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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 4 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ACN ACCENTURE PLC IRELAND Technology 59,101.0 $15.9M 0.30% +15K +32.8% $268.30 -48.8%
62 ZTS ZOETIS INC Healthcare 124,585.0 $15.7M 0.30% +114K +1055.5% $125.82 -42.4%
63 DHR DANAHER CORPORATION Healthcare 68,249.0 $15.6M 0.30% -2K -2.3% $228.93 -13.5%
64 FANG DIAMONDBACK ENERGY INC Energy 103,771.0 $15.6M 0.30% +10K +10.7% $150.33 +14.4%
65 FSLR FIRST SOLAR INC Energy 59,556.0 $15.6M 0.30% -22K -27.4% $261.23 -14.0%
66 FDX FEDEX CORP Industrials 53,847.0 $15.6M 0.30% -21K -28.4% $288.86 +8.4%
67 CVX CHEVRON CORP NEW Energy 100,842.0 $15.4M 0.29% -22K -18.1% $152.41 +11.0%
68 EQH EQUITABLE HLDGS INC Financial Services 319,156.0 $15.2M 0.29% +13K +4.2% $47.65 -4.3%
69 SMURFIT WESTROCK PLC 390,795.0 $15.1M 0.29% +313K +399.4% $38.67
70 CVS CVS HEALTH CORP Healthcare 189,769.0 $15.1M 0.29% -19K -9.1% $79.36 +32.0%
71 ADBE ADOBE INC Technology 42,749.0 $15.0M 0.28% -1K -2.6% $350.00 -37.2%
72 PVH PVH CORPORATION Consumer Cyclical 218,952.0 $14.7M 0.28% -6K -2.6% $67.02 +12.3%
73 DUK DUKE ENERGY CORP NEW Utilities 124,941.0 $14.6M 0.28% -1K -1.0% $117.21 +10.6%
74 CHTR CHARTER COMMUNICATIONS INC N Communication Services 69,137.0 $14.4M 0.28% +9K +14.3% $208.74 -34.3%
75 RNR RENAISSANCERE HLDGS LTD Financial Services 50,441.0 $14.2M 0.27% -25K -33.3% $281.16 +16.1%
76 TFC TRUIST FINL CORP Financial Services 281,234.0 $13.8M 0.26% -2K -0.8% $49.21 +3.6%
77 GPN GLOBAL PMTS INC Industrials 176,556.0 $13.7M 0.26% -2K -1.0% $77.40 +1.6%
78 DE DEERE & CO Industrials 29,340.0 $13.7M 0.26% -440.0 -1.5% $465.58 +33.4%
79 UNM UNUM GROUP Financial Services 173,957.0 $13.5M 0.26% +4K +2.6% $77.50 +19.1%
80 HPQ HP INC Technology 603,819.0 $13.5M 0.26% +214K +54.9% $22.28 -1.6%
Page 4 of 31  ·  606 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%