STATE OF MICHIGAN RETIREMENT SYSTEM Q4 2023 Filing

Filed January 23, 2024

Portfolio Value

$16.8B

Holdings

958

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (958 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S P 500 ETF TR
3,376,740$1.6B9.55%
2
MSFTMICROSOFT CORP
2,388,427$898.1M5.34%
3
AAPLAPPLE INC
4,435,625$854.0M5.08%
4
AMZNAMAZON COM INC
2,972,620$451.7M2.69%
5
NVDANVIDIA CORPORATION
905,006$448.2M2.67%
6
GOOGLALPHABET INC
2,317,480$323.7M1.93%
7
BACVERIZON COMMUNICATIONS INC
8,214,150$309.7M1.84%
8
TAT T INC
18,409,013$308.9M1.84%
9
METAMETA PLATFORMS INC
823,514$291.5M1.73%
10
LQDISHARES TR
2,172,400$240.4M1.43%
11
MTUMISHARES TR
1,476,440$231.6M1.38%
12
GOOGALPHABET INC
1,387,860$195.6M1.16%
13
TSLATESLA INC
757,157$188.1M1.12%
14
AVGOBROADCOM INC
167,866$187.4M1.11%
15
UNHUNITEDHEALTH GROUP INC
312,219$164.4M0.98%
16
MAMASTERCARD INCORPORATED
362,181$154.5M0.92%
17
VVISA INC
588,623$153.2M0.91%
18
LLYELI LILLY CO
239,504$139.6M0.83%
19
JPMJPMORGAN CHASE CO
791,531$134.6M0.80%
20
ADBEADOBE INC
224,523$133.9M0.80%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
364,849$130.1M0.77%
22
AMDADVANCED MICRO DEVICES
770,740$113.6M0.68%
23
IJHISHARES TR
409,762$113.6M0.68%
24
XOMEXXON MOBIL CORP
1,096,674$109.6M0.65%
25
APOAPOLLO GLOBAL MGMT INC
1,165,658$108.6M0.65%
26
HDHOME DEPOT INC
310,784$107.7M0.64%
27
JNJJOHNSON JOHNSON
685,267$107.4M0.64%
28
INTUINTUIT
167,590$104.7M0.62%
29
AGGISHARES TR
977,500$97.0M0.58%
30
PGPROCTER AND GAMBLE CO
645,237$94.6M0.56%
31
RITMRITHM CAPITAL CORP
8,404,734$89.8M0.53%
32
PANWPALO ALTO NETWORKS INC
295,760$87.2M0.52%
33
COSTCOSTCO WHSL CORP NEW
127,569$84.2M0.50%
34
PEPPEPSICO INC
494,722$84.0M0.50%
35
ABBVABBVIE INC
499,608$77.4M0.46%
36
T7DTRANSDIGM GROUP INC
76,192$77.1M0.46%
37
TMOTHERMO FISHER SCIENTIFIC INC
143,810$76.3M0.45%
38
MRKMERCK CO INC
693,790$75.6M0.45%
39
INTCINTEL CORP
1,470,083$73.9M0.44%
40
ISRGINTUITIVE SURGICAL INC
216,853$73.2M0.44%
41
CVXCHEVRON CORP NEW
480,615$71.7M0.43%
42
MSCIMSCI INC
126,102$71.3M0.42%
43
CRMSALESFORCE INC
266,343$70.1M0.42%
44
CSCOCISCO SYS INC
1,379,766$69.7M0.41%
45
DISDISNEY WALT CO
750,966$67.8M0.40%
46
BACBANK AMERICA CORP
1,981,212$66.7M0.40%
47
KOCOCA COLA CO
1,119,248$66.0M0.39%
48
NFLXNETFLIX INC
134,449$65.5M0.39%
49
ACNACCENTURE PLC IRELAND
181,738$63.8M0.38%
50
BRK-BBERKSHIRE HATHAWAY INC DEL
116$62.9M0.37%
51
WMTWALMART INC
390,540$61.6M0.37%
52
OMFONEMAIN HLDGS INC
1,210,000$59.5M0.35%
53
CRWDCROWDSTRIKE HLDGS INC
233,000$59.5M0.35%
54
MCDMCDONALDS CORP
198,615$58.9M0.35%
55
BABOEING CO
225,696$58.8M0.35%
56
LINLINDE PLC
139,404$57.3M0.34%
57
WFCWELLS FARGO CO NEW
1,070,749$52.7M0.31%
58
ABTABBOTT LABS
475,157$52.3M0.31%
59
PFEPFIZER INC
1,777,284$51.2M0.30%
60
MBBISHARES TR
540,800$50.9M0.30%
61
CMCSACOMCAST CORP NEW
1,099,389$48.2M0.29%
62
CMGCHIPOTLE MEXICAN GRILL INC
20,698$47.3M0.28%
63
IBMINTERNATIONAL BUSINESS MACHS
289,286$47.3M0.28%
64
QCOMQUALCOMM INC
321,066$46.4M0.28%
65
ORCLORACLE CORP
435,032$45.9M0.27%
66
TXNTEXAS INSTRS INC
264,665$45.1M0.27%
67
AMATAPPLIED MATLS INC
272,355$44.1M0.26%
68
COPCONOCOPHILLIPS
368,091$42.7M0.25%
69
AMGNAMGEN INC
146,497$42.2M0.25%
70
NKENIKE INC
387,915$42.1M0.25%
71
DHRDANAHER CORPORATION
180,046$41.7M0.25%
72
CATCATERPILLAR INC
139,672$41.3M0.25%
73
UNPUNION PAC CORP
166,945$41.0M0.24%
74
4I1PHILIP MORRIS INTL
425,058$40.0M0.24%
75
NOWSERVICENOW INC
56,155$39.7M0.24%
76
SPGIS P GLOBAL INC
88,753$39.1M0.23%
77
GEGENERAL ELECTRIC CO
297,961$38.0M0.23%
78
HONHONEYWELL INTL INC
180,515$37.9M0.23%
79
GSGOLDMAN SACHS GROUP INC
95,573$36.9M0.22%
80
RTXRTX CORP
432,232$36.4M0.22%
81
PLDPROLOGIS INC
267,018$35.6M0.21%
82
LOWLOWES COS INC
157,970$35.2M0.21%
83
UBERUBER TECHNOLOGIES INC
566,117$34.9M0.21%
84
XLVSELECT SECTOR SPDR TR
250,288$34.1M0.20%
85
NEENEXTERA ENERGY INC
561,698$34.1M0.20%
86
BKNGBOOKING HOLDINGS INC
9,559$33.9M0.20%
87
ICEINTERCONTINENTAL EXCHANGE IN
260,242$33.4M0.20%
88
BLKCHFBLACKROCK INC
40,771$33.1M0.20%
89
VLUEISHARES TR
323,500$32.7M0.19%
90
ELVELEVANCE HEALTH INC
69,351$32.7M0.19%
91
DWDMORGAN STANLEY
346,026$32.3M0.19%
92
CVSCVS HEALTH CORP
406,077$32.1M0.19%
93
BMYBRISTOL MYERS SQUIBB CO
624,333$32.0M0.19%
94
QUALISHARES TR
215,950$31.8M0.19%
95
UPSUNITED PARCEL SERVICE INC
198,014$31.1M0.19%
96
TRVCCITIGROUP INC
592,136$30.5M0.18%
97
LMTLOCKHEED MARTIN CORP
66,718$30.2M0.18%
98
APHAMPHENOL CORP NEW
304,037$30.1M0.18%
99
LRCXEURLAM RESEARCH CORP
38,380$30.1M0.18%
100
SBUXSTARBUCKS CORP
312,859$30.0M0.18%
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