9.1%
216 CIVITAS RESOURCES INC 75,697.0 $2.1M 0.04% -18K -19.3% $27.09
217 CRM SALESFORCE INC Technology 7,628.0 $2.0M 0.04% -500.0 -6.2% $264.94 -37.3%
218 LVS LAS VEGAS SANDS CORP Consumer Cyclical 30,992.0 $2.0M 0.04% -32K -50.8% $65.08 -27.8%
219 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24,131.0 $2.0M 0.04% -5K -17.7% $83.01 -49.4%
220 DXCM DEXCOM INC Healthcare 29,683.0 $2.0M 0.04% -400.0 -1.3% $66.37 +7.4%
Page 11 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%