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Portfolio (Quarterly) Guide ↗

North Dakota State Investment Board

· CIK 0002064039
13F Portfolio $2.5B AUM 826 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 826 New
Page 10 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AEP AMERICAN ELEC PWR CO INC Utilities 15,909.0 $2.2M 0.09% NEW $136.81 -10.3%
182 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 28,370.0 $2.2M 0.09% NEW $76.40 +3.5%
183 ROST ROSS STORES INC Consumer Cyclical 10,150.0 $2.2M 0.09% NEW $212.85 +8.0%
184 CI THE CIGNA GROUP Healthcare 7,834.0 $2.2M 0.09% NEW $275.68 +0.7%
185 SPG SIMON PPTY GROUP INC NEW Real Estate 9,634.0 $2.2M 0.09% NEW $223.65 -3.9%
186 URI UNITED RENTALS INC Industrials 1,888.0 $2.1M 0.09% NEW $1132.89 -8.4%
187 CRH PLC 19,943.0 $2.1M 0.09% NEW $107.00
188 TRV TRAVELERS COMPANIES INC Financial Services 6,454.0 $2.1M 0.09% NEW $330.12 +11.9%
189 INTU INTUIT Technology 8,119.0 $2.1M 0.09% NEW $261.00 +33.3%
190 NSC NORFOLK SOUTHN CORP Industrials 6,715.0 $2.1M 0.09% NEW $314.59 +10.6%
191 EOG EOG RES INC Energy 16,251.0 $2.1M 0.09% NEW $129.73 +11.4%
192 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,574.0 $2.1M 0.09% NEW $459.13 +14.8%
193 MCO MOODYS CORP Financial Services 4,622.0 $2.1M 0.09% NEW $452.92 +12.4%
194 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16,964.0 $2.1M 0.09% NEW $123.11 +31.0%
195 SLB SLB LIMITED Energy 44,598.0 $2.1M 0.08% NEW $46.49 +18.3%
196 AON AON PLC Financial Services 6,243.0 $2.1M 0.08% NEW $331.69 +5.4%
197 ECL ECOLAB INC Basic Materials 7,419.0 $2.1M 0.08% NEW $278.61 +2.6%
198 DG DOLLAR GEN CORP Consumer Defensive 17,947.0 $2.1M 0.08% NEW $115.11 +9.4%
199 MSI MOTOROLA SOLUTIONS INC Technology 4,954.0 $2.1M 0.08% NEW $415.29 +17.2%
200 FIX COMFORT SYS USA INC Industrials 1,035.0 $2.1M 0.08% NEW $1981.95 -18.5%
Page 10 of 42  ·  826 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 38.2%
Financial Services 10.5%
Consumer Cyclical 10.1%
Healthcare 9.9%
Industrials 9.6%
Communication Services 7.2%
Consumer Defensive 4.9%
Energy 3.1%
Utilities 2.6%
Real Estate 2.1%