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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 27 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CNK CINEMARK HLDGS INC Communication Services 16,011.0 $457K 0.01% $28.54 -6.8%
522 SWKS SKYWORKS SOLUTIONS INC Technology 8,513.0 $456K 0.01% $53.57 +38.8%
523 CTVA CORTEVA INC Basic Materials 5,349.0 $448K 0.01% $83.75 -5.6%
524 NI NISOURCE INC Utilities 9,600.0 $448K 0.01% $46.67 +2.2%
525 CNP CENTERPOINT ENERGY INC Utilities 10,200.0 $440K 0.01% $43.14 -1.5%
526 BRKR BRUKER CORP Healthcare 12,000.0 $433K 0.01% $36.08 +24.7%
527 AES AES CORP Utilities 30,269.0 $426K 0.01% $14.07 +4.4%
528 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,165.0 $423K 0.01% $195.38 -5.1%
529 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 6,500.0 $419K 0.01% $64.46 +3.2%
530 TDG TRANSDIGM GROUP INC Industrials 360.0 $417K 0.01% NEW $1158.33 +3.4%
531 TDC TERADATA CORP DEL Technology 16,168.0 $414K 0.01% $25.61 +29.3%
532 RB GLOBAL INC 4,300.0 $412K 0.01% $95.81
533 CI THE CIGNA GROUP Healthcare 1,540.0 $411K 0.01% $266.88 +5.7%
534 DTE DTE ENERGY CO Utilities 2,800.0 $409K 0.01% $146.07 -1.6%
535 SJM SMUCKER J M CO Consumer Defensive 4,188.0 $404K 0.01% $96.47 +4.2%
536 BC BRUNSWICK CORP Consumer Cyclical 5,500.0 $400K 0.01% $72.73 +8.3%
537 FORTINET INC 4,885.0 $399K 0.01% $81.68
538 CORPAY INC 1,317.0 $383K 0.01% -240.0 -15.4% $290.81
539 RMD RESMED INC Healthcare 1,680.0 $377K 0.01% $224.40 -6.5%
540 INGERSOLL RAND INC 4,700.0 $377K 0.01% $80.21
Page 27 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%