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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 19 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,705.0 $862K 0.04% NEW $183.11 -1.3%
362 VICI VICI PPTYS INC Real Estate 32,276.0 $857K 0.04% NEW $26.55 -2.9%
363 XYL XYLEM INC Industrials 7,235.0 $855K 0.04% NEW $118.21 -4.7%
364 CNP CENTERPOINT ENERGY INC Utilities 19,375.0 $853K 0.04% NEW $44.04 -10.8%
365 CINF CINCINNATI FINL CORP Financial Services 4,580.0 $848K 0.03% NEW $185.14 -6.8%
366 RMD RESMED INC Healthcare 4,341.0 $846K 0.03% NEW $194.88 +21.0%
367 EIX EDISON INTL Utilities 11,333.0 $844K 0.03% NEW $74.45 -1.0%
368 HUBB HUBBELL INC Industrials 1,591.0 $832K 0.03% NEW $523.20 -10.1%
369 OTIS OTIS WORLDWIDE CORP Industrials 11,603.0 $831K 0.03% NEW $71.60 -0.2%
370 CW CURTISS WRIGHT CORP Industrials 1,094.0 $829K 0.03% NEW $757.76 -20.1%
371 FICO FAIR ISAAC CORP Technology 689.0 $823K 0.03% NEW $1194.78 -3.2%
372 ATO ATMOS ENERGY CORP Utilities 4,759.0 $820K 0.03% NEW $172.27 -2.9%
373 FTAI AVIATION LTD 3,028.0 $819K 0.03% NEW $270.53
374 PPG PPG INDS INC Basic Materials 6,681.0 $810K 0.03% NEW $121.29 -6.4%
375 ES EVERSOURCE ENERGY Utilities 11,165.0 $807K 0.03% NEW $72.27 -1.9%
376 MSTR STRATEGY INC Technology 9,276.0 $806K 0.03% NEW $86.93 +58.1%
377 RJF RAYMOND JAMES FINL INC Financial Services 5,302.0 $806K 0.03% NEW $152.03 +15.8%
378 NVT NVENT ELEC PLC Industrials 4,735.0 $803K 0.03% NEW $169.61 -8.3%
379 ENTG ENTEGRIS INC Technology 4,456.0 $801K 0.03% NEW $179.86 -19.2%
380 PPL PPL CORP Utilities 22,007.0 $800K 0.03% NEW $36.35 -5.3%
Page 19 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%