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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DUOL DUOLINGO INC Technology 15,708.0 $1.5M 0.03% +6K +61.3% $98.55 +7.2%
102 IEX IDEX CORP Industrials 8,109.0 $1.5M 0.03% +534.0 +7.0% $189.54 +8.5%
103 PAYX PAYCHEX INC Industrials 16,517.0 $1.5M 0.03% +9K +119.7% $92.15 +2.3%
104 AVAV AEROVIRONMENT INC Industrials 8,025.0 $1.5M 0.03% +4K +113.4% $183.05 -10.9%
105 CHDN CHURCHILL DOWNS INC Consumer Cyclical 15,769.0 $1.4M 0.03% +2K +15.4% $89.86 -4.8%
106 MAS MASCO CORP Industrials 18,048.0 $1.1M 0.02% +2K +11.1% $60.39 +11.2%
107 APPF APPFOLIO INC Technology 6,660.0 $1.1M 0.02% +2K +37.0% $157.81 +2.9%
108 AR ANTERO RESOURCES CORP Energy 24,658.0 $1.0M 0.02% +8K +46.3% $42.42 -12.7%
109 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 12,900.0 $982K 0.02% +12K +2728.9% $76.12 +11.0%
110 TLN TALEN ENERGY CORP Utilities 3,063.0 $978K 0.02% +203.0 +7.1% $319.29 +7.9%
111 ETN EATON CORP PLC Industrials 2,684.0 $960K 0.02% +1K +60.3% $357.68 +6.7%
112 METCB RAMACO RES INC Energy 87,933.0 $897K 0.02% +1K +1.4% $10.20 -4.1%
113 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,330.0 $836K 0.02% +2K +468.3% $358.80 -11.8%
114 COIN COINBASE GLOBAL INC Financial Services 3,514.0 $614K 0.01% +2K +128.2% $174.73 +10.8%
115 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,720.0 $570K 0.01% +1K +36.8% $153.23 -17.3%
116 KR KROGER CO Consumer Defensive 6,800.0 $492K 0.01% +2K +54.5% $72.35 -7.3%
117 AMP AMERIPRISE FINL INC Financial Services 720.0 $320K 0.01% +240.0 +50.0% $444.44 +1.4%
118 FDS FACTSET RESH SYS INC Financial Services 1,400.0 $304K 0.01% +280.0 +25.0% $217.14 +3.6%
119 CTRA COTERRA ENERGY INC Energy 7,863.0 $276K 0.01% +4K +91.8% $35.10 -7.2%
120 RJF RAYMOND JAMES FINL INC Financial Services 1,250.0 $181K 0.00% +750.0 +150.0% $144.80 +5.0%
Page 6 of 6  ·  120 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 25.3%
Healthcare 13.3%
Financial Services 11.2%
Energy 11.2%
Industrials 10.3%
Consumer Cyclical 9.4%
Communication Services 8.7%
Consumer Defensive 5.3%
Basic Materials 2.7%
Utilities 2.5%