STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 13F holdings, Q2 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO reported 107 positions worth $146.14B in its Form 13F for Q2 2026 (vs. $126.86B in Q1 2026), filed 2026-08-12.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $15.45B | 10.6% | 14,509,304 | same |
| LLY | ELI LILLY & CO | $12.90B | 8.8% | 10,759,188 | same |
| - | JOHNSON & JOHNSON | $8.02B | 5.5% | 31,590,952 | same |
| AAPL | APPLE INC | $6.76B | 4.6% | 23,361,177 | -1% |
| - | ILLINOIS TOOL WKS INC | $5.69B | 3.9% | 21,029,900 | same |
| - | ASML HLDG NV | $5.49B | 3.8% | 2,758,173 | same |
| - | NUCOR CORP | $5.39B | 3.7% | 24,206,873 | same |
| - | WALMART INC | $4.42B | 3.0% | 38,994,947 | same |
| - | KLA CORP | $4.21B | 2.9% | 13,968,900 | +895% |
| - | EXXON MOBIL CORP | $4.17B | 2.9% | 30,520,300 | same |
| - | MICROSOFT CORP | $3.86B | 2.6% | 10,360,148 | same |
| GOOGL | ALPHABET INC-CL A | $3.85B | 2.6% | 10,777,820 | same |
| ADM | ARCHER-DANIELS-MIDLAND CO | $3.58B | 2.4% | 46,796,552 | same |
| APD | AIR PRODUCTS & CHEMICALS INC | $3.47B | 2.4% | 11,840,799 | same |
| GLW | CORNING INC | $3.38B | 2.3% | 13,231,628 | -1% |
| - | INTEL CORP | $3.36B | 2.3% | 24,059,342 | -10% |
| - | WELLS FARGO & CO | $3.29B | 2.2% | 39,758,338 | same |
| - | VULCAN MATLS CO | $2.81B | 1.9% | 9,521,730 | same |
| - | PROCTER & GAMBLE CO | $2.32B | 1.6% | 15,800,799 | same |
| CVX | CHEVRON CORP | $2.21B | 1.5% | 13,334,215 | same |
| DE | DEERE & CO | $1.78B | 1.2% | 2,803,405 | same |
| - | MERCK & CO INC | $1.77B | 1.2% | 13,794,969 | same |
| ABBV | ABBVIE INC | $1.48B | 1.0% | 5,892,808 | same |
| KO | COCA-COLA CO/THE | $1.48B | 1.0% | 18,227,000 | same |
| - | GE AEROSPACE | $1.45B | 1.0% | 3,875,831 | same |
| DIS | WALT DISNEY CO/THE | $1.39B | 1.0% | 14,459,098 | -4% |
| - | PFIZER INC | $1.31B | 0.9% | 54,508,560 | same |
| - | TEXAS INSTRS INC | $1.31B | 0.9% | 4,402,785 | same |
| MMM | 3M CO | $1.28B | 0.9% | 7,934,035 | same |
| ABT | ABBOTT LABORATORIES | $1.23B | 0.8% | 13,587,118 | same |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| CTRA | COTERRA ENERGY INC | $341.07M |
| - | IDEX CORP | $61.86M |
| - | NORDSON CORP | $49.57M |
| - | GRACO INC | $45.30M |
| - | INTUITIVE SURGICAL INC | $39.47M |
| SSD | SIMPSON MFG INC | $31.21M |
| TECH | BIO-TECHNE CORP | $16.80M |
| - | GUIDEWIRE SOFTWARE INC | $7.46M |
| MICC | MAGNUM ICE CREAM CO NV | $2.98M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.