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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 27 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CLH CLEAN HARBORS INC Industrials 1,506.0 $450K 0.02% NEW $298.75 +4.4%
522 APG API GROUP CORP Industrials 10,623.0 $450K 0.02% NEW $42.35 -2.6%
523 HEI HEICO CORP NEW Industrials 1,263.0 $450K 0.02% NEW $356.19 -5.4%
524 OVV OVINTIV INC Energy 8,535.0 $449K 0.02% NEW $52.65 +23.8%
525 SMCI SUPER MICRO COMPUTER INC Technology 15,267.0 $448K 0.02% NEW $29.33 +31.1%
526 PINNACLE FINL PARTNERS INC 4,431.0 $447K 0.02% NEW $100.88
527 CSL CARLISLE COS INC Industrials 1,232.0 $447K 0.02% NEW $362.75 -0.6%
528 ROIV ROIVANT SCIENCES LTD Healthcare 12,628.0 $447K 0.02% NEW $35.39 +6.2%
529 DY DYCOM INDS INC Industrials 876.0 $443K 0.02% NEW $505.59 -39.1%
530 DTM DT MIDSTREAM INC Energy 3,018.0 $443K 0.02% NEW $146.74 -10.3%
531 SMTC SEMTECH CORP Technology 2,733.0 $442K 0.02% NEW $161.85 -12.0%
532 UNM UNUM GROUP Financial Services 4,940.0 $442K 0.02% NEW $89.40 +3.4%
533 ARMK ARAMARK Industrials 7,760.0 $442K 0.02% NEW $56.90 +3.5%
534 DOC HEALTHPEAK PROPERTIES INC Real Estate 20,615.0 $441K 0.02% NEW $21.40 -0.8%
535 RKT ROCKET COS INC Financial Services 28,001.0 $441K 0.02% NEW $15.75 -9.6%
536 EVEREST GROUP LTD 1,233.0 $440K 0.02% NEW $357.23
537 SCCO SOUTHERN COPPER CORP Basic Materials 2,521.0 $439K 0.02% NEW $174.26 +24.1%
538 J JACOBS SOLUTIONS INC Industrials 3,479.0 $438K 0.02% NEW $126.00 +19.5%
539 SUI SUN CMNTYS INC Real Estate 3,642.0 $437K 0.02% NEW $119.91 +2.7%
540 IREN IREN LIMITED Financial Services 9,525.0 $436K 0.02% NEW $45.73 -11.4%
Page 27 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%