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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 22 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 12,900.0 $982K 0.02% +12K +2728.9% $76.12 +11.0%
422 TLN TALEN ENERGY CORP Utilities 3,063.0 $978K 0.02% +203.0 +7.1% $319.29 +7.9%
423 AJG GALLAGHER ARTHUR J & CO Financial Services 4,437.0 $961K 0.02% $216.59 -4.2%
424 WMS ADVANCED DRAIN SYS INC DEL Industrials 7,000.0 $960K 0.02% $137.14 -0.2%
425 ETN EATON CORP PLC Industrials 2,684.0 $960K 0.02% +1K +60.3% $357.68 +6.7%
426 PPL PPL CORP Utilities 24,939.0 $953K 0.02% $38.21 -7.3%
427 DLB DOLBY LABORATORIES INC Technology 15,805.0 $949K 0.02% $60.04 -10.0%
428 WDAY WORKDAY INC Technology 7,300.0 $948K 0.02% NEW $129.86 -2.5%
429 FOXA FOX CORP Communication Services 16,163.0 $944K 0.02% -47K -74.5% $58.40 +10.0%
430 SNCY SUN COUNTRY AIRLINES HLDGS Industrials 55,160.0 $911K 0.02% -150K -73.2% $16.52 -2.1%
431 ALGN ALIGN TECHNOLOGY INC Healthcare 5,306.0 $910K 0.02% $171.50 -4.9%
432 HALO HALOZYME THERAPEUTICS INC Healthcare 13,988.0 $904K 0.02% $64.63 +6.0%
433 ON ON SEMICONDUCTOR CORP Technology 14,600.0 $904K 0.02% $61.92 +77.0%
434 METCB RAMACO RES INC Energy 87,933.0 $897K 0.02% +1K +1.4% $10.20 -4.1%
435 VST VISTRA CORP Utilities 5,884.0 $885K 0.02% $150.41 -4.3%
436 AA ALCOA CORP Basic Materials 13,304.0 $882K 0.02% -49K -78.7% $66.30 -0.0%
437 IBM INTERNATIONAL BUSINESS MACHS Technology 3,614.0 $876K 0.02% -800.0 -18.1% $242.39 +4.4%
438 THO THOR INDS INC Consumer Cyclical 10,962.0 $876K 0.02% $79.91 -6.4%
439 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,005.0 $873K 0.02% $290.52 -0.1%
440 CTAS CINTAS CORP Industrials 5,132.0 $868K 0.02% $169.13 +1.9%
Page 22 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%