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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 6 of 22  ·  435 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MHK MOHAWK INDS INC Consumer Cyclical 61,090.0 $6.7M 0.13% -500.0 -0.8% $109.30 +9.2%
102 NWE NORTHWESTERN ENERGY GROUP IN Utilities 102,711.0 $6.6M 0.13% -16K -13.8% $64.54 +10.5%
103 LEG LEGGETT & PLATT INC Consumer Cyclical 586,548.0 $6.5M 0.12% -73K -11.1% $11.00 +8.5%
104 NSC NORFOLK SOUTHN CORP Industrials 22,333.0 $6.4M 0.12% -1K -5.7% $288.72 +11.8%
105 LHX L3HARRIS TECHNOLOGIES INC Industrials 21,320.0 $6.3M 0.12% -2K -9.3% $293.57 +2.9%
106 GE GE AEROSPACE Industrials 20,045.0 $6.2M 0.12% -2K -7.0% $308.01 +22.6%
107 VSAT VIASAT INC Technology 174,504.0 $6.0M 0.11% -38K -17.9% $34.46 +140.9%
108 ABBV ABBVIE INC Healthcare 24,971.0 $5.7M 0.11% -2K -7.1% $228.51 +14.3%
109 SO SOUTHERN CO Utilities 63,240.0 $5.5M 0.10% -2K -2.6% $87.21 +12.4%
110 AFL AFLAC INC Financial Services 49,902.0 $5.5M 0.10% -1K -2.4% $110.28 +9.6%
111 OC OWENS CORNING NEW Industrials 48,228.0 $5.4M 0.10% -34K -41.3% $111.91 +35.0%
112 METALLUS INC 311,837.0 $5.4M 0.10% -42K -11.9% $17.16
113 EHC ENCOMPASS HEALTH CORP Healthcare 50,382.0 $5.3M 0.10% -4K -7.7% $106.15 +0.3%
114 SYY SYSCO CORP Consumer Defensive 70,884.0 $5.2M 0.10% -2K -3.2% $73.68 +15.1%
115 FICO FAIR ISAAC CORP Technology 3,021.0 $5.1M 0.10% -820.0 -21.4% $1690.50 -24.8%
116 STT STATE STR CORP Financial Services 39,130.0 $5.0M 0.10% -59K -60.1% $129.01 +32.3%
117 NVT NVENT ELECTRIC PLC Industrials 49,480.0 $5.0M 0.10% -2K -4.1% $101.96 +49.2%
118 MRNA MODERNA INC Healthcare 169,030.0 $5.0M 0.10% -46K -21.4% $29.49 +170.4%
119 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 36,638.0 $4.8M 0.09% -6K -13.1% $131.83 -36.7%
120 ACT ENACT HOLDINGS INC Financial Services 119,558.0 $4.7M 0.09% -15K -11.3% $39.64 +14.4%
Page 6 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%