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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 28 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 4,100.0 $369K 0.01% -400.0 -8.9% $90.00 +25.7%
542 MAN MANPOWERGROUP INC WIS Industrials 12,219.0 $363K 0.01% -900.0 -6.9% $29.71 +30.6%
543 DTE DTE ENERGY CO Utilities 2,800.0 $361K 0.01% -200.0 -6.7% $128.93 +19.5%
544 CTVA CORTEVA INC Basic Materials 5,349.0 $359K 0.01% -300.0 -5.3% $67.12 +27.8%
545 BEACON FINANCIAL CORP. 13,552.0 $357K 0.01% -2K -12.9% $26.34
546 F FORD MTR CO Consumer Cyclical 26,841.0 $352K 0.01% -2K -5.6% $13.11 +1.9%
547 COIN COINBASE GLOBAL INC Financial Services 1,540.0 $348K 0.01% -460.0 -23.0% $225.97 -26.8%
548 FDS FACTSET RESH SYS INC Financial Services 1,120.0 $325K 0.01% +170.0 +17.9% $290.18 -13.8%
549 JCI JOHNSON CTLS INTL PLC Industrials 2,700.0 $323K 0.01% -200.0 -6.9% $119.63 +17.7%
550 TEGNA INC 16,203.0 $315K 0.01% -2K -8.5% $19.44
551 KEY KEYCORP Financial Services 14,900.0 $308K 0.01% $20.67 +11.4%
552 VC VISTEON CORP Consumer Cyclical 3,142.0 $299K 0.01% -300.0 -8.7% $95.16 +4.1%
553 NTRS NORTHERN TR CORP Financial Services 2,100.0 $287K 0.01% -200.0 -8.7% $136.67 +29.1%
554 NMR NOMURA HLDGS INC Financial Services 33,100.0 $278K 0.01% -3K -8.8% $8.40 +7.9%
555 EPC EDGEWELL PERS CARE CO Consumer Defensive 16,213.0 $276K 0.01% -1K -7.4% $17.02 +59.8%
556 KR KROGER CO Consumer Defensive 4,400.0 $275K 0.01% NEW $62.50 -6.8%
557 HPE HEWLETT PACKARD ENTERPRISE C Technology 10,700.0 $257K 0.01% -34K -75.9% $24.02 +71.7%
558 WAT WATERS CORP Healthcare 667.0 $253K 0.01% -80.0 -10.7% $379.31 -0.3%
559 ASIX ADVANSIX INC Basic Materials 14,525.0 $251K 0.01% -1K -8.2% $17.28 +17.4%
560 CX CEMEX SAB DE CV Basic Materials 21,478.0 $247K 0.01% -24K -53.3% $11.50 +6.9%
Page 28 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%