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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 16 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MSI MOTOROLA SOLUTIONS INC Technology 5,688.0 $2.2M 0.04% +4K +374.0% $383.26 +10.3%
302 AON AON PLC Financial Services 6,170.0 $2.2M 0.04% -400.0 -6.1% $352.84 +1.3%
303 MRSH MARSH & MCLENNAN COS INC Financial Services 11,652.0 $2.2M 0.04% -700.0 -5.7% $185.55 -3.8%
304 NFG NATIONAL FUEL GAS CO Energy 26,748.0 $2.1M 0.04% -2K -6.6% $80.04 -0.9%
305 ADP AUTOMATIC DATA PROCESSING IN Industrials 8,266.0 $2.1M 0.04% -640.0 -7.2% $257.20 -5.8%
306 HWC HANCOCK WHITNEY CORPORATION Financial Services 33,186.0 $2.1M 0.04% -5K -12.6% $63.67 +17.2%
307 NXT NEXTPOWER INC Technology 24,117.0 $2.1M 0.04% -2K -8.4% $87.12 +29.5%
308 CMC COMMERCIAL METALS CO Basic Materials 30,047.0 $2.1M 0.04% -5K -13.3% $69.22 -10.8%
309 PCAR PACCAR INC Industrials 18,914.0 $2.1M 0.04% -700.0 -3.6% $109.50 +9.1%
310 CIVITAS RESOURCES INC 75,697.0 $2.1M 0.04% -18K -19.3% $27.09
311 CRM SALESFORCE INC Technology 7,628.0 $2.0M 0.04% -500.0 -6.2% $264.94 -37.3%
312 LVS LAS VEGAS SANDS CORP Consumer Cyclical 30,992.0 $2.0M 0.04% -32K -50.8% $65.08 -27.8%
313 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 24,131.0 $2.0M 0.04% -5K -17.7% $83.01 -49.4%
314 AVT AVNET INC Technology 41,115.0 $2.0M 0.04% NEW $48.08 +70.9%
315 DXCM DEXCOM INC Healthcare 29,683.0 $2.0M 0.04% -400.0 -1.3% $66.37 +7.4%
316 TWLO TWILIO INC Communication Services 13,843.0 $2.0M 0.04% +7K +106.6% $142.24 +47.2%
317 HD HOME DEPOT INC Consumer Cyclical 5,703.0 $2.0M 0.04% $344.03 +4.0%
318 COMERICA INC 22,274.0 $1.9M 0.04% -3K -11.9% $86.92
319 SBUX STARBUCKS CORP Consumer Cyclical 22,544.0 $1.9M 0.04% -400.0 -1.7% $84.19 +23.8%
320 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 37,379.0 $1.9M 0.04% -1K -3.4% $50.48 +56.8%
Page 16 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%