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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 27 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 DELL DELL TECHNOLOGIES INC Technology 3,300.0 $415K 0.01% -4K -53.5% $125.76 +213.5%
522 NOC NORTHROP GRUMMAN CORP Industrials 723.0 $412K 0.01% $569.85 -3.7%
523 SJM SMUCKER J M CO Consumer Defensive 4,188.0 $410K 0.01% $97.90 +18.8%
524 BC BRUNSWICK CORP Consumer Cyclical 5,500.0 $408K 0.01% -900.0 -14.1% $74.18 +6.6%
525 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 6,500.0 $407K 0.01% -500.0 -7.1% $62.62 +26.6%
526 SNPS SYNOPSYS INC Technology 865.0 $406K 0.01% -40.0 -4.4% $469.36 -6.9%
527 RMD RESMED INC Healthcare 1,680.0 $405K 0.01% -160.0 -8.7% $241.07 -13.0%
528 OVV OVINTIV INC Energy 10,300.0 $404K 0.01% NEW $39.22 +35.0%
529 NI NISOURCE INC Utilities 9,600.0 $401K 0.01% +900.0 +10.3% $41.77 +14.5%
530 CNP CENTERPOINT ENERGY INC Utilities 10,200.0 $391K 0.01% -700.0 -6.4% $38.33 +16.4%
531 QDEL QUIDELORTHO CORP Healthcare 13,633.0 $389K 0.01% -1K -8.1% $28.53 -36.0%
532 AXTA AXALTA COATING SYS LTD Basic Materials 12,000.0 $388K 0.01% -1K -9.1% $32.33 +8.6%
533 FORTINET INC 4,885.0 $388K 0.01% -300.0 -5.8% $79.43
534 ALB ALBEMARLE CORP Basic Materials 2,700.0 $382K 0.01% -200.0 -6.9% $141.48 -4.2%
535 HILLENBRAND INC 11,949.0 $379K 0.01% -1K -7.7% $31.72
536 YETI YETI HLDGS INC Consumer Cyclical 8,553.0 $378K 0.01% -1K -13.2% $44.20 +11.4%
537 NATIONAL CINEMEDIA INC 97,161.0 $378K 0.01% $3.89
538 CNK CINEMARK HLDGS INC Communication Services 16,011.0 $372K 0.01% -2K -8.6% $23.23 +35.7%
539 INGERSOLL RAND INC 4,700.0 $372K 0.01% -400.0 -7.8% $79.15
540 BLOCK INC 5,700.0 $371K 0.01% -600.0 -9.5% $65.09
Page 27 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%