STATE OF MICHIGAN RETIREMENT SYSTEM Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$19.3B
Holdings
944
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (944 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LRCXLAM RESEARCH CORP | 377,100 | $36.7B | 190.06% | |
| 102 | BIIBBIOGEN INC | 291,303 | $36.6B | 189.42% | |
| 103 | INTCINTEL CORP | 1,599,983 | $35.8B | 185.57% | |
| 104 | KLACKLA CORP | 39,868 | $35.7B | 184.90% | |
| 105 | DEDEERE CO | 68,657 | $34.9B | 180.76% | |
| 106 | CRWDCROWDSTRIKE HLDGS INC | 67,700 | $34.5B | 178.53% | |
| 107 | DHRDANAHER CORPORATION | 173,146 | $34.2B | 177.09% | |
| 108 | LOWLOWES COS INC | 152,170 | $33.8B | 174.81% | |
| 109 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 148,200 | $33.6B | 173.79% | |
| 110 | NKENIKE INC | 464,915 | $33.0B | 171.01% | |
| 111 | VRTXVERTEX PHARMACEUTICALS INC | 72,523 | $32.3B | 167.17% | |
| 112 | ADIANALOG DEVICES INC | 134,855 | $32.1B | 166.19% | |
| 113 | TMUST MOBILE US INC | 129,641 | $30.9B | 159.93% | |
| 114 | COPCONOCOPHILLIPS | 343,228 | $30.8B | 159.48% | |
| 115 | VRTVERTIV HOLDINGS CO | 239,300 | $30.7B | 159.10% | |
| 116 | MRSHMARSH MCLENNAN COS INC | 139,975 | $30.6B | 158.46% | |
| 117 | MDTMEDTRONIC PLC | 348,698 | $30.4B | 157.38% | |
| 118 | AMTAMERICAN TOWER CORP NEW | 135,484 | $29.9B | 155.04% | |
| 119 | BXBLACKSTONE INC | 198,400 | $29.7B | 153.66% | |
| 120 | CBCHUBB LIMITED | 101,287 | $29.3B | 151.94% | |
| 121 | BABAALIBABA GROUP HLDG LTD | 257,000 | $29.1B | 150.91% | |
| 122 | MLB1MERCADOLIBRE INC | 11,000 | $28.7B | 148.86% | |
| 123 | CMECME GROUP INC | 103,244 | $28.5B | 147.34% | |
| 124 | SBUXSTARBUCKS CORP | 308,959 | $28.3B | 146.58% | |
| 125 | BMYBRISTOL MYERS SQUIBB CO | 608,733 | $28.2B | 145.90% | |
| 126 | TTTRANE TECHNOLOGIES PLC | 64,413 | $28.2B | 145.88% | |
| 127 | LMTLOCKHEED MARTIN CORP | 60,518 | $28.0B | 145.12% | |
| 128 | CEGCONSTELLATION ENERGY CORP | 85,267 | $27.5B | 142.49% | |
| 129 | SOSOUTHERN CO | 298,823 | $27.4B | 142.08% | |
| 130 | SOFISOFI TECHNOLOGIES INC | 1,500,000 | $27.3B | 141.43% | |
| 131 | CVSCVS HEALTH CORP | 393,177 | $27.1B | 140.43% | |
| 132 | MOALTRIA GROUP INC | 458,042 | $26.9B | 139.05% | |
| 133 | PLDPROLOGIS INC | 252,267 | $26.5B | 137.30% | |
| 134 | FISVFISERV INC | 150,734 | $26.0B | 134.56% | |
| 135 | WELLWELLTOWER INC | 168,909 | $26.0B | 134.45% | |
| 136 | ELVELEVANCE HEALTH INC | 66,351 | $25.8B | 133.62% | |
| 137 | DUKDUKE ENERGY CORP NEW | 211,336 | $24.9B | 129.12% | |
| 138 | KKRKKR CO INC | 184,100 | $24.5B | 126.81% | |
| 139 | CMGCHIPOTLE MEXICAN GRILL INC | 435,300 | $24.4B | 126.55% | |
| 140 | CDNSCADENCE DESIGN SYSTEM INC | 78,823 | $24.3B | 125.76% | |
| 141 | PHPARKER HANNIFIN CORP | 34,696 | $24.2B | 125.48% | |
| 142 | MMM3M CO | 157,005 | $23.9B | 123.76% | |
| 143 | MDLZMONDELEZ INTL INC | 352,070 | $23.7B | 122.94% | |
| 144 | DASHDOORDASH INC | 93,200 | $23.0B | 118.96% | |
| 145 | WMWASTE MGMT INC DEL | 99,588 | $22.8B | 117.99% | |
| 146 | MCOMOODYS CORP | 44,706 | $22.4B | 116.10% | |
| 147 | SHWSHERWIN WILLIAMS CO | 65,256 | $22.4B | 116.01% | |
| 148 | CITCINTAS CORP | 100,372 | $22.4B | 115.82% | |
| 149 | AJGGALLAGER ARTHUR J CO | 69,587 | $22.3B | 115.34% | |
| 150 | IDXXIDEXX LABS INC | 40,755 | $21.9B | 113.18% | |
| 151 | SNPSSYNOPSYS INC | 42,027 | $21.5B | 111.56% | |
| 152 | KRKROGER CO | 298,987 | $21.4B | 111.04% | |
| 153 | UPSUNITED PARCEL SERVICE INC | 211,814 | $21.4B | 110.70% | |
| 154 | RCLROYAL CARIBBEAN GROUP | 67,901 | $21.3B | 110.09% | |
| 155 | EQIXEQUINIX INC | 26,617 | $21.2B | 109.63% | |
| 156 | AONAON PLC | 58,758 | $21.0B | 108.54% | |
| 157 | ORLYOREILLY AUTOMOTIVE INC | 232,445 | $21.0B | 108.47% | |
| 158 | FTNTFORTINET INC | 197,770 | $20.9B | 108.26% | |
| 159 | WMBWILLIAMS COS INC | 332,021 | $20.9B | 107.98% | |
| 160 | PNCPNC FINL SVCS GROUP INC | 111,856 | $20.9B | 107.97% | |
| 161 | EWEDWARDS LIFESCIENCES CORP | 265,351 | $20.8B | 107.45% | |
| 162 | ARMARM HOLDINGS PLC | 128,200 | $20.7B | 107.36% | |
| 163 | PYPLPAYPAL HLDGS INC | 277,492 | $20.6B | 106.78% | |
| 164 | MSIMOTOROLA SOLUTIONS INC | 48,708 | $20.5B | 106.04% | |
| 165 | HWMHOWMET AEROSPACE INC | 109,745 | $20.4B | 105.76% | |
| 166 | EMREMERSON ELEC CO | 152,920 | $20.4B | 105.57% | |
| 167 | USBUS BANCORP DEL | 449,682 | $20.3B | 105.36% | |
| 168 | GMGENERAL MTRS CO | 413,408 | $20.3B | 105.33% | |
| 169 | COINCOINBASE GLOBAL INC | 57,500 | $20.2B | 104.35% | |
| 170 | MSCIMSCI INC | 34,902 | $20.1B | 104.22% | |
| 171 | CLCOLGATE PALMOLIVE CO | 220,329 | $20.0B | 103.70% | |
| 172 | GDGENERAL DYNAMICS CORP | 68,512 | $20.0B | 103.46% | |
| 173 | ITWILLINOIS TOOL WKS INC | 80,136 | $19.8B | 102.59% | |
| 174 | ZTSZOETIS INC | 126,964 | $19.8B | 102.52% | |
| 175 | ADSKAUTODESK INC | 62,323 | $19.3B | 99.89% | |
| 176 | ECLECOLAB INC | 70,940 | $19.1B | 98.97% | |
| 177 | EOGEOG RES INC | 159,052 | $19.0B | 98.50% | |
| 178 | CPRTCOPART INC | 385,808 | $18.9B | 98.02% | |
| 179 | JCIJOHNSON CTLS INTL PLC | 178,956 | $18.9B | 97.86% | |
| 180 | NEMNEWMONT CORP | 320,845 | $18.7B | 96.78% | |
| 181 | BKBANK NEW YORK MELLON CORP | 204,355 | $18.6B | 96.40% | |
| 182 | NOCNORTHROP GRUMMAN CORP | 36,818 | $18.4B | 95.31% | |
| 183 | HCAHCA HEALTHCARE INC | 47,109 | $18.0B | 93.44% | |
| 184 | VSTVISTRA CORP | 92,300 | $17.9B | 92.62% | |
| 185 | NXPINXP SEMICONDUCTORS N V | 80,768 | $17.6B | 91.37% | |
| 186 | APDAIR PRODS CHEMS INC | 62,421 | $17.6B | 91.16% | |
| 187 | CSXCSX CORP | 534,884 | $17.5B | 90.37% | |
| 188 | APOAPOLLO GLOBAL MGMT INC | 122,800 | $17.4B | 90.20% | |
| 189 | TRVTRAVELERS COMPANIES INC | 64,753 | $17.3B | 89.70% | |
| 190 | HLTHILTON WORLDWIDE HLDGS INC | 64,623 | $17.2B | 89.12% | |
| 191 | HDBHDFC BANK LTD | 224,300 | $17.2B | 89.04% | |
| 192 | FCXFREEPORT MCMORAN INC | 390,533 | $16.9B | 87.66% | |
| 193 | MARMARRIOTT INTL INC NEW | 61,836 | $16.9B | 87.47% | |
| 194 | AZOAUTOZONE INC | 4,506 | $16.7B | 86.61% | |
| 195 | AXONAXON ENTERPRISE INC | 20,100 | $16.6B | 86.16% | |
| 196 | ROPROPER TECHNOLOGIES INC | 29,211 | $16.6B | 85.73% | |
| 197 | TFCTRUIST FINL CORP | 384,443 | $16.5B | 85.57% | |
| 198 | TELTE CONNECTIVITY PLC | 97,623 | $16.5B | 85.26% | |
| 199 | FFORD MTR CO | 1,505,779 | $16.3B | 84.59% | |
| 200 | SPGSIMON PPTY GROUP INC NEW | 100,349 | $16.1B | 83.53% |