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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 36 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ORI OLD REP INTL CORP Financial Services 6,797.0 $278K 0.01% NEW $40.92 +3.7%
702 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,467.0 $278K 0.01% NEW $112.74 +14.2%
703 U UNITY SOFTWARE INC Technology 9,700.0 $277K 0.01% NEW $28.58 +55.3%
704 DPZ DOMINOS PIZZA INC Consumer Cyclical 933.0 $276K 0.01% NEW $296.04 +16.4%
705 HUBS HUBSPOT INC Technology 1,512.0 $276K 0.01% NEW $182.51 +29.9%
706 VICR VICOR CORP Technology 726.0 $276K 0.01% NEW $379.78 -48.1%
707 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,967.0 $275K 0.01% NEW $139.94 +3.6%
708 AMG AFFILIATED MANAGERS GROUP Financial Services 812.0 $275K 0.01% NEW $338.40 +9.5%
709 CFR CULLEN FROST BANKERS INC Financial Services 1,768.0 $273K 0.01% NEW $154.52 +5.7%
710 MUSA MURPHY USA INC Consumer Cyclical 506.0 $273K 0.01% NEW $538.87 -1.3%
711 PL PLANET LABS PBC Industrials 8,227.0 $273K 0.01% NEW $33.13 -36.1%
712 CNM CORE & MAIN INC Industrials 5,646.0 $272K 0.01% NEW $48.25 -10.1%
713 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,451.0 $272K 0.01% NEW $49.86 +6.2%
714 TKR TIMKEN CO Industrials 1,860.0 $270K 0.01% NEW $145.32 -13.2%
715 IT GARTNER INC Technology 2,084.0 $270K 0.01% NEW $129.62 +48.9%
716 HALO HALOZYME THERAPEUTICS INC Healthcare 3,451.0 $270K 0.01% NEW $78.27 +36.8%
717 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 5,101.0 $270K 0.01% NEW $52.85 +0.2%
718 TIGO MILLICOM INTL CELLULAR S A Communication Services 2,967.0 $269K 0.01% NEW $90.76 +5.9%
719 W WAYFAIR INC Consumer Cyclical 2,912.0 $269K 0.01% NEW $92.42 +12.6%
720 GAMESTOP CORP 12,186.0 $269K 0.01% NEW $22.08
Page 36 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%