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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 4 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 23,215.0 $5.9M 0.24% NEW $255.43 -40.2%
62 AMGN AMGEN INC Healthcare 15,994.0 $5.8M 0.23% NEW $362.12 +21.6%
63 ADI ANALOG DEVICES INC Technology 14,534.0 $5.8M 0.23% NEW $397.17 -6.4%
64 MCD MCDONALDS CORP Consumer Cyclical 21,256.0 $5.7M 0.23% NEW $270.31 -1.3%
65 CRWD CROWDSTRIKE HLDGS INC Technology 7,353.0 $5.6M 0.23% NEW $190.78 -0.8%
66 PEP PEPSICO INC Consumer Defensive 40,747.0 $5.5M 0.22% NEW $135.40 +5.0%
67 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,961.0 $5.5M 0.22% NEW $501.36 +26.4%
68 NEE NEXTERA ENERGY INC Utilities 62,035.0 $5.4M 0.22% NEW $87.77 -4.0%
69 VZ VERIZON COMMUNICATIONS INC Communication Services 125,587.0 $5.3M 0.22% NEW $42.34 +18.5%
70 AXP AMERICAN EXPRESS CO Financial Services 15,653.0 $5.3M 0.21% NEW $338.25 -0.6%
71 CVS CVS HEALTH CORP Healthcare 50,828.0 $5.3M 0.21% NEW $103.45 -8.8%
72 ANET ARISTA NETWORKS INC Technology 30,676.0 $5.2M 0.21% NEW $169.88 +19.1%
73 DIS DISNEY WALT CO Communication Services 52,825.0 $5.1M 0.21% NEW $96.25 +13.9%
74 TJX TJX COS INC NEW Consumer Cyclical 33,260.0 $5.0M 0.20% NEW $151.50 -9.7%
75 ETN EATON CORP PLC Industrials 11,653.0 $5.0M 0.20% NEW $426.12 -1.6%
76 BA BOEING CO Industrials 22,468.0 $4.9M 0.20% NEW $216.47 -2.0%
77 UNP UNION PAC CORP Industrials 17,783.0 $4.8M 0.20% NEW $272.00 +14.2%
78 DELL DELL TECHNOLOGIES INC Technology 11,008.0 $4.7M 0.19% NEW $431.46 +7.5%
79 GILD GILEAD SCIENCES INC Healthcare 37,032.0 $4.7M 0.19% NEW $126.34 +17.2%
80 ABT ABBOTT LABORATORIES Healthcare 51,490.0 $4.7M 0.19% NEW $90.74 +25.7%
Page 4 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%