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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 17 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,075.0 $807K 0.01% -3K -39.3% $198.04 +19.3%
322 BALL BALL CORP Consumer Cyclical 15,129.0 $801K 0.01% -1K -6.8% $52.94 +19.7%
323 ON ON SEMICONDUCTOR CORP Technology 14,600.0 $791K 0.01% -200.0 -1.4% $54.18 +68.4%
324 MD PEDIATRIX MEDICAL GROUP INC Healthcare 36,748.0 $786K 0.01% -3K -7.8% $21.39 +25.1%
325 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 8,914.0 $786K 0.01% -500.0 -5.3% $88.18 +25.7%
326 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,917.0 $772K 0.01% -400.0 -6.3% $130.47 +4.9%
327 PCG PG&E CORP Utilities 46,440.0 $746K 0.01% -3K -5.9% $16.06 +6.1%
328 APD AIR PRODS & CHEMS INC Basic Materials 3,005.0 $742K 0.01% -160.0 -5.1% $246.92 +27.2%
329 INTU INTUIT Technology 1,116.0 $739K 0.01% -80.0 -6.7% $662.19 -58.4%
330 PII POLARIS INC Consumer Cyclical 11,520.0 $729K 0.01% -13K -53.6% $63.28 -0.3%
331 DLTR DOLLAR TREE INC Consumer Defensive 5,882.0 $724K 0.01% -4K -40.6% $123.09 +0.8%
332 GTLS CHART INDS INC Industrials 3,370.0 $695K 0.01% -300.0 -8.2% $206.23 +1.2%
333 OGS ONE GAS INC Utilities 8,931.0 $690K 0.01% -700.0 -7.3% $77.26 +0.1%
334 EIX EDISON INTL Utilities 11,414.0 $685K 0.01% -700.0 -5.8% $60.01 +26.1%
335 DINO HF SINCLAIR CORP Energy 14,686.0 $677K 0.01% -21K -58.5% $46.10 +57.3%
336 GM GENERAL MTRS CO Consumer Cyclical 8,309.0 $676K 0.01% -62K -88.2% $81.36 -6.6%
337 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 18,500.0 $675K 0.01% -1K -6.6% $36.49 +29.1%
338 LEA LEAR CORP Consumer Cyclical 5,663.0 $649K 0.01% -3K -32.3% $114.60 +14.2%
339 AVNT AVIENT CORPORATION Basic Materials 19,933.0 $623K 0.01% -2K -8.7% $31.25 +19.4%
340 MMM 3M CO Industrials 3,892.0 $623K 0.01% -1K -24.7% $160.07 +0.2%
Page 17 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%