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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 11 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RS RELIANCE INC Basic Materials 15,041.0 $4.3M 0.08% -480.0 -3.1% $288.88 +28.8%
202 BKH BLACK HILLS CORP Utilities 61,275.0 $4.3M 0.08% -14K -18.4% $69.42 +6.3%
203 GLOBUS MED INC 48,421.0 $4.2M 0.08% -4K -7.8% $87.32
204 VTRS VIATRIS INC Healthcare 337,549.0 $4.2M 0.08% -4K -1.2% $12.45 +30.0%
205 MO ALTRIA GROUP INC Consumer Defensive 72,717.0 $4.2M 0.08% -28K -27.8% $57.66 +26.1%
206 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 8,438.0 $4.1M 0.08% -600.0 -6.6% $487.20 +12.3%
207 CAT CATERPILLAR INC Industrials 7,154.0 $4.1M 0.08% -630.0 -8.1% $572.83 +68.2%
208 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 87,778.0 $4.1M 0.08% -500.0 -0.6% $46.67 -14.8%
209 CASY CASEYS GEN STORES INC Consumer Cyclical 7,392.0 $4.1M 0.08% -2K -19.4% $552.76 +44.3%
210 ALV AUTOLIV INC Consumer Cyclical 33,342.0 $4.0M 0.07% -3K -9.2% $118.71 -2.1%
211 REX REX AMERICAN RES CORP Basic Materials 121,668.0 $3.9M 0.07% -30K -19.5% $32.32 +39.2%
212 FE FIRSTENERGY CORP Utilities 86,635.0 $3.9M 0.07% -17K -16.6% $44.77 +8.4%
213 MUR MURPHY OIL CORP Energy 122,697.0 $3.8M 0.07% +4K +3.5% $31.25 +2.0%
214 BAC BANK OF AMERICA Financial Services 69,394.0 $3.8M 0.07% -4K -4.9% $55.00 +6.8%
215 HII HUNTINGTON INGALLS INDS INC Industrials 11,128.0 $3.8M 0.07% -6K -36.8% $340.04 -14.3%
216 WBD WARNER BROS DISCOVERY INC Communication Services 129,548.0 $3.7M 0.07% -48K -27.0% $28.82 -7.0%
217 OKTA OKTA INC Technology 43,006.0 $3.7M 0.07% +2K +5.1% $86.48 +63.5%
218 TEL TE CONNECTIVITY PLC Technology 16,236.0 $3.7M 0.07% -17K -51.9% $227.52 -13.2%
219 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 12,054.0 $3.7M 0.07% -750.0 -5.9% $303.88 +42.9%
220 SF STIFEL FINL CORP Financial Services 28,697.0 $3.6M 0.07% $125.20 -41.6%
Page 11 of 31  ·  606 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%