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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 4 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 74,834.0 $10.7M 0.20% -2K -2.7% $143.52 +0.5%
62 WCC WESCO INTL INC Industrials 42,934.0 $10.5M 0.20% -2K -3.6% $244.63 +31.1%
63 NEE NEXTERA ENERGY INC Utilities 130,460.0 $10.5M 0.20% -3K -2.2% $80.28 +10.0%
64 FIS FIDELITY NATL INFORMATION SV Technology 155,981.0 $10.4M 0.20% -2K -0.9% $66.46 -37.1%
65 GD GENERAL DYNAMICS CORP Industrials 29,760.0 $10.0M 0.19% -8K -21.8% $336.66 +11.0%
66 FIX COMFORT SYS USA INC Industrials 10,577.0 $9.9M 0.19% -2K -17.4% $933.25 +86.6%
67 INTC INTEL CORP Technology 264,684.0 $9.8M 0.19% -19K -6.7% $36.90 +226.1%
68 AIG AMERICAN INTL GROUP INC Financial Services 113,489.0 $9.7M 0.18% -37K -24.4% $85.55 -7.2%
69 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 24,548.0 $9.7M 0.18% -3K -9.3% $393.31 -26.7%
70 EWBC EAST WEST BANCORP INC Financial Services 84,741.0 $9.5M 0.18% -2K -2.8% $112.39 +15.0%
71 PRU PRUDENTIAL FINL INC Financial Services 82,325.0 $9.3M 0.18% -700.0 -0.8% $112.88 +0.1%
72 NUE NUCOR CORP Basic Materials 56,801.0 $9.3M 0.18% -6K -8.8% $163.11 +35.3%
73 CACI CACI INTL INC Technology 17,280.0 $9.2M 0.17% -1K -7.4% $532.81 -5.6%
74 CUBI CUSTOMERS BANCORP INC Financial Services 123,938.0 $9.1M 0.17% -17K -11.9% $73.12 +6.3%
75 THC TENET HEALTHCARE CORP Healthcare 45,114.0 $9.0M 0.17% -4K -7.6% $198.72 +2.5%
76 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 656,466.0 $8.7M 0.17% -484K -42.5% $13.28 -25.8%
77 WAL WESTERN ALLIANCE BANCORP Financial Services 103,516.0 $8.7M 0.17% -4K -3.5% $84.07 -0.7%
78 CW CURTISS WRIGHT CORP Industrials 15,779.0 $8.7M 0.17% -6K -26.1% $551.24 +37.9%
79 AN AUTONATION INC Consumer Cyclical 40,878.0 $8.4M 0.16% -4K -9.9% $206.47 -9.7%
80 SWK STANLEY BLACK & DECKER INC Industrials 113,214.0 $8.4M 0.16% -4K -3.2% $74.28 +23.7%
Page 4 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%