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Portfolio (Quarterly) Guide ↗

South Dakota Investment Council

· CIK 0001538846
13F Portfolio $5.2B AUM 622 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 120 Added 160 Reduced 12 Exited
Page 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVZ INVESCO LTD Financial Services 58,879.0 $1.4M 0.03% -25K -29.8% $24.29 +11.1%
122 CFR CULLEN FROST BANKERS INC Financial Services 10,135.0 $1.4M 0.03% -250.0 -2.4% $137.05 +1.4%
123 MO ALTRIA GROUP INC Consumer Defensive 18,917.0 $1.2M 0.02% -54K -74.0% $65.97 +11.7%
124 SF STIFEL FINL CORP Financial Services 16,045.0 $1.2M 0.02% -13K -44.1% $73.92 -1.1%
125 VAL VALARIS LTD Energy 11,719.0 $1.1M 0.02% -36K -75.3% $98.05 +11.8%
126 GS GOLDMAN SACHS GROUP INC Financial Services 1,350.0 $1.1M 0.02% -2K -62.8% $845.93 +16.8%
127 FOXA FOX CORP Communication Services 16,163.0 $944K 0.02% -47K -74.5% $58.40 +10.0%
128 SNCY SUN COUNTRY AIRLINES HLDGS Industrials 55,160.0 $911K 0.02% -150K -73.2% $16.52 -2.1%
129 AA ALCOA CORP Basic Materials 13,304.0 $882K 0.02% -49K -78.7% $66.30 -0.0%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 3,614.0 $876K 0.02% -800.0 -18.1% $242.39 +4.4%
131 COKE COCA COLA CONS INC Consumer Defensive 4,511.0 $865K 0.02% -2K -32.2% $191.75 -8.0%
132 COLB COLUMBIA BKG SYS INC Financial Services 30,907.0 $848K 0.02% -21K -40.6% $27.44 +8.0%
133 EL LAUDER ESTEE COS INC Consumer Defensive 11,478.0 $824K 0.02% -2K -16.3% $71.79 +9.9%
134 BLD TOPBUILD CORP Industrials 2,264.0 $795K 0.01% -580.0 -20.4% $351.15 +17.1%
135 TRU TRANSUNION Industrials 11,320.0 $783K 0.01% -18K -62.0% $69.17 -0.3%
136 ONB OLD NATL BANCORP IND Financial Services 34,476.0 $762K 0.01% -9K -20.7% $22.10 +7.8%
137 SEM SELECT MED HLDGS CORP Healthcare 44,556.0 $726K 0.01% -39K -46.6% $16.29 +1.4%
138 BALL BALL CORP Consumer Cyclical 11,629.0 $687K 0.01% -4K -23.1% $59.08 -4.6%
139 OII OCEANEERING INTL INC Energy 19,100.0 $677K 0.01% -17K -46.8% $35.45 +8.6%
140 PII POLARIS INC Consumer Cyclical 11,236.0 $612K 0.01% -284.0 -2.5% $54.47 +15.8%
Page 7 of 8  ·  160 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 25.3%
Healthcare 13.3%
Financial Services 11.2%
Energy 11.2%
Industrials 10.3%
Consumer Cyclical 9.4%
Communication Services 8.7%
Consumer Defensive 5.3%
Basic Materials 2.7%
Utilities 2.5%