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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 23 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 AMCOR PLC 103,702.0 $865K 0.02% +86K +476.1% $8.34
442 OII OCEANEERING INTL INC Energy 35,900.0 $863K 0.02% -6K -13.7% $24.04 +60.2%
443 WYNN WYNN RESORTS LTD Consumer Cyclical 7,171.0 $863K 0.02% $120.35 -20.3%
444 TTC TORO CO Industrials 10,900.0 $858K 0.02% -1K -9.2% $78.72 +23.3%
445 DNOW DNOW INC Energy 64,679.0 $857K 0.02% NEW $13.25 -4.9%
446 PAYX PAYCHEX INC Industrials 7,517.0 $843K 0.02% -100.0 -1.3% $112.15 -5.2%
447 ALGN ALIGN TECHNOLOGY INC Healthcare 5,306.0 $829K 0.02% -400.0 -7.0% $156.24 +18.1%
448 KMT KENNAMETAL INC Industrials 28,990.0 $824K 0.02% -3K -8.2% $28.42 +17.8%
449 BRC BRADY CORP Industrials 10,502.0 $823K 0.02% -800.0 -7.1% $78.37 +17.3%
450 HOLOGIC INC 11,000.0 $819K 0.02% -5K -30.4% $74.45
451 DKS DICKS SPORTING GOODS INC Consumer Cyclical 4,075.0 $807K 0.01% -3K -39.3% $198.04 +19.3%
452 BALL BALL CORP Consumer Cyclical 15,129.0 $801K 0.01% -1K -6.8% $52.94 +19.7%
453 ON ON SEMICONDUCTOR CORP Technology 14,600.0 $791K 0.01% -200.0 -1.4% $54.18 +68.4%
454 MD PEDIATRIX MEDICAL GROUP INC Healthcare 36,748.0 $786K 0.01% -3K -7.8% $21.39 +25.1%
455 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 8,914.0 $786K 0.01% -500.0 -5.3% $88.18 +25.7%
456 AWK AMERICAN WTR WKS CO INC NEW Utilities 5,917.0 $772K 0.01% -400.0 -6.3% $130.47 +4.9%
457 LEIDOS HOLDINGS INC 4,200.0 $758K 0.01% $180.48
458 PCG PG&E CORP Utilities 46,440.0 $746K 0.01% -3K -5.9% $16.06 +6.1%
459 APD AIR PRODS & CHEMS INC Basic Materials 3,005.0 $742K 0.01% -160.0 -5.1% $246.92 +27.2%
460 INTU INTUIT Technology 1,116.0 $739K 0.01% -80.0 -6.7% $662.19 -58.4%
Page 23 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%