South Dakota Investment Council quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, South Dakota Investment Council opened 33 positions, added to 155, reduced 299, sold out of 34 and left 120 unchanged. The largest increase in value was NVDA (+$52,751); the largest decrease was VTOL (-$25,917).
- AMD: Country of operation United States; Class COM; Shares 2026-03-31 99,534; Shares 2026-06-30 95,975.
- VTOL: Country of operation United States; Class COM; Shares 2026-03-31 1,965,845; Shares 2026-06-30 1,603,618.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 749,700; Shares 2026-06-30 744,947.
- MU: Country of operation United States; Class COM; Shares 2026-03-31 37,998; Shares 2026-06-30 31,275.
Two Form 13F-HR filings compared (SEC CIK 1538846): 2026-03-31 (filed 2026-05-18) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 99,534 | 95,975 | -3,559 | $20,248 | $55,753 | +$35,505 |
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VTOL
BRISTOW GROUP INC | United States | COM | 1,965,845 | 1,603,618 | -362,227 | $92,178 | $66,261 | -$25,917 |
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AAPL
APPLE INC | United States | COM | 749,700 | 744,947 | -4,753 | $190,266 | $215,558 | +$25,292 |
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MU
MICRON TECHNOLOGY INC | United States | COM | 37,998 | 31,275 | -6,723 | $12,837 | $36,100 | +$23,263 |
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AMAT
APPLIED MATLS INC | United States | COM | 81,033 | 69,528 | -11,505 | $27,696 | $50,269 | +$22,573 |
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INTC
INTEL CORP | United States | COM | 259,167 | 215,629 | -43,538 | $11,437 | $30,108 | +$18,671 |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 74,985 | 74,624 | -361 | $16,021 | $32,337 | +$16,316 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 268,801 | 262,529 | -6,272 | $77,108 | $92,759 | +$15,651 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 324,336 | 304,600 | -19,736 | $93,266 | $108,855 | +$15,589 |
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AMZN
AMAZON COM INC | United States | COM | 579,068 | 564,563 | -14,505 | $120,602 | $134,558 | +$13,956 |
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TGT
TARGET CORP | United States | COM | 220,924 | 115,141 | -105,783 | $26,776 | $15,039 | -$11,737 |
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LYB
LYONDELLBASELL INDUSTRIES NV | | SHS - A - | 293,471 | 263,937 | -29,534 | $23,642 | $13,896 | -$9,746 |
|---|
HUM
HUMANA INC | United States | COM | 229,090 | 78,896 | -150,194 | $39,722 | $31,339 | -$8,383 |
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TXN
TEXAS INSTRS INC | United States | COM | 134,132 | 115,087 | -19,045 | $26,040 | $34,304 | +$8,264 |
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LLY
ELI LILLY & CO | United States | COM | 45,200 | 41,297 | -3,903 | $41,574 | $49,533 | +$7,959 |
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UNH
UNITEDHEALTH GROUP INC | United States | COM | 173,485 | 93,988 | -79,497 | $46,943 | $39,064 | -$7,879 |
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MOH
MOLINA HEALTHCARE INC | United States | COM | 168,307 | 130,276 | -38,031 | $22,435 | $29,794 | +$7,359 |
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FIX
COMFORT SYS USA INC | United States | COM | 6,930 | 1,414 | -5,516 | $9,556 | $2,802 | -$6,754 |
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LBRT
LIBERTY ENERGY INC | United States | COM CL A | 747,194 | 569,982 | -177,212 | $21,519 | $14,928 | -$6,591 |
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APA
APA CORPORATION | United States | COM | 597,035 | 577,758 | -19,277 | $25,338 | $18,818 | -$6,520 |
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CSX
CSX CORP | United States | COM | 366,377 | 186,737 | -179,640 | $15,040 | $8,876 | -$6,164 |
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CHRD
CHORD ENERGY CORPORATION | United States | COM NEW | 132,890 | 113,859 | -19,031 | $18,894 | $13,014 | -$5,880 |
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PFE
PFIZER INC | United States | COM | 1,202,854 | 1,166,118 | -36,736 | $33,776 | $28,080 | -$5,696 |
|---|
EME
EMCOR GROUP INC | United States | COM | 11,527 | 3,402 | -8,125 | $8,510 | $2,823 | -$5,687 |
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DAL
DELTA AIR LINES INC | United States | COM NEW | 119,700 | 33,586 | -86,114 | $7,958 | $3,146 | -$4,812 |
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GNRC
GENERAC HLDGS INC | United States | COM | 69,139 | 62,390 | -6,749 | $13,505 | $18,268 | +$4,763 |
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SLB
SLB LIMITED | | COM STK | 495,917 | 446,879 | -49,038 | $25,485 | $20,775 | -$4,710 |
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USB
US BANCORP | United States | COM NEW | 724,399 | 701,020 | -23,379 | $37,676 | $42,342 | +$4,666 |
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MTDR
MATADOR RES CO | United States | COM | 294,267 | 285,302 | -8,965 | $18,592 | $14,202 | -$4,390 |
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VSAT
VIASAT INC | United States | COM | 336,056 | 124,871 | -211,185 | $15,391 | $11,215 | -$4,176 |
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VTRS
VIATRIS INC | United States | COM | 337,549 | 39,544 | -298,005 | $4,560 | $628 | -$3,932 |
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QCOM
QUALCOMM INC | United States | COM | 70,490 | 70,242 | -248 | $9,078 | $12,980 | +$3,902 |
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MTG
MGIC INVT CORP WIS | United States | COM | 335,644 | 174,363 | -161,281 | $8,811 | $4,917 | -$3,894 |
|---|
FLEX
FLEX LTD | | ORD | 72,490 | 52,618 | -19,872 | $4,745 | $8,528 | +$3,783 |
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CNC
CENTENE CORP DEL | United States | COM | 564,618 | 230,390 | -334,228 | $18,486 | $14,789 | -$3,697 |
|---|
CVX
CHEVRON CORPORATION | United States | COM | 79,126 | 76,460 | -2,666 | $16,371 | $12,674 | -$3,697 |
|---|
HAL
HALLIBURTON CO | United States | COM | 548,909 | 523,434 | -25,475 | $21,402 | $17,771 | -$3,631 |
|---|
KO
COCA COLA CO | United States | COM | 95,894 | 45,489 | -50,405 | $7,293 | $3,697 | -$3,596 |
|---|
PVH
PVH CORPORATION | United States | COM | 258,558 | 194,751 | -63,807 | $18,037 | $14,462 | -$3,575 |
|---|
ELV
ELEVANCE HEALTH INC FORMERLY | United States | COM | 121,181 | 100,835 | -20,346 | $35,476 | $38,996 | +$3,520 |
|---|
V
VISA INC | United States | COM CL A | 97,357 | 95,912 | -1,445 | $29,425 | $32,906 | +$3,481 |
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EOG
EOG RES INC | United States | COM | 194,644 | 191,076 | -3,568 | $28,140 | $24,788 | -$3,352 |
|---|
DY
DYCOM INDS INC | United States | COM | 22,804 | 21,834 | -970 | $7,726 | $11,039 | +$3,313 |
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FDX
FEDEX CORP | United States | COM | 31,048 | 25,229 | -5,819 | $11,059 | $7,900 | -$3,159 |
|---|
WCC
WESCO INTL INC | United States | COM | 42,803 | 42,163 | -640 | $11,712 | $14,564 | +$2,852 |
|---|
AN
AUTONATION INC | United States | COM | 40,878 | 27,617 | -13,261 | $7,982 | $5,131 | -$2,851 |
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SNX
TD SYNNEX CORPORATION | United States | COM | 55,602 | 44,877 | -10,725 | $9,381 | $11,997 | +$2,616 |
|---|
LUV
SOUTHWEST AIRLS CO | United States | COM | 107,926 | 29,835 | -78,091 | $4,055 | $1,534 | -$2,521 |
|---|
GPI
GROUP 1 AUTOMOTIVE INC | United States | COM | 25,294 | 20,215 | -5,079 | $8,363 | $5,886 | -$2,477 |
|---|
FANG
DIAMONDBACK ENERGY INC | United States | COM | 102,127 | 101,106 | -1,021 | $20,200 | $17,772 | -$2,428 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 305,172 | 304,850 | -322 | $15,320 | $12,907 | -$2,413 |
|---|
SOLV
SOLVENTUM CORP | United States | COM SHS | 203,610 | 203,403 | -207 | $13,296 | $15,693 | +$2,397 |
|---|
DAR
DARLING INGREDIENTS INC | United States | COM | 83,740 | 53,481 | -30,259 | $5,179 | $2,921 | -$2,258 |
|---|
TDW
TIDEWATER INC NEW | United States | COM | 98,242 | 89,933 | -8,309 | $8,208 | $5,992 | -$2,216 |
|---|
TSLA
TESLA INC | United States | COM | 46,033 | 45,376 | -657 | $17,113 | $19,085 | +$1,972 |
|---|
CUBI
CUSTOMERS BANCORP INC | United States | COM | 107,604 | 70,221 | -37,383 | $7,469 | $5,554 | -$1,915 |
|---|
ARW
ARROW ELECTRS INC | United States | COM | 91,245 | 70,201 | -21,044 | $13,085 | $14,982 | +$1,897 |
|---|
STZ
CONSTELLATION BRANDS INC | United States | CL A | 147,538 | 146,098 | -1,440 | $22,131 | $20,321 | -$1,810 |
|---|
LKQ
LKQ CORP | United States | COM | 584,057 | 583,306 | -751 | $17,154 | $15,358 | -$1,796 |
|---|
EWBC
EAST WEST BANCORP INC | United States | COM | 84,565 | 83,810 | -755 | $9,028 | $10,819 | +$1,791 |
|---|
DE
DEERE & CO | United States | COM | 26,101 | 25,976 | -125 | $14,703 | $16,477 | +$1,774 |
|---|
PEP
PEPSICO INC | United States | COM | 73,881 | 71,633 | -2,248 | $11,473 | $9,699 | -$1,774 |
|---|
NVT
NVENT ELEC PLC | | SHS | 49,480 | 44,927 | -4,553 | $5,852 | $7,620 | +$1,768 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 20,045 | 19,849 | -196 | $5,688 | $7,418 | +$1,730 |
|---|
RS
RELIANCE INC | United States | COM | 30,535 | 29,429 | -1,106 | $9,280 | $10,995 | +$1,715 |
|---|
ORCL
ORACLE CORP | United States | COM | 73,869 | 62,699 | -11,170 | $10,867 | $9,189 | -$1,678 |
|---|
EMN
EASTMAN CHEM CO | United States | COM | 167,710 | 166,810 | -900 | $12,800 | $11,173 | -$1,627 |
|---|
MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 176,859 | 142,939 | -33,920 | $11,427 | $13,036 | +$1,609 |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 55,368 | 54,648 | -720 | $16,287 | $17,888 | +$1,601 |
|---|
ACM
AECOM | United States | COM | 32,311 | 16,511 | -15,800 | $2,741 | $1,152 | -$1,589 |
|---|
AXS
AXIS CAP HLDGS LTD | | SHS | 44,645 | 27,649 | -16,996 | $4,527 | $2,971 | -$1,556 |
|---|
CSCO
CISCO SYS INC | United States | COM | 100,291 | 79,418 | -20,873 | $7,782 | $9,328 | +$1,546 |
|---|
APTV
APTIV PLC | | COM SHS | 87,861 | 74,287 | -13,574 | $6,101 | $4,560 | -$1,541 |
|---|
WHR
WHIRLPOOL CORP | United States | COM | 102,979 | 101,879 | -1,100 | $5,553 | $4,016 | -$1,537 |
|---|
PSMT
PRICESMART INC | United States | COM | 37,708 | 36,808 | -900 | $5,675 | $7,190 | +$1,515 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 176,867 | 159,908 | -16,959 | $10,727 | $9,214 | -$1,513 |
|---|
EQH
EQUITABLE HLDGS INC | United States | COM | 377,662 | 352,587 | -25,075 | $14,015 | $15,472 | +$1,457 |
|---|
WM
WASTE MGMT INC DEL | United States | COM | 10,605 | 4,558 | -6,047 | $2,437 | $1,016 | -$1,421 |
|---|
TKR
TIMKEN CO | United States | COM | 36,818 | 35,018 | -1,800 | $3,703 | $5,089 | +$1,386 |
|---|
UNP
UNION PAC CORP | United States | COM | 47,859 | 47,781 | -78 | $11,612 | $12,996 | +$1,384 |
|---|
CACI
CACI INTL INC | United States | CL A | 15,972 | 15,888 | -84 | $8,687 | $7,360 | -$1,327 |
|---|
DOW
DOW HLDGS INC | United States | COM | 73,481 | 63,556 | -9,925 | $3,060 | $1,739 | -$1,321 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 22,544 | 7,042 | -15,502 | $2,020 | $720 | -$1,300 |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 16,960 | 15,748 | -1,212 | $5,854 | $4,576 | -$1,278 |
|---|
CVS
CVS HEALTH CORP | United States | COM | 188,951 | 118,914 | -70,037 | $13,570 | $12,302 | -$1,268 |
|---|
KNX
KNIGHT-SWIFT TRANSN HLDGS IN | United States | CL A | 70,882 | 68,542 | -2,340 | $4,081 | $5,337 | +$1,256 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 75,642 | 67,922 | -7,720 | $18,490 | $17,250 | -$1,240 |
|---|
CL
COLGATE PALMOLIVE CO | United States | COM | 76,661 | 57,926 | -18,735 | $6,534 | $5,311 | -$1,223 |
|---|
SM
SM ENERGY COMPANY | United States | COM | 109,758 | 84,353 | -25,405 | $3,422 | $2,202 | -$1,220 |
|---|
MUR
MURPHY OIL CORP | United States | COM | 122,697 | 117,997 | -4,700 | $5,061 | $3,842 | -$1,219 |
|---|
CENX
CENTURY ALUM CO | United States | COM | 30,487 | 12,840 | -17,647 | $1,789 | $591 | -$1,198 |
|---|
MHK
MOHAWK INDS INC | United States | COM | 60,540 | 58,790 | -1,750 | $5,961 | $7,133 | +$1,172 |
|---|
JXN
JACKSON FINANCIAL INC | United States | COM CL A | 64,246 | 54,944 | -9,302 | $6,792 | $5,626 | -$1,166 |
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BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 110,356 | 107,973 | -2,383 | $52,883 | $54,029 | +$1,146 |
|---|
NXT
NEXTPOWER INC | United States | SHS | 24,117 | 14,963 | -9,154 | $2,907 | $1,783 | -$1,124 |
|---|
MET
METLIFE INC | United States | COM | 90,984 | 63,210 | -27,774 | $6,434 | $5,348 | -$1,086 |
|---|
CXT
CRANE NXT CO | United States | COM | 59,200 | 26,160 | -33,040 | $2,403 | $1,338 | -$1,065 |
|---|
TWLO
TWILIO INC | United States | CL A | 13,843 | 13,543 | -300 | $1,742 | $2,794 | +$1,052 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 33,939 | 32,889 | -1,050 | $7,062 | $8,098 | +$1,036 |
|---|
TFC
TRUIST FINL CORP | United States | COM | 280,082 | 279,182 | -900 | $12,875 | $13,909 | +$1,034 |
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