Q2 2025 · 13F-HR
STATE FARM MUTUAL AUTOMOBILE INSURANCE COholdings as filed
Filed 2025-08-12 · accession 0000315032-25-000065
$113.08B
Reported value
120
Positions
2025-06-30
Period end
The Brief · STATE FARM MUTUAL AUTOMOBILE INSURANCE CO · Q2 2025
AI · grounded in 13F
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO established a new position in Eli Lilly & Co LLY valued at $9.75B. The fund also initiated new stakes in Caterpillar Inc CAT for $6.86B and Microsoft Corp MSFT for $5.39B. Additional new positions include Illinois Tool Wks Inc ITW at $5.20B and Apple Inc AAPL at $5.14B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 532457108 | LLY | ELI LILLY & CO | $9.75B | 8.63% | 12,513,460 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $6.86B | 6.07% | 17,669,440 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $5.39B | 4.77% | 10,836,872 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $5.20B | 4.60% | 21,029,900 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $5.14B | 4.54% | 25,029,759 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.84B | 4.28% | 31,675,492 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $3.84B | 3.39% | 39,249,150 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $3.40B | 3.00% | 27,385,907 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $3.39B | 2.99% | 12,001,557 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $3.32B | 2.93% | 41,390,113 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $3.29B | 2.91% | 30,520,300 | Common | SOLE |
| 670346105 | NUE | NUCOR CORP | $3.17B | 2.81% | 24,496,294 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.52B | 2.23% | 15,800,799 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $2.49B | 2.20% | 9,554,660 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $2.48B | 2.19% | 15,892,903 | Common | SOLE |
| 039483102 | ADM | ARCHER DANIELS MIDLAND CO | $2.47B | 2.18% | 46,796,552 | Common | SOLE |
| 461202103 | INTU | INTUIT | $2.41B | 2.13% | 3,058,534 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $2.21B | 1.95% | 2,758,173 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $1.91B | 1.69% | 13,334,215 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $1.90B | 1.68% | 10,777,820 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $1.85B | 1.63% | 13,587,118 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.48B | 1.31% | 2,909,316 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.41B | 1.25% | 1,909,500 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $1.32B | 1.17% | 54,508,560 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.29B | 1.14% | 18,227,000 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $1.27B | 1.12% | 1,420,145 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $1.25B | 1.11% | 16,522,728 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $1.22B | 1.08% | 7,998,094 | Common | SOLE |
| 00090Q103 | ADT | ADT INC DEL | $1.13B | 1.00% | 133,333,333 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $1.13B | 1.00% | 3,657,287 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.11B | 0.98% | 5,962,359 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.09B | 0.97% | 13,794,969 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.03B | 0.91% | 3,987,464 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $914.1M | 0.81% | 4,402,785 | Common | SOLE |
| 361448103 | GATX | GATX CORP | $833.4M | 0.74% | 5,427,338 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $799.7M | 0.71% | 4,122,590 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $778.5M | 0.69% | 5,838,867 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $758.2M | 0.67% | 2,715,656 | Common | SOLE |
| 038336103 | ATR | APTARGROUP INC | $742.2M | 0.66% | 4,744,564 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $732.0M | 0.65% | 13,919,847 | Common | SOLE |
| 00206R102 | T | AT&T INC | $698.8M | 0.62% | 24,147,315 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $694.4M | 0.61% | 3,018,016 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $637.7M | 0.56% | 10,931,820 | Common | SOLE |
| 257651109 | DCI | DONALDSON INC | $634.0M | 0.56% | 9,142,617 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $611.8M | 0.54% | 6,730,570 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $598.9M | 0.53% | 26,736,304 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $582.8M | 0.52% | 2,399,303 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $574.9M | 0.51% | 5,619,228 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $569.0M | 0.50% | 7,634,624 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TR CORP | $559.1M | 0.49% | 4,409,919 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $549.3M | 0.49% | 4,160,441 | Common | SOLE |
| 405166109 | HGTY | HAGERTY INC | $523.7M | 0.46% | 51,800,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $492.9M | 0.44% | 2,246,620 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $451.4M | 0.40% | 3,825,278 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $424.0M | 0.37% | 6,142,778 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $421.3M | 0.37% | 6,887,758 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $421.2M | 0.37% | 3,569,308 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $420.2M | 0.37% | 9,710,284 | Common | SOLE |
| 92826C839 | V | VISA INC | $411.4M | 0.36% | 1,158,711 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $327.2M | 0.29% | 1,844,339 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $315.7M | 0.28% | 3,622,141 | Common | SOLE |
| 902973304 | USB | US BANCORP DEL | $304.1M | 0.27% | 6,719,795 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $281.1M | 0.25% | 3,821,419 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $260.8M | 0.23% | 3,443,431 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC | $246.3M | 0.22% | 9,706,118 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $200.9M | 0.18% | 745,584 | Common | SOLE |
| 487836108 | K | KELLANOVA | $192.2M | 0.17% | 2,416,261 | Common | SOLE |
| 071813109 | BAX | BAXTER INTL INC | $188.5M | 0.17% | 6,225,060 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $175.2M | 0.15% | 168,458 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $156.9M | 0.14% | 2,069,279 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $146.1M | 0.13% | 377,702 | Common | SOLE |
| 404251100 | HNI | HNI CORP | $143.8M | 0.13% | 2,924,923 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $136.9M | 0.12% | 614,048 | Common | SOLE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $133.7M | 0.12% | 1,612,000 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $130.8M | 0.12% | 1,858,028 | Common | SOLE |
| 260557103 | DOW | DOW INC | $127.5M | 0.11% | 4,816,352 | Common | SOLE |
| 423452101 | HP | HELMERICH & PAYNE INC | $118.9M | 0.11% | 7,841,430 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $118.8M | 0.11% | 2,827,788 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $98.5M | 0.09% | 1,329,153 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $87.5M | 0.08% | 508,249 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $84.9M | 0.08% | 388,239 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $82.7M | 0.07% | 837,852 | Common | SOLE |
| 088606108 | BHP | BHP GROUP LTD | $64.9M | 0.06% | 1,348,932 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $59.0M | 0.05% | 335,939 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $48.7M | 0.04% | 41,482 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $46.5M | 0.04% | 85,617 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $46.0M | 0.04% | 535,086 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $44.3M | 0.04% | 455,360 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $42.3M | 0.04% | 121,095 | Common | SOLE |
| 655663102 | NDSN | NORDSON CORP | $39.9M | 0.04% | 186,321 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $36.9M | 0.03% | 64,977 | Common | SOLE |
| 464288638 | IGIB | ISHARES TR | $36.2M | 0.03% | 680,000 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $28.2M | 0.02% | 181,873 | Common | SOLE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $26.4M | 0.02% | 331,948 | Common | SOLE |
| 693506107 | PPG | PPG INDS INC | $19.4M | 0.02% | 170,922 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $16.5M | 0.01% | 321,384 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR | $15.6M | 0.01% | 295,500 | Common | SOLE |
| 886364389 | VETZ | TIDAL TRUST I | $15.4M | 0.01% | 771,000 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $11.7M | 0.01% | 49,900 | Common | SOLE |
| 46429B267 | GOVT | ISHARES TR | $10.7M | 0.01% | 467,042 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $9.4M | 0.01% | 66,102 | Common | SOLE |
| 980228308 | WDS | WOODSIDE ENERGY GROUP LTD | $7.5M | 0.01% | 487,503 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $7.4M | 0.01% | 77,782 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $5.4M | 0.00% | 64,460 | Common | SOLE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $3.2M | 0.00% | 24,024 | Common | SOLE |
| 464288620 | USIG | ISHARES TR | $3.1M | 0.00% | 60,879 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $2.0M | 0.00% | 33,224 | Common | SOLE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $1.8M | 0.00% | 22,594 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $1.5M | 0.00% | 58,701 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $1.1M | 0.00% | 6,000 | Common | SOLE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $1.1M | 0.00% | 22,269 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $932,973 | 0.00% | 34,969 | Common | SOLE |
| 46429B655 | FLOT | ISHARES TR | $686,066 | 0.00% | 13,447 | Common | SOLE |
| 464288281 | EMB | ISHARES TR | $489,867 | 0.00% | 5,289 | Common | SOLE |
| 46435U853 | USHY | ISHARES TR | $386,916 | 0.00% | 10,315 | Common | SOLE |
| 464288414 | MUB | ISHARES TR | $333,709 | 0.00% | 3,194 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $282,026 | 0.00% | 4,798 | Common | SOLE |
| 46434V407 | SHYG | ISHARES TR | $229,893 | 0.00% | 5,329 | Common | SOLE |
| 464288158 | SUB | ISHARES TR | $204,385 | 0.00% | 1,922 | Common | SOLE |
| 922908744 | VTV | VANGUARD INDEX FDS | $97,207 | 0.00% | 550 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.