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South Dakota Investment Council

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001538846

$5.8M

disclosed book value

621

positions

10.6%

largest position share

Positions, as of 2026-06-30

top 100 of 621 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VWOVANGUARD INTL EQUITY INDEX F10.3M$616,98810.6%
2AGGISHARES TR3.5M$341,8215.9%
3NVDANVIDIA CORPORATION1.3M$267,8544.6%
4AAPLAPPLE INC744,947$215,5583.7%
5VCSHVANGUARD SHORT-TERM CORPORAT2.4M$186,1253.2%
6MSFTMICROSOFT CORP458,784$171,1362.9%
7AMZNAMAZON COM INC564,563$134,5582.3%
8GOOGLALPHABET INC304,600$108,8551.9%
9GOOGALPHABET INC262,529$92,7591.6%
10USHYISHARES TR2.0M$74,2811.3%
11METAMETA PLATFORMS INC121,131$68,2321.2%
12VTOLBRISTOW GROUP INC1.6M$66,2611.1%
13AVGOBROADCOM INC162,684$61,4541.1%
14AMDADVANCED MICRO DEVICES INC95,975$55,7531%
15BRK/BBERKSHIRE HATHAWAY INC DEL107,973$54,0290.9%
16AMATAPPLIED MATLS INC69,528$50,2690.9%
17LLYELI LILLY & CO41,297$49,5330.8%
18BBWIBATH & BODY WORKS INC1.9M$43,8060.8%
19ZTSZOETIS INC590,102$42,4050.7%
20USBUS BANCORP701,020$42,3420.7%
21UNHUNITEDHEALTH GROUP INC93,988$39,0640.7%
22ELVELEVANCE HEALTH INC FORMERLY100,835$38,9960.7%
23EVEREST GROUP LTD102,992$36,7920.6%
24MUMICRON TECHNOLOGY INC31,275$36,1000.6%
25TXNTEXAS INSTRS INC115,087$34,3040.6%
26COPCONOCOPHILLIPS327,723$34,0700.6%
27VVISA INC95,912$32,9060.6%
28LRCXLAM RESEARCH CORP74,624$32,3370.6%
29HUMHUMANA INC78,896$31,3390.5%
30CDWCDW CORP218,632$30,7480.5%
31UPSUNITED PARCEL SVCS INC280,661$30,1710.5%
32INTCINTEL CORP215,629$30,1080.5%
33MOHMOLINA HEALTHCARE INC130,276$29,7940.5%
34PFEPFIZER INC1.2M$28,0800.5%
35CMCSACOMCAST CORP NEW1.1M$26,9430.5%
36RGAREINSURANCE GROUP AMER INC126,629$26,9280.5%
37WFCWELLS FARGO & CO315,522$26,0750.4%
38IQVIQVIA HLDGS INC134,669$26,0210.4%
39MAMASTERCARD INCORPORATED50,246$25,8060.4%
40CHTRCHARTER COMMUNICATIONS INC180,839$25,7170.4%
41EOGEOG RES INC191,076$24,7880.4%
42ALKALASKA AIR GROUP INC463,482$24,1940.4%
43RENAISSANCERE HLDGS LTD70,505$22,3430.4%
44OXYOCCIDENTAL PETE CORP455,056$22,1020.4%
45ARCH CAP GROUP LTD225,526$21,8900.4%
46DHRDANAHER CORP DEL114,619$21,8330.4%
47MRKMERCK & CO INC166,665$21,4160.4%
48SLBSLB LIMITED446,879$20,7750.4%
49STZCONSTELLATION BRANDS INC146,098$20,3210.3%
50XOMEXXONMOBIL HOLDINGS CORP145,930$19,9520.3%
51ZBHZIMMER BIOMET HOLDINGS INC227,685$19,6010.3%
52MEDTRONIC PLC249,346$19,5060.3%
53TMOTHERMO FISHER SCIENTIFIC INC38,598$19,3510.3%
54TSLATESLA INC45,376$19,0850.3%
55APAAPA CORPORATION577,758$18,8180.3%
56LOWLOWES COS INC84,606$18,6550.3%
57GNRCGENERAC HLDGS INC62,390$18,2680.3%
58CCITIGROUP INC129,610$18,1400.3%
59JPMJPMORGAN CHASE & CO54,648$17,8880.3%
60FANGDIAMONDBACK ENERGY INC101,106$17,7720.3%
61HALHALLIBURTON CO523,434$17,7710.3%
62JNJJOHNSON & JOHNSON67,922$17,2500.3%
63GEHCGE HEALTHCARE TECHNOLOGIES I260,303$16,6620.3%
64DEDEERE & CO25,976$16,4770.3%
65NLYANNALY CAPITAL MANAGEMENT IN730,038$16,3240.3%
66DISDISNEY WALT CO168,057$16,1750.3%
67FISVFISERV INC325,742$15,9780.3%
68DUKDUKE ENERGY CORP NEW124,207$15,7220.3%
69HPQHP INC715,294$15,6940.3%
70SOLVSOLVENTUM CORP203,403$15,6930.3%
71SMURFIT WESTROCK PLC336,694$15,5750.3%
72EQHEQUITABLE HLDGS INC352,587$15,4720.3%
73VTVANGUARD INTL EQUITY INDEX F97,932$15,3700.3%
74LKQLKQ CORP583,306$15,3580.3%
75TGTTARGET CORP115,141$15,0390.3%
76ARWARROW ELECTRS INC70,201$14,9820.3%
77LBRTLIBERTY ENERGY INC569,982$14,9280.3%
78CNCCENTENE CORP DEL230,390$14,7890.3%
79WCCWESCO INTL INC42,163$14,5640.2%
80PVHPVH CORPORATION194,751$14,4620.2%
81UBERUBER TECHNOLOGIES INC197,942$14,2830.2%
82MTDRMATADOR RES CO285,302$14,2020.2%
83NOWSERVICENOW INC140,464$13,9450.2%
84TFCTRUIST FINL CORP279,182$13,9090.2%
85LYONDELLBASELL INDUSTRIES NV263,937$13,8960.2%
86PYPLPAYPAL HLDGS INC320,157$13,8240.2%
87PGPROCTER & GAMBLE CO94,240$13,8190.2%
88RTXRTX CORPORATION69,564$13,1980.2%
89MCHPMICROCHIP TECHNOLOGY INC.142,939$13,0360.2%
90CHRDCHORD ENERGY CORPORATION113,859$13,0140.2%
91UNPUNION PAC CORP47,781$12,9960.2%
92QCOMQUALCOMM INC70,242$12,9800.2%
93VZVERIZON COMMUNICATIONS INC304,850$12,9070.2%
94GPNGLOBAL PMTS INC176,718$12,8230.2%
95CVXCHEVRON CORPORATION76,460$12,6740.2%
96ADBEADOBE INC61,383$12,5850.2%
97CLXCLOROX CO DEL131,384$12,5390.2%
98INTUINTUIT47,599$12,4230.2%
99ACCENTURE PLC IRELAND99,133$12,3360.2%
100CVSCVS HEALTH CORP118,914$12,3020.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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