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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 38 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 AAON AAON INC Industrials 1,998.0 $253K 0.01% NEW $126.86 -37.3%
742 HSIC SCHEIN HENRY INC Healthcare 3,022.0 $252K 0.01% NEW $83.52 +8.2%
743 ECG EVERUS CONSTR GROUP Industrials 1,512.0 $251K 0.01% NEW $165.95 -27.2%
744 RALLIANT CORP 3,364.0 $248K 0.01% NEW $73.63
745 SFM SPROUTS FMRS MKT INC Consumer Defensive 2,911.0 $246K 0.01% NEW $84.58 +2.5%
746 MANH MANHATTAN ASSOCIATES INC Technology 1,757.0 $245K 0.01% NEW $139.25 +55.1%
747 POWL POWELL INDS INC Industrials 851.0 $244K 0.01% NEW $286.36 -33.2%
748 MIDD MIDDLEBY CORP Industrials 1,416.0 $244K 0.01% NEW $172.01 -32.9%
749 ATR APTARGROUP INC Healthcare 1,945.0 $244K 0.01% NEW $125.20 +8.1%
750 CORT CORCEPT THERAPEUTICS INC Healthcare 2,795.0 $243K 0.01% NEW $86.95 +38.9%
751 CART MAPLEBEAR INC Consumer Cyclical 5,124.0 $243K 0.01% NEW $47.35 +7.8%
752 IDA IDACORP INC Utilities 1,603.0 $243K 0.01% NEW $151.30 -8.5%
753 ONON ON HLDG AG Consumer Cyclical 6,718.0 $238K 0.01% NEW $35.42 -17.4%
754 AXS AXIS CAP HLDGS LTD Financial Services 2,209.0 $237K 0.01% NEW $107.44 -7.0%
755 MP MP MATERIALS CORP Basic Materials 4,230.0 $237K 0.01% NEW $56.01 +5.4%
756 AUR AURORA INNOVATION INC Technology 34,674.0 $236K 0.01% NEW $6.82 -15.5%
757 TTD THE TRADE DESK INC Technology 13,037.0 $236K 0.01% NEW $18.08 -27.8%
758 QIAGEN NV 6,021.0 $235K 0.01% NEW $39.10
759 CRBG COREBRIDGE FINL INC 8,212.0 $235K 0.01% NEW $28.63
760 VNOM VIPER ENERGY INC Energy 5,537.0 $235K 0.01% NEW $42.40 +4.1%
Page 38 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%