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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 15 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NU NU HLDGS LTD Financial Services 99,464.0 $1.3M 0.05% NEW $13.36 +11.4%
282 YUM YUM BRANDS INC Consumer Cyclical 8,289.0 $1.3M 0.05% NEW $159.86 -5.7%
283 CVNA CARVANA CO Consumer Cyclical 20,098.0 $1.3M 0.05% NEW $65.82 +12.6%
284 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 4,854.0 $1.3M 0.05% NEW $271.95 -11.7%
285 UAL UNITED AIRLS HLDGS INC Industrials 9,678.0 $1.3M 0.05% NEW $135.99 -17.4%
286 VRSN VERISIGN INC Technology 5,168.0 $1.3M 0.05% NEW $251.56 +17.2%
287 BDX BECTON DICKINSON & CO Healthcare 8,505.0 $1.3M 0.05% NEW $151.33 +24.3%
288 FTV FORTIVE CORP Technology 21,063.0 $1.3M 0.05% NEW $61.09 -1.9%
289 RSG REPUBLIC SVCS INC Industrials 6,024.0 $1.3M 0.05% NEW $213.08 +2.9%
290 KDP KEURIG DR PEPPER INC Consumer Defensive 38,508.0 $1.3M 0.05% NEW $32.73 -2.6%
291 AXON AXON ENTERPRISE INC Industrials 2,248.0 $1.3M 0.05% NEW $560.61 +9.0%
292 DHI D R HORTON INC Consumer Cyclical 7,694.0 $1.3M 0.05% NEW $162.88 -10.8%
293 IDXX IDEXX LABS INC Healthcare 2,369.0 $1.2M 0.05% NEW $526.44 +3.5%
294 AMP AMERIPRISE FINL INC Financial Services 2,716.0 $1.2M 0.05% NEW $458.76 +21.1%
295 VTR VENTAS INC Real Estate 13,922.0 $1.2M 0.05% NEW $88.80 +4.6%
296 ADSK AUTODESK INC Technology 6,335.0 $1.2M 0.05% NEW $194.42 +39.2%
297 ANGLOGOLD ASHANTI PLC 14,977.0 $1.2M 0.05% NEW $80.89
298 GPN GLOBAL PMTS INC Industrials 16,664.0 $1.2M 0.05% NEW $72.56 +27.8%
299 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 14,849.0 $1.2M 0.05% NEW $81.16 -9.6%
300 PYPL PAYPAL HLDGS INC Financial Services 27,857.0 $1.2M 0.05% NEW $43.18 +42.4%
Page 15 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%