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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 26 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 TDC TERADATA CORP DEL Technology 16,168.0 $492K 0.01% -2K -8.5% $30.43 +13.6%
502 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 39,503.0 $491K 0.01% -3K -7.7% $12.43 +45.2%
503 SR SPIRE INC Utilities 5,929.0 $490K 0.01% -500.0 -7.8% $82.64 -3.6%
504 AMG AFFILIATED MANAGERS GROUP IN Financial Services 1,688.0 $487K 0.01% -200.0 -10.6% $288.51 +19.4%
505 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,900.0 $486K 0.01% $255.79 -0.3%
506 FIBK FIRST INTST BANCSYSTEM INC Financial Services 14,027.0 $485K 0.01% -2K -12.5% $34.58 +13.2%
507 CORPAY INC 1,557.0 $469K 0.01% +50.0 +3.3% $301.22
508 OLN OLIN CORP Basic Materials 22,326.0 $465K 0.01% -63K -73.7% $20.83 -3.8%
509 ABT ABBOTT LABS Healthcare 3,628.0 $455K 0.01% -300.0 -7.6% $125.41 -23.9%
510 AGCO AGCO CORP Industrials 4,318.0 $450K 0.01% -400.0 -8.5% $104.21 +11.8%
511 RB GLOBAL INC 4,300.0 $442K 0.01% $102.79
512 TPH TRI POINTE HOMES INC Consumer Cyclical 13,990.0 $440K 0.01% -1K -6.7% $31.45 +49.3%
513 SPSC SPS COMM INC Technology 4,900.0 $437K 0.01% -400.0 -7.5% $89.18 -33.8%
514 COF CAPITAL ONE FINL CORP Financial Services 1,800.0 $436K 0.01% -200.0 -10.0% $242.22 -15.3%
515 AES AES CORP Utilities 30,269.0 $434K 0.01% -2K -5.9% $14.34 +1.7%
516 CRWD CROWDSTRIKE HLDGS INC Technology 920.0 $431K 0.01% -80.0 -8.0% $468.48 -58.6%
517 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,423.0 $428K 0.01% -2K -48.7% $176.64 -10.7%
518 FITB FIFTH THIRD BANCORP Financial Services 9,100.0 $426K 0.01% -300.0 -3.2% $46.81 +22.1%
519 MP MP MATERIALS CORP Basic Materials 8,409.0 $425K 0.01% -16K -65.1% $50.54 +5.5%
520 CI THE CIGNA GROUP Healthcare 1,540.0 $424K 0.01% +1K +208.0% $275.32 +4.5%
Page 26 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%