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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 41 of 42  ·  826 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 FOX FOX CORP 4,436.0 $208K 0.01% NEW $46.84
802 VNO VORNADO RLTY TR Real Estate 5,286.0 $208K 0.01% NEW $39.30 +0.6%
803 LEA LEAR CORP Consumer Cyclical 1,537.0 $206K 0.01% NEW $134.06 -7.7%
804 LAD LITHIA MTRS INC Consumer Cyclical 709.0 $206K 0.01% NEW $290.49 +27.9%
805 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,313.0 $206K 0.01% NEW $47.74 -11.0%
806 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,278.0 $205K 0.01% NEW $160.42 +11.5%
807 STANDARDAERO INC 6,852.0 $205K 0.01% NEW $29.91
808 PB PROSPERITY BANCSHARES INC Financial Services 2,784.0 $203K 0.01% NEW $73.03 +0.2%
809 FNB F N B CORP Financial Services 10,640.0 $203K 0.01% NEW $19.08 -2.8%
810 LKQ LKQ CORP Consumer Cyclical 7,638.0 $201K 0.01% NEW $26.33 -2.6%
811 NOV NOV INC Energy 10,787.0 $200K 0.01% NEW $18.55 +7.9%
812 AVTR AVANTOR INC Healthcare 19,645.0 $194K 0.01% NEW $9.90 +46.5%
813 XP XP INC Financial Services 11,857.0 $193K 0.01% NEW $16.26 +10.1%
814 CAG CONAGRA BRANDS INC Consumer Defensive 14,267.0 $192K 0.01% NEW $13.46 +20.1%
815 VFC V F CORP Consumer Cyclical 10,526.0 $176K 0.01% NEW $16.68 -16.7%
816 OWL BLUE OWL CAPITAL INC Financial Services 19,431.0 $170K 0.01% NEW $8.75 +35.9%
817 STWD STARWOOD PPTY TR INC Real Estate 10,364.0 $170K 0.01% NEW $16.38 -2.6%
818 LYFT LYFT INC Technology 11,520.0 $168K 0.01% NEW $14.61 +19.1%
819 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 16,666.0 $156K 0.01% NEW $9.39 +24.1%
820 RITM RITHM CAPITAL CORP Real Estate 16,574.0 $156K 0.01% NEW $9.39 +7.5%
Page 41 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%