STATE OF MICHIGAN RETIREMENT SYSTEM Q2 2024 Filing

Filed July 26, 2024

Portfolio Value

$19.5B

Holdings

950

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (950 positions)

#StockSharesValue% PortfolioType
201
WMBWILLIAMS COS INC
333,821$14.2B72.91%
202
AZOAUTOZONE INC
4,706$13.9B71.69%
203
FDSFACTSET RESH SYS INC
33,735$13.8B70.78%
204
PSAPUBLIC STORAGE
47,321$13.6B69.95%
205
ODFLOLD DOMINION FREIGHT LINE IN
76,788$13.6B69.69%
206
MCHPMICROCHIP TECHNOLOGY INC
148,018$13.5B69.60%
207
FQIDIGITAL RLTY TR INC
88,881$13.5B69.45%
208
AFLAFLAC INC
150,807$13.5B69.22%
209
ROSTROSS STORES INC
91,856$13.3B68.60%
210
JCIJOHNSON CTLS INTL PLC
200,642$13.3B68.54%
211
LENLENNAR CORP
88,915$13.3B68.48%
212
NSCNORFOLK SOUTHN CORP
61,890$13.3B68.28%
213
NEMNEWMONT CORP
315,845$13.2B67.96%
214
URIUNITED RENTALS INC
20,354$13.2B67.65%
215
BKBANK NEW YORK MELLON CORP
218,355$13.1B67.21%
216
OKEONEOK INC NEW
159,881$13.0B67.01%
217
PLTRPALANTIR TECHNOLOGIES INC
513,000$13.0B66.78%
218
GEVGE VERNOVA INC
75,040$12.9B66.14%
219
LHXL3HARRIS TECHNOLOGIES INC
56,830$12.8B65.59%
220
TRVTRAVELERS COMPANIES INC
62,753$12.8B65.58%
221
KMBKIMBERLY CLARK CORP
92,216$12.7B65.49%
222
AEPAMERICAN ELEC PWR CO INC
144,358$12.7B65.09%
223
OREALTY INCOME CORP
238,448$12.6B64.72%
224
PRUPRUDENTIAL FINL INC
106,355$12.5B64.05%
225
METMETLIFE INC
175,956$12.3B63.47%
226
DC4DEXCOM INC
108,900$12.3B63.45%
227
HUMHUMANA INC
33,025$12.3B63.41%
228
A4SAMERIPRISE FINL INC
28,578$12.2B62.74%
229
DDOMINION ENERGY INC
247,867$12.1B62.42%
230
GWWGRAINGER W W INC
13,217$11.9B61.28%
231
MPWRMONOLITHIC PWR SYS INC
14,170$11.6B59.84%
232
HDBHDFC BANK LTD
181,000$11.6B59.84%
233
8CWCROWN CASTLE INC
118,952$11.6B59.72%
234
ALSALLSTATE CORP
72,289$11.5B59.31%
235
OXYOCCIDENTAL PETE CORP
182,139$11.5B59.00%
236
NUENUCOR CORP
72,610$11.5B58.99%
237
FISFIDELITY NATL INFORMATION SV
152,303$11.5B58.98%
238
PEGPUBLIC SVC ENTERPRISE GRP IN
155,666$11.5B58.96%
239
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
168,223$11.4B58.79%
240
PAYXPAYCHEX INC
96,177$11.4B58.60%
241
CMICUMMINS INC
41,137$11.4B58.55%
242
PCGPG E CORP
652,160$11.4B58.52%
243
STZCONSTELLATION BRANDS INC
44,058$11.3B58.25%
244
FANGDIAMONDBACK ENERGY INC
56,463$11.3B58.09%
245
HESHESS CORP
75,741$11.2B57.42%
246
CNCCENTENE CORP DEL
168,227$11.2B57.32%
247
ACGLARCH CAP GROUP LTD
108,700$11.0B56.36%
248
AG8AGILENT TECHNOLOGIES INC
84,181$10.9B56.08%
249
LULULULULEMON ATHLETICA INC
36,508$10.9B56.04%
250
RSGREPUBLIC SVCS INC
56,087$10.9B56.01%
251
DOWDOW INC
204,511$10.8B55.76%
252
7HPHP INC
309,062$10.8B55.62%
253
HPEHEWLETT PACKARD ENTERPRISE C
505,281$10.7B54.97%
254
OTISOTIS WORLDWIDE CORP
110,707$10.7B54.76%
255
FASTFASTENAL CO
169,378$10.6B54.70%
256
SHOPSHOPIFY INC
160,000$10.6B54.31%
257
AMEAMETEK INC
63,353$10.6B54.28%
258
IQVIQVIA HLDGS INC
49,894$10.5B54.21%
259
VRSKVERISK ANALYTICS INC
39,056$10.5B54.10%
260
KMIKINDER MORGAN INC DEL
528,845$10.5B54.00%
261
FTNTFORTINET INC
173,670$10.5B53.79%
262
RCLROYAL CARIBBEAN GROUP
64,801$10.3B53.09%
263
CTVACORTEVA INC
190,910$10.3B52.92%
264
GLWCORNING INC
264,059$10.3B52.72%
265
YUMYUM BRANDS INC
77,114$10.2B52.49%
266
MNSTMONSTER BEVERAGE CORP NEW
204,116$10.2B52.39%
267
PWRQUANTA SVCS INC
40,048$10.2B52.29%
268
FICOFAIR ISAAC CORP
6,800$10.1B52.02%
269
HIMSHIMS HERS HEALTH INC
500,000$10.1B51.88%
270
IRINGERSOLL RAND INC
110,523$10.0B51.59%
271
SOFISOFI TECHNOLOGIES INC
1,500,000$9.9B50.96%
272
ADMARCHER DANIELS MIDLAND CO
162,741$9.8B50.55%
273
GISGENERAL MLS INC
154,602$9.8B50.26%
274
SYYSYSCO CORP
136,417$9.7B50.05%
275
EAELECTRONIC ARTS INC
69,654$9.7B49.87%
276
ONON SEMICONDUCTOR CORP
140,936$9.7B49.65%
277
EDCONSOLIDATED EDISON INC
107,542$9.6B49.42%
278
BKRBAKER HUGHES COMPANY
273,312$9.6B49.40%
279
KDPKEURIG DR PEPPER INC
285,900$9.5B49.07%
280
ITGARTNER INC
21,247$9.5B49.03%
281
KVUEKENVUE INC
524,439$9.5B49.00%
282
PEOEXELON CORP
273,903$9.5B48.71%
283
BIIBBIOGEN INC
39,903$9.3B47.54%
284
DDDUPONT DE NEMOURS INC
114,494$9.2B47.36%
285
NTAPNETAPP INC
71,029$9.1B47.01%
286
MLMMARTIN MARIETTA MATLS INC
16,837$9.1B46.88%
287
ROKROCKWELL AUTOMATION INC
33,113$9.1B46.84%
288
GEHCGE HEALTHCARE TECHNOLOGIES I
116,253$9.1B46.55%
289
PHMPULTE GROUP INC
82,269$9.1B46.55%
290
EXREXTRA SPACE STORAGE INC
57,979$9.0B46.30%
291
TSCOTRACTOR SUPPLY CO
33,367$9.0B46.30%
292
XYLXYLEM INC
66,375$9.0B46.26%
293
VMCVULCAN MATLS CO
36,176$9.0B46.23%
294
DFSEURDISCOVER FINL SVCS
68,601$9.0B46.11%
295
CSGPCOSTAR GROUP INC
120,800$9.0B46.03%
296
DALDELTA AIR LINES INC DEL
185,403$8.8B45.20%
297
KHCKRAFT HEINZ CO
269,539$8.7B44.63%
298
ZMZOOM VIDEO COMMUNICATIONS IN
145,066$8.6B44.13%
299
HIGHARTFORD FINL SVCS GROUP INC
85,241$8.6B44.04%
300
AVBAVALONBAY CMNTYS INC
41,411$8.6B44.03%
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