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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 20 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CNP CENTERPOINT ENERGY INC Utilities 10,200.0 $391K 0.01% -700.0 -6.4% $38.33 +16.4%
382 QDEL QUIDELORTHO CORP Healthcare 13,633.0 $389K 0.01% -1K -8.1% $28.53 -36.0%
383 AXTA AXALTA COATING SYS LTD Basic Materials 12,000.0 $388K 0.01% -1K -9.1% $32.33 +8.6%
384 FORTINET INC 4,885.0 $388K 0.01% -300.0 -5.8% $79.43
385 ALB ALBEMARLE CORP Basic Materials 2,700.0 $382K 0.01% -200.0 -6.9% $141.48 -4.2%
386 HILLENBRAND INC 11,949.0 $379K 0.01% -1K -7.7% $31.72
387 YETI YETI HLDGS INC Consumer Cyclical 8,553.0 $378K 0.01% -1K -13.2% $44.20 +11.4%
388 CNK CINEMARK HLDGS INC Communication Services 16,011.0 $372K 0.01% -2K -8.6% $23.23 +35.7%
389 INGERSOLL RAND INC 4,700.0 $372K 0.01% -400.0 -7.8% $79.15
390 BLOCK INC 5,700.0 $371K 0.01% -600.0 -9.5% $65.09
391 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 4,100.0 $369K 0.01% -400.0 -8.9% $90.00 +25.7%
392 MAN MANPOWERGROUP INC WIS Industrials 12,219.0 $363K 0.01% -900.0 -6.9% $29.71 +30.6%
393 DTE DTE ENERGY CO Utilities 2,800.0 $361K 0.01% -200.0 -6.7% $128.93 +19.5%
394 CTVA CORTEVA INC Basic Materials 5,349.0 $359K 0.01% -300.0 -5.3% $67.12 +27.8%
395 BEACON FINANCIAL CORP. 13,552.0 $357K 0.01% -2K -12.9% $26.34
396 F FORD MTR CO Consumer Cyclical 26,841.0 $352K 0.01% -2K -5.6% $13.11 +1.9%
397 COIN COINBASE GLOBAL INC Financial Services 1,540.0 $348K 0.01% -460.0 -23.0% $225.97 -26.8%
398 JCI JOHNSON CTLS INTL PLC Industrials 2,700.0 $323K 0.01% -200.0 -6.9% $119.63 +17.7%
399 TEGNA INC 16,203.0 $315K 0.01% -2K -8.5% $19.44
400 VC VISTEON CORP Consumer Cyclical 3,142.0 $299K 0.01% -300.0 -8.7% $95.16 +4.1%
Page 20 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%