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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 19 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 APH AMPHENOL CORP NEW Technology 10,764.0 $1.5M 0.03% -800.0 -6.9% $135.17 +21.8%
362 COLB COLUMBIA BKG SYS INC Financial Services 52,007.0 $1.5M 0.03% -8K -12.8% $27.96 +13.5%
363 ES EVERSOURCE ENERGY Utilities 21,566.0 $1.5M 0.03% -8K -26.6% $67.33 +10.6%
364 MUSA MURPHY USA INC Consumer Cyclical 3,594.0 $1.4M 0.03% -280.0 -7.2% $403.45 +39.0%
365 EL LAUDER ESTEE COS INC Consumer Defensive 13,715.0 $1.4M 0.03% -9K -39.2% $104.70 -20.0%
366 UGI UGI CORP NEW Utilities 38,266.0 $1.4M 0.03% -22K -36.0% $37.42 -6.1%
367 MKSI MKS INC. Technology 8,781.0 $1.4M 0.03% $159.78 +128.8%
368 LH LABCORP HOLDINGS INC Healthcare 5,518.0 $1.4M 0.03% $250.82 +14.4%
369 SCHW SCHWAB CHARLES CORP Financial Services 13,856.0 $1.4M 0.03% -1K -8.0% $99.88 -2.9%
370 NJR NEW JERSEY RES CORP Utilities 29,758.0 $1.4M 0.03% -3K -8.0% $46.11 +24.7%
371 AVA AVISTA CORP Utilities 35,382.0 $1.4M 0.03% -3K -8.8% $38.55 +7.4%
372 IEX IDEX CORP Industrials 7,575.0 $1.3M 0.03% $177.95 +25.8%
373 ED CONSOLIDATED EDISON INC Utilities 13,564.0 $1.3M 0.03% -800.0 -5.6% $99.31 +14.8%
374 SRE SEMPRA Utilities 15,187.0 $1.3M 0.03% -900.0 -5.6% $88.30 +5.4%
375 FRONTIER COMMUNICATIONS PARE 34,752.0 $1.3M 0.03% $38.07
376 CFR CULLEN FROST BANKERS INC Financial Services 10,385.0 $1.3M 0.03% -2K -12.6% $126.62 +22.3%
377 PENN PENN ENTERTAINMENT INC Consumer Cyclical 89,011.0 $1.3M 0.03% -18K -17.1% $14.75 +49.2%
378 CMI CUMMINS INC Industrials 2,567.0 $1.3M 0.03% -120.0 -4.5% $510.32 +29.7%
379 IBM INTERNATIONAL BUSINESS MACHS Technology 4,414.0 $1.3M 0.03% -1K -22.1% $296.10 -2.2%
380 CWT CALIFORNIA WTR SVC GROUP Utilities 29,915.0 $1.3M 0.03% +14K +88.0% $43.32 +15.9%
Page 19 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%