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Portfolio (Quarterly) Guide ↗

South Dakota Investment Council

· CIK 0001538846
13F Portfolio $5.2B AUM 622 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 120 Added 160 Reduced 12 Exited
Page 19 of 32  ·  622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TFX TELEFLEX INCORPORATED Healthcare 12,530.0 $1.5M 0.03% $119.63 +5.2%
362 ES EVERSOURCE ENERGY Utilities 21,566.0 $1.5M 0.03% $69.28 -2.7%
363 ACI ALBERTSONS COMPANIES INC Consumer Defensive 87,465.0 $1.5M 0.03% $17.04 -27.8%
364 ALL ALLSTATE CORP Financial Services 7,117.0 $1.5M 0.03% $207.39 +19.2%
365 SRE SEMPRA Utilities 15,187.0 $1.5M 0.03% $97.19 -16.1%
366 LH LABCORP HOLDINGS INC Healthcare 5,518.0 $1.5M 0.03% $266.76 +20.8%
367 AVAV AEROVIRONMENT INC Industrials 8,025.0 $1.5M 0.03% +4K +113.4% $183.05 -10.3%
368 LNTH LANTHEUS HLDGS INC Healthcare 19,359.0 $1.5M 0.03% $75.83 +32.3%
369 EFX EQUIFAX INC Industrials 7,995.0 $1.4M 0.03% $180.11 -11.8%
370 IVZ INVESCO LTD Financial Services 58,879.0 $1.4M 0.03% -25K -29.8% $24.29 +28.3%
371 POR PORTLAND GEN ELEC CO Utilities 26,981.0 $1.4M 0.03% $52.78 -10.2%
372 AVA AVISTA CORP Utilities 35,382.0 $1.4M 0.03% $40.13 -9.2%
373 TTEK TETRA TECH INC NEW Industrials 47,072.0 $1.4M 0.03% $30.12 +19.5%
374 CHDN CHURCHILL DOWNS INC Consumer Cyclical 15,769.0 $1.4M 0.03% +2K +15.4% $89.86 -7.7%
375 CON CONCENTRA GRP HO PARENT INC Healthcare 65,068.0 $1.4M 0.03% $21.45 +62.0%
376 UGI UGI CORP NEW Utilities 38,266.0 $1.4M 0.03% $36.43 +3.5%
377 CFR CULLEN FROST BANKERS INC Financial Services 10,135.0 $1.4M 0.03% -250.0 -2.4% $137.05 +16.2%
378 VSNT VERSANT MEDIA GROUP INC Industrials 37,335.0 $1.4M 0.03% NEW $37.02 -6.1%
379 CMI CUMMINS INC Industrials 2,567.0 $1.4M 0.03% $537.98 -0.5%
380 NVST ENVISTA HOLDINGS CORP Healthcare 53,878.0 $1.4M 0.03% $25.37 -7.7%
Page 19 of 32  ·  622 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 25.8%
Healthcare 13.6%
Financial Services 11.4%
Energy 11.4%
Industrials 10.5%
Consumer Cyclical 9.6%
Communication Services 6.9%
Consumer Defensive 5.4%
Basic Materials 2.8%
Utilities 2.6%