Treasurer of the State of North Carolina Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$31.2B

Holdings

1,010

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,010 positions)

StockValue
BMYBRISTOL-MYERS SQUIBB CO
$46.0M
EVRGEVERGY INC
$46.0M
RHCRH PLC
$44.0M
CDNSCADENCE DESIGN SYSTEM INC
$43.0M
SNPSSYNOPSYS INC
$43.0M
HOODROBINHOOD MKTS INC
$43.0M
ORLYOREILLY AUTOMOTIVE INC
$42.0M
CVSCVS HEALTH CORP
$41.0M
RSGREPUBLIC SVCS INC
$41.0M
SSNCSS&C TECHNOLOGIES HLDGS INC
$41.0M
LMTLOCKHEED MARTIN CORP
$41.0M
TMUST-MOBILE US INC
$40.0M
SBUXSTARBUCKS CORP
$40.0M
SOSOUTHERN CO
$40.0M
USBUS BANCORP DEL
$38.0M
ICEINTERCONTINENTAL EXCHANGE IN
$38.0M
MRSHMARSH & MCLENNAN COS INC
$38.0M
PYPLPAYPAL HLDGS INC
$36.0M
KKRKKR & CO INC
$36.0M
TTTRANE TECHNOLOGIES PLC
$36.0M
WBDWARNER BROS DISCOVERY INC
$35.0M
SYFSYNCHRONY FINANCIAL
$35.0M
MMM3M CO
$35.0M
ROSTROSS STORES INC
$34.0M
PNCPNC FINL SVCS GROUP INC
$34.0M
PNRPENTAIR PLC
$34.0M
DASHDOORDASH INC
$34.0M
FTNTFORTINET INC
$34.0M
WMWASTE MGMT INC DEL
$34.0M
AMTAMERICAN TOWER CORP NEW
$34.0M
HWMHOWMET AEROSPACE INC
$34.0M
ACGLARCH CAP GROUP LTD
$33.0M
BKBANK NEW YORK MELLON CORP
$33.0M
JCIJOHNSON CTLS INTL PLC
$33.0M
EAELECTRONIC ARTS INC
$33.0M
ELVELEVANCE HEALTH INC FORMERLY
$32.0M
MNSTMONSTER BEVERAGE CORP NEW
$32.0M
EOGEOG RES INC
$32.0M
SHWSHERWIN WILLIAMS CO
$31.0M
EMREMERSON ELEC CO
$31.0M
CTVACORTEVA INC
$31.0M
AONAON PLC
$31.0M
IBKRINTERACTIVE BROKERS GROUP IN
$31.0M
UPSUNITED PARCEL SERVICE INC
$30.0M
WDCWESTERN DIGITAL CORP
$30.0M
UALUNITED AIRLS HLDGS INC
$30.0M
SNOWSNOWFLAKE INC
$30.0M
MRVLMARVELL TECHNOLOGY INC
$30.0M
CITHE CIGNA GROUP
$30.0M
NKENIKE INC
$30.0M
WMBWILLIAMS COS INC
$30.0M
MARMARRIOTT INTL INC NEW
$29.0M
DALDELTA AIR LINES INC DEL
$29.0M
NTRSNORTHERN TR CORP
$29.0M
ITWILLINOIS TOOL WKS INC
$29.0M
MDLZMONDELEZ INTL INC
$29.0M
FLEXFLEX LTD
$29.0M
ADSKAUTODESK INC
$28.0M
PNWPINNACLE WEST CAP CORP
$28.0M
GLWCORNING INC
$28.0M
CSXCSX CORP
$28.0M
NSCNORFOLK SOUTHN CORP
$27.0M
EXPEEXPEDIA GROUP INC
$27.0M
ECLECOLAB INC
$27.0M
AMGAFFILIATED MANAGERS GROUP IN
$27.0M
TRVTRAVELERS COMPANIES INC
$27.0M
CITCINTAS CORP
$27.0M
AJGGALLAGHER ARTHUR J & CO
$27.0M
HLTHILTON WORLDWIDE HLDGS INC
$27.0M
TFCTRUIST FINL CORP
$26.0M
LLOEWS CORP
$26.0M
AUANGLOGOLD ASHANTI PLC
$26.0M
CLCOLGATE PALMOLIVE CO
$26.0M
PWRQUANTA SVCS INC
$26.0M
HIGHARTFORD INSURANCE GROUP INC
$26.0M
MSIMOTOROLA SOLUTIONS INC
$26.0M
FFIVF5 INC
$25.0M
PTCPTC INC
$25.0M
VRTVERTIV HOLDINGS CO
$25.0M
ABGCENCORA INC
$25.0M
AEPAMERICAN ELEC PWR CO INC
$25.0M
NETCLOUDFLARE INC
$25.0M
MIGASTRATEGY INC
$25.0M
APOAPOLLO GLOBAL MGMT INC
$25.0M
FDXFEDEX CORP
$25.0M
SRESEMPRA
$24.0M
SLBSLB LIMITED
$24.0M
DYHTARGET CORP
$24.0M
ABNBAIRBNB INC
$24.0M
PCARPACCAR INC
$23.0M
NUNU HLDGS LTD
$23.0M
ZTSZOETIS INC
$23.0M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$23.0M
FASTFASTENAL CO
$23.0M
CVNACARVANA CO
$23.0M
ALLEALLEGION PLC
$23.0M
BDXBECTON DICKINSON & CO
$23.0M
ALSALLSTATE CORP
$23.0M
VSTVISTRA CORP
$22.0M
LHXL3HARRIS TECHNOLOGIES INC
$22.0M
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