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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 21 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VNT VONTIER CORPORATION Technology 32,003.0 $1.1M 0.02% $35.47 -19.9%
402 DDOG DATADOG INC Technology 9,500.0 $1.1M 0.02% NEW $118.00 +84.8%
403 HL HECLA MINING COMPANY Basic Materials 59,985.0 $1.1M 0.02% NEW $18.64 -7.2%
404 PRIM PRIMORIS SVCS CORP Industrials 7,800.0 $1.1M 0.02% NEW $143.08 -25.4%
405 HAE HAEMONETICS CORP MASS Healthcare 19,746.0 $1.1M 0.02% $56.37 +9.9%
406 CR CRANE COMPANY Industrials 6,500.0 $1.1M 0.02% $171.08 +2.5%
407 USPH U S PHYSICAL THERAPY Healthcare 14,713.0 $1.1M 0.02% $74.97 -17.0%
408 MAS MASCO CORP Industrials 18,048.0 $1.1M 0.02% +2K +11.1% $60.39 +11.2%
409 MTH MERITAGE HOMES CORP Consumer Cyclical 17,428.0 $1.1M 0.02% $61.85 +3.3%
410 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 19,589.0 $1.1M 0.02% $54.83 +11.9%
411 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 18,221.0 $1.1M 0.02% $58.23 -1.3%
412 APPF APPFOLIO INC Technology 6,660.0 $1.1M 0.02% +2K +37.0% $157.81 +2.9%
413 KMT KENNAMETAL INC Industrials 28,990.0 $1.0M 0.02% $36.12 -2.5%
414 AR ANTERO RESOURCES CORP Energy 24,658.0 $1.0M 0.02% +8K +46.3% $42.42 -12.7%
415 SEALED AIR CORP NEW 24,870.0 $1.0M 0.02% $42.06
416 GXO GXO LOGISTICS INCORPORATED Industrials 19,800.0 $1.0M 0.02% NEW $51.87 -9.9%
417 DV DOUBLEVERIFY HOLDINGS INC Technology 107,319.0 $1.0M 0.02% $9.50 +0.2%
418 TTC TORO CO Industrials 10,900.0 $1.0M 0.02% $93.39 -4.6%
419 QLYS QUALYS INC Technology 11,454.0 $1.0M 0.02% $87.83 +14.5%
420 APP APPLOVIN CORP Technology 2,520.0 $1.0M 0.02% NEW $398.02 +22.1%
Page 21 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%