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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 12 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TKR TIMKEN CO Industrials 36,818.0 $3.7M 0.07% $100.58 +16.5%
222 KMB KIMBERLY-CLARK CORP Consumer Defensive 37,517.0 $3.6M 0.07% +4K +11.4% $96.46 +2.4%
223 SOMNIGROUP INTERNATIONAL INC 48,913.0 $3.6M 0.07% -2K -4.0% $73.93
224 APG API GROUP CORP Industrials 88,005.0 $3.6M 0.07% -2K -2.3% $40.52 +2.4%
225 RRX REGAL REXNORD CORPORATION Industrials 18,830.0 $3.5M 0.07% $187.25 +4.2%
226 SFM SPROUTS FMRS MKT INC Consumer Defensive 45,574.0 $3.5M 0.07% +32K +228.5% $77.13 +14.7%
227 ALV AUTOLIV INC Consumer Cyclical 33,342.0 $3.5M 0.07% $105.15 +14.3%
228 ADI ANALOG DEVICES INC Technology 10,899.0 $3.5M 0.07% $318.10 +20.8%
229 VNQ VANGUARD INDEX FDS 38,780.0 $3.4M 0.07% +780.0 +2.0% $88.71 +9.0%
230 SM SM ENERGY COMPANY Energy 109,758.0 $3.4M 0.07% NEW $31.18 +11.7%
231 FAF FIRST AMERN FINL CORP Financial Services 56,642.0 $3.4M 0.07% -325.0 -0.6% $60.29 +12.5%
232 GILD GILEAD SCIENCES INC Healthcare 24,446.0 $3.4M 0.07% -3K -9.9% $139.37 -6.4%
233 BK BANK NEW YORK MELLON CORP Financial Services 28,398.0 $3.4M 0.06% -1K -4.5% $118.64 +17.2%
234 BURL BURLINGTON STORES INC Consumer Cyclical 10,304.0 $3.4M 0.06% $325.41 -2.9%
235 TEL TE CONNECTIVITY PLC Technology 15,868.0 $3.3M 0.06% -368.0 -2.3% $209.04 -3.7%
236 WHITECAP RES INC 294,023.0 $3.3M 0.06% $11.26
237 WFRD WEATHERFORD INTL PLC Energy 34,851.0 $3.3M 0.06% -11K -23.5% $94.57 +17.8%
238 MTCH MATCH GROUP INC NEW Communication Services 105,898.0 $3.3M 0.06% $30.71 +16.1%
239 AMTM AMENTUM HOLDINGS INC Industrials 123,037.0 $3.2M 0.06% $26.08 -11.2%
240 FICO FAIR ISAAC CORP Technology 3,002.0 $3.2M 0.06% -19.0 -0.6% $1067.62 +15.0%
Page 12 of 32  ·  622 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%