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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 13 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TTEK TETRA TECH INC NEW Industrials 47,072.0 $1.6M 0.03% -7K -13.3% $33.54 +6.4%
242 OGE OGE ENERGY CORP Utilities 36,937.0 $1.6M 0.03% -3K -7.0% $42.69 +6.6%
243 CHDN CHURCHILL DOWNS INC Consumer Cyclical 13,669.0 $1.6M 0.03% -900.0 -6.2% $113.76 -28.0%
244 KLAC KLA CORP Technology 1,257.0 $1.5M 0.03% -40.0 -3.1% $1214.80 -85.4%
245 QLYS QUALYS INC Technology 11,454.0 $1.5M 0.03% -900.0 -7.3% $132.88 +31.7%
246 AME AMETEK INC Industrials 7,407.0 $1.5M 0.03% -200.0 -2.6% $205.35 +15.7%
247 ACI ALBERTSONS COMPANIES INC Consumer Defensive 87,465.0 $1.5M 0.03% -7K -7.6% $17.17 -28.1%
248 WLK WESTLAKE CORPORATION Basic Materials 20,235.0 $1.5M 0.03% -2K -9.8% $73.93 -6.6%
249 TREX TREX CO INC Industrials 42,464.0 $1.5M 0.03% -3K -7.4% $35.09 +21.7%
250 CLH CLEAN HARBORS INC Industrials 6,329.0 $1.5M 0.03% -1K -15.1% $234.48 +34.7%
251 ALL ALLSTATE CORP Financial Services 7,117.0 $1.5M 0.03% -400.0 -5.3% $208.09 +20.1%
252 APH AMPHENOL CORP NEW Technology 10,764.0 $1.5M 0.03% -800.0 -6.9% $135.17 -42.6%
253 COLB COLUMBIA BKG SYS INC Financial Services 52,007.0 $1.5M 0.03% -8K -12.8% $27.96 +7.1%
254 ES EVERSOURCE ENERGY Utilities 21,566.0 $1.5M 0.03% -8K -26.6% $67.33 +0.6%
255 MUSA MURPHY USA INC Consumer Cyclical 3,594.0 $1.4M 0.03% -280.0 -7.2% $403.45 +30.4%
256 EL LAUDER ESTEE COS INC Consumer Defensive 13,715.0 $1.4M 0.03% -9K -39.2% $104.70 -10.8%
257 UGI UGI CORP NEW Utilities 38,266.0 $1.4M 0.03% -22K -36.0% $37.42 +0.6%
258 SCHW SCHWAB CHARLES CORP Financial Services 13,856.0 $1.4M 0.03% -1K -8.0% $99.88 +5.4%
259 NJR NEW JERSEY RES CORP Utilities 29,758.0 $1.4M 0.03% -3K -8.0% $46.11 +15.6%
260 AVA AVISTA CORP Utilities 35,382.0 $1.4M 0.03% -3K -8.8% $38.55 -6.0%
Page 13 of 22  ·  435 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 25.9%
Healthcare 14.2%
Financial Services 12.4%
Energy 10.2%
Industrials 10.0%
Consumer Cyclical 9.5%
Communication Services 7.4%
Consumer Defensive 5.2%
Basic Materials 2.9%
Utilities 2.3%