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SDIC

South Dakota Investment Council Portfolio holdings

AUM $5.84B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
+8.1%
1 Year Est. Return
+30.42%
3 Year Est. Return
+76.55%
5 Year Est. Return
+96.09%
10 Year Est. Return
+497.29%
AUM
$5.14B
AUM Growth
-$71.3M
Cap. Flow
-$426M
Cap. Flow %
-8.29%
Top 10 Hldgs %
39.92%
Holding
642
New
30
Increased
84
Reduced
440
Closed
36

Top Buys

Rank Stock Value
1
ELV icon
Elevance Health
ELV
+$22.5M
2
UNH icon
UnitedHealth
UNH
+$21.2M
3
CVX icon
Chevron
CVX
+$18.5M
4
FISV
Fiserv Inc
FISV
+$11.9M
5
BBWI icon
Bath & Body Works
BBWI
+$9.33M

Top Sells

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$113M
2
HES
Hess
HES
+$26.5M
3
MSFT icon
Microsoft
MSFT
+$23.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$14.9M
5
COOP
Mr. Cooper
COOP
+$14.7M

Sector Composition

Rank Sector Weight
1 Technology 20.27%
2 Financials 12.07%
3 Healthcare 10.92%
4 Consumer Discretionary 7.91%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARMK icon
276
Aramark
ARMK
$16.2B
$2.49M 0.05%
64,950
+8,700
+15% +$352K
OSK icon
277
Oshkosh
OSK
$9.42B
$2.49M 0.05%
19,201
-11,771
-38% -$1.56M
MRSH
278
Marsh
MRSH
$89.3B
$2.49M 0.05%
12,352
-2,300
-16% -$473K
PLMR icon
279
Palomar
PLMR
$3.36B
$2.49M 0.05%
21,319
+7,100
+50% +$900K
BWA icon
280
BorgWarner
BWA
$14B
$2.48M 0.05%
56,518
-4,800
-8% -$192K
USFD icon
281
US Foods
USFD
$23.9B
$2.47M 0.05%
32,209
-2,400
-7% -$191K
LIN icon
282
Linde
LIN
$220B
$2.44M 0.05%
5,128
-700
-12% -$331K
WM icon
283
Waste Management
WM
$89.9B
$2.41M 0.05%
10,905
-900
-8% -$203K
TRU icon
284
TransUnion
TRU
$15.2B
$2.4M 0.05%
+28,700
New +$2.61M
MLI icon
285
Mueller Industries
MLI
$14.8B
$2.4M 0.05%
47,418
-1,200
-2% -$55.1K
FBIN icon
286
Fortune Brands Innovations
FBIN
$5.79B
$2.4M 0.05%
+44,875
New +$2.53M
HWC icon
287
Hancock Whitney
HWC
$6.36B
$2.38M 0.05%
37,986
-7,000
-16% -$429K
LPLA icon
288
LPL Financial
LPLA
$29.4B
$2.38M 0.05%
+7,147
New +$2.59M
TREX icon
289
Trex
TREX
$5.09B
$2.37M 0.05%
45,864
-3,400
-7% -$207K
BA icon
290
Boeing
BA
$181B
$2.37M 0.05%
10,969
-1,465
-12% -$330K
VAL icon
291
Valaris
VAL
$5.91B
$2.36M 0.05%
48,375
+919
+2% +$44.8K
AON icon
292
Aon
AON
$74.5B
$2.34M 0.05%
6,570
-1,200
-15% -$434K
BLDR icon
293
Builders FirstSource
BLDR
$7.94B
$2.32M 0.05%
19,101
-1,400
-7% -$186K
HD icon
294
Home Depot
HD
$341B
$2.31M 0.04%
5,703
– –
EVR icon
295
Evercore
EVR
$11.7B
$2.3M 0.04%
6,817
– –
MIDD icon
296
Middleby
MIDD
$5.27B
$2.25M 0.04%
16,945
-1,300
-7% -$180K
LCII icon
297
LCI Industries
LCII
$2.6B
$2.23M 0.04%
23,895
-3,400
-12% -$339K
SU icon
298
Suncor Energy
SU
$76.2B
$2.18M 0.04%
52,096
-3,900
-7% -$156K
AA icon
299
Alcoa
AA
$13.3B
$2.16M 0.04%
65,683
+1,400
+2% +$43.5K
OLN icon
300
Olin
OLN
$2.17B
$2.13M 0.04%
85,026
+30,200
+55% +$671K
10 11
12
13 14

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MWM
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BSL
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CIC
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LIP
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SC
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PP
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SAM
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WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

South Dakota Investment Council's Q3 2025 Portfolio in Review

As of Q3 2025, South Dakota Investment Council held 642 positions worth $5.14B, down 1.4% from $5.22B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

South Dakota Investment Council withdrew a net $426M in Q3 2025, closing 36 positions and reducing 440 holdings. Its most notable exit was Hess, an estimated $26.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

Against the trend, South Dakota Investment Council opened a new position in Smurfit Westrock worth $3.33M.

  • South Dakota Investment Council's largest Q3 2025 buy was Smurfit Westrock: 78,257 shares worth $3.33M.
  • South Dakota Investment Council added most to Elevance Health in Q3 2025, an estimated $22.5M increase.
  • South Dakota Investment Council's biggest Q3 2025 reduction was Vanguard FTSE Emerging Markets ETF, cutting an estimated $113M.
  • South Dakota Investment Council fully exited Hess in Q3 2025, selling an estimated $26.5M.
  • South Dakota Investment Council's ten largest holdings make up 40% of its $5.14B portfolio in Q3 2025.
  • South Dakota Investment Council opened 30 new positions and closed 36 in Q3 2025.
  • South Dakota Investment Council's portfolio value fell 1.4% quarter-over-quarter to $5.14B.

Based on South Dakota Investment Council's 13F filing for Q3 2025, filed 12 Nov 2025.