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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 14 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ED CONSOLIDATED EDISON INC Utilities 13,564.0 $1.3M 0.03% -800.0 -5.6% $99.31 +14.8%
262 SRE SEMPRA Utilities 15,187.0 $1.3M 0.03% -900.0 -5.6% $88.30 +5.4%
263 CFR CULLEN FROST BANKERS INC Financial Services 10,385.0 $1.3M 0.03% -2K -12.6% $126.62 +22.3%
264 PENN PENN ENTERTAINMENT INC Consumer Cyclical 89,011.0 $1.3M 0.03% -18K -17.1% $14.75 +49.2%
265 CMI CUMMINS INC Industrials 2,567.0 $1.3M 0.03% -120.0 -4.5% $510.32 +29.7%
266 IBM INTERNATIONAL BUSINESS MACHS Technology 4,414.0 $1.3M 0.03% -1K -22.1% $296.10 -2.2%
267 LNTH LANTHEUS HLDGS INC Healthcare 19,359.0 $1.3M 0.03% -2K -7.6% $66.53 +65.2%
268 ATR APTARGROUP INC Healthcare 10,393.0 $1.3M 0.02% -1K -11.1% $122.01 +4.1%
269 OPLN OPENLANE INC Consumer Cyclical 42,103.0 $1.3M 0.02% -3K -7.3% $29.78 +36.3%
270 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,044.0 $1.2M 0.02% -600.0 -6.2% $137.77 +0.1%
271 SEM SELECT MED HLDGS CORP Healthcare 83,456.0 $1.2M 0.02% -7K -7.6% $14.85 +11.2%
272 DV DOUBLEVERIFY HOLDINGS INC Technology 107,319.0 $1.2M 0.02% -9K -7.7% $11.44 -0.0%
273 BLD TOPBUILD CORP Industrials 2,844.0 $1.2M 0.02% -1K -32.4% $417.02 -15.1%
274 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 14,694.0 $1.2M 0.02% -900.0 -5.8% $80.30 +1.6%
275 NVST ENVISTA HOLDINGS CORP Healthcare 53,878.0 $1.2M 0.02% -4K -7.7% $21.72 +27.2%
276 COLL COLLEGIUM PHARMACEUTICAL INC Healthcare 25,216.0 $1.2M 0.02% -4K -12.8% $46.32 -20.1%
277 HCA HCA HEALTHCARE INC Healthcare 2,488.0 $1.2M 0.02% -200.0 -7.4% $467.04 -12.1%
278 ITW ILLINOIS TOOL WKS INC Industrials 4,717.0 $1.2M 0.02% -200.0 -4.1% $246.34 +10.7%
279 USPH U S PHYSICAL THERAPY Healthcare 14,713.0 $1.1M 0.02% -1K -7.5% $78.09 -7.4%
280 AJG GALLAGHER ARTHUR J & CO Financial Services 4,437.0 $1.1M 0.02% -280.0 -5.9% $258.73 -2.4%
Page 14 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 25.4%
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%