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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 15 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CRK COMSTOCK RES INC Energy 101,726.0 $2.4M 0.04% NEW $23.18 -36.7%
282 CSL CARLISLE COS INC Industrials 7,326.0 $2.3M 0.04% -600.0 -7.6% $319.82 +14.7%
283 BLDR BUILDERS FIRSTSOURCE INC Industrials 22,776.0 $2.3M 0.04% +4K +19.2% $102.87 -17.7%
284 NTNX NUTANIX INC Technology 45,177.0 $2.3M 0.04% NEW $51.69 -0.8%
285 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 18,516.0 $2.3M 0.04% -900.0 -4.6% $125.89 -26.6%
286 WM WASTE MGMT INC DEL Industrials 10,605.0 $2.3M 0.04% -300.0 -2.8% $219.71 +4.9%
287 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 46,575.0 $2.3M 0.04% +2K +3.8% $50.03 +6.4%
288 EVR EVERCORE INC Financial Services 6,817.0 $2.3M 0.04% $340.18 +0.7%
289 ISRG INTUITIVE SURGICAL INC Healthcare 4,093.0 $2.3M 0.04% -360.0 -8.1% $566.33 -24.8%
290 ARMK ARAMARK Industrials 62,850.0 $2.3M 0.04% -2K -3.2% $36.87 +52.7%
291 VFC V F CORP Consumer Cyclical 128,024.0 $2.3M 0.04% -164K -56.2% $18.08 -9.9%
292 MIDD MIDDLEBY CORP Industrials 15,545.0 $2.3M 0.04% -1K -8.3% $148.67 +17.8%
293 CDW CDW CORP Technology 16,865.0 $2.3M 0.04% +8K +82.2% $136.20 -2.1%
294 ENS ENERSYS Industrials 15,593.0 $2.3M 0.04% -1K -6.0% $146.73 +40.9%
295 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 13,764.0 $2.3M 0.04% -2K -9.8% $166.01 +17.0%
296 IDCC INTERDIGITAL INC Technology 7,111.0 $2.3M 0.04% -820.0 -10.3% $318.38 -11.6%
297 USFD US FOODS HLDG CORP Consumer Defensive 29,809.0 $2.2M 0.04% -2K -7.5% $75.31 +38.5%
298 BA BOEING CO Industrials 10,269.0 $2.2M 0.04% -700.0 -6.4% $217.16 +4.3%
299 OSK OSHKOSH CORP Industrials 17,601.0 $2.2M 0.04% -2K -8.3% $125.62 +13.6%
300 IVZ INVESCO LTD Financial Services 83,894.0 $2.2M 0.04% -203K -70.7% $26.27 +2.8%
Page 15 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%