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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 11 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COHR COHERENT CORP Technology 5,200.0 $2.1M 0.08% NEW $394.47 -25.1%
202 PSX PHILLIPS 66 Energy 11,983.0 $2.0M 0.08% NEW $169.05 +41.9%
203 NOC NORTHROP GRUMMAN CORP Industrials 3,976.0 $2.0M 0.08% NEW $509.31 +7.0%
204 DASH DOORDASH INC Communication Services 10,874.0 $2.0M 0.08% NEW $184.53 +25.7%
205 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 20,743.0 $2.0M 0.08% NEW $96.12 -51.4%
206 SNX TD SYNNEX CORPORATION Technology 7,334.0 $2.0M 0.08% NEW $267.34 -2.7%
207 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 6,605.0 $1.9M 0.08% NEW $293.18 +4.2%
208 EXPD EXPEDITORS INTL WASH INC Industrials 11,818.0 $1.9M 0.08% NEW $162.98 +17.0%
209 MDB MONGODB INC Technology 5,707.0 $1.9M 0.08% NEW $335.90 +31.2%
210 LUV SOUTHWEST AIRLS CO Industrials 37,116.0 $1.9M 0.08% NEW $51.42 -22.7%
211 MPWR MONOLITHIC PWR SYS INC Technology 1,376.0 $1.9M 0.08% NEW $1382.36 -5.2%
212 TWLO TWILIO INC Communication Services 9,165.0 $1.9M 0.08% NEW $206.33 +17.0%
213 INCY INCYTE CORP Healthcare 16,678.0 $1.9M 0.08% NEW $113.36 +12.7%
214 REGN REGENERON PHARMACEUTICALS Healthcare 3,017.0 $1.9M 0.08% NEW $623.54 +29.5%
215 BSX BOSTON SCIENTIFIC CORP Healthcare 43,892.0 $1.9M 0.08% NEW $42.68 +9.3%
216 TFC TRUIST FINL CORP Financial Services 37,557.0 $1.9M 0.08% NEW $49.82 +1.0%
217 KKR KKR & CO INC 20,165.0 $1.9M 0.07% NEW $91.78
218 KMI KINDER MORGAN INC DEL Energy 57,824.0 $1.8M 0.07% NEW $31.97 -1.3%
219 WBD WARNER BROS DISCOVERY INC Communication Services 69,256.0 $1.8M 0.07% NEW $26.66 +8.3%
220 ALL ALLSTATE CORP Financial Services 7,753.0 $1.8M 0.07% NEW $237.94 +8.3%
Page 11 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%