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Allstate Corp

SEC CIK
0000899051
Latest filing
Aug 13, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 29, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
597
+421 vs. Q2 2025
Portfolio value
$4.38B
+$2.99B (+215.6%) vs. Q2 2025
Filed
Oct 29, 2025
SEC
Holdings of Allstate Corp in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288646ISHS 1-5YR INVS6,864,741$364.0M8.3%+1,997,065+41.0%Added–
SPYSPDR S&P 500 ETF TrustETF434,393$289.4M6.6%+353,799+439.0%AddedHistory
iShares Tr464288513IBOXX HI YD ETF3,083,249$250.3M5.7%+2,749,404+823.6%Added–
iShares Core S&P 500 ETF464287200ETF296,629$198.5M4.5%+127,154+75.0%Added–
iShares Tr464288638ISHS 5-10YR INVT3,632,500$196.5M4.5%+1,112,701+44.2%Added–
iShares Tr464287622RUS 1000 ETF478,415$174.9M4.0%+437,794+1,077.8%Added–
NVDANVIDIA CorpStock886,207$165.3M3.8%+837,823+1,731.6%AddedHistory
iShares Tr464287150CORE S&P TTL STK994,742$144.9M3.3%+246,411+32.9%Added–
AAPLApple Inc.Stock542,845$138.2M3.2%+513,560+1,753.7%AddedHistory
MSFTMicrosoft CorpStock256,790$133.0M3.0%+242,692+1,721.5%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF4,375,565$132.5M3.0%+2,181,050+99.4%Added–
iShares Tr464288414NATIONAL MUN ETF1,103,558$117.5M2.7%−1,944,091−63.8%Reduced–
SPDR Series Trust78468R622ST BLOO HIGH ETF1,033,000$101.2M2.3%+1,033,000New–
LIFLife360, Inc.COM725,000$77.1M1.8%00.0%UnchangedHistory
AMZNAmazon Com IncStock347,027$76.2M1.7%+328,242+1,747.4%AddedHistory
METAMeta Platforms, Inc.Stock78,979$58.0M1.3%+74,596+1,701.9%AddedHistory
AVGOBroadcom Inc.Stock162,775$53.7M1.2%+153,859+1,725.7%AddedHistory
GOOGLAlphabet Inc.Stock211,468$51.4M1.2%+200,087+1,758.1%AddedHistory
iShares Tr46435U853BROAD USD HIGH1,302,783$49.2M1.1%+28,783+2.3%Added–
TSLATesla, Inc.Stock105,326$46.8M1.1%+99,617+1,744.9%AddedHistory
GOOGAlphabet Inc.Stock178,534$43.5M1.0%+168,893+1,751.8%AddedHistory
JPMJPMorgan Chase & CoStock101,264$31.9M0.7%+95,788+1,749.2%AddedHistory
iShares Tr464288588MBS ETF317,413$30.2M0.7%+100,744+46.5%Added–
iShares Tr464287234MSCI EMG MKT ETF515,845$27.5M0.6%−579,760−52.9%Reduced–
BRK.BBerkshire Hathaway IncStock49,481$24.9M0.6%+46,736+1,702.6%AddedHistory
LLYEli Lilly & CoStock28,185$21.5M0.5%+26,589+1,666.0%AddedHistory
VVisa Inc.Stock62,307$21.3M0.5%+58,733+1,643.3%AddedHistory
NFLXNetflix IncStock15,518$18.6M0.4%+14,649+1,685.7%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF164,616$18.3M0.4%+118,606+257.8%Added–
XOMExxonMobil Holdings CorpCOM157,170$17.7M0.4%+148,654+1,745.6%AddedHistory
MAMastercard IncStock31,134$17.7M0.4%+29,500+1,805.4%AddedHistory
ORCLOracle CorpStock61,768$17.4M0.4%+58,356+1,710.3%AddedHistory
WMTWalmart Inc.Stock160,525$16.5M0.4%+151,786+1,736.9%AddedHistory
JNJJohnson & JohnsonStock86,872$16.1M0.4%+81,622+1,554.7%AddedHistory
iShares MSCI Eafe ETF464287465ETF171,930$16.1M0.4%+171,930New–
PLTRPalantir Technologies Inc.Stock82,697$15.1M0.3%+79,439+2,438.3%AddedHistory
COSTCostco Wholesale CorpStock16,239$15.0M0.3%+15,366+1,760.1%AddedHistory
ABBVAbbVie Inc.Stock64,201$14.9M0.3%+60,654+1,710.0%AddedHistory
HDHome Depot, Inc.Stock36,007$14.6M0.3%+34,377+2,109.0%AddedHistory
BACBank of America CorpStock259,776$13.4M0.3%+250,315+2,645.8%AddedHistory
PGProcter & Gamble CoStock85,435$13.1M0.3%+81,075+1,859.5%AddedHistory
GEGeneral Electric CoStock38,874$11.7M0.3%+37,221+2,251.7%AddedHistory
UNHUnitedHealth Group IncStock33,086$11.4M0.3%+31,329+1,783.1%AddedHistory
CVXChevron CorpStock71,887$11.2M0.3%+68,367+1,942.2%AddedHistory
CSCOCisco Systems, Inc.Stock146,069$9.99M0.2%+137,620+1,628.8%AddedHistory
KOCoca Cola CoStock149,505$9.92M0.2%+140,518+1,563.6%AddedHistory
WFCWells Fargo & CompanyStock117,609$9.86M0.2%+111,263+1,753.3%AddedHistory
IBMInternational Business Machines CorpStock34,184$9.65M0.2%+32,283+1,698.2%AddedHistory
AMDAdvanced Micro Devices IncStock59,142$9.57M0.2%+56,447+2,094.5%AddedHistory
PMPhilip Morris International Inc.Stock56,625$9.18M0.2%+54,037+2,088.0%AddedHistory
GSGoldman Sachs Group IncStock11,053$8.80M0.2%+10,496+1,884.4%AddedHistory
ABTAbbott LaboratoriesStock63,244$8.47M0.2%+59,392+1,541.8%AddedHistory
CRMSalesforce, Inc.Stock35,387$8.39M0.2%+33,486+1,761.5%AddedHistory
CATCaterpillar IncStock17,152$8.18M0.2%+16,304+1,922.6%AddedHistory
RTXRTX CorpStock48,687$8.15M0.2%+46,031+1,733.1%AddedHistory
LINLinde PLCStock17,069$8.11M0.2%+16,107+1,674.3%AddedHistory
MCDMcDonalds CorpStock25,732$7.82M0.2%+24,329+1,734.1%AddedHistory
MRKMerck & Co., Inc.Stock90,755$7.62M0.2%+86,414+1,990.6%AddedHistory
DISWalt Disney CoStock65,975$7.55M0.2%+62,679+1,901.7%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF38,355$7.46M0.2%−15,981−29.4%Reduced–
TAT&T Inc.Stock263,317$7.44M0.2%+246,317+1,448.9%AddedHistory
UBERUber Technologies, IncStock72,875$7.14M0.2%+68,882+1,725.1%AddedHistory
PEPPepsiCo IncStock50,318$7.07M0.2%+48,611+2,847.7%AddedHistory
NOWServiceNow, Inc.Stock7,645$7.04M0.2%+7,220+1,698.8%AddedHistory
INTUIntuit Inc.Stock10,192$6.96M0.2%+9,629+1,710.3%AddedHistory
MUMicron Technology IncStock40,686$6.81M0.2%+38,592+1,843.0%AddedHistory
CCitigroup IncStock66,838$6.78M0.2%+63,292+1,784.9%AddedHistory
AXPAmerican Express CoStock20,305$6.74M0.2%+19,169+1,687.4%AddedHistory
VZVerizon Communications IncStock152,366$6.70M0.2%+143,616+1,641.3%AddedHistory
TMOThermo Fisher Scientific Inc.Stock13,753$6.67M0.2%+13,753NewHistory
MSMorgan StanleyStock41,315$6.57M0.1%+38,693+1,475.7%AddedHistory
QCOMQualcomm IncStock38,894$6.47M0.1%+36,997+1,950.3%AddedHistory
BKNGBooking Holdings Inc.Stock1,178$6.36M0.1%+1,111+1,658.2%AddedHistory
BLKBlackRock, Inc.Stock5,371$6.26M0.1%+5,079+1,739.4%AddedHistory
LRCXLam Research CorpStock46,352$6.21M0.1%+43,737+1,672.5%AddedHistory
GEVGE Vernova Inc.Stock10,030$6.17M0.1%+9,459+1,656.6%AddedHistory
APPAppLovin CorpCOM CL A8,432$6.06M0.1%+8,432NewHistory
SCHWSchwab Charles CorpStock63,030$6.02M0.1%+59,414+1,643.1%AddedHistory
AMATApplied Materials IncStock29,032$5.94M0.1%+27,731+2,131.5%AddedHistory
ISRGIntuitive Surgical IncCOM NEW13,159$5.89M0.1%+12,655+2,510.9%AddedHistory
TXNTexas Instruments IncStock31,784$5.84M0.1%+30,760+3,003.9%AddedHistory
TJXTJX Companies IncStock39,880$5.76M0.1%+37,649+1,687.5%AddedHistory
BABoeing CoStock26,489$5.72M0.1%+25,325+2,175.7%AddedHistory
ACNAccenture plcStock23,161$5.71M0.1%+22,142+2,172.9%AddedHistory
ANETArista Networks, Inc.Stock39,091$5.70M0.1%+39,091NewHistory
NEENextera Energy IncStock75,420$5.69M0.1%+71,593+1,870.7%AddedHistory
AMGNAmgen IncStock19,615$5.54M0.1%+18,509+1,673.5%AddedHistory
SPGIS&P Global Inc.Stock11,303$5.50M0.1%+10,587+1,478.6%AddedHistory
APHAmphenol CorpCL A44,438$5.50M0.1%+41,770+1,565.6%AddedHistory
ADBEAdobe Inc.Stock15,578$5.50M0.1%+14,782+1,857.0%AddedHistory
INTCIntel CorpStock159,425$5.35M0.1%+159,425NewHistory
PGRProgressive CorpStock21,598$5.33M0.1%+20,338+1,614.1%AddedHistory
BSXBoston Scientific CorpStock54,377$5.31M0.1%+50,829+1,432.6%AddedHistory
ETNEaton Corp plcStock14,137$5.29M0.1%+13,349+1,694.0%AddedHistory
PFEPfizer IncStock204,195$5.20M0.1%+195,335+2,204.7%AddedHistory
WELLWelltower Inc.REIT28,956$5.16M0.1%+22,789+369.5%AddedHistory
KLACKLA CorpCOM NEW4,770$5.14M0.1%+4,484+1,567.8%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF47,500$5.07M0.1%+26,856+130.1%Added–
LOWLowes Companies IncStock20,146$5.06M0.1%+20,146NewHistory
GILDGilead Sciences, Inc.Stock45,265$5.02M0.1%+42,683+1,653.1%AddedHistory

Sold out since Q2 2025 (2)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Allstate Corp sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
iShares Tr464287796U.S. ENERGY ETF5,850$264.5K<0.1%–
iShares Tr464288521CRE U S REIT ETF4,392$248.4K<0.1%–