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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 31 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 MTD METTLER TOLEDO INTERNATIONAL Healthcare 90.0 $114K 0.00% $1266.67 -13.9%
602 HSIC SCHEIN HENRY INC Healthcare 1,500.0 $111K 0.00% $74.00 -0.7%
603 HCC WARRIOR MET COAL INC Energy 1,172.0 $109K 0.00% -15K -92.9% $93.00 -8.1%
604 LEN LENNAR CORP Consumer Cyclical 1,200.0 $104K 0.00% NEW $86.67 +2.5%
605 OTIS OTIS WORLDWIDE CORP Industrials 1,350.0 $104K 0.00% NEW $77.04 -7.0%
606 EPAM EPAM SYS INC Technology 700.0 $95K 0.00% $135.71 -24.0%
607 BEN FRANKLIN RESOURCES INC Financial Services 3,942.0 $93K 0.00% $23.59 +30.8%
608 TPH TRI POINTE HOMES INC Consumer Cyclical 1,984.0 $93K 0.00% -12K -85.8% $46.88 +0.2%
609 ADMA ADMA BIOLOGICS INC Healthcare 9,500.0 $86K 0.00% $9.05 -6.5%
610 JKHY HENRY JACK & ASSOC INC Technology 500.0 $79K 0.00% $158.00 -11.7%
611 NAVI NAVIENT CORPORATION Financial Services 9,220.0 $75K 0.00% $8.13 +2.6%
612 COOPER COS INC 1,000.0 $72K 0.00% $72.00
613 CX CEMEX SA EURO MTN BE 144A Basic Materials 5,678.0 $65K 0.00% -16K -73.6% $11.45 +10.0%
614 TTD THE TRADE DESK INC Technology 2,400.0 $54K 0.00% NEW $22.50 -6.6%
615 TJX TJX COS INC NEW Consumer Cyclical 300.0 $48K 0.00% -6K -95.2% $160.00 -0.5%
616 BRBR BELLRING BRANDS INC Consumer Defensive 2,392.0 $38K 0.00% $15.89 -43.0%
617 PSKY PARAMOUNT SKYDANCE CORP Communication Services 3,309.0 $30K 0.00% $9.07 +11.7%
618 GAMESTOP CORP NEW 7,679.0 $30K 0.00% $3.91
619 CME CME GROUP INC Financial Services 90.0 $27K 0.00% -2K -95.8% $300.00 -3.6%
620 WBS WEBSTER FINL CORP Financial Services 149.0 $10K -2K -94.4% $67.11 +8.9%
Page 31 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%