STATE OF MICHIGAN RETIREMENT SYSTEM Q1 2024 Filing

Filed April 18, 2024

Portfolio Value

$18.6B

Holdings

955

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (955 positions)

#StockSharesValue% PortfolioType
201
DC4DEXCOM INC
105,600$14.6B78.73%
202
NUENUCOR CORP
73,910$14.6B78.63%
203
SRESEMPRA
201,620$14.5B77.85%
204
TRVTRAVELERS COMPANIES INC
62,553$14.4B77.38%
205
MCHPMICROCHIP TECHNOLOGY INC
159,618$14.3B76.98%
206
TELTE CONNECTIVITY LTD
98,123$14.3B76.61%
207
WELLWELLTOWER INC
151,609$14.2B76.15%
208
PSAPUBLIC STORAGE
48,021$13.9B74.87%
209
BABAALIBABA GROUP HLDG LTD
189,250$13.7B73.62%
210
GWWGRAINGER W W INC
13,317$13.5B72.83%
211
ROSTROSS STORES INC
92,256$13.5B72.78%
212
METMETLIFE INC
181,956$13.5B72.49%
213
JCIJOHNSON CTLS INTL PLC
204,642$13.4B71.86%
214
CARRCARRIER GLOBAL CORPORATION
228,925$13.3B71.54%
215
AFLAFLAC INC
154,507$13.3B71.31%
216
FTNTFORTINET INC
193,970$13.3B71.23%
217
CNCCENTENE CORP DEL
165,527$13.0B69.83%
218
WMBWILLIAMS COS INC
333,321$13.0B69.83%
219
FISFIDELITY NATL INFORMATION SV
174,625$13.0B69.63%
220
A4SAMERIPRISE FINL INC
29,478$12.9B69.48%
221
BKBANK NEW YORK MELLON CORP
223,855$12.9B69.34%
222
OKEONEOK INC NEW
159,581$12.8B68.77%
223
IQVIQVIA HLDGS INC
49,994$12.6B67.96%
224
MNSTMONSTER BEVERAGE CORP NEW
213,216$12.6B67.94%
225
PRUPRUDENTIAL FINL INC
107,455$12.6B67.82%
226
8CWCROWN CASTLE INC
118,852$12.6B67.62%
227
ALSALLSTATE CORP
71,889$12.4B66.86%
228
AEPAMERICAN ELEC PWR CO INC
144,058$12.4B66.68%
229
SHOPSHOPIFY INC
160,000$12.3B66.38%
230
OREALTY INCOME CORP
227,848$12.3B66.26%
231
LHXL3HARRIS TECHNOLOGIES INC
57,130$12.2B65.45%
232
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
165,523$12.1B65.21%
233
AG8AGILENT TECHNOLOGIES INC
83,181$12.1B65.06%
234
CMICUMMINS INC
41,037$12.1B65.00%
235
KRKROGER CO
210,887$12.0B64.76%
236
STZCONSTELLATION BRANDS INC
44,058$12.0B64.36%
237
DDOMINION ENERGY INC
243,067$12.0B64.27%
238
FQIDIGITAL RLTY TR INC
82,981$12.0B64.25%
239
KMBKIMBERLY CLARK CORP
92,316$11.9B64.19%
240
DOWDOW INC
204,211$11.8B63.59%
241
PLTRPALANTIR TECHNOLOGIES INC
513,000$11.8B63.46%
242
PAYXPAYCHEX INC
96,077$11.8B63.42%
243
OXYOCCIDENTAL PETE CORP
180,339$11.7B63.00%
244
FANGDIAMONDBACK ENERGY INC
58,663$11.6B62.49%
245
HUMHUMANA INC
33,525$11.6B62.48%
246
AMEAMETEK INC
63,253$11.6B62.19%
247
GPNGLOBAL PMTS INC
86,378$11.5B62.06%
248
CSGPCOSTAR GROUP INC
119,500$11.5B62.05%
249
HESHESS CORP
75,441$11.5B61.90%
250
NEMNEWMONT CORP
315,745$11.3B60.83%
251
CTVACORTEVA INC
192,310$11.1B59.62%
252
ADMARCHER DANIELS MIDLAND CO
176,541$11.1B59.61%
253
SYYSYSCO CORP
136,417$11.1B59.53%
254
OTISOTIS WORLDWIDE CORP
111,107$11.0B59.29%
255
GISGENERAL MLS INC
155,602$10.9B58.53%
256
PCGPG E CORP
646,260$10.8B58.23%
257
PHMPULTE GROUP INC
89,269$10.8B57.88%
258
PEGPUBLIC SVC ENTERPRISE GRP IN
161,066$10.8B57.82%
259
RSGREPUBLIC SVCS INC
55,987$10.7B57.62%
260
YUMYUM BRANDS INC
77,014$10.7B57.40%
261
KVUEKENVUE INC
492,439$10.6B56.81%
262
GEHCGE HEALTHCARE TECHNOLOGIES I
115,953$10.5B56.67%
263
IRINGERSOLL RAND INC
110,923$10.5B56.62%
264
MLMMARTIN MARIETTA MATLS INC
16,937$10.4B55.90%
265
PWRQUANTA SVCS INC
39,848$10.4B55.65%
266
ONON SEMICONDUCTOR CORP
139,736$10.3B55.25%
267
PEOEXELON CORP
272,703$10.2B55.08%
268
ITGARTNER INC
21,347$10.2B54.70%
269
VRSKVERISK ANALYTICS INC
43,156$10.2B54.69%
270
KHCKRAFT HEINZ CO
271,339$10.0B53.82%
271
CBRECBRE GROUP INC
102,260$9.9B53.45%
272
VMCVULCAN MATLS CO
36,376$9.9B53.37%
273
DVNDEVON ENERGY CORP NEW
197,491$9.9B53.27%
274
ELLAUDER ESTEE COS INC
63,838$9.8B52.90%
275
KMIKINDER MORGAN INC DEL
529,845$9.7B52.24%
276
MRNAMODERNA INC
90,841$9.7B52.04%
277
HALHALLIBURTON CO
243,922$9.6B51.69%
278
ACGLARCH CAP GROUP LTD
101,700$9.4B50.54%
279
CDWCDW CORP
36,745$9.4B50.52%
280
DGDOLLAR GEN CORP NEW
60,154$9.4B50.46%
281
PPGPPG INDS INC
64,643$9.4B50.35%
282
EDCONSOLIDATED EDISON INC
102,842$9.3B50.20%
283
MPWRMONOLITHIC PWR SYS INC
13,770$9.3B50.15%
284
EAELECTRONIC ARTS INC
69,554$9.2B49.60%
285
7HPHP INC
304,262$9.2B49.43%
286
BKRBAKER HUGHES COMPANY
274,212$9.2B49.38%
287
ROKROCKWELL AUTOMATION INC
31,413$9.2B49.19%
288
DDDUPONT DE NEMOURS INC
117,894$9.0B48.59%
289
EFXEQUIFAX INC
33,778$9.0B48.58%
290
TSCOTRACTOR SUPPLY CO
34,467$9.0B48.49%
291
RCLROYAL CARIBBEAN GROUP
64,601$9.0B48.27%
292
DFSEURDISCOVER FINL SVCS
68,501$9.0B48.27%
293
HIGHARTFORD FINL SVCS GROUP INC
86,641$8.9B48.00%
294
WYWEYERHAEUSER CO MTN BE
246,229$8.8B47.53%
295
DALDELTA AIR LINES INC DEL
184,303$8.8B47.43%
296
HPEHEWLETT PACKARD ENTERPRISE C
495,581$8.8B47.23%
297
KDPKEURIG DR PEPPER INC
285,400$8.8B47.05%
298
GLWCORNING INC
262,459$8.7B46.50%
299
BIIBBIOGEN INC
39,703$8.6B46.02%
300
XYLXYLEM INC
66,075$8.5B45.90%
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