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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 30 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MKTX MARKETAXESS HLDGS INC Financial Services 850.0 $154K 0.00% -100.0 -10.5% $181.18 -35.7%
582 AOS SMITH A O CORP Industrials 2,300.0 $154K 0.00% -100.0 -4.2% $66.96 -6.3%
583 BBY BEST BUY INC Consumer Cyclical 2,200.0 $147K 0.00% -100.0 -4.3% $66.82 +16.7%
584 AVY AVERY DENNISON CORP Industrials 800.0 $146K 0.00% -100.0 -11.1% $182.50 -8.5%
585 EPAM EPAM SYS INC Technology 700.0 $143K 0.00% $204.29 -56.8%
586 PATHWARD FINANCIAL INC 1,802.0 $128K 0.00% -300.0 -14.3% $71.03
587 MTD METTLER TOLEDO INTERNATIONAL Healthcare 90.0 $125K 0.00% -10.0 -10.0% $1388.89 -5.8%
588 NAVI NAVIENT CORPORATION Financial Services 9,220.0 $120K 0.00% -2K -14.0% $13.02 -33.8%
589 HSIC HENRY SCHEIN INC Healthcare 1,500.0 $113K 0.00% -100.0 -6.2% $75.33 +14.7%
590 Q QNITY ELECTRONICS INC Technology 1,358.0 $111K 0.00% NEW $81.74 +73.4%
591 DD DUPONT DE NEMOURS INC Basic Materials 2,718.0 $109K 0.00% -200.0 -6.8% $40.10 +248.9%
592 HAS HASBRO INC Consumer Cyclical 1,330.0 $109K 0.00% -45K -97.1% $81.95 -2.2%
593 CTRA COTERRA ENERGY INC Energy 4,100.0 $108K 0.00% NEW $26.34 +23.6%
594 ENSG ENSIGN GROUP INC Healthcare 581.0 $101K 0.00% -100.0 -14.7% $173.84 -3.2%
595 BEN FRANKLIN RESOURCES INC Financial Services 3,942.0 $94K 0.00% -300.0 -7.1% $23.85 +43.0%
596 JKHY HENRY JACK & ASSOC INC Technology 500.0 $91K 0.00% $182.00 -19.3%
597 TOTALENERGIES SE 1,325.0 $87K 0.00% NEW $65.66
598 COOPER COS INC 1,000.0 $82K 0.00% -100.0 -9.1% $82.00
599 RJF RAYMOND JAMES FINL INC Financial Services 500.0 $80K 0.00% NEW $160.00 +1.7%
600 TPR TAPESTRY INC Consumer Cyclical 567.0 $72K 0.00% -8K -93.7% $126.98 +13.6%
Page 30 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%