STATE OF MICHIGAN RETIREMENT SYSTEM
Q2 2026 13F filing
Updated 42 days ago960 disclosed positions worth $22.6B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $1.4B | 7.14M | 6.33% | Trimmed(-1.4%) |
| 2 | A AAPL APPLE INC | $1.1B | 3.83M | 4.91% | Trimmed(-1.8%) |
| 3 | M MSFT MICROSOFT CORP | $755.8M | 2.03M | 3.35% | Trimmed(-1.5%) |
| 4 | A AMZN AMAZON COM INC | $631.1M | 2.65M | 2.79% | Trimmed(-2.0%) |
| 5 | A AVGO BROADCOM INC | $617.5M | 1.63M | 2.73% | Trimmed(-3.2%) |
| 6 | G GOOGN ALPHABET INC | $564.1M | 1.58M | 2.50% | Trimmed(-1.1%) |
| 7 | G GOOGN ALPHABET INC | $551.5M | 1.56M | 2.44% | Trimmed(-0.8%) |
| 8 | A AMD ADVANCED MICRO DEVICES INC | $459.2M | 790.5K | 2.03% | Added(+28.0%) |
| 9 | E ETHA ISHARES TR | $446.4M | 1.30M | 1.98% | Trimmed(-2.8%) |
| 10 | M MU MICRON TECHNOLOGY INC | $431.8M | 374.0K | 1.91% | Added(+1.8%) |
| 11 | M META META PLATFORMS INC | $429.3M | 762.1K | 1.90% | Trimmed(-10.3%) |
| 12 | B BLK ISHARES TR | $335.1M | 3.07M | 1.48% | Added(+41.4%) |
| 13 | S SPY STATE STR SPDR S P 500 ETF T | $304M | 407.2K | 1.35% | Added(+50.3%) |
| 14 | T TSLA TESLA INC | $303.2M | 720.9K | 1.34% | Trimmed(-1.9%) |
| 15 | A ADBE ADOBE INC | $276.6M | 1.35M | 1.22% | Added(+64.4%) |
| 16 | L LLY ELI LILLY CO | $255.4M | 212.9K | 1.13% | Trimmed(-1.3%) |
| 17 | J JPM-PM JPMORGAN CHASE CO | $224.6M | 686.0K | 0.99% | Trimmed(-2.6%) |
| 18 | H HUBS HUBSPOT INC | $217M | 1.19M | 0.96% | Added(+1017.4%) |
| 19 | I INTC INTEL CORP | $168.9M | 1.21M | 0.75% | Trimmed(-21.8%) |
| 20 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $164.8M | 329.3K | 0.73% | Trimmed(-3.0%) |
| 21 | J JNJ JOHNSON JOHNSON | $163.2M | 642.5K | 0.72% | Trimmed(-1.6%) |
| 22 | K KR KROGER CO | $162.7M | 2.93M | 0.72% | Added(+28.2%) |
| 23 | A AMAT APPLIED MATLS INC | $161.3M | 223.1K | 0.71% | Trimmed(-12.6%) |
| 24 | L LRCX LAM RESEARCH CORP | $155.5M | 358.8K | 0.69% | Trimmed(-0.8%) |
| 25 | V V VISA INC | $155.4M | 453.0K | 0.69% | Trimmed(-2.7%) |
| 26 | ? N/A CHARTER COMMUNICATIONS INC | $152.2M | 1.07M | 0.67% | Added(+148.0%) |
| 27 | X XOM EXXON MOBIL CORP | $151.3M | 1.11M | 0.67% | Added(+1.4%) |
| 28 | D DUOL DUOLINGO INC | $150.2M | 1.31M | 0.67% | Added(+9.4%) |
| 29 | V VRT VERTIV HOLDINGS CO | $137.5M | 410.6K | 0.61% | Added(+3.8%) |
| 30 | C CSCO CISCO SYS INC | $135.6M | 1.15M | 0.60% | Trimmed(-5.7%) |
| 31 | W WMT WALMART INC | $130.4M | 1.15M | 0.58% | Trimmed(-1.7%) |
| 32 | C CAT CATERPILLAR INC | $125.6M | 118.0K | 0.56% | Trimmed(-8.9%) |
| 33 | M MA MASTERCARD INCORPORATED | $122.1M | 237.7K | 0.54% | Trimmed(-0.8%) |
| 34 | K KLAC KLA CORP | $114.2M | 378.5K | 0.51% | Added(+876.3%) |
| 35 | A ABBV ABBVIE INC | $113.8M | 452.4K | 0.50% | Trimmed(-2.0%) |
| 36 | P PLTR PALANTIR TECHNOLOGIES INC | $110.6M | 948.3K | 0.49% | Added(+8.2%) |
| 37 | C COST COSTCO WHOLESALE CORPORATION | $109.8M | 117.4K | 0.49% | Trimmed(-1.9%) |
| 38 | B BAC-PS BANK OF AMER CORP | $102.5M | 1.80M | 0.45% | Trimmed(-2.7%) |
| 39 | G GE GE AEROSPACE | $99.8M | 267.2K | 0.44% | Trimmed(-2.5%) |
| 40 | U UNH UNITEDHEALTH GROUP INC | $96.6M | 232.5K | 0.43% | Trimmed(-17.4%) |
| 41 | A ANET ARISTA NETWORKS INC | $96.3M | 566.7K | 0.43% | Added(+5.7%) |
| 42 | ? N/A BLACKROCK ETF TRUST II | $94.7M | 1.90M | 0.42% | — |
| 43 | E ETHA ISHARES TR | $92.1M | 1.19M | 0.41% | Added(+5.6%) |
| 44 | E ETHA ISHARES TR | $92.1M | 419.6K | 0.41% | Added(+29.3%) |
| 45 | P PG PROCTER GAMBLE CO | $90.1M | 614.5K | 0.40% | Trimmed(-1.7%) |
| 46 | H HD HOME DEPOT INC | $89.9M | 255.0K | 0.40% | Trimmed(-2.0%) |
| 47 | E ETHA ISHARES TR | $89.1M | 900.0K | 0.39% | — |
| 48 | ? N/A KAYNE ANDERSON BDC INC | $88.8M | 6.57M | 0.39% | Unchanged |
| 49 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $86.9M | 116 | 0.38% | Unchanged |
| 50 | S SNDK SANDISK CORP | $86.2M | 37.9K | 0.38% | Trimmed(-1.8%) |