STATE OF MICHIGAN RETIREMENT SYSTEM Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$20.6B

Holdings

935

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (935 positions)

StockValue
PGRPROGRESSIVE CORP
$36.2M
UNPUNION PAC CORP
$35.9M
LOWLOWES COS INC
$35.4M
ADIANALOG DEVICES INC
$34.9M
CMCSACOMCAST CORP NEW
$33.9M
WELLWELLTOWER INC
$33.4M
PANWPALO ALTO NETWORKS INC
$33.0M
PLDPROLOGIS INC
$32.5M
HONHONEYWELL INTL INC
$32.4M
ETNEATON CORP PLC
$32.4M
MDTMEDTRONIC PLC
$32.3M
BMYBRISTOL MYERS SQUIBB CO
$31.9M
SYKSTRYKER CORPORATION
$31.7M
NEMNEWMONT CORP
$31.5M
VRTXVERTEX PHARMACEUTICALS INC
$31.4M
CRWDCROWDSTRIKE HLDGS INC
$30.8M
GMGENERAL MTRS CO
$30.7M
DEDEERE CO
$30.7M
COPCONOCOPHILLIPS
$30.3M
ADPAUTOMATIC DATA PROCESSING IN
$30.3M
CBCHUBB LIMITED
$29.9M
CVSCVS HEALTH CORP
$29.8M
BXBLACKSTONE INC
$29.8M
NKENIKE INC
$29.4M
PHPARKER HANNIFIN CORP
$29.0M
CEGCONSTELLATION ENERGY CORP
$28.9M
LMTLOCKHEED MARTIN CORP
$28.1M
CMECME GROUP INC
$26.9M
SOFISOFI TECHNOLOGIES INC
$26.2M
TMUST MOBILE US INC
$25.6M
MOALTRIA GROUP INC
$25.3M
SOSOUTHERN CO
$25.1M
SBUXSTARBUCKS CORP
$25.1M
MRSHMARSH MCLENNAN COS INC
$24.6M
BURLBURLINGTON STORES INC
$24.5M
TTTRANE TECHNOLOGIES PLC
$24.4M
DUKDUKE ENERGY CORP NEW
$23.9M
CDNSCADENCE DESIGN SYSTEM INC
$23.8M
USBUS BANCORP DEL
$23.3M
HOODROBINHOOD MKTS INC
$23.3M
KKRKKR CO INC
$22.9M
SNPSSYNOPSYS INC
$22.9M
PNCPNC FINL SVCS GROUP INC
$22.8M
GDGENERAL DYNAMICS CORP
$22.4M
ELVELEVANCE HEALTH INC FORMERLY
$22.3M
MMM3M CO
$22.3M
DASHDOORDASH INC
$22.2M
MLB1MERCADOLIBRE INC
$22.2M
MSCIMSCI INC
$22.1M
EWEDWARDS LIFESCIENCES CORP
$21.9M
RHCRH PLC
$21.9M
HDBHDFC BANK LTD
$21.7M
UPSUNITED PARCEL SERVICE INC
$21.7M
HWMHOWMET AEROSPACE INC
$21.6M
MCOMOODYS CORP
$21.6M
AMTAMERICAN TOWER CORP NEW
$21.5M
WMWASTE MGMT INC DEL
$21.3M
IDXXIDEXX LABS INC
$21.2M
BKBANK NEW YORK MELLON CORP
$21.2M
OSCROSCAR HEALTH INC
$20.8M
TELTE CONNECTIVITY PLC
$20.8M
REGNREGENERON PHARMACEUTICALS
$20.4M
FDXFEDEX CORP
$20.4M
SHWSHERWIN WILLIAMS CO
$20.3M
ORLYOREILLY AUTOMOTIVE INC
$20.2M
NOCNORTHROP GRUMMAN CORP
$20.0M
AONAON PLC
$19.9M
EQIXEQUINIX INC
$19.7M
EMREMERSON ELEC CO
$19.5M
HCAHCA HEALTHCARE INC
$19.5M
CSXCSX CORP
$19.3M
WMBWILLIAMS COS INC
$19.2M
JCIJOHNSON CTLS INTL PLC
$19.2M
ITWILLINOIS TOOL WKS INC
$19.1M
FCXFREEPORT MCMORAN INC
$19.1M
SHOPSHOPIFY INC
$18.9M
FFORD MTR CO
$18.7M
WBDWARNER BROS DISCOVERY INC
$18.7M
SPGSIMON PPTY GROUP INC NEW
$18.6M
XYZBLOCK INC
$18.5M
CITCINTAS CORP
$18.4M
CMICUMMINS INC
$18.4M
MDLZMONDELEZ INTL INC
$18.2M
MARMARRIOTT INTL INC NEW
$18.1M
TFCTRUIST FINL CORP
$18.0M
SLBSLB LIMITED
$18.0M
MSIMOTOROLA SOLUTIONS INC
$17.9M
GLWCORNING INC
$17.9M
WDCWESTERN DIGITAL CORP
$17.9M
ADSKAUTODESK INC
$17.8M
PCARPACCAR INC
$17.8M
APOAPOLLO GLOBAL MGMT INC
$17.6M
TRVTRAVELERS COMPANIES INC
$17.6M
ECLECOLAB INC
$17.5M
HLTHILTON WORLDWIDE HLDGS INC
$17.5M
AJGGALLAGER ARTHUR J CO
$17.4M
CPRTCOPART INC
$17.2M
NSCNORFOLK SOUTHN CORP
$17.0M
CLCOLGATE PALMOLIVE CO
$16.7M
EOGEOG RES INC
$16.5M
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