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Portfolio (Quarterly) Guide ↗

South Dakota Investment Council

· CIK 0001538846
13F Portfolio $5.2B AUM 622 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 120 Added 160 Reduced 12 Exited
Page 28 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,900.0 $375K 0.01% $197.37 +19.9%
542 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 26,063.0 $374K 0.01% $14.35 -22.1%
543 ABT ABBOTT LABORATORIES Healthcare 3,628.0 $372K 0.01% $102.54 -14.4%
544 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 39,503.0 $372K 0.01% $9.42 +60.6%
545 MAN MANPOWERGROUP INC WIS Industrials 12,219.0 $360K 0.01% $29.46 -2.3%
546 CRWD CROWDSTRIKE HLDGS INC Technology 920.0 $359K 0.01% $390.22 +66.1%
547 ASIX ADVANSIX INC Basic Materials 14,525.0 $354K 0.01% $24.37 -10.4%
548 JCI JOHNSON CONTROLS INTERNATION Industrials 2,700.0 $354K 0.01% $131.11 +3.3%
549 AVTR AVANTOR INC Healthcare 45,000.0 $353K 0.01% $7.84 +0.3%
550 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 4,100.0 $351K 0.01% $85.61 +10.5%
551 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 16,213.0 $346K 0.01% $21.34 -18.6%
552 SNPS SYNOPSYS INC Technology 865.0 $343K 0.01% $396.53 +25.8%
553 BLOCK INC 5,700.0 $343K 0.01% $60.18
554 AXTA AXALTA COATING SYS LTD Basic Materials 12,000.0 $332K 0.01% $27.67 +5.3%
555 COF CAPITAL ONE FINL CORP Financial Services 1,800.0 $328K 0.01% $182.22 +2.4%
556 AMP AMERIPRISE FINL INC Financial Services 720.0 $320K 0.01% +240.0 +50.0% $444.44 +1.4%
557 YETI YETI HLDGS INC Consumer Cyclical 8,553.0 $313K 0.01% $36.60 +22.1%
558 F FORD MTR CO Consumer Cyclical 26,841.0 $310K 0.01% $11.55 +18.4%
559 FDS FACTSET RESH SYS INC Financial Services 1,400.0 $304K 0.01% +280.0 +25.0% $217.14 +3.6%
560 KEY KEYCORP Financial Services 14,900.0 $299K 0.01% $20.07 +7.1%
Page 28 of 32  ·  622 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 25.3%
Healthcare 13.3%
Financial Services 11.2%
Energy 11.2%
Industrials 10.3%
Consumer Cyclical 9.4%
Communication Services 8.7%
Consumer Defensive 5.3%
Basic Materials 2.7%
Utilities 2.5%