BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
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 6 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EMN EASTMAN CHEM CO Basic Materials 168,231.0 $10.7M 0.20% +8K +5.0% $63.83 +7.9%
102 ORCL ORACLE CORP Technology 54,869.0 $10.7M 0.20% +9K +19.6% $194.92 -28.0%
103 WCC WESCO INTL INC Industrials 42,934.0 $10.5M 0.20% -2K -3.6% $244.63 +31.1%
104 NEE NEXTERA ENERGY INC Utilities 130,460.0 $10.5M 0.20% -3K -2.2% $80.28 +10.0%
105 FIS FIDELITY NATL INFORMATION SV Technology 155,981.0 $10.4M 0.20% -2K -0.9% $66.46 -37.1%
106 ARW ARROW ELECTRS INC Technology 92,965.0 $10.2M 0.20% +47K +100.3% $110.18 +79.2%
107 PNC PNC FINL SVCS GROUP INC Financial Services 48,964.0 $10.2M 0.20% +1K +2.7% $208.72 +19.5%
108 GD GENERAL DYNAMICS CORP Industrials 29,760.0 $10.0M 0.19% -8K -21.8% $336.66 +11.0%
109 REGN REGENERON PHARMACEUTICALS Healthcare 12,962.0 $10.0M 0.19% +160.0 +1.2% $771.87 -15.2%
110 FIX COMFORT SYS USA INC Industrials 10,577.0 $9.9M 0.19% -2K -17.4% $933.25 +86.6%
111 INTC INTEL CORP Technology 264,684.0 $9.8M 0.19% -19K -6.7% $36.90 +226.1%
112 AIG AMERICAN INTL GROUP INC Financial Services 113,489.0 $9.7M 0.18% -37K -24.4% $85.55 -7.2%
113 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 24,548.0 $9.7M 0.18% -3K -9.3% $393.31 -26.7%
114 EWBC EAST WEST BANCORP INC Financial Services 84,741.0 $9.5M 0.18% -2K -2.8% $112.39 +15.0%
115 PPG PPG INDS INC Basic Materials 91,955.0 $9.4M 0.18% +17K +23.2% $102.46 +22.3%
116 PRU PRUDENTIAL FINL INC Financial Services 82,325.0 $9.3M 0.18% -700.0 -0.8% $112.88 +0.1%
117 NUE NUCOR CORP Basic Materials 56,801.0 $9.3M 0.18% -6K -8.8% $163.11 +35.3%
118 CACI CACI INTL INC Technology 17,280.0 $9.2M 0.17% -1K -7.4% $532.81 -5.6%
119 MDLZ MONDELEZ INTL INC Consumer Defensive 168,627.0 $9.1M 0.17% +24K +16.6% $53.83 +13.2%
120 CUBI CUSTOMERS BANCORP INC Financial Services 123,938.0 $9.1M 0.17% -17K -11.9% $73.12 +6.3%
Page 6 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%