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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 34 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 WTFC WINTRUST FINL CORP Financial Services 1,963.0 $315K 0.01% NEW $160.72 -4.7%
662 BPOP POPULAR INC Financial Services 1,916.0 $315K 0.01% NEW $164.18 +3.4%
663 WTS WATTS WATER TECHNOLOGIES INC Industrials 803.0 $314K 0.01% NEW $391.45 -3.4%
664 BXP BXP INC Real Estate 4,711.0 $312K 0.01% NEW $66.31 +6.0%
665 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,530.0 $312K 0.01% NEW $123.44 -4.7%
666 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,271.0 $311K 0.01% NEW $244.77 -15.4%
667 GWRE GUIDEWIRE SOFTWARE INC Technology 2,524.0 $311K 0.01% NEW $123.05 +55.3%
668 AES AES CORP Utilities 21,114.0 $310K 0.01% NEW $14.66 +0.5%
669 IOT SAMSARA INC Technology 9,535.0 $309K 0.01% NEW $32.43 +22.8%
670 SCI SERVICE CORP INTL Consumer Cyclical 4,056.0 $308K 0.01% NEW $75.96 +12.4%
671 R RYDER SYS INC Industrials 1,168.0 $308K 0.01% NEW $263.77 -5.4%
672 SF STIFEL FINL CORP Financial Services 4,409.0 $308K 0.01% NEW $69.77 +15.8%
673 DCI DONALDSON INC Industrials 3,418.0 $307K 0.01% NEW $89.77 +6.1%
674 OGE OGE ENERGY CORP Utilities 6,254.0 $304K 0.01% NEW $48.66 -4.3%
675 AR ANTERO RESOURCES CORP Energy 8,617.0 $303K 0.01% NEW $35.14 +9.6%
676 SWKS SKYWORKS SOLUTIONS INC Technology 4,450.0 $302K 0.01% NEW $67.80 -1.7%
677 GFS GLOBALFOUNDRIES INC Technology 3,651.0 $301K 0.01% NEW $82.41 -44.6%
678 EHC ENCOMPASS HEALTH CORP Healthcare 2,962.0 $299K 0.01% NEW $101.08 +19.5%
679 CACI CACI INTL INC Technology 645.0 $299K 0.01% NEW $463.26 +34.9%
680 ZION ZIONS BANCORPORATION NATL AS Financial Services 4,313.0 $298K 0.01% NEW $69.19 -1.3%
Page 34 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%