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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 8 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ALV AUTOLIV INC Consumer Cyclical 33,342.0 $4.0M 0.07% -3K -9.2% $118.71 -2.1%
142 REX REX AMERICAN RES CORP Basic Materials 121,668.0 $3.9M 0.07% -30K -19.5% $32.32 +39.2%
143 FE FIRSTENERGY CORP Utilities 86,635.0 $3.9M 0.07% -17K -16.6% $44.77 +8.3%
144 BAC BANK OF AMERICA Financial Services 69,394.0 $3.8M 0.07% -4K -4.9% $55.00 +6.8%
145 HII HUNTINGTON INGALLS INDS INC Industrials 11,128.0 $3.8M 0.07% -6K -36.8% $340.04 -14.3%
146 WBD WARNER BROS DISCOVERY INC Communication Services 129,548.0 $3.7M 0.07% -48K -27.0% $28.82 -8.1%
147 TEL TE CONNECTIVITY PLC Technology 16,236.0 $3.7M 0.07% -17K -51.9% $227.52 -13.2%
148 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 12,054.0 $3.7M 0.07% -750.0 -5.9% $303.88 +42.9%
149 LW LAMB WESTON HLDGS INC Consumer Defensive 84,981.0 $3.6M 0.07% -26K -23.4% $41.89 +9.6%
150 FAF FIRST AMERN FINL CORP Financial Services 56,967.0 $3.5M 0.07% -8K -12.8% $61.44 +13.1%
151 BK BANK NEW YORK MELLON CORP Financial Services 29,742.0 $3.5M 0.07% -26K -46.7% $116.10 +22.2%
152 APG API GROUP CORP Industrials 90,055.0 $3.4M 0.07% -35K -28.2% $38.27 +9.7%
153 MTCH MATCH GROUP INC NEW Communication Services 105,898.0 $3.4M 0.07% -9K -7.8% $32.29 +17.4%
154 CB CHUBB LIMITED Financial Services 10,934.0 $3.4M 0.07% -680.0 -5.9% $312.15 +15.7%
155 DAR DARLING INGREDIENTS INC Consumer Defensive 93,940.0 $3.4M 0.06% -8K -7.8% $36.00 +57.0%
156 WTRG ESSENTIAL UTILS INC Utilities 87,906.0 $3.4M 0.06% -8K -8.2% $38.36 +2.7%
157 DOCU DOCUSIGN INC Technology 49,173.0 $3.4M 0.06% -4K -7.9% $68.39 -33.1%
158 GILD GILEAD SCIENCES INC Healthcare 27,146.0 $3.3M 0.06% -2K -7.2% $122.74 +6.9%
159 PGR PROGRESSIVE CORP Financial Services 14,628.0 $3.3M 0.06% -900.0 -5.8% $227.71 +2.0%
160 AA ALCOA CORP Basic Materials 62,383.0 $3.3M 0.06% -3K -5.0% $53.14 -8.4%
Page 8 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%