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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 13 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 INGR INGREDION INC Consumer Defensive 28,887.0 $3.2M 0.06% +900.0 +3.2% $110.26 -11.5%
242 BP BP PLC Energy 90,210.0 $3.1M 0.06% $34.73 +7.7%
243 ILMN ILLUMINA INC Healthcare 23,708.0 $3.1M 0.06% -4K -13.2% $131.18 +43.8%
244 TKR TIMKEN CO Industrials 36,818.0 $3.1M 0.06% -3K -8.4% $84.12 +65.4%
245 BURL BURLINGTON STORES INC Consumer Cyclical 10,304.0 $3.0M 0.06% -200.0 -1.9% $288.82 +8.4%
246 ADI ANALOG DEVICES INC Technology 10,899.0 $3.0M 0.06% -1K -8.9% $271.22 +39.1%
247 SNCY SUN COUNTRY AIRLINES HLDGS Industrials 205,450.0 $3.0M 0.06% -19K -8.5% $14.39 +12.4%
248 PGNY PROGYNY INC Healthcare 114,624.0 $2.9M 0.06% -9K -7.3% $25.68 +17.7%
249 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,400.0 $2.9M 0.06% -480.0 -7.0% $453.44 +16.5%
250 MANH MANHATTAN ASSOCIATES INC Technology 16,669.0 $2.9M 0.06% -2K -8.3% $173.32 -12.9%
251 PLMR PALOMAR HLDGS INC Financial Services 21,319.0 $2.9M 0.06% $134.76 +3.9%
252 CEG CONSTELLATION ENERGY CORP Utilities 8,078.0 $2.9M 0.05% -3K -26.3% $353.31 -32.3%
253 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 17,461.0 $2.8M 0.05% +6K +57.1% $161.96 -17.9%
254 NEM NEWMONT CORP Basic Materials 28,081.0 $2.8M 0.05% -2K -6.3% $99.85 -2.8%
255 TOL TOLL BROTHERS INC Consumer Cyclical 20,723.0 $2.8M 0.05% -2K -6.8% $135.21 +16.2%
256 CXT CRANE NXT CO Industrials 59,200.0 $2.8M 0.05% $47.08 +11.5%
257 MASI MASIMO CORP Healthcare 21,268.0 $2.8M 0.05% -2K -7.8% $130.05 +38.4%
258 SSD SIMPSON MFG INC Industrials 17,036.0 $2.8M 0.05% -1K -7.6% $161.48 +24.3%
259 SAIA SAIA INC Industrials 8,411.0 $2.7M 0.05% -720.0 -7.9% $326.48 +27.6%
260 RPM RPM INTL INC Basic Materials 26,225.0 $2.7M 0.05% -3K -10.9% $103.98 +7.3%
Page 13 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%