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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 17 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,881.0 $1.1M 0.04% NEW $109.77 +0.2%
322 ROP ROPER TECHNOLOGIES INC Industrials 3,192.0 $1.1M 0.04% NEW $338.39 +24.9%
323 KVUE KENVUE INC Consumer Defensive 56,505.0 $1.1M 0.04% NEW $19.11 +0.5%
324 MTB M & T BK CORP Financial Services 4,515.0 $1.1M 0.04% NEW $238.01 +0.3%
325 NTRA NATERA INC Healthcare 3,928.0 $1.1M 0.04% NEW $271.45 +24.8%
326 NDAQ NASDAQ INC Financial Services 13,464.0 $1.1M 0.04% NEW $78.82 +26.0%
327 HBAN HUNTINGTON BANCSHARES INC Financial Services 59,644.0 $1.1M 0.04% NEW $17.73 -4.9%
328 ALB ALBEMARLE CORP Basic Materials 7,751.0 $1.0M 0.04% NEW $135.03 +0.5%
329 FANG DIAMONDBACK ENERGY INC Energy 5,852.0 $1.0M 0.04% NEW $175.78 +14.1%
330 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,783.0 $1.0M 0.04% NEW $576.70 -8.3%
331 CRWV COREWEAVE INC Technology 10,257.0 $1.0M 0.04% NEW $99.54 -12.8%
332 OXY OCCIDENTAL PETE CORP Energy 20,970.0 $1.0M 0.04% NEW $48.57 +21.8%
333 ACGL ARCH CAP GROUP LTD Financial Services 10,471.0 $1.0M 0.04% NEW $97.06 +1.8%
334 Q QNITY ELECTRONICS INC Technology 6,223.0 $1.0M 0.04% NEW $163.31 -22.6%
335 RBLX ROBLOX CORP Technology 18,443.0 $1.0M 0.04% NEW $54.38 -29.8%
336 RVMD REVOLUTION MEDICINES INC Healthcare 5,334.0 $999K 0.04% NEW $187.28 +18.1%
337 HAL HALLIBURTON CO Energy 29,135.0 $989K 0.04% NEW $33.95 +4.5%
338 CCI CROWN CASTLE INC Real Estate 12,901.0 $977K 0.04% NEW $75.73 -0.9%
339 IQVIA HLDGS INC 5,023.0 $971K 0.04% NEW $193.22
340 INGERSOLL RAND INC 11,822.0 $969K 0.04% NEW $81.99
Page 17 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%