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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 14 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AMGN AMGEN INC Healthcare 8,263.0 $2.7M 0.05% -2K -16.6% $327.36 +14.3%
262 ASB ASSOCIATED BANC CORP Financial Services 103,266.0 $2.7M 0.05% -93K -47.4% $25.76 +19.0%
263 RRX REGAL REXNORD CORPORATION Industrials 18,830.0 $2.6M 0.05% -1K -5.0% $140.31 +55.7%
264 MLI MUELLER INDS INC Industrials 23,009.0 $2.6M 0.05% -700.0 -3.0% $114.78 -50.8%
265 VVV VALVOLINE INC Energy 90,755.0 $2.6M 0.05% +9K +11.0% $29.06 +34.5%
266 URI UNITED RENTALS INC Industrials 3,256.0 $2.6M 0.05% -360.0 -10.0% $809.28 +35.7%
267 RMBS RAMBUS INC DEL Technology 28,613.0 $2.6M 0.05% -10K -26.3% $91.88 +22.9%
268 LCII LCI INDS Consumer Cyclical 21,395.0 $2.6M 0.05% -2K -10.5% $121.34 -14.8%
269 SCI SERVICE CORP INTL Consumer Cyclical 33,109.0 $2.6M 0.05% -2K -7.0% $77.98 +0.7%
270 BX BLACKSTONE INC Financial Services 16,680.0 $2.6M 0.05% $154.14 -20.4%
271 PPC PILGRIMS PRIDE CORP Consumer Defensive 65,901.0 $2.6M 0.05% +2K +3.4% $38.98 -26.2%
272 ROCK GIBRALTAR INDS INC Industrials 51,790.0 $2.6M 0.05% -4K -7.8% $49.43 -11.1%
273 TRU TRANSUNION Industrials 29,820.0 $2.6M 0.05% +1K +3.9% $85.75 -8.7%
274 DT DYNATRACE INC Technology 58,918.0 $2.6M 0.05% -5K -7.7% $43.35 +3.3%
275 LPLA LPL FINL HLDGS INC Financial Services 7,147.0 $2.6M 0.05% $357.21 -17.4%
276 EXEL EXELIXIS INC Healthcare 56,987.0 $2.5M 0.05% -4K -6.1% $43.83 +27.4%
277 WHITECAP RES INC 294,023.0 $2.5M 0.05% -103K -26.0% $8.38
278 TMUS T-MOBILE US INC Communication Services 11,824.0 $2.4M 0.05% -700.0 -5.6% $203.06 -12.6%
279 VAL VALARIS LTD Energy 47,375.0 $2.4M 0.04% -1K -2.1% $50.41 +49.5%
280 PH PARKER-HANNIFIN CORP Industrials 2,711.0 $2.4M 0.04% -80.0 -2.9% $879.01 +9.5%
Page 14 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%