South Dakota Investment Council
Net seller this quarter
$5.84B
614
-$56.3M
21.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $268M | 4.59% | 0.01% | +8.5% | Q3 2017 |
 AAPL | $216M | 3.69% | 0.01% | -0.6% | Q3 2014 |
 MSFT | $171M | 2.93% | 0.01% | -0.5% | Q3 2014 |
 AMZN | $135M | 2.31% | 0.01% | -2.5% | Q3 2014 |
 GOOGL | $109M | 1.86% | 0.00% | -6.1% | Q4 2015 |
| GOOG | $92.8M | 1.59% | Not reported | -2.3% | Q4 2015 |
 META | $68.2M | 1.17% | Not reported | +3.9% | Q3 2015 |
 VTOL | $66.3M | 1.14% | 5.41% | -18.4% | Q2 2020 |
 AVGO | $61.5M | 1.05% | 0.00% | +23.2% | Q1 2016 |
 AMD | $55.8M | 0.96% | 0.01% | -3.6% | Q1 2022 |
 BRK.B | $54M | 0.93% | Not reported | -2.2% | Q3 2014 |
 AMAT | $50.3M | 0.86% | 0.01% | -14.2% | Q3 2014 |
 LLY | $49.5M | 0.85% | 0.00% | -8.6% | Q3 2014 |
 BBWI | $43.8M | 0.75% | 0.94% | +7.9% | Q2 2022 |
 ZTS | $42.4M | 0.73% | 0.14% | +167.2% | Q3 2014 |
 USB | $42.3M | 0.73% | 0.05% | -3.2% | Q3 2014 |
 UNH | $39.1M | 0.67% | 0.01% | -45.8% | Q3 2014 |
 ELV | $39M | 0.67% | 0.05% | -16.8% | Q4 2014 |
 EG | $36.8M | 0.63% | 0.14% | +1.0% | Q3 2014 |
 MU | $36.1M | 0.62% | 0.00% | -17.7% | Q4 2015 |
 TXN | $34.3M | 0.59% | 0.01% | -14.2% | Q3 2014 |
 COP | $34.1M | 0.58% | 0.03% | +7.9% | Q3 2014 |
 V | $32.9M | 0.56% | 0.01% | -1.5% | Q3 2014 |
 LRCX | $32.3M | 0.55% | 0.01% | -0.5% | Q3 2015 |
 HUM | $31.3M | 0.54% | 0.07% | -65.6% | Q3 2014 |
 CDW | $30.7M | 0.53% | 0.17% | +163.9% | Q4 2020 |
 UPS | $30.2M | 0.52% | 0.04% | +3.5% | Q3 2014 |
 INTC | $30.1M | 0.52% | 0.00% | -16.8% | Q3 2014 |
 MOH | $29.8M | 0.51% | 0.25% | -22.6% | Q4 2015 |
 PFE | $28.1M | 0.48% | 0.02% | -3.1% | Q3 2014 |
 CMCSA | $26.9M | 0.46% | 0.03% | +13.2% | Q3 2014 |
 RGA | $26.9M | 0.46% | 0.19% | +6.9% | Q3 2014 |
 WFC | $26.1M | 0.45% | 0.01% | +23.3% | Q3 2014 |
 IQV | $26M | 0.45% | 0.08% | +10.3% | Q1 2020 |
 MA | $25.8M | 0.44% | 0.00% | -0.6% | Q3 2014 |
 CHTR | $25.7M | 0.44% | 0.07% | +127.7% | Q2 2018 |
 EOG | $24.8M | 0.42% | 0.04% | -1.8% | Q1 2015 |
 ALK | $24.2M | 0.41% | 0.42% | +3.4% | Q4 2014 |
 RNR | $22.3M | 0.38% | 0.17% | +50.5% | Q2 2017 |
 OXY | $22.1M | 0.38% | 0.05% | +15.8% | Q3 2014 |
 ACGL | $21.9M | 0.37% | 0.06% | -0.6% | Q1 2024 |
 DHR | $21.8M | 0.37% | 0.02% | +34.1% | Q3 2016 |
 MRK | $21.4M | 0.37% | 0.01% | -7.4% | Q3 2014 |
 SLB | $20.8M | 0.36% | 0.03% | -9.9% | Q3 2014 |
 STZ | $20.3M | 0.35% | Not reported | -1.0% | Q1 2019 |
 XOM | $20M | 0.34% | 0.00% | -4.3% | Q3 2014 |
 ZBH | $19.6M | 0.34% | 0.12% | +21.4% | Q3 2014 |
 MDT | $19.5M | 0.33% | 0.02% | +90.8% | Q3 2014 |
 TMO | $19.4M | 0.33% | 0.01% | +1.8% | Q2 2018 |
 TSLA | $19.1M | 0.33% | 0.00% | -1.4% | Q4 2020 |
| Q1 2026 | |||||
| NVDA | $215M | 4.10% | 0.01% | +9.8% | Q3 2017 |
| AAPL | $190M | 3.63% | 0.01% | -0.4% | Q3 2014 |
| MSFT | $171M | 3.26% | 0.01% | +2.4% | Q3 2014 |
| AMZN | $121M | 2.30% | 0.01% | +4.6% | Q3 2014 |
| GOOGL | $93.3M | 1.78% | 0.00% | -7.7% | Q4 2015 |
| VTOL | $92.2M | 1.76% | 6.64% | -29.0% | Q2 2020 |
| GOOG | $77.1M | 1.47% | Not reported | 0.0% | Q4 2015 |
| META | $66.7M | 1.27% | Not reported | +0.5% | Q3 2015 |
| BRK.B | $52.9M | 1.01% | Not reported | +0.6% | Q3 2014 |
| UNH | $46.9M | 0.90% | 0.02% | +6.4% | Q3 2014 |
| LLY | $41.6M | 0.79% | 0.00% | -5.5% | Q3 2014 |
| AVGO | $40.9M | 0.78% | 0.00% | +24.2% | Q1 2016 |
| COP | $40.1M | 0.76% | 0.02% | -11.3% | Q3 2014 |
| HUM | $39.7M | 0.76% | 0.19% | +42.0% | Q3 2014 |
| USB | $37.7M | 0.72% | 0.05% | -0.5% | Q3 2014 |
| ELV | $35.5M | 0.68% | 0.06% | +7.9% | Q4 2014 |
| PFE | $33.8M | 0.64% | 0.02% | -0.2% | Q3 2014 |
| EG | $33.3M | 0.64% | 0.14% | +8.7% | Q3 2014 |
| BBWI | $32.8M | 0.63% | 0.87% | +4.2% | Q2 2022 |
| V | $29.4M | 0.56% | 0.01% | -0.5% | Q3 2014 |
| EOG | $28.1M | 0.54% | 0.04% | -1.1% | Q1 2015 |
| CMCSA | $27.8M | 0.53% | 0.02% | +3.9% | Q3 2014 |
| AMAT | $27.7M | 0.53% | 0.01% | -12.9% | Q3 2014 |
 TGT | $26.8M | 0.51% | 0.05% | -0.4% | Q3 2014 |
| UPS | $26.7M | 0.51% | 0.04% | +0.3% | Q3 2014 |
| ZTS | $26.1M | 0.50% | 0.05% | +77.2% | Q3 2014 |
| TXN | $26M | 0.50% | 0.01% | -0.4% | Q3 2014 |
| XOM | $25.9M | 0.49% | 0.00% | -24.6% | Q3 2014 |
| OXY | $25.5M | 0.49% | 0.04% | -12.2% | Q3 2014 |
| SLB | $25.5M | 0.49% | 0.03% | -11.7% | Q3 2014 |
 APA | $25.3M | 0.48% | 0.17% | -26.0% | Q1 2021 |
| MA | $25.2M | 0.48% | 0.00% | +7.0% | Q3 2014 |
| RGA | $24.2M | 0.46% | 0.18% | -4.2% | Q3 2014 |
 LYB | $23.6M | 0.45% | 0.09% | -0.9% | Q3 2014 |
| MOH | $22.4M | 0.43% | 0.32% | +62.9% | Q4 2015 |
| STZ | $22.1M | 0.42% | Not reported | -0.1% | Q1 2019 |
| ACGL | $21.8M | 0.42% | 0.06% | +1.6% | Q1 2024 |
| MRK | $21.6M | 0.41% | 0.01% | -11.1% | Q3 2014 |
 LBRT | $21.5M | 0.41% | Not reported | -17.6% | Q4 2018 |
 HAL | $21.4M | 0.41% | 0.07% | -20.1% | Q3 2014 |
| IQV | $20.8M | 0.40% | 0.07% | +33.4% | Q1 2020 |
| WFC | $20.4M | 0.39% | 0.01% | +0.1% | Q3 2014 |
| AMD | $20.2M | 0.39% | 0.01% | -11.3% | Q1 2022 |
 FANG | $20.2M | 0.39% | 0.04% | -1.6% | Q2 2019 |
 CHRD | $18.9M | 0.36% | 0.24% | -4.0% | Q1 2024 |
| TMO | $18.6M | 0.36% | 0.01% | +11.4% | Q2 2018 |
 MTDR | $18.6M | 0.35% | 0.24% | -6.8% | Q2 2022 |
 JNJ | $18.5M | 0.35% | 0.00% | -10.5% | Q3 2014 |
 CNC | $18.5M | 0.35% | 0.11% | -3.6% | Q3 2014 |
 PVH | $18M | 0.34% | 0.56% | +18.1% | Q3 2014 |
| Q4 2025 | |||||
| MSFT | $218M | 4.15% | 0.01% | -4.3% | Q3 2014 |
| NVDA | $210M | 3.99% | 0.00% | +8.5% | Q3 2017 |
| AAPL | $205M | 3.90% | 0.01% | -5.3% | Q3 2014 |
| AMZN | $128M | 2.43% | 0.01% | -0.4% | Q3 2014 |
| GOOGL | $110M | 2.09% | 0.00% | -12.7% | Q4 2015 |
| VTOL | $101M | 1.93% | 9.49% | -13.2% | Q2 2020 |
| GOOG | $84.3M | 1.61% | Not reported | -12.9% | Q4 2015 |
| META | $76.6M | 1.46% | Not reported | +2.3% | Q3 2015 |
| BRK.B | $55.2M | 1.05% | Not reported | -5.6% | Q3 2014 |
| UNH | $53.8M | 1.02% | 0.02% | -17.0% | Q3 2014 |
| LLY | $51.4M | 0.98% | 0.01% | -15.3% | Q3 2014 |
| HUM | $41.3M | 0.79% | 0.13% | +8.4% | Q3 2014 |
| ELV | $39.4M | 0.75% | 0.05% | -2.6% | Q4 2014 |
| USB | $38.9M | 0.74% | 0.05% | +8.2% | Q3 2014 |
| AVGO | $36.8M | 0.70% | 0.00% | +4.6% | Q1 2016 |
| V | $34.3M | 0.65% | 0.01% | -4.5% | Q3 2014 |
| BBWI | $33.8M | 0.64% | 0.82% | +110.9% | Q2 2022 |
| COP | $32.1M | 0.61% | 0.03% | +14.1% | Q3 2014 |
| EG | $31.8M | 0.61% | 0.13% | +0.3% | Q3 2014 |
| PFE | $30M | 0.57% | 0.02% | -5.9% | Q3 2014 |
| CMCSA | $27.9M | 0.53% | 0.02% | +5.1% | Q3 2014 |
| MA | $26.9M | 0.51% | 0.00% | -5.3% | Q3 2014 |
| UPS | $26.8M | 0.51% | 0.04% | +0.1% | Q3 2014 |
| RGA | $25.2M | 0.48% | 0.19% | -9.4% | Q3 2014 |
| XOM | $24.3M | 0.46% | 0.00% | -4.7% | Q3 2014 |
| CNC | $24.1M | 0.46% | 0.12% | +9.2% | Q3 2014 |
| AMD | $24M | 0.46% | 0.01% | -22.0% | Q1 2022 |
| AMAT | $23.9M | 0.46% | 0.01% | -16.2% | Q3 2014 |
| WFC | $23.8M | 0.45% | 0.01% | -3.3% | Q3 2014 |
| TXN | $23.4M | 0.44% | 0.01% | +38.5% | Q3 2014 |
| TGT | $21.7M | 0.41% | 0.05% | -0.5% | Q3 2014 |
| SLB | $21.5M | 0.41% | 0.04% | -1.5% | Q3 2014 |
| ACGL | $21.4M | 0.41% | 0.06% | -3.2% | Q1 2024 |
| MRK | $21.3M | 0.41% | 0.01% | -2.6% | Q3 2014 |
 C | $21.2M | 0.40% | 0.01% | -11.9% | Q3 2014 |
| TSLA | $20.8M | 0.40% | 0.00% | -5.8% | Q4 2020 |
| EOG | $20.7M | 0.39% | 0.04% | +25.9% | Q1 2015 |
| IQV | $20.6M | 0.39% | 0.05% | -5.9% | Q1 2020 |
| ALK | $20.6M | 0.39% | 0.35% | +21.8% | Q4 2014 |
| STZ | $20.4M | 0.39% | Not reported | +14.6% | Q1 2019 |
| APA | $19.7M | 0.38% | 0.23% | -3.6% | Q1 2021 |
| TMO | $19.7M | 0.38% | 0.01% | -18.2% | Q2 2018 |
| HAL | $19.4M | 0.37% | 0.08% | -10.1% | Q3 2014 |
 DIS | $19.2M | 0.36% | 0.01% | -3.8% | Q3 2014 |
 PYPL | $19.1M | 0.36% | 0.04% | -4.1% | Q3 2015 |
 BMY | $18.7M | 0.36% | 0.02% | -14.9% | Q3 2014 |
| OXY | $18.4M | 0.35% | 0.05% | +9.4% | Q3 2014 |
 DG | $18M | 0.34% | 0.06% | -40.1% | Q3 2016 |
| MOH | $17.9M | 0.34% | 0.20% | +110.3% | Q4 2015 |
 JPM | $17.9M | 0.34% | 0.00% | -4.0% | Q3 2014 |
| Q3 2025 | |||||
| MSFT | $244M | 4.74% | 0.01% | -8.8% | Q3 2014 |
| AAPL | $202M | 3.93% | 0.01% | -6.9% | Q3 2014 |
| NVDA | $193M | 3.76% | 0.00% | +4.6% | Q3 2017 |
| AMZN | $122M | 2.37% | 0.01% | -7.8% | Q3 2014 |
| VTOL | $115M | 2.24% | 11.03% | -7.0% | Q2 2020 |
| GOOGL | $97.9M | 1.90% | 0.00% | -10.8% | Q4 2015 |
| META | $83.3M | 1.62% | Not reported | -7.3% | Q3 2015 |
| GOOG | $75.2M | 1.46% | Not reported | -17.9% | Q4 2015 |
| UNH | $67.9M | 1.32% | 0.02% | +55.3% | Q3 2014 |
| BRK.B | $58.4M | 1.14% | Not reported | -3.9% | Q3 2014 |
| LLY | $43.1M | 0.84% | 0.01% | -10.1% | Q3 2014 |
| HUM | $38.7M | 0.75% | 0.12% | -9.9% | Q3 2014 |
| ELV | $37.3M | 0.72% | 0.05% | +167.8% | Q4 2014 |
| V | $35M | 0.68% | 0.01% | -7.4% | Q3 2014 |
| AVGO | $33.5M | 0.65% | 0.00% | -11.1% | Q1 2016 |
| EG | $32.7M | 0.64% | 0.13% | -10.1% | Q3 2014 |
| PFE | $32.6M | 0.63% | 0.02% | -4.8% | Q3 2014 |
| USB | $32.5M | 0.63% | 0.04% | -4.2% | Q3 2014 |
| COP | $28.4M | 0.55% | 0.02% | -1.9% | Q3 2014 |
| MA | $28.4M | 0.55% | 0.00% | -13.6% | Q3 2014 |
| CMCSA | $27.9M | 0.54% | 0.02% | +9.2% | Q3 2014 |
| RGA | $26.2M | 0.51% | 0.21% | +1.2% | Q3 2014 |
| XOM | $23.9M | 0.47% | 0.01% | -8.4% | Q3 2014 |
| DG | $23.4M | 0.45% | 0.10% | -6.4% | Q3 2016 |
| JNJ | $23.3M | 0.45% | 0.01% | -20.9% | Q3 2014 |
| AMD | $23.3M | 0.45% | 0.01% | -14.7% | Q1 2022 |
| PYPL | $22.9M | 0.45% | 0.04% | -4.4% | Q3 2015 |
| AMAT | $22.7M | 0.44% | 0.01% | -7.3% | Q3 2014 |
| UPS | $22.6M | 0.44% | 0.04% | +52.2% | Q3 2014 |
| WFC | $22.2M | 0.43% | 0.01% | -5.9% | Q3 2014 |
| TSLA | $21.8M | 0.42% | 0.00% | -11.4% | Q4 2020 |
 CSCO | $20.9M | 0.41% | 0.01% | -8.1% | Q3 2014 |
| ACGL | $20.9M | 0.41% | 0.06% | +12.8% | Q1 2024 |
| C | $20.9M | 0.41% | 0.01% | -29.5% | Q3 2014 |
| BBWI | $20.6M | 0.40% | 0.39% | +65.0% | Q2 2022 |
| APA | $20.3M | 0.40% | 0.23% | -2.7% | Q1 2021 |
| TMO | $20.2M | 0.39% | 0.01% | +1.6% | Q2 2018 |
| DIS | $20M | 0.39% | 0.01% | -17.4% | Q3 2014 |
| TGT | $20M | 0.39% | 0.05% | -11.2% | Q3 2014 |
| SLB | $19.6M | 0.38% | 0.04% | +6.2% | Q3 2014 |
| OXY | $19.3M | 0.38% | 0.04% | -5.5% | Q3 2014 |
| RNR | $19.2M | 0.37% | 0.16% | -13.7% | Q2 2017 |
| CNC | $19.1M | 0.37% | 0.11% | +46.5% | Q3 2014 |
 CVX | $19.1M | 0.37% | 0.01% | +3351.7% | Q3 2014 |
| PVH | $18.8M | 0.37% | 0.47% | -1.7% | Q3 2014 |
| HAL | $18.8M | 0.37% | 0.09% | -5.4% | Q3 2014 |
| IQV | $18.5M | 0.36% | 0.06% | +10.9% | Q1 2020 |
| BMY | $18.4M | 0.36% | 0.02% | -5.4% | Q3 2014 |
| JPM | $18.3M | 0.36% | 0.00% | -8.5% | Q3 2014 |
 FSLR | $18.1M | 0.35% | 0.08% | -25.0% | Q1 2018 |