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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 7 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 THC TENET HEALTHCARE CORP Healthcare 45,114.0 $9.0M 0.17% -4K -7.6% $198.72 +2.5%
122 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 656,466.0 $8.7M 0.17% -484K -42.5% $13.28 -25.8%
123 WAL WESTERN ALLIANCE BANCORP Financial Services 103,516.0 $8.7M 0.17% -4K -3.5% $84.07 -0.7%
124 CW CURTISS WRIGHT CORP Industrials 15,779.0 $8.7M 0.17% -6K -26.1% $551.24 +37.9%
125 CL COLGATE PALMOLIVE CO Consumer Defensive 108,225.0 $8.6M 0.16% +74K +214.0% $79.02 +20.4%
126 AN AUTONATION INC Consumer Cyclical 40,878.0 $8.4M 0.16% -4K -9.9% $206.47 -9.7%
127 SWK STANLEY BLACK & DECKER INC Industrials 113,214.0 $8.4M 0.16% -4K -3.2% $74.28 +23.7%
128 SNX TD SYNNEX CORPORATION Technology 55,917.0 $8.4M 0.16% -7K -11.4% $150.22 +62.9%
129 JXN JACKSON FINANCIAL INC Financial Services 78,022.0 $8.3M 0.16% -10K -11.0% $106.65 -2.0%
130 T AT&T INC Communication Services 333,613.0 $8.3M 0.16% -10K -2.9% $24.84 -17.2%
131 GNRC GENERAC HLDGS INC Industrials 60,379.0 $8.2M 0.16% +33K +117.9% $136.37 +85.3%
132 NKE NIKE INC Consumer Cyclical 128,177.0 $8.2M 0.15% +43K +50.8% $63.71 -30.8%
133 DVN DEVON ENERGY CORP NEW Energy 222,603.0 $8.2M 0.15% +50K +29.1% $36.63 +10.5%
134 BDX BECTON DICKINSON & CO Healthcare 41,893.0 $8.1M 0.15% -300.0 -0.7% $194.07 -18.5%
135 KHC KRAFT HEINZ CO Consumer Defensive 335,190.0 $8.1M 0.15% +75K +28.9% $24.25 +4.6%
136 STLD STEEL DYNAMICS INC Basic Materials 47,650.0 $8.1M 0.15% -11K -19.3% $169.44 +30.1%
137 GNTX GENTEX CORP Consumer Cyclical 345,141.0 $8.0M 0.15% +112K +47.7% $23.27 +5.3%
138 ANNALY CAPITAL MANAGEMENT IN 356,984.0 $8.0M 0.15% -6K -1.6% $22.36
139 NMIH NMI HLDGS INC Financial Services 194,063.0 $7.9M 0.15% -9K -4.2% $40.79 +0.6%
140 DAL DELTA AIR LINES INC DEL Industrials 113,378.0 $7.9M 0.15% -69K -37.9% $69.40 +33.7%
Page 7 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%