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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 18 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 HAE HAEMONETICS CORP MASS Healthcare 19,746.0 $1.6M 0.03% -2K -7.9% $80.17 -6.4%
342 TTEK TETRA TECH INC NEW Industrials 47,072.0 $1.6M 0.03% -7K -13.3% $33.54 -10.9%
343 OGE OGE ENERGY CORP Utilities 36,937.0 $1.6M 0.03% -3K -7.0% $42.69 +15.8%
344 TPL TEXAS PACIFIC LAND CORPORATI Energy 5,472.0 $1.6M 0.03% +4K +249.9% $287.28 +41.7%
345 CHDN CHURCHILL DOWNS INC Consumer Cyclical 13,669.0 $1.6M 0.03% -900.0 -6.2% $113.76 -20.1%
346 TFX TELEFLEX INCORPORATED Healthcare 12,530.0 $1.5M 0.03% +900.0 +7.7% $122.03 +9.8%
347 KLAC KLA CORP Technology 1,257.0 $1.5M 0.03% -40.0 -3.1% $1214.80 -80.6%
348 ACM AECOM Industrials 16,011.0 $1.5M 0.03% $95.31 -28.9%
349 QLYS QUALYS INC Technology 11,454.0 $1.5M 0.03% -900.0 -7.3% $132.88 +11.5%
350 AME AMETEK INC Industrials 7,407.0 $1.5M 0.03% -200.0 -2.6% $205.35 +14.3%
351 ACI ALBERTSONS COMPANIES INC Consumer Defensive 87,465.0 $1.5M 0.03% -7K -7.6% $17.17 -17.7%
352 KNSL KINSALE CAP GROUP INC Financial Services 3,833.0 $1.5M 0.03% +600.0 +18.6% $391.08 -9.3%
353 WLK WESTLAKE CORPORATION Basic Materials 20,235.0 $1.5M 0.03% -2K -9.8% $73.93 +1.1%
354 NFLX NETFLIX INC Communication Services 15,924.0 $1.5M 0.03% +15K +2431.6% $93.76 -17.2%
355 TREX TREX CO INC Industrials 42,464.0 $1.5M 0.03% -3K -7.4% $35.09 +38.1%
356 CLH CLEAN HARBORS INC Industrials 6,329.0 $1.5M 0.03% -1K -15.1% $234.48 +24.2%
357 ALL ALLSTATE CORP Financial Services 7,117.0 $1.5M 0.03% -400.0 -5.3% $208.09 +20.3%
358 CARR CARRIER GLOBAL CORPORATION Industrials 28,013.0 $1.5M 0.03% +5K +21.2% $52.83 +32.6%
359 HCC WARRIOR MET COAL INC Energy 16,600.0 $1.5M 0.03% $88.19 -8.3%
360 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 8,573.0 $1.5M 0.03% $169.95 +43.3%
Page 18 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%