STATE OF MICHIGAN RETIREMENT SYSTEM Q2 2023 Filing

Filed July 26, 2023

Portfolio Value

$16.2B

Holdings

969

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (969 positions)

#StockSharesValue% PortfolioType
101
TRVCCITIGROUP INC
634,936$29.2B180.41%
102
XLVSELECT SECTOR SPDR TR
220,188$29.2B180.36%
103
ICEINTERCONTINENTAL EXCHANGE IN
257,442$29.1B179.66%
104
GILDGILEAD SCIENCES INC
377,443$29.1B179.52%
105
ZMZOOM VIDEO COMMUNICATIONS IN
426,166$28.9B178.53%
106
ADPAUTOMATIC DATA PROCESSING IN
130,003$28.6B176.34%
107
AXPAMERICAN EXPRESS CO
163,477$28.5B175.75%
108
TSMTAIWAN SEMICONDUCTOR MFG LTD
281,600$28.4B175.39%
109
SYKSTRYKER CORPORATION
92,899$28.3B174.91%
110
QUALISHARES TR
207,300$28.0B172.54%
111
MRSHMARSH MCLENNAN COS INC
145,875$27.4B169.32%
112
BKNGBOOKING HOLDINGS INC
10,159$27.4B169.30%
113
MDLZMONDELEZ INTL INC
374,470$27.3B168.56%
114
ADIANALOG DEVICES INC
139,055$27.1B167.18%
115
TJXTJX COS INC NEW
316,582$26.8B165.66%
116
CITHE CIGNA GROUP
92,841$26.1B160.77%
117
APHAMPHENOL CORP NEW
305,837$26.0B160.34%
118
PLNTPLANET FITNESS INC
384,500$25.9B160.03%
119
VRTXVERTEX PHARMACEUTICALS INC
73,523$25.9B159.68%
120
EWEDWARDS LIFESCIENCES CORP
273,851$25.8B159.42%
121
LRCXEURLAM RESEARCH CORP
40,080$25.8B159.01%
122
MUMICRON TECHNOLOGY INC
404,414$25.5B157.51%
123
MOALTRIA GROUP INC
557,710$25.3B155.92%
124
AMTAMERICAN TOWER CORP NEW
128,184$24.9B153.42%
125
ANETEURARISTA NETWORKS INC
146,189$23.7B146.21%
126
SCHWSCHWAB CHARLES CORP
408,666$23.2B142.95%
127
ZTSZOETIS INC
132,264$22.8B140.57%
128
FFORD MTR CO DEL
1,464,879$22.2B136.78%
129
ETNEATON CORP PLC
109,556$22.0B135.96%
130
TMUST MOBILE US INC
158,341$22.0B135.73%
131
REGNREGENERON PHARMACEUTICALS
30,597$22.0B135.68%
132
CBCHUBB LIMITED
113,887$21.9B135.34%
133
FOURSHIFT4 PMTS INC
318,400$21.6B133.44%
134
FISVFISERV INC
169,734$21.4B132.14%
135
BSXBOSTON SCIENTIFIC CORP
395,308$21.4B131.96%
136
PGRPROGRESSIVE CORP
160,988$21.3B131.51%
137
GMGENERAL MTRS CO
552,008$21.3B131.36%
138
ITWILLINOIS TOOL WKS INC
84,636$21.2B130.66%
139
SOSOUTHERN CO
299,823$21.1B129.98%
140
IDXXIDEXX LABS INC
41,455$20.8B128.48%
141
HXLHEXCEL CORP NEW
272,797$20.7B127.98%
142
BDXBECTON DICKINSON CO
78,088$20.6B127.23%
143
CPRTCOPART INC
224,988$20.5B126.65%
144
PYPLPAYPAL HLDGS INC
306,792$20.5B126.34%
145
EQIXEQUINIX INC
25,717$20.2B124.42%
146
AONAON PLC
56,158$19.4B119.63%
147
SLBSCHLUMBERGER LTD
391,938$19.3B118.81%
148
CSXCSX CORP
559,084$19.1B117.65%
149
DUKDUKE ENERGY CORP NEW
211,936$19.0B117.38%
150
CDNSCADENCE DESIGN SYSTEM INC
79,923$18.7B115.67%
151
FDXFEDEX CORP
74,567$18.5B114.08%
152
XHBSPDR SER TR
230,000$18.5B113.98%
153
EOGEOG RES INC
160,852$18.4B113.60%
154
CMECME GROUP INC
98,944$18.3B113.14%
155
KLACKLA CORP
37,768$18.3B113.05%
156
APDAIR PRODS CHEMS INC
61,121$18.3B112.98%
157
SNPSSYNOPSYS INC
41,927$18.3B112.66%
158
NOCNORTHROP GRUMMAN CORP
39,218$17.9B110.32%
159
SPOTSPOTIFY TECHNOLOGY S A
110,031$17.7B109.02%
160
WMWASTE MGMT INC DEL
101,788$17.7B108.94%
161
CLCOLGATE PALMOLIVE CO
228,129$17.6B108.46%
162
ICLRICON PLC
69,670$17.4B107.58%
163
ATVIEURACTIVISION BLIZZARD INC
206,221$17.4B107.29%
164
HCAHCA HEALTHCARE INC
56,709$17.2B106.21%
165
SHWSHERWIN WILLIAMS CO
64,556$17.1B105.78%
166
NXPINXP SEMICONDUCTORS N V
83,468$17.1B105.43%
167
ODFLOLD DOMINION FREIGHT LINE IN
45,894$17.0B104.72%
168
DYHTARGET CORP
126,922$16.7B103.32%
169
MMM3M CO
164,705$16.5B101.74%
170
MCOMOODYS CORP
46,506$16.2B99.80%
171
FASTFASTENAL CO
274,078$16.2B99.77%
172
ORLYOREILLY AUTOMOTIVE INC
16,763$16.0B98.82%
173
BABAALIBABA GROUP HLDG LTD
189,250$15.8B97.34%
174
FCXFREEPORT MCMORAN INC
394,133$15.8B97.29%
175
HUMHUMANA INC
34,325$15.3B94.71%
176
DHID R HORTON INC
124,499$15.2B93.50%
177
NUENUCOR CORP
87,310$14.3B88.36%
178
PSAPUBLIC STORAGE
49,021$14.3B88.30%
179
EMREMERSON ELEC CO
157,120$14.2B87.65%
180
NSCNORFOLK SOUTHN CORP
62,590$14.2B87.59%
181
ROPROPER TECHNOLOGIES INC
29,311$14.1B86.97%
182
TELTE CONNECTIVITY LTD
100,323$14.1B86.78%
183
JCIJOHNSON CTLS INTL PLC
205,342$14.0B86.35%
184
ADMARCHER DANIELS MIDLAND CO
185,041$14.0B86.28%
185
PNCPNC FINL SVCS GROUP INC
109,756$13.8B85.31%
186
PHPARKER HANNIFIN CORP
35,296$13.8B84.96%
187
DC4DEXCOM INC
106,600$13.7B84.54%
188
MPCMARATHON PETE CORP
116,710$13.6B83.98%
189
8CWCROWN CASTLE INC
119,252$13.6B83.85%
190
MSIMOTOROLA SOLUTIONS INC
46,108$13.5B83.45%
191
MCHPMICROCHIP TECHNOLOGY INC
150,618$13.5B83.27%
192
CELHCELSIUS HLDGS INC
90,000$13.4B82.86%
193
PCARPACCAR INC
160,066$13.4B82.63%
194
PXDEURPIONEER NAT RES CO
64,277$13.3B82.18%
195
FDSFACTSET RESH SYS INC
33,235$13.3B82.17%
196
GDGENERAL DYNAMICS CORP
61,812$13.3B82.07%
197
VLOVALERO ENERGY CORP
112,862$13.2B81.70%
198
COFCAPITAL ONE FINL CORP
120,656$13.2B81.44%
199
ONON SEMICONDUCTOR CORP
139,336$13.2B81.33%
200
AIGAMERICAN INTL GROUP INC
227,467$13.1B80.77%
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