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
201
ELLAUDER ESTEE COS INC
66,638$13.1B80.76%
202
MLB1MERCADOLIBRE INC
11,000$13.0B80.41%
203
MARMARRIOTT INTL INC NEW
70,936$13.0B80.41%
204
AJGGALLAGHER ARTHUR J CO
58,887$12.9B79.79%
205
KMBKIMBERLY CLARK CORP
92,816$12.8B79.08%
206
CITCINTAS CORP
25,743$12.8B78.97%
207
AZOAUTOZONE INC
5,106$12.7B78.57%
208
MNSTMONSTER BEVERAGE CORP NEW
221,616$12.7B78.56%
209
ECLECOLAB INC
68,140$12.7B78.51%
210
USBUS BANCORP DEL
383,582$12.7B78.21%
211
SRESEMPRA
86,560$12.6B77.77%
212
GISGENERAL MLS INC
161,502$12.4B76.45%
213
SSYSSTRATASYS LTD
697,503$12.4B76.45%
214
ADSKAUTODESK INC
59,723$12.2B75.41%
215
SPGSIMON PPTY GROUP INC NEW
105,349$12.2B75.08%
216
PSXPHILLIPS 66
126,212$12.0B74.29%
217
TFCTRUIST FINL CORP
396,643$12.0B74.29%
218
TTTRANE TECHNOLOGIES PLC
62,713$12.0B74.02%
219
AEPAMERICAN ELEC PWR CO INC
141,558$11.9B73.56%
220
LENLENNAR CORP
95,115$11.9B73.55%
221
DDOMINION ENERGY INC
229,867$11.9B73.47%
222
OXYOCCIDENTAL PETE CORP
197,539$11.6B71.68%
223
CNCCENTENE CORP DEL
171,827$11.6B71.52%
224
IQVIQVIA HLDGS INC
50,994$11.5B70.73%
225
CARRCARRIER GLOBAL CORPORATION
229,525$11.4B70.41%
226
BIIBBIOGEN INC
39,803$11.3B69.97%
227
LHXL3HARRIS TECHNOLOGIES INC
57,430$11.2B69.39%
228
CTVACORTEVA INC
195,510$11.2B69.13%
229
DOWDOW INC
210,011$11.2B69.03%
230
PEOEXELON CORP
273,503$11.1B68.76%
231
METMETLIFE INC
196,156$11.1B68.43%
232
OREALTY INCOME CORP
185,148$11.1B68.31%
233
WELLWELLTOWER INC
136,709$11.1B68.24%
234
TRVTRAVELERS COMPANIES INC
63,553$11.0B68.11%
235
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
169,023$11.0B68.09%
236
PAYXPAYCHEX INC
98,177$11.0B67.78%
237
MRNAMODERNA INC
90,141$11.0B67.59%
238
WMBWILLIAMS COS INC
334,921$10.9B67.44%
239
STZCONSTELLATION BRANDS INC
44,358$10.9B67.37%
240
GWWGRAINGER W W INC
13,817$10.9B67.24%
241
XYZBLOCK INC
161,246$10.7B66.24%
242
YUMYUM BRANDS INC
77,014$10.7B65.85%
243
HLTHILTON WORLDWIDE HLDGS INC
72,723$10.6B65.32%
244
A4SAMERIPRISE FINL INC
31,778$10.6B65.14%
245
AFLAFLAC INC
151,207$10.6B65.13%
246
ROSTROSS STORES INC
94,056$10.5B65.08%
247
CHTRCHARTER COMMUNICATIONS INC N
28,597$10.5B64.83%
248
CMICUMMINS INC
42,837$10.5B64.81%
249
ATOATMOS ENERGY CORP
90,210$10.5B64.77%
250
ROKROCKWELL AUTOMATION INC
31,613$10.4B64.27%
251
SYYSYSCO CORP
139,317$10.3B63.79%
252
SHOPSHOPIFY INC
160,000$10.3B63.79%
253
HESHESS CORP
75,941$10.3B63.71%
254
WBDWARNER BROS DISCOVERY INC
819,825$10.3B63.44%
255
AMEAMETEK INC
63,353$10.3B63.29%
256
DGDOLLAR GEN CORP NEW
60,254$10.2B63.13%
257
FISFIDELITY NATL INFORMATION SV
186,725$10.2B63.03%
258
KRKROGER CO
216,887$10.2B62.91%
259
AG8AGILENT TECHNOLOGIES INC
84,281$10.1B62.54%
260
OTISOTIS WORLDWIDE CORP
113,607$10.1B62.41%
261
DVNDEVON ENERGY CORP NEW
207,291$10.0B61.84%
262
CSGPCOSTAR GROUP INC
112,300$10.0B61.68%
263
PRUPRUDENTIAL FINL INC
111,655$9.8B60.79%
264
BKBANK NEW YORK MELLON CORP
220,755$9.8B60.65%
265
EDCONSOLIDATED EDISON INC
108,442$9.8B60.50%
266
KHCKRAFT HEINZ CO
275,939$9.8B60.45%
267
EAELECTRONIC ARTS INC
75,454$9.8B60.39%
268
URIUNITED RENTALS INC
21,954$9.8B60.34%
269
VRSKVERISK ANALYTICS INC
42,956$9.7B59.92%
270
PPGPPG INDS INC
64,743$9.6B59.25%
271
EXASEXACT SCIENCES CORP
102,204$9.6B59.22%
272
7HPHP INC
311,262$9.6B58.99%
273
XELXCEL ENERGY INC
151,294$9.4B58.04%
274
PCGPG E CORP
541,760$9.4B57.77%
275
KMIKINDER MORGAN INC DEL
542,345$9.3B57.64%
276
NEMNEWMONT CORP
218,545$9.3B57.54%
277
WYWEYERHAEUSER CO MTN BE
275,529$9.2B56.98%
278
CBRECBRE GROUP INC
114,360$9.2B56.96%
279
RMERESMED INC
41,911$9.2B56.51%
280
GLWCORNING INC
260,659$9.1B56.36%
281
FQIDIGITAL RLTY TR INC
80,081$9.1B56.27%
282
GPNGLOBAL PMTS INC
91,678$9.0B55.74%
283
DDDUPONT DE NEMOURS INC
126,194$9.0B55.64%
284
BKRBAKER HUGHES COMPANY
278,412$8.8B54.31%
285
DALDELTA AIR LINES INC DEL
184,003$8.7B53.98%
286
GEHCGE HEALTHCARE TECHNOLOGIES I
107,453$8.7B53.87%
287
VICIVICI PPTYS INC
276,100$8.7B53.55%
288
RSGREPUBLIC SVCS INC
56,487$8.7B53.40%
289
PEGPUBLIC SVC ENTERPRISE GRP IN
137,166$8.6B52.99%
290
HPEHEWLETT PACKARD ENTERPRISE C
506,681$8.5B52.53%
291
FANGDIAMONDBACK ENERGY INC
64,363$8.5B52.17%
292
ZBHZIMMER BIOMET HOLDINGS INC
57,315$8.3B51.50%
293
VMCVULCAN MATLS CO
36,576$8.2B50.88%
294
DLTRDOLLAR TREE INC
57,169$8.2B50.62%
295
HALHALLIBURTON CO
248,122$8.2B50.51%
296
CEGCONSTELLATION ENERGY CORP
89,167$8.2B50.38%
297
DFSEURDISCOVER FINL SVCS
69,801$8.2B50.33%
298
ILMNILLUMINA INC
43,430$8.1B50.25%
299
XLESELECT SECTOR SPDR TR
100,000$8.1B50.09%
300
WSTWEST PHARMACEUTICAL SVSC INC
21,156$8.1B49.93%
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