South Dakota Investment Council

CIK

1538846

City

SIOUX FALLS

State / Country

Stock

LCII — Lci Industries

Top Portfolio Positions

612 positions · $4,042,136,234 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	1,233,387	$215,102,692	5.32%
AAPL	Apple Inc. Technology	749,700	$190,266,363	4.71%
MSFT	Microsoft Corp Technology	461,233	$170,734,619	4.22%
AMZN	Amazon Com Inc Consumer Cyclical	579,068	$120,602,492	2.98%
GOOGL	Alphabet Inc. Communication Services	324,336	$93,266,060	2.31%
VTOL	Bristow Group Inc. Energy	1,965,845	$92,178,472	2.28%
META	Meta Platforms, Inc. Communication Services	116,583	$66,700,631	1.65%
BRK-B	Berkshire Hathaway Inc Financial Services	110,356	$52,882,595	1.31%
UNH	Unitedhealth Group Inc Healthcare	173,485	$46,943,306	1.16%
LLY	ELI LILLY & Co Healthcare	45,200	$41,573,604	1.03%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,483,581	20,195	-5.6%	Shares	Sole	2026-05-18
2025-12-31	$2,596,069	21,395	-10.5%	Shares	Sole	2026-02-12
2025-09-30	$2,225,819	23,895	-12.5%	Shares	Sole	2025-11-12
2025-06-30	$2,489,031	27,295	0.0%	Shares	Sole	2025-08-05
2025-03-31	$2,386,401	27,295	+1.5%	Shares	Sole	2025-05-05
2024-12-31	$2,780,674	26,895	0.0%	Shares	Sole	2025-02-04
2024-09-30	$3,241,923	26,895	0.0%	Shares	Sole	2024-11-04
2024-06-30	$2,780,405	26,895	-2.0%	Shares	Sole	2024-08-08
2024-03-31	$3,377,504	27,446	-9.3%	Shares	Sole	2024-05-02
2023-12-31	$3,802,224	30,246	0.0%	Shares	Sole	2024-02-01
2023-09-30	$3,551,485	30,246	-19.4%	Shares	Sole	2023-11-07
2023-06-30	$4,742,922	37,535	-4.8%	Shares	Sole	2023-08-10
2023-03-31	$4,332,723	39,435	0.0%	Shares	Sole	2023-05-10
2022-12-31	$3,645,765	39,435	-1.6%	Shares	Sole	2023-02-07
2022-09-30	$4,067,835	40,093	0.0%	Shares	Sole	2022-11-09
2022-06-30	$4,485,604	40,093	-21.8%	Shares	Sole	2022-08-11
2022-03-31	$5,319,639	51,244	-4.2%	Shares	Sole	2022-05-10
2021-12-31	$8,334,213	53,469	0.0%	Shares	Sole	2022-02-08
2021-09-30	$7,198,531	53,469	0.0%	Shares	Sole	2021-11-09
2021-06-30	$7,026,895	53,469	-25.6%	Shares	Sole	2021-08-11
2021-03-31	$9,502,862	71,839	-1.8%	Shares	Sole	2021-05-13
2020-12-31	$9,483,887	73,133	0.0%	Shares	Sole	2021-02-12
2020-09-30	$7,773,306	73,133	-12.5%	Shares	Sole	2020-11-06
2020-06-30	$9,604,624	83,533	0.0%	Shares	Sole	2020-08-13
2020-03-31	$5,582,510	83,533	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.