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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 17 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 MEDP MEDPACE HLDGS INC Healthcare 3,355.0 $1.9M 0.04% -480.0 -12.5% $561.55 -0.7%
322 GEV GE VERNOVA INC Utilities 2,859.0 $1.9M 0.04% -120.0 -4.0% $653.73 +70.3%
323 PSTG PURE STORAGE INC Technology 27,765.0 $1.9M 0.04% -34K -54.9% $67.03 +28.6%
324 SU SUNCOR ENERGY INC NEW Energy 39,996.0 $1.8M 0.03% -12K -23.2% $44.35 +24.1%
325 AEP AMERICAN ELEC PWR CO INC Utilities 15,341.0 $1.8M 0.03% -1K -6.1% $115.31 +20.1%
326 LPX LOUISIANA PAC CORP Basic Materials 21,667.0 $1.8M 0.03% -700.0 -3.1% $80.77 -1.8%
327 EFX EQUIFAX INC Industrials 7,995.0 $1.7M 0.03% -80.0 -1.0% $217.01 -20.7%
328 DUOL DUOLINGO INC Technology 9,740.0 $1.7M 0.03% +3K +54.6% $175.46 -28.3%
329 BKNG BOOKING HOLDINGS INC Consumer Cyclical 315.0 $1.7M 0.03% -21.0 -6.2% $5355.56 -96.6%
330 GAMESTOP CORP NEW 83,709.0 $1.7M 0.03% +7K +9.0% $20.08
331 PR PERMIAN RESOURCES CORP Energy 118,658.0 $1.7M 0.03% +19K +18.7% $14.03 +29.7%
332 D DOMINION ENERGY INC Utilities 28,384.0 $1.7M 0.03% -2K -6.0% $58.59 +19.0%
333 BWA BORGWARNER INC Consumer Cyclical 36,218.0 $1.6M 0.03% -20K -35.9% $45.06 +41.0%
334 NYT NEW YORK TIMES CO Communication Services 23,425.0 $1.6M 0.03% -2K -7.5% $69.41 +6.4%
335 XPO XPO INC Industrials 11,906.0 $1.6M 0.03% -1K -8.5% $135.90 +51.8%
336 TRV TRAVELERS COMPANIES INC Financial Services 5,570.0 $1.6M 0.03% -360.0 -6.1% $290.13 +18.0%
337 WW INTL INC 55,227.0 $1.6M 0.03% $29.21
338 LIN LINDE PLC Basic Materials 3,748.0 $1.6M 0.03% -1K -26.9% $426.36 +28.2%
339 FHN FIRST HORIZON CORPORATION Financial Services 66,828.0 $1.6M 0.03% -81K -54.9% $23.90 +7.5%
340 ESNT ESSENT GROUP LTD Financial Services 24,407.0 $1.6M 0.03% -26K -51.5% $65.02 -0.3%
Page 17 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%