Titelia

Holdings of South Dakota Investment Council

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Net assets
-
Positions
585 in 4 countries
Top ten
39.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Dexcom Inc 29,6831.9K $
302KLA Corp 1,2571.9K $
303Commercial Metals Co 30,0471.8K $
304Fortune Brands Innovations Inc 46,5751.8K $
305Century Aluminum Co 30,4871.8K $
306BorgWarner Inc 32,9181.8K $
307HF Sinclair Corp 28,6211.8K $
308GameStop Corp 77,2781.8K $
309Murphy USA Inc 3,5941.8K $
310OGE Energy Corp 36,9371.8K $
311Dominion Energy Inc 28,3841.8K $
312Twilio Inc 13,8431.7K $
313Steel Dynamics Inc 9,6321.7K $
314Abercrombie & Fitch Co 18,5161.7K $
315National Fuel Gas Co 17,9481.7K $
316Clean Harbors Inc 5,8291.7K $
317Las Vegas Sands Corp 30,9921.7K $
318Keurig Dr Pepper Inc 63,2001.7K $
319Everpure Inc 27,7651.6K $
320New Jersey Resources Corp 29,7581.6K $
321Travelers Cos Inc/The 5,5701.6K $
322Medpace Holdings Inc 3,3231.6K $
323AMETEK Inc 7,4071.6K $
324California Water Service Group 34,7151.6K $
325Graco Inc 18,4401.6K $
326Pinterest Inc 84,6001.6K $
327Duolingo Inc 15,7081.5K $
328LPL Financial Holdings Inc 5,1471.5K $
329Trex Co Inc 42,4641.5K $
330InterDigital Inc 5,1111.5K $
331IDEX Corp 8,1091.5K $
332Consolidated Edison Inc 13,5641.5K $
333Paychex Inc 16,5171.5K $
334First Horizon Corp 66,8281.5K $
335Teleflex Inc 12,5301.5K $
336Eversource Energy 21,5661.5K $
337Albertsons Cos Inc 87,4651.5K $
338Allstate Corp/The 7,1171.5K $
339Sempra 15,1871.5K $
340Labcorp Holdings Inc 5,5181.5K $
341AeroVironment Inc 8,0251.5K $
342Lantheus Holdings Inc 19,3591.5K $
343Equifax Inc 7,9951.4K $
344Portland General Electric Co 26,9811.4K $
345Avista Corp 35,3821.4K $
346Tetra Tech Inc 47,0721.4K $
347Churchill Downs Inc 15,7691.4K $
348Concentra Group Holdings Parent Inc 65,0681.4K $
349UGI Corp 38,2661.4K $
350Cullen/Frost Bankers Inc 10,1351.4K $
351Versant Media Group Inc 37,3351.4K $
352Cummins Inc 2,5671.4K $
353Envista Holdings Corp 53,8781.4K $
354Amphenol Corp 10,7641.4K $
355Penn Entertainment Inc 89,0111.3K $
356AptarGroup Inc 10,3931.3K $
357Kinsale Capital Group Inc 3,8331.3K $
358Charles Schwab Corp/The 13,8561.3K $
359Roper Technologies Inc 3,5801.3K $
360Altria Group, Inc. 18,9171.2K $
361WEC Energy Group Inc 10,7661.2K $
362Illinois Tool Works Inc 4,7171.2K $
363OPENLANE Inc 42,1031.2K $
364Hartford Insurance Group Inc/The 9,0441.2K $
365Xcel Energy Inc 15,2411.2K $
366Public Service Enterprise Group Inc 14,6941.2K $
367Stifel Financial Corp 16,0451.2K $
368UFP Industries Inc 12,5751.2K $
369Darden Restaurants Inc 5,8721.2K $
370Iridium Communications Inc 41,5001.2K $
371Goldman Sachs Group Inc/The 1,3501.1K $
372Vontier Corp 32,0031.1K $
373Datadog Inc 9,5001.1K $
374Hecla Mining Co 59,9851.1K $
375Primoris Services Corp 7,8001.1K $
376Haemonetics Corp 19,7461.1K $
377Crane Co 6,5001.1K $
378US Physical Therapy Inc 14,7131.1K $
379Masco Corp 18,0481.1K $
380Meritage Homes Corp 17,4281.1K $
381Columbia Sportswear Co 19,5891.1K $
382Taylor Morrison Home Corp 18,2211.1K $
383Appfolio Inc 6,6601.1K $
384Kennametal Inc 28,9901K $
385Antero Resources Corp 24,6581K $
386Sealed Air Corp 24,8701K $
387GXO Logistics Inc 19,8001K $
388DoubleVerify Holdings Inc 107,3191K $
389Toro Co/The 10,9001K $
390Qualys Inc 11,4541K $
391AppLovin Corp 2,5201K $
392Solstice Advanced Materials Inc 12,900982 $
393TALEN ENERGY CORP 3,063978 $
394Arthur J Gallagher & Co 4,437961 $
395Advanced Drainage Systems Inc 7,000960 $
396PPL Corp 24,939953 $
397Dolby Laboratories Inc 15,805949 $
398Workday Inc 7,300948 $
399Fox Corp 16,163944 $
400Sun Country Airlines Holdings Inc 55,160911 $

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Sector breakdown

  • Technology 17.3 %
  • Health care 8.8 %
  • Communication 6.7 %
  • Financials 6.5 %
  • Industrials 5.0 %
  • Consumer discretionary 4.4 %
  • Energy 4.2 %
  • Consumer staples 2.4 %
  • Funds 1.4 %
  • Utilities 1.4 %
  • Materials 0.8 %
  • Unattributed 41.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.8 %
  • United Kingdom 0.1 %
  • Taiwan 0.1 %
  • Mexico 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5815M $99.80 %
2United Kingdom25.8K $0.12 %
3Taiwan14K $0.08 %
4Mexico165 $0.00 %
Cite this page

Titelia. "Holdings of South Dakota Investment Council". https://titelia.com/en/funds/US13F1538846