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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 40 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 WYNN WYNN RESORTS LTD Consumer Cyclical 2,269.0 $220K 0.01% NEW $97.09 +0.6%
782 KEX KIRBY CORP Industrials 1,603.0 $218K 0.01% NEW $135.97 +2.7%
783 KNSL KINSALE CAP GROUP INC Financial Services 658.0 $217K 0.01% NEW $329.81 +17.9%
784 OKLO OKLO INC Utilities 4,144.0 $217K 0.01% NEW $52.33 -21.3%
785 AXTA AXALTA COATING SYS LTD Basic Materials 6,333.0 $217K 0.01% NEW $34.22 +6.8%
786 NFG NATIONAL FUEL GAS CO Energy 2,796.0 $216K 0.01% NEW $77.21 +8.3%
787 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,558.0 $216K 0.01% NEW $60.67 +22.1%
788 HLI HOULIHAN LOKEY INC Financial Services 1,608.0 $216K 0.01% NEW $134.13 -3.2%
789 RGEN REPLIGEN CORP Healthcare 1,566.0 $214K 0.01% NEW $136.44 +32.5%
790 OMF ONEMAIN HLDGS INC Financial Services 3,502.0 $214K 0.01% NEW $60.97 +4.2%
791 HRL HORMEL FOODS CORP Consumer Defensive 8,601.0 $213K 0.01% NEW $24.82 -4.1%
792 AVT AVNET INC Technology 2,402.0 $213K 0.01% NEW $88.82 +1.5%
793 POOL POOL CORP Industrials 989.0 $213K 0.01% NEW $214.90 -13.0%
794 AOS SMITH A O CORP Industrials 3,378.0 $212K 0.01% NEW $62.72 -0.3%
795 STAG STAG INDUSTRIAL INC Real Estate 5,551.0 $211K 0.01% NEW $38.06 -2.0%
796 GTES GATES INDL CORP PLC Industrials 7,540.0 $211K 0.01% NEW $27.97 -5.5%
797 FPS FORGENT POWER SOLUTIONS INC Industrials 3,763.0 $210K 0.01% NEW $55.86 -42.8%
798 ETSY INC 2,786.0 $210K 0.01% NEW $75.33
799 LSTR LANDSTAR SYS INC Industrials 1,013.0 $209K 0.01% NEW $206.81 -12.3%
800 EXP EAGLE MATLS INC Basic Materials 925.0 $208K 0.01% NEW $225.00 -11.2%
Page 40 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%