Fund HoldingsSouth Dakota Investment Council

Total Portfolio Value
$4.38M
Total Bought
$192.6K
Total Sold
$615.6K
Net Transaction
-$423.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DOLLAR GEN CORP NEW(DG)0119,806+119,8060130.29%+13
CVS HEALTH CORP(CVS)0226,793+226,7930160.36%+16
KENVUE INC(KVUE)0500,849+500,8490100.23%+10
BERRY CORP01,382,476+1,382,4760110.26%+11
MODERNA INC(MRNA)0166,784+166,7840170.39%+17
GROUP 1 AUTOMOTIVE INC(GPI)035,399+35,3990100.22%+10
NORFOLK SOUTHN CORP(NSC)045,965+45,965090.21%+9
INTERNATIONAL FLAVORS&FRAGRA(IFF)091,394+91,394060.14%+6
EXPEDIA GROUP INC(EXPE)075,395+75,395080.18%+8
RENAISSANCERE HLDGS LTD(RNR)56,05878,603+22,54510160.36%+5
SEALED AIR CORP NEW0148,783+148,783050.11%+5
UNUM GROUP(UNM)089,168+89,168040.10%+4
CHEVRON CORP NEW(CVX)058,486+58,4860100.23%+10
ASBURY AUTOMOTIVE GROUP INC029,426+29,426070.15%+7
PIONEER NAT RES CO055,578+55,5780130.29%+13
REINSURANCE GRP OF AMERICA I(RGA)120,928139,576+18,64817200.46%+3
WESTLAKE CORPORATION(WLK)024,155+24,155030.07%+3
CONOCOPHILLIPS(COP)278,140265,419-12,72129320.73%+3
DISNEY WALT CO(DIS)234,863291,813+56,95021240.54%+3
DIAMONDBACK ENERGY INC(FANG)91,37594,349+2,97412150.33%+3
DINE BRANDS GLOBAL INC052,169+52,169030.06%+3
DICKS SPORTING GOODS INC(DKS)021,180+21,180020.05%+2
MATADOR RES CO(MTDR)098,406+98,406060.13%+6
JABIL INC(JBL)073,917+73,917090.21%+9
WESCO INTL INC(WCC)013,945+13,945020.05%+2
EOG RES INC(EOG)173,209172,180-1,02920220.50%+2
ELI LILLY & CO(LLY)73,83468,186-5,64835370.84%+2
HUMANA INC(HUM)59,25958,527-73226280.65%+2
BLOCK H & R INC0250,402+250,4020110.25%+11
COMSTOCK RES INC(CRK)0339,540+339,540040.09%+4
REX AMERICAN RES CORP(REX)045,521+45,521020.04%+2
SUPER MICRO COMPUTER INC(SMCI)06,651+6,651020.04%+2
CHESAPEAKE ENERGY CORP(EXE)046,387+46,387040.09%+4
TARGET CORP(TGT)95,561129,591+34,03013140.33%+2
OCCIDENTAL PETE CORP(OXY)346,750340,251-6,49920220.50%+2
SENSATA TECHNOLOGIES HLDG PL
SHS
042,500+42,500020.04%+2
ANTERO RESOURCES CORP(AR)0322,708+322,708080.19%+8
ENERPLUS CORP0526,435+526,435090.21%+9
WESTERN DIGITAL CORP.(WDC)324,604303,639-20,96512140.32%+2
EXTRA SPACE STORAGE INC(EXR)041,509+41,509050.12%+5
DECKERS OUTDOOR CORP(DECK)08,260+8,260040.10%+4
L3HARRIS TECHNOLOGIES INC(LHX)039,368+39,368070.16%+7
HALLIBURTON CO(HAL)481,989428,475-53,51416170.40%+1
WESTROCK CO0310,211+310,2110110.25%+11
GE HEALTHCARE TECHNOLOGIES I(GEHC)026,405+26,405020.04%+2
NATIONAL CINEMEDIA INC0307,498+307,498010.03%+1
CHARTER COMMUNICATIONS INC N(CHTR)38,37435,188-3,18614150.35%+1
TALOS ENERGY INC(TALO)0547,943+547,943090.21%+9
HESS CORP231,135214,107-17,02831330.75%+1
AVISTA CORP(AVA)039,813+39,813010.03%+1
FIRST AMERN FINL CORP(FAF)0160,040+160,040090.21%+9
PLANET FITNESS INC(PLNT)025,918+25,918010.03%+1
BRISTOL-MYERS SQUIBB CO(BMY)0177,975+177,9750100.24%+10
MURPHY OIL CORP(MUR)096,703+96,703040.10%+4
MEDPACE HLDGS INC(MEDP)05,041+5,041010.03%+1
SHOCKWAVE MED INC06,114+6,114010.03%+1
DUKE ENERGY CORP NEW(DUK)126,023141,912+15,88911130.29%+1
JOHNSON & JOHNSON(JNJ)150,021166,678+16,65725260.59%+1
HANCOCK WHITNEY CORPORATION(HWC)0124,042+124,042050.10%+5
INTERDIGITAL INC(IDCC)013,301+13,301010.02%+1
BELDEN INC053,634+53,634050.12%+5
CRH PLC
ORD
017,833+17,833010.02%+1
UNITED STATES STL CORP NEW0142,483+142,483050.11%+5
TELEFLEX INCORPORATED(TFX)04,935+4,935010.02%+1
GLOBAL PMTS INC(GPN)114,338105,767-8,57111120.28%+1
COPT DEFENSE PROPERTIES(CDP)037,776+37,776010.02%+1
GLOBUS MED INC(GMED)068,360+68,360030.08%+3
INTERNATIONAL PAPER CO(IP)0169,053+169,053060.14%+6
MIDDLEBY CORP(MIDD)019,619+19,619030.06%+3
LYONDELLBASELL INDUSTRIES N
SHS - A -
176,152179,476+3,32416170.39%+1
TEXAS INSTRS INC(TXN)79,77595,350+15,57514150.35%+1
OLIN CORP(OLN)015,900+15,900010.02%+1
RAMACO RES INC0455,224+455,224050.11%+5
CALFRAC WELL SVCS LTD0590,858+590,858020.06%+2
BLACKSTONE INC(BX)018,480+18,480020.05%+2
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)08,580+8,580020.05%+2
ALPHABET INC(GOOG)523,605484,022-39,58363631.45%+1
NEWMONT CORP(NEM)054,933+54,933020.05%+2
TEXAS ROADHOUSE INC(TXRH)06,612+6,612010.01%+1
AMEDISYS INC047,691+47,691040.10%+4
BJS WHSL CLUB HLDGS INC(BJ)080,911+80,911060.13%+6
EQUIFAX INC(EFX)05,785+5,785010.02%+1
WILLIAMS SONOMA INC(WSM)020,436+20,436030.07%+3
OSHKOSH CORP(OSK)059,509+59,509060.13%+6
FORTINET INC(FTNT)035,736+35,736020.05%+2
DIGITAL RLTY TR INC(DLR)069,889+69,889080.19%+8
SABRA HEALTH CARE REIT INC(SBRA)0215,259+215,259030.07%+3
KRAFT HEINZ CO(KHC)028,373+28,373010.02%+1
EXXON MOBIL CORP234,082217,299-16,78325260.58%0
EXELIXIS INC(EXEL)0183,758+183,758040.09%+4
VALARIS LTD(VAL)035,656+35,656030.06%+3
MOLINA HEALTHCARE INC(MOH)06,909+6,909020.05%+2
SPROUTS FMRS MKT INC(SFM)072,938+72,938030.07%+3
LEGGETT & PLATT INC(LEG)095,408+95,408020.06%+2
QORVO INC(QRVO)05,800+5,800010.01%+1
BRINKS CO(BCO)069,555+69,555050.12%+5
DOW INC(DOW)050,303+50,303030.06%+3
SOLAREDGE TECHNOLOGIES INC(SEDG)02,475+2,475000.01%0
ASPEN TECHNOLOGY INC08,827+8,827020.04%+2
QUALYS INC(QLYS)014,071+14,071020.05%+2
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