TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$12.3B

Holdings

1,670

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,670 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORP
3,596,131$568.2M4.60%
2
MSFTMICROSOFT
1,105,185$549.7M4.45%
3
AAPLAPPLE INC
1,991,461$408.6M3.31%
4
AMZNAMAZON.COM INC
1,701,425$373.3M3.02%
5
METAMETA PLATFORMS INC
409,816$302.5M2.45%
6
AVGOBROADCOM INC
923,804$254.6M2.06%
7
GOOGLALPHABET INCCA
1,254,186$221.0M1.79%
8
NFLXNETFLIX INC
105,204$140.9M1.14%
9
JPMJP MORGAN CHASE & CO
457,341$132.6M1.07%
10
LLYLILLY (ELI) & CO
159,570$124.4M1.01%
11
GOOGALPHABET INCCA
570,671$101.2M0.82%
12
VVISA INC
276,188$98.1M0.79%
13
TSLATESLA INC
296,809$94.3M0.76%
14
JBLJABIL CIRCUIT INC
355,904$77.6M0.63%
15
BKNGBOOKING HLDGS INC
13,216$76.5M0.62%
16
WFCWELLS FARGO & CO
924,979$74.1M0.60%
17
QCOMQUALCOMM INC
461,233$73.5M0.59%
18
ORCLORACLE CORP
331,836$72.5M0.59%
19
MAMASTERCARD INC
127,946$71.9M0.58%
20
GILDGILEAD SCIENCES INC
645,247$71.5M0.58%
21
BRK/BBERKSHIRE HATHAWAY CL B
143,766$69.8M0.57%
22
BACBANK OF AMERICA CORP
1,402,231$66.4M0.54%
23
PHPARKER HANNIFIN
94,132$65.7M0.53%
24
CBCHUBB LIMITED
223,458$64.7M0.52%
25
WMTWAL-MART STORES INC
613,706$60.0M0.49%
26
PGRPROGRESSIVE CORP OHIO
223,395$59.6M0.48%
27
KRKROGER CO
795,579$57.1M0.46%
28
ADBEADOBE SYSTEMS INC
145,247$56.2M0.46%
29
AXPAMERICAN EXPRESS CO
168,937$53.9M0.44%
30
SHELROYAL DUTCH SHELL PLC ADR
762,190$53.7M0.43%
31
FISVFISERVE INC
310,468$53.5M0.43%
32
TMUST MOBILE US INC
223,129$53.2M0.43%
33
NOWSERVICENOW INC
51,054$52.5M0.43%
34
ABBVABBVIE INC
278,591$51.7M0.42%
35
4I1PHILIP MORRIS INTL INC
280,113$51.0M0.41%
36
TA T & T INC
1,747,381$50.6M0.41%
37
XOMEXXON MOBIL CORP
463,435$50.0M0.40%
38
HDHOME DEPOT INC
135,558$49.7M0.40%
39
URIUNITED RENTALS INC
64,707$48.8M0.39%
40
IBMINTERNATIONAL BUSINESS MACHI
164,726$48.6M0.39%
41
DWDMORGAN STANLEY
341,029$48.0M0.39%
42
OKEONEOK INC
585,337$47.8M0.39%
43
KLACKLA-TENCOR CORP
52,662$47.2M0.38%
44
CRMSALESFORCE.COM
172,619$47.1M0.38%
45
TTENTOTAL SA
760,380$46.7M0.38%
46
AZOAUTOZONE INC
12,490$46.4M0.38%
47
COSTCOSTCO WHOLESALE CORP
46,745$46.3M0.37%
48
RCLROYAL CARIBBEAN CRUISES LTD
142,722$44.7M0.36%
49
NETCLOUDFLARE INC
227,816$44.6M0.36%
50
MASMASCO CORP
692,967$44.6M0.36%
51
NRANRG ENERGY INC
274,993$44.2M0.36%
52
ABTABBOTT LABS
309,807$42.1M0.34%
53
TEVATEVA PHARMACEUTICAL
2,505,000$42.0M0.34%
54
PGPROCTER & GAMBLE
258,721$41.2M0.33%
55
DASHDOORDASH INC
167,192$41.2M0.33%
56
NXPINXP SEMICONDUCTORS NV
181,970$39.8M0.32%
57
BCSBARCLAYS PLC
2,109,340$39.2M0.32%
58
RIORIO TINTO ADR
671,370$39.2M0.32%
59
COFCAPITAL ONE FINANCIAL CORP
184,021$39.2M0.32%
60
GSGOLDMAN SACHS GROUP INC
55,304$39.1M0.32%
61
SANBANCO SANTANDER CENTRAL ADR
4,666,160$38.7M0.31%
62
INGING GROUP N V ADR
1,768,250$38.7M0.31%
63
MOALTRIA GROUP INC
657,035$38.5M0.31%
64
AERAERCAP HOLDINGS NV
322,270$37.7M0.31%
65
A4SAMERIPRISE FINANCIAL INC
70,151$37.4M0.30%
66
NWGNATWEST GROUP PLC
2,600,491$36.8M0.30%
67
HCAHCA HOLDINGS INC
96,035$36.8M0.30%
68
APOAPOLLO GLOBAL MGMT INC
255,447$36.2M0.29%
69
UNHUNITEDHEALTH GROUP INC
113,960$35.6M0.29%
70
AMGNAMGEN INC
126,248$35.2M0.29%
71
SPYSPIDER UNIT TRUST
56,594$35.0M0.28%
72
MCKMCKESSON CORP
47,329$34.7M0.28%
73
MUFGMITSUBISHI UFJ FINANCIAL JA
2,509,710$34.4M0.28%
74
SYFSYNCHRONY FINL
508,734$34.0M0.27%
75
TPRTAPESTRY INC
386,399$33.9M0.27%
76
BACVERIZON COMMUNICATIONS
784,086$33.9M0.27%
77
CMICUMMINS INC
103,255$33.8M0.27%
78
STTSTATE STREET CORP
306,665$32.6M0.26%
79
UALUNITED CONTL HLDGS INC
407,493$32.4M0.26%
80
DELLDELL TECHNOLOGIES CL C
264,100$32.4M0.26%
81
AMDADVANCED MICRO DEVICES
225,177$32.0M0.26%
82
NTAPNETAPP INC
298,113$31.8M0.26%
83
RLRALPH LAUREN CORP
114,795$31.5M0.25%
84
DISDISNEY WALT CO (HOLDING CO)
252,343$31.3M0.25%
85
TXNTEXAS INSTRUMENTS INC
149,945$31.1M0.25%
86
AMATAPPLIED MATERIALS INC
169,671$31.1M0.25%
87
SHOPSHOPIFY INC
268,754$31.0M0.25%
88
FITBFIFTH THIRD BANCORP
753,552$31.0M0.25%
89
MDTMEDTRONIC INC
355,359$31.0M0.25%
90
NVSNNOVARTIS AG
253,850$30.7M0.25%
91
VRTXVERTEX PHARMACEUTICALS INC
68,180$30.4M0.25%
92
GMGENERAL MTRS CO
612,834$30.2M0.24%
93
BMTABRITISH AMERICAN TOBACCO A
631,230$29.9M0.24%
94
MGMMGM RESORTS INTERNATIONAL
868,684$29.9M0.24%
95
RHCRH PLC
325,240$29.9M0.24%
96
EMREMERSON ELECTRIC CO
219,988$29.3M0.24%
97
INTUINTUIT INC
36,935$29.1M0.24%
98
INCYINCYTE CORP
424,540$28.9M0.23%
99
JNJJOHNSON & JOHNSON
189,024$28.9M0.23%
100
DKSDICKS SPORTING GOODS INC
145,382$28.8M0.23%
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