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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 21 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 NTRS NORTHERN TR CORP Financial Services 2,100.0 $287K 0.01% -200.0 -8.7% $136.67 +29.1%
402 NMR NOMURA HLDGS INC Financial Services 33,100.0 $278K 0.01% -3K -8.8% $8.40 +7.9%
403 EPC EDGEWELL PERS CARE CO Consumer Defensive 16,213.0 $276K 0.01% -1K -7.4% $17.02 +59.8%
404 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,700.0 $257K 0.01% -34K -75.9% $24.02 +71.7%
405 WAT WATERS CORP Healthcare 667.0 $253K 0.01% -80.0 -10.7% $379.31 -0.3%
406 ASIX ADVANSIX INC Basic Materials 14,525.0 $251K 0.01% -1K -8.2% $17.28 +17.4%
407 CX CEMEX SAB DE CV Basic Materials 21,478.0 $247K 0.01% -24K -53.3% $11.50 +6.9%
408 RGEN REPLIGEN CORP Healthcare 1,500.0 $246K 0.01% -200.0 -11.8% $164.00 -13.2%
409 A AGILENT TECHNOLOGIES INC Healthcare 1,550.0 $211K 0.00% -200.0 -11.4% $136.13 -4.0%
410 PNW PINNACLE WEST CAP CORP Utilities 2,200.0 $195K 0.00% -100.0 -4.3% $88.64 +23.4%
411 ROK ROCKWELL AUTOMATION INC Industrials 500.0 $195K 0.00% -100.0 -16.7% $390.00 +20.9%
412 POST POST HLDGS INC Consumer Defensive 1,872.0 $185K 0.00% -200.0 -9.7% $98.82 -6.1%
413 CNQ CANADIAN NAT RES LTD Energy 5,300.0 $179K 0.00% -500.0 -8.6% $33.77 +17.4%
414 DPZ DOMINOS PIZZA INC Consumer Cyclical 410.0 $171K 0.00% -40.0 -8.9% $417.07 -25.3%
415 HSY HERSHEY CO Consumer Defensive 900.0 $164K 0.00% -100.0 -10.0% $182.22 -0.0%
416 PSX PHILLIPS 66 Energy 1,220.0 $157K 0.00% -100.0 -7.6% $128.69 +37.1%
417 YELP YELP INC Communication Services 5,100.0 $155K 0.00% -500.0 -8.9% $30.39 -13.6%
418 MKTX MARKETAXESS HLDGS INC Financial Services 850.0 $154K 0.00% -100.0 -10.5% $181.18 -35.7%
419 AOS SMITH A O CORP Industrials 2,300.0 $154K 0.00% -100.0 -4.2% $66.96 -6.3%
420 BBY BEST BUY INC Consumer Cyclical 2,200.0 $147K 0.00% -100.0 -4.3% $66.82 +16.7%
Page 21 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%