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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 35 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 JKHY HENRY JACK & ASSOC INC Technology 2,159.0 $297K 0.01% NEW $137.74 +25.2%
682 BLD TOPBUILD COR Industrials 834.0 $296K 0.01% NEW $354.53 +0.0%
683 GTLS CHART INDS INC Industrials 1,406.0 $294K 0.01% NEW $208.94 +0.5%
684 AHR AMERICAN HEALTHCARE REIT INC Real Estate 5,625.0 $293K 0.01% NEW $52.15 +9.6%
685 CNH INDL N V 26,103.0 $293K 0.01% NEW $11.23
686 SOUTHSTATE BK CORP 2,917.0 $291K 0.01% NEW $99.90
687 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 6,093.0 $291K 0.01% NEW $47.81 -9.1%
688 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,227.0 $289K 0.01% NEW $89.48 -23.3%
689 FIVE FIVE BELOW INC Consumer Cyclical 1,602.0 $288K 0.01% NEW $179.79 +43.1%
690 HL HECLA MINING COMPANY Basic Materials 18,632.0 $287K 0.01% NEW $15.43 +34.2%
691 OSK OSHKOSH CORP Industrials 1,869.0 $287K 0.01% NEW $153.48 +2.6%
692 IVZ INVESCO LTD Financial Services 10,824.0 $286K 0.01% NEW $26.39 +25.0%
693 TTC TORO CO Industrials 2,931.0 $286K 0.01% NEW $97.42 +3.0%
694 BRX BRIXMOR PPTY GROUP INC Real Estate 9,054.0 $285K 0.01% NEW $31.53 -6.8%
695 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 13,504.0 $285K 0.01% NEW $21.11 -19.0%
696 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 528.0 $284K 0.01% NEW $536.95 +0.4%
697 GFL GFL ENVIRONMENTAL INC Industrials 7,666.0 $282K 0.01% NEW $36.79 +12.3%
698 APLD APPLIED DIGITAL CORP Technology 7,511.0 $280K 0.01% NEW $37.30 -28.0%
699 FLS FLOWSERVE CORP Industrials 3,767.0 $279K 0.01% NEW $74.16 +11.7%
700 COLB COLUMBIA BKG SYS INC Financial Services 8,698.0 $279K 0.01% NEW $32.05 -4.2%
Page 35 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%