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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 24 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 PII POLARIS INC Consumer Cyclical 11,520.0 $729K 0.01% -13K -53.6% $63.28 -0.3%
462 DLTR DOLLAR TREE INC Consumer Defensive 5,882.0 $724K 0.01% -4K -40.6% $123.09 +0.8%
463 GTLS CHART INDS INC Industrials 3,370.0 $695K 0.01% -300.0 -8.2% $206.23 +1.2%
464 OGS ONE GAS INC Utilities 8,931.0 $690K 0.01% -700.0 -7.3% $77.26 +0.1%
465 EIX EDISON INTL Utilities 11,414.0 $685K 0.01% -700.0 -5.8% $60.01 +26.1%
466 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 10,831.0 $677K 0.01% NEW $62.51 -17.6%
467 DINO HF SINCLAIR CORP Energy 14,686.0 $677K 0.01% -21K -58.5% $46.10 +57.3%
468 OMC OMNICOM GROUP INC Communication Services 8,380.0 $677K 0.01% +3K +64.3% $80.79 -2.7%
469 GM GENERAL MTRS CO Consumer Cyclical 8,309.0 $676K 0.01% -62K -88.2% $81.36 -6.6%
470 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 18,500.0 $675K 0.01% -1K -6.6% $36.49 +29.1%
471 NRG NRG ENERGY INC Utilities 4,100.0 $653K 0.01% NEW $159.27 -14.2%
472 AMR ALPHA METALLURGICAL RESOUR I Energy 3,258.0 $651K 0.01% $199.82 -19.9%
473 LEA LEAR CORP Consumer Cyclical 5,663.0 $649K 0.01% -3K -32.3% $114.60 +14.2%
474 AVNT AVIENT CORPORATION Basic Materials 19,933.0 $623K 0.01% -2K -8.7% $31.25 +19.4%
475 MMM 3M CO Industrials 3,892.0 $623K 0.01% -1K -24.7% $160.07 +0.2%
476 CCK CROWN HLDGS INC Consumer Cyclical 6,000.0 $618K 0.01% -600.0 -9.1% $103.00 +10.0%
477 TCBI TEXAS CAP BANCSHARES INC Financial Services 6,686.0 $605K 0.01% -900.0 -11.9% $90.49 +14.9%
478 UA UNDER ARMOUR INC Consumer Cyclical 124,180.0 $596K 0.01% -6K -4.4% $4.80 +35.0%
479 EMR EMERSON ELEC CO Industrials 4,482.0 $595K 0.01% -500.0 -10.0% $132.75 +4.7%
480 CME CME GROUP INC Financial Services 2,170.0 $593K 0.01% -200.0 -8.4% $273.27 -13.4%
Page 24 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%