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Portfolio (Quarterly) Guide ↗

South Dakota Investment Council

· CIK 0001538846
13F Portfolio $5.3B AUM 606 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 99 Added 435 Reduced
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CARR CARRIER GLOBAL CORPORATION Industrials 28,013.0 $1.5M 0.03% +5K +21.2% $52.83 +32.6%
82 CWT CALIFORNIA WTR SVC GROUP Utilities 29,915.0 $1.3M 0.03% +14K +88.0% $43.32 +15.9%
83 POR PORTLAND GEN ELEC CO Utilities 26,981.0 $1.3M 0.03% +7K +33.0% $48.00 +9.8%
84 CON CONCENTRA GRP HO PARENT INC Healthcare 65,068.0 $1.3M 0.02% +3K +4.5% $19.69 +62.1%
85 KDP KEURIG DR PEPPER INC Consumer Defensive 43,300.0 $1.2M 0.02% +3K +8.5% $28.01 +18.9%
86 MOS MOSAIC CO NEW Basic Materials 46,948.0 $1.1M 0.02% +30K +180.3% $24.09 -12.3%
87 MAS MASCO CORP Industrials 16,248.0 $1.0M 0.02% +100.0 +0.6% $63.45 +30.4%
88 METCB RAMACO RES INC Energy 86,696.0 $1.0M 0.02% +1K +1.4% $11.75 -33.9%
89 VST VISTRA CORP Utilities 5,884.0 $949K 0.02% +700.0 +13.5% $161.28 -5.0%
90 DECK DECKERS OUTDOOR CORP Consumer Cyclical 8,350.0 $866K 0.02% +6K +198.2% $103.71 +0.9%
91 AMCOR PLC 103,702.0 $865K 0.02% +86K +476.1% $8.34
92 OMC OMNICOM GROUP INC Communication Services 8,380.0 $677K 0.01% +3K +64.3% $80.79 -2.7%
93 NOW SERVICENOW INC Technology 3,500.0 $536K 0.01% +3K +400.0% $153.14 -30.6%
94 FCN FTI CONSULTING INC Industrials 3,107.0 $531K 0.01% +700.0 +29.1% $170.90 -10.1%
95 CORPAY INC 1,557.0 $469K 0.01% +50.0 +3.3% $301.22
96 CI THE CIGNA GROUP Healthcare 1,540.0 $424K 0.01% +1K +208.0% $275.32 +4.5%
97 NI NISOURCE INC Utilities 9,600.0 $401K 0.01% +900.0 +10.3% $41.77 +14.5%
98 FDS FACTSET RESH SYS INC Financial Services 1,120.0 $325K 0.01% +170.0 +17.9% $290.18 -13.8%
99 TROW PRICE T ROWE GROUP INC Financial Services 2,398.0 $246K 0.01% +1K +71.5% $102.59 +15.6%
Page 5 of 5  ·  99 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 25.4%
Healthcare 13.9%
Financial Services 12.2%
Energy 10.0%
Industrials 9.8%
Communication Services 9.4%
Consumer Cyclical 9.3%
Consumer Defensive 5.1%
Basic Materials 2.9%
Utilities 2.2%