STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
- SEC CIK
- 0000315032
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 12, 2026.SEC
- Positions
- 107
- −6 vs. Q1 2026
- Total value
- $146.14B
- +$19.28B (+15.2%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| CATCATERPILLAR INC COM | Stock | 14,509,304 | $15.45B | 10.57% | −55,422−0.4% | Reduced | View |
| LLYELI LILLY & CO COM | Stock | 10,759,188 | $12.9B | 8.83% | 00.0% | Unchanged | View |
| JNJJOHNSON & JOHNSON COM | Stock | 31,590,952 | $8.02B | 5.49% | 00.0% | Unchanged | View |
| AAPLAPPLE INC COM | Stock | 23,361,177 | $6.76B | 4.63% | −135,655−0.6% | Reduced | View |
| ITWILLINOIS TOOL WKS INC COM | Stock | 21,029,900 | $5.69B | 3.89% | 00.0% | Unchanged | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 2,758,173 | $5.49B | 3.75% | 00.0% | Unchanged | View |
| NUENUCOR CORP | COM | 24,206,873 | $5.39B | 3.69% | 00.0% | Unchanged | View |
| WMTWALMART INC COM | Stock | 38,994,947 | $4.42B | 3.02% | 00.0% | Unchanged | View |
| KLACKLA CORP | COM NEW | 13,968,900 | $4.21B | 2.88% | +12,565,296+895.2% | Added | View |
| XOMEXXON MOBIL CORP | COM | 30,520,300 | $4.17B | 2.86% | 00.0% | Unchanged | View |
| MSFTMICROSOFT CORP COM | Stock | 10,360,148 | $3.86B | 2.64% | 00.0% | Unchanged | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 10,777,820 | $3.85B | 2.64% | 00.0% | Unchanged | View |
| ADMARCHER DANIELS MIDLAND CO COM | Stock | 46,796,552 | $3.58B | 2.45% | 00.0% | Unchanged | View |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 11,840,799 | $3.47B | 2.38% | 00.0% | Unchanged | View |
| GLWCORNING INC | COM | 13,231,628 | $3.38B | 2.31% | −191,588−1.4% | Reduced | View |
| INTCINTEL CORP COM | Stock | 24,059,342 | $3.36B | 2.30% | −2,537,804−9.5% | Reduced | View |
| WFCWELLS FARGO & CO COM | Stock | 39,758,338 | $3.29B | 2.25% | 00.0% | Unchanged | View |
| VMCVULCAN MATLS CO | COM | 9,521,730 | $2.81B | 1.92% | 00.0% | Unchanged | View |
| PGPROCTER & GAMBLE CO COM | Stock | 15,800,799 | $2.32B | 1.59% | 00.0% | Unchanged | View |
| CVXCHEVRON CORPORATION COM | Stock | 13,334,215 | $2.21B | 1.51% | 00.0% | Unchanged | View |
| DEDEERE & CO COM | Stock | 2,803,405 | $1.78B | 1.22% | 00.0% | Unchanged | View |
| MRKMERCK & CO INC COM | Stock | 13,794,969 | $1.77B | 1.21% | 00.0% | Unchanged | View |
| ABBVABBVIE INC COM | Stock | 5,892,808 | $1.48B | 1.01% | 00.0% | Unchanged | View |
| KOCOCA COLA CO COM | Stock | 18,227,000 | $1.48B | 1.01% | 00.0% | Unchanged | View |
| GEGE AEROSPACE COM NEW | Stock | 3,875,831 | $1.45B | 0.99% | 00.0% | Unchanged | View |
| DISDISNEY WALT CO COM | Stock | 14,459,098 | $1.39B | 0.95% | −668,420−4.4% | Reduced | View |
| PFEPFIZER INC COM | Stock | 54,508,560 | $1.31B | 0.90% | 00.0% | Unchanged | View |
| TXNTEXAS INSTRS INC COM | Stock | 4,402,785 | $1.31B | 0.90% | 00.0% | Unchanged | View |
| MMM3M CO COM | Stock | 7,934,035 | $1.28B | 0.88% | 00.0% | Unchanged | View |
| ABTABBOTT LABORATORIES COM | Stock | 13,587,118 | $1.23B | 0.84% | 00.0% | Unchanged | View |
| ZTSZOETIS INC CL A | Stock | 15,892,903 | $1.14B | 0.78% | 00.0% | Unchanged | View |
| METAMETA PLATFORMS INC CL A | Stock | 1,909,500 | $1.08B | 0.74% | 00.0% | Unchanged | View |
| RIORIO TINTO PLC SPONSORED ADR | ADR | 10,931,820 | $1.04B | 0.71% | 00.0% | Unchanged | View |
| AMGNAMGEN INC COM | Stock | 2,715,656 | $983.39M | 0.67% | 00.0% | Unchanged | View |
| MTBM & T BK CORP | COM | 4,122,590 | $981.22M | 0.67% | 00.0% | Unchanged | View |
| GATXGATX CORP | COM | 5,427,338 | $961.67M | 0.66% | 00.0% | Unchanged | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 5,619,228 | $954.59M | 0.65% | 00.0% | Unchanged | View |
| ADTADT INC DEL | COM | 133,333,333 | $866.67M | 0.59% | 00.0% | Unchanged | View |
| EMREMERSON ELEC CO COM | Stock | 5,838,867 | $835.83M | 0.57% | 00.0% | Unchanged | View |
| MKCMCCORMICK & CO INC COM NON VTG | Stock | 16,522,728 | $833.08M | 0.57% | 00.0% | Unchanged | View |
| UNPUNION PAC CORP COM | Stock | 3,018,016 | $820.9M | 0.56% | 00.0% | Unchanged | View |
| DCIDONALDSON INC COM | Stock | 9,142,617 | $820.73M | 0.56% | 00.0% | Unchanged | View |
| ADPAUTOMATIC DATA PROCESSING INC COM | Stock | 3,657,287 | $819.05M | 0.56% | 00.0% | Unchanged | View |
| INTUINTUIT COM | Stock | 3,058,534 | $798.28M | 0.55% | 00.0% | Unchanged | View |
| RNRRENAISSANCERE HLDGS LTD | COM | 2,399,303 | $760.34M | 0.52% | 00.0% | Unchanged | View |
| NTRSNORTHERN TR CORP | COM | 4,145,102 | $720.58M | 0.49% | 00.0% | Unchanged | View |
| CTVACORTEVA INC COM | Stock | 7,634,624 | $646.58M | 0.44% | 00.0% | Unchanged | View |
| HGTYHAGERTY INC | CL A COM | 51,800,000 | $617.46M | 0.42% | 00.0% | Unchanged | View |
| CLCOLGATE PALMOLIVE CO COM | Stock | 6,730,570 | $617.06M | 0.42% | 00.0% | Unchanged | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,682,807 | $594.59M | 0.41% | 00.0% | Unchanged | View |
| ATRAPTARGROUP INC COM | Stock | 4,744,564 | $594.02M | 0.41% | 00.0% | Unchanged | View |
| PEPPEPSICO INC COM | Stock | 4,160,441 | $563.32M | 0.39% | 00.0% | Unchanged | View |
| AMZNAMAZON COM INC COM | Stock | 2,246,620 | $535.46M | 0.37% | 00.0% | Unchanged | View |
| AAGILENT TECHNOLOGIES INC | COM | 3,825,278 | $508.11M | 0.35% | 00.0% | Unchanged | View |
| TAT&T INC COM | Stock | 24,147,315 | $499.85M | 0.34% | 00.0% | Unchanged | View |
| DUKDUKE ENERGY CORP NEW COM NEW | Stock | 3,569,308 | $451.8M | 0.31% | 00.0% | Unchanged | View |
| VZVERIZON COMMUNICATIONS INC COM | Stock | 9,710,284 | $411.13M | 0.28% | 00.0% | Unchanged | View |
| VVISA INC COM CL A | Stock | 1,158,711 | $397.54M | 0.27% | 00.0% | Unchanged | View |
| USBUS BANCORP | COM NEW | 6,515,523 | $393.54M | 0.27% | 00.0% | Unchanged | View |
| ULUNILEVER PLC | SPON ADR NEW | 6,174,081 | $371.19M | 0.25% | +51,632+0.8% | Added | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 538,489 | $369.84M | 0.25% | +141,776+35.7% | Added | – |
| IFFINTERNATIONAL FLAVORS&FRAGRA | COM | 3,821,419 | $302.73M | 0.21% | 00.0% | Unchanged | View |
| NVONOVO-NORDISK A S ADR | ADR | 6,142,778 | $294.48M | 0.20% | 00.0% | Unchanged | View |
| GWWWW GRAINGER INC COM | Stock | 212,068 | $288.5M | 0.20% | +43,610+25.9% | Added | View |
| SYYSYSCO CORP COM | Stock | 3,443,431 | $287.8M | 0.20% | 00.0% | Unchanged | View |
| MDTMEDTRONIC PLC SHS | Stock | 3,622,141 | $283.36M | 0.19% | 00.0% | Unchanged | View |
| DVNDEVON ENERGY CORP NEW COM | Stock | 6,794,282 | $280.74M | 0.19% | +6,794,282 | New | View |
| HPHELMERICH & PAYNE INC | COM | 7,841,430 | $256.73M | 0.18% | 00.0% | Unchanged | View |
| FASTFASTENAL CO COM | Stock | 4,506,900 | $216.47M | 0.15% | +1,679,112+59.4% | Added | View |
| ECLECOLAB INC COM | Stock | 745,584 | $207.73M | 0.14% | 00.0% | Unchanged | View |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 455,360 | $197.32M | 0.14% | 00.0% | Unchanged | View |
| WSTWEST PHARMACEUTICAL SVSC INC | COM | 495,334 | $177.82M | 0.12% | +107,095+27.6% | Added | View |
| CTASCINTAS CORP COM | Stock | 967,843 | $164.61M | 0.11% | +353,795+57.6% | Added | View |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889 | ETF | 3,216,783 | $162.09M | 0.11% | +864,113+36.7% | Added | – |
| SOLVSOLVENTUM CORP COM SHS | Stock | 2,069,279 | $159.64M | 0.11% | 00.0% | Unchanged | View |
| SHELSHELL PLC SPON ADS | ADR | 1,858,028 | $144.07M | 0.10% | 00.0% | Unchanged | View |
| BAXBAXTER INTL INC COM | Stock | 6,225,060 | $132.72M | 0.09% | 00.0% | Unchanged | View |
| DOWDOW HLDGS INC COM | Stock | 4,816,352 | $131.78M | 0.09% | 00.0% | Unchanged | View |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 1,542,000 | $127.45M | 0.09% | 00.0% | Unchanged | – |
| HNIHNI CORP COM | Stock | 2,924,923 | $118.2M | 0.08% | 00.0% | Unchanged | View |
| BHPBHP BILLITON LIMITED SPONSORED ADS | ADR | 1,348,932 | $112.38M | 0.08% | 00.0% | Unchanged | View |
| ISHARES U.S. TREASURY BOND ETF46429B267 | ETF | 4,902,127 | $111.67M | 0.08% | +1,531,757+45.4% | Added | – |
| APHAMPHENOL CORP NEW | CL A | 624,871 | $110.18M | 0.08% | −212,981−25.4% | Reduced | View |
| BDXBECTON DICKINSON & CO COM | Stock | 691,797 | $104.69M | 0.07% | +183,548+36.1% | Added | View |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 1,329,153 | $85.08M | 0.06% | 00.0% | Unchanged | View |
| ADBEADOBE INC COM | Stock | 377,702 | $77.44M | 0.05% | 00.0% | Unchanged | View |
| WATWATERS CORP | COM | 189,881 | $71.21M | 0.05% | 00.0% | Unchanged | View |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 267,809 | $58.36M | 0.04% | +65,261+32.2% | Added | – |
| MTDMETTLER TOLEDO INTERNATIONAL | COM | 41,482 | $52.99M | 0.04% | 00.0% | Unchanged | View |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 1,313,111 | $47.44M | 0.03% | +327,976+33.3% | Added | – |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 66,102 | $38.4M | 0.03% | 00.0% | Unchanged | View |
| ISHARES TR464288638 | ISHS 5-10YR INVT | 680,000 | $36.16M | 0.02% | 00.0% | Unchanged | – |
| VANGUARD WHITEHALL FDS921946794 | INTL HIGH ETF | 328,775 | $32.29M | 0.02% | +74,366+29.2% | Added | – |
| ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620 | ETF | 546,405 | $28.03M | 0.02% | +176,503+47.7% | Added | – |
| VANGUARD MUN BD FDS922907746 | TAX EXEMPT BD | 520,223 | $26.31M | 0.02% | +153,950+42.0% | Added | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 316,825 | $26.25M | 0.02% | +60,239+23.5% | Added | – |
| TIDAL ETF TR886364389 | ACADEMY VETERAN | 771,000 | $15.25M | 0.01% | 00.0% | Unchanged | – |
| ISHARES TR464288653 | 10-20 YR TRS ETF | 124,705 | $12.51M | 0.01% | +41,209+49.4% | Added | – |
| SCHWAB US TIPS ETF808524870 | ETF | 433,064 | $11.48M | 0.01% | +137,912+46.7% | Added | – |
| ISHARES TR46429B655 | FLTG RATE NT ETF | 222,764 | $11.37M | 0.01% | +72,086+47.8% | Added | – |
Sold out since Q1 2026 (9)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| COTERRA ENERGY INC COM127097103 | Stock | 9,706,118 | $341.07M | 0.27% |
| IEXIDEX CORP | COM | 326,330 | $61.86M | 0.05% |
| NDSNNORDSON CORP | COM | 186,321 | $49.57M | 0.04% |
| GGGGRACO INC | COM | 535,086 | $45.3M | 0.04% |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 85,617 | $39.47M | 0.03% |
| SSDSIMPSON MFG INC | COM | 181,873 | $31.21M | 0.02% |
| TECHBIO-TECHNE CORP | COM | 321,384 | $16.8M | 0.01% |
| GWREGUIDEWIRE SOFTWARE INC | COM | 49,900 | $7.46M | 0.01% |
| MICCMAGNUM ICE CREAM CO NV | ORD SHS | 199,618 | $2.98M | 0.00% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 12, 2026 | 107 | $146.14B | vs. Q1 2026 | SEC |
| Q1 2026 | May 13, 2026 | 113 | $126.86B | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 11, 2026 | 115 | $127.33B | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 115 | $119.95B | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 12, 2025 | 120 | $113.08B | vs. Q1 2025 | SEC |
| Q1 2025 | May 13, 2025 | 122 | $108.9B | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 12, 2025 | 122 | $109.79B | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 12, 2024 | 108 | $115.2B | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 124 | $110.76B | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 123 | $111.08B | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 122 | $103.98B | vs. Q3 2023 | SEC |
| Q3 2023 | Dec 14, 2023Amended | 123 | $99.42B | vs. Q2 2023 | SEC |
| Q2 2023 | Dec 14, 2023Amended | 132 | $101.76B | vs. Q1 2023 | SEC |
| Q1 2023 | Dec 14, 2023Amended | 135 | $96.57B | vs. Q4 2022 | SEC |
| Q4 2022 | Dec 14, 2023Amended | 134 | $95.63B | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 10, 2022 | 132 | $83.04B | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 11, 2022 | 133 | $87.55B | vs. Q1 2022 | SEC |
| Q1 2022 | May 11, 2022 | 132 | $99.6B | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 10, 2022 | 131 | $100.97B | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 10, 2021 | 127 | $89.96B | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 11, 2021 | 123 | $99.68B | vs. Q1 2021 | SEC |
| Q1 2021 | May 12, 2021 | 114 | $94.46B | – | SEC |