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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 18 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 CCK CROWN HLDGS INC Consumer Cyclical 6,000.0 $618K 0.01% -600.0 -9.1% $103.00 +10.0%
342 TCBI TEXAS CAP BANCSHARES INC Financial Services 6,686.0 $605K 0.01% -900.0 -11.9% $90.49 +14.9%
343 UA UNDER ARMOUR INC Consumer Cyclical 124,180.0 $596K 0.01% -6K -4.4% $4.80 +35.0%
344 EMR EMERSON ELEC CO Industrials 4,482.0 $595K 0.01% -500.0 -10.0% $132.75 +4.7%
345 CME CME GROUP INC Financial Services 2,170.0 $593K 0.01% -200.0 -8.4% $273.27 -13.4%
346 GGG GRACO INC Industrials 7,140.0 $585K 0.01% -700.0 -8.9% $81.93 -8.2%
347 RSG REPUBLIC SVCS INC Industrials 2,757.0 $584K 0.01% -200.0 -6.8% $211.82 +2.6%
348 AR ANTERO RESOURCES CORP Energy 16,858.0 $581K 0.01% -2K -8.7% $34.46 +2.7%
349 FIVE FIVE BELOW INC Consumer Cyclical 3,031.0 $571K 0.01% -200.0 -6.2% $188.39 -3.2%
350 BIIB BIOGEN INC Healthcare 3,213.0 $565K 0.01% -200.0 -5.9% $175.85 +22.9%
351 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,720.0 $565K 0.01% -100.0 -3.5% $207.72 -43.0%
352 HRB BLOCK H & R INC Consumer Cyclical 12,501.0 $545K 0.01% -1K -9.4% $43.60 -8.2%
353 SWKS SKYWORKS SOLUTIONS INC Technology 8,513.0 $540K 0.01% -2K -22.7% $63.43 -1.4%
354 AEE AMEREN CORP Utilities 5,300.0 $529K 0.01% -400.0 -7.0% $99.81 +15.2%
355 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 26,063.0 $523K 0.01% -2K -8.4% $20.07 -31.6%
356 SEIC SEI INVTS CO Financial Services 6,328.0 $519K 0.01% -900.0 -12.4% $82.02 +11.5%
357 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,165.0 $503K 0.01% -200.0 -8.5% $232.33 -11.6%
358 FCX FREEPORT-MCMORAN INC Basic Materials 9,791.0 $497K 0.01% -700.0 -6.7% $50.76 +20.1%
359 SLGN SILGAN HLDGS INC Consumer Cyclical 12,300.0 $497K 0.01% -1K -8.9% $40.41 +14.8%
360 TDC TERADATA CORP DEL Technology 16,168.0 $492K 0.01% -2K -8.5% $30.43 +13.6%
Page 18 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%