STATE OF MICHIGAN RETIREMENT SYSTEM Q4 2022 Filing

Filed January 27, 2023

Portfolio Value

$14.4B

Holdings

967

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (967 positions)

#StockSharesValue% PortfolioType
301
HPEHEWLETT PACKARD ENTERPRISE C
486,081$7.8B54.05%
302
GWWGRAINGER W W INC
13,917$7.7B53.94%
303
AWCAMERICAN WTR WKS CO INC NEW
49,397$7.5B52.46%
304
LYBLYONDELLBASELL INDUSTRIES N
90,165$7.5B52.16%
305
TSCOTRACTOR SUPPLY CO
32,667$7.3B51.21%
306
ZBHZIMMER BIOMET HOLDINGS INC
57,015$7.3B50.65%
307
DFSEURDISCOVER FINL SVCS
74,301$7.3B50.64%
308
IFFINTERNATIONAL FLAVORS FRAGRA
69,315$7.3B50.63%
309
ITGARTNER INC
21,447$7.2B50.23%
310
RSGREPUBLIC SVCS INC
55,787$7.2B50.13%
311
WTWWILLIS TOWERS WATSON PLC LTD
29,392$7.2B50.09%
312
ULTAULTA BEAUTY INC
15,253$7.2B49.85%
313
HIGHARTFORD FINL SVCS GROUP INC
93,341$7.1B49.32%
314
CTRACOTERRA ENERGY INC
287,859$7.1B49.28%
315
BAXBAXTER INTL INC
137,028$7.0B48.66%
316
PPLPPL CORP
237,648$6.9B48.39%
317
ALBALBEMARLE CORP
31,807$6.9B48.06%
318
APTVAPTIV PLC
73,649$6.9B47.79%
319
MTBM T BK CORP
46,901$6.8B47.40%
320
ATOATMOS ENERGY CORP
60,510$6.8B47.25%
321
AJXGREAT AJAX CORP
931,509$6.8B47.05%
322
GPCGENUINE PARTS CO
38,329$6.7B46.34%
323
TSNTYSON FOODS INC
106,328$6.6B46.11%
324
EIXEDISON INTL
103,812$6.6B46.02%
325
FITBFIFTH THIRD BANCORP
200,716$6.6B45.88%
326
CDWCDW CORP
36,845$6.6B45.84%
327
EVELO BIOSCIENCES INC
4,070,728$6.6B45.66%
328
EFXEQUIFAX INC
33,278$6.5B45.06%
329
AVBAVALONBAY CMNTYS INC
40,011$6.5B45.03%
330
PG4PRINCIPAL FINANCIAL GROUP IN
75,580$6.3B44.19%
331
VMCVULCAN MATLS CO
36,076$6.3B44.02%
332
ACGLARCH CAP GROUP LTD
100,500$6.3B43.96%
333
AEEAMEREN CORP
70,287$6.2B43.54%
334
ETRENTERGY CORP NEW
55,302$6.2B43.35%
335
FEFIRSTENERGY CORP
147,644$6.2B43.15%
336
DTEDTE ENERGY CO
52,677$6.2B43.14%
337
FTVFORTIVE CORP
96,160$6.2B43.05%
338
LABORATORY CORP AMER HLDGS
26,187$6.2B42.96%
339
EBAEBAY INC
147,528$6.1B42.62%
340
FRCBFIRST REP BK SAN FRANCISCO C
49,723$6.1B42.23%
341
BBYBEST BUY INC
74,603$6.0B41.69%
342
RFREGIONS FINANCIAL CORP NEW
275,639$5.9B41.40%
343
AREALEXANDRIA REAL ESTATE EQ IN
40,618$5.9B41.22%
344
MRO*MARATHON OIL CORP
218,505$5.9B41.21%
345
CFGCITIZENS FINL GROUP INC
149,973$5.9B41.14%
346
DALDELTA AIR LINES INC DEL
178,603$5.9B40.89%
347
CFCF INDS HLDGS INC
68,554$5.8B40.69%
348
CAGCONAGRA BRANDS INC
150,701$5.8B40.64%
349
APAAPA CORPORATION
124,773$5.8B40.58%
350
STLDSTEEL DYNAMICS INC
59,560$5.8B40.55%
351
EQREQUITY RESIDENTIAL
98,225$5.8B40.38%
352
IRINGERSOLL RAND INC
110,023$5.7B40.05%
353
AKXANSYS INC
23,711$5.7B39.91%
354
MLMMARTIN MARIETTA MATLS INC
16,837$5.7B39.65%
355
CHDCHURCH DWIGHT INC
70,291$5.7B39.48%
356
NDAQNASDAQ INC
92,090$5.6B39.36%
357
MCXMCCORMICK CO INC
68,110$5.6B39.33%
358
LUVSOUTHWEST AIRLS CO
167,103$5.6B39.20%
359
RJFRAYMOND JAMES FINL INC
52,644$5.6B39.19%
360
WABWABTEC
56,316$5.6B39.16%
361
EXREXTRA SPACE STORAGE INC
38,179$5.6B39.15%
362
SHOPSHOPIFY INC
160,000$5.6B38.69%
363
PWRQUANTA SVCS INC
38,848$5.5B38.57%
364
HBANHUNTINGTON BANCSHARES INC
392,150$5.5B38.53%
365
WATWATERS CORP
16,097$5.5B38.42%
366
XYLXYLEM INC
48,975$5.4B37.73%
367
SJMSMUCKER J M CO
34,161$5.4B37.72%
368
MOHMOLINA HEALTHCARE INC
15,832$5.2B36.43%
369
AESAES CORP
181,495$5.2B36.37%
370
DGXQUEST DIAGNOSTICS INC
33,317$5.2B36.32%
371
EXPDEXPEDITORS INTL WASH INC
49,708$5.2B35.99%
372
DOVDOVER CORP
38,123$5.2B35.97%
373
VRSNVERISIGN INC
25,079$5.2B35.90%
374
MAAMID AMER APT CMNTYS INC
32,799$5.1B35.88%
375
CNPCENTERPOINT ENERGY INC
171,047$5.1B35.74%
376
TDYTELEDYNE TECHNOLOGIES INC
12,769$5.1B35.58%
377
SLPSIMULATIONS PLUS INC
139,500$5.1B35.54%
378
HOLXHOLOGIC INC
67,865$5.1B35.37%
379
BROSDUTCH BROS INC
180,000$5.1B35.36%
380
STESTERIS PLC
27,148$5.0B34.93%
381
NTRSNORTHERN TR CORP
56,613$5.0B34.90%
382
CMSCMS ENERGY CORP
78,899$5.0B34.81%
383
WSTWEST PHARMACEUTICAL SVSC INC
21,056$5.0B34.53%
384
KELKELLOGG CO
69,521$5.0B34.50%
385
VENVENTAS INC
108,605$4.9B34.09%
386
AMCRAMCOR PLC
404,676$4.8B33.58%
387
PKNPERKINELMER INC
34,338$4.8B33.54%
388
AWMSKYWORKS SOLUTIONS INC
52,783$4.8B33.52%
389
OMCOMNICOM GROUP INC
58,884$4.8B33.47%
390
CLXCLOROX CO DEL
33,551$4.7B32.80%
391
TTWOTAKE TWO INTERACTIVE SOFTWAR
45,144$4.7B32.75%
392
INVHINVITATION HOMES INC
157,900$4.7B32.61%
393
IEXIDEX CORP
20,480$4.7B32.58%
394
MOSMOSAIC CO NEW
105,976$4.6B32.39%
395
TXTTEXTRON INC
65,571$4.6B32.34%
396
DRIDARDEN RESTAURANTS INC
33,312$4.6B32.11%
397
TRGPTARGA RES CORP
61,500$4.5B31.49%
398
MPWRMONOLITHIC PWR SYS INC
12,770$4.5B31.46%
399
LKQ1LKQ CORP
84,483$4.5B31.44%
400
COOCOOPER COS INC
13,436$4.4B30.95%
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