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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 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNX TD SYNNEX CORPORATION Technology 55,917.0 $8.4M 0.16% -7K -11.4% $150.22 +62.9%
82 JXN JACKSON FINANCIAL INC Financial Services 78,022.0 $8.3M 0.16% -10K -11.0% $106.65 -2.0%
83 T AT&T INC Communication Services 333,613.0 $8.3M 0.16% -10K -2.9% $24.84 -17.2%
84 BDX BECTON DICKINSON & CO Healthcare 41,893.0 $8.1M 0.15% -300.0 -0.7% $194.07 -18.5%
85 STLD STEEL DYNAMICS INC Basic Materials 47,650.0 $8.1M 0.15% -11K -19.3% $169.44 +30.1%
86 ANNALY CAPITAL MANAGEMENT IN 356,984.0 $8.0M 0.15% -6K -1.6% $22.36
87 NMIH NMI HLDGS INC Financial Services 194,063.0 $7.9M 0.15% -9K -4.2% $40.79 +0.6%
88 DAL DELTA AIR LINES INC DEL Industrials 113,378.0 $7.9M 0.15% -69K -37.9% $69.40 +33.7%
89 DY DYCOM INDS INC Industrials 23,132.0 $7.8M 0.15% -3K -11.1% $337.89 +29.6%
90 SHEL SHELL PLC Energy 105,493.0 $7.8M 0.15% -84K -44.4% $73.48 +6.2%
91 MTG MGIC INVT CORP WIS Financial Services 258,844.0 $7.6M 0.14% -80K -23.5% $29.22 -3.4%
92 EW EDWARDS LIFESCIENCES CORP Healthcare 87,270.0 $7.4M 0.14% -35K -28.5% $85.25 +10.7%
93 BCO BRINKS CO Industrials 63,299.0 $7.4M 0.14% -2K -2.8% $116.73 -13.0%
94 LUV SOUTHWEST AIRLS CO Industrials 176,074.0 $7.3M 0.14% -36K -17.0% $41.33 +21.6%
95 EME EMCOR GROUP INC Industrials 11,872.0 $7.3M 0.14% -1K -8.5% $611.78 +26.6%
96 MET METLIFE INC Financial Services 90,984.0 $7.2M 0.14% -1K -1.4% $78.94 +14.1%
97 KO COCA COLA CO Consumer Defensive 102,422.0 $7.2M 0.14% -3K -3.1% $69.91 +20.4%
98 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 290,305.0 $7.1M 0.14% -70K -19.5% $24.40 -22.3%
99 EXC EXELON CORP Utilities 157,689.0 $6.9M 0.13% -2K -1.1% $43.59 +9.8%
100 APTIV PLC 88,135.0 $6.7M 0.13% -2K -1.8% $76.09
Page 5 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%