Q3 2025 · 13F-HR
STATE FARM MUTUAL AUTOMOBILE INSURANCE COholdings as filed
Filed 2025-11-12 · accession 0000315032-25-000066
$119.95B
Reported value
115
Positions
2025-09-30
Period end
The Brief · STATE FARM MUTUAL AUTOMOBILE INSURANCE CO · Q3 2025
AI · grounded in 13F
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO established a new position in Eli Lilly & Co LLY valued at $9.52B. The fund also initiated new stakes in Caterpillar Inc CAT for $8.36B and Apple Inc AAPL for $6.19B. Additional new positions include Johnson & Johnson JNJ at $5.86B and Illinois Tool Wks Inc ITW at $5.48B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 532457108 | LLY | ELI LILLY & CO | $9.52B | 7.94% | 12,480,217 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $8.36B | 6.97% | 17,518,404 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $6.19B | 5.16% | 24,316,798 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $5.86B | 4.88% | 31,590,952 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $5.48B | 4.57% | 21,029,900 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $5.47B | 4.56% | 10,558,798 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $4.02B | 3.35% | 38,994,947 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $3.44B | 2.87% | 30,520,300 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $3.39B | 2.83% | 40,450,490 | Common | SOLE |
| 670346105 | NUE | NUCOR CORP | $3.29B | 2.75% | 24,318,893 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $3.23B | 2.69% | 11,840,799 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $2.95B | 2.46% | 25,770,312 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $2.94B | 2.45% | 9,554,660 | Common | SOLE |
| 039483102 | ADM | ARCHER DANIELS MIDLAND CO | $2.80B | 2.33% | 46,796,552 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $2.67B | 2.23% | 2,758,173 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $2.62B | 2.18% | 10,777,820 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.43B | 2.02% | 15,800,799 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $2.33B | 1.94% | 15,892,903 | Common | SOLE |
| 461202103 | INTU | INTUIT | $2.09B | 1.74% | 3,058,534 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $2.07B | 1.73% | 13,334,215 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $1.82B | 1.52% | 13,587,118 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $1.53B | 1.28% | 1,420,145 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.40B | 1.17% | 1,909,500 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $1.39B | 1.16% | 54,508,560 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.36B | 1.14% | 5,892,808 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.30B | 1.08% | 2,838,973 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $1.23B | 1.03% | 7,934,035 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.21B | 1.01% | 18,227,000 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.18B | 0.98% | 3,915,626 | Common | SOLE |
| 00090Q103 | ADT | ADT INC DEL | $1.16B | 0.97% | 133,333,333 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.16B | 0.97% | 13,794,969 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $1.14B | 0.95% | 13,919,847 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $1.11B | 0.92% | 16,522,728 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $1.07B | 0.89% | 3,657,287 | Common | SOLE |
| 361448103 | GATX | GATX CORP | $948.7M | 0.79% | 5,427,338 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $897.0M | 0.75% | 26,736,304 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $818.8M | 0.68% | 5,619,228 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $814.7M | 0.68% | 4,122,590 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $808.9M | 0.67% | 4,402,785 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $766.4M | 0.64% | 2,715,656 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $765.9M | 0.64% | 5,838,867 | Common | SOLE |
| 257651109 | DCI | DONALDSON INC | $748.3M | 0.62% | 9,142,617 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $721.6M | 0.60% | 10,931,820 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $713.4M | 0.59% | 3,018,016 | Common | SOLE |
| 00206R102 | T | AT&T INC | $681.9M | 0.57% | 24,147,315 | Common | SOLE |
| 038336103 | ATR | APTARGROUP INC | $634.2M | 0.53% | 4,744,564 | Common | SOLE |
| 405166109 | HGTY | HAGERTY INC | $623.7M | 0.52% | 51,800,000 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $609.3M | 0.51% | 2,399,303 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $584.3M | 0.49% | 4,160,441 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TR CORP | $557.9M | 0.47% | 4,145,102 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $538.0M | 0.45% | 6,730,570 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $516.3M | 0.43% | 7,634,624 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $493.3M | 0.41% | 2,246,620 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $491.0M | 0.41% | 3,825,278 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $449.2M | 0.37% | 1,844,339 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $441.7M | 0.37% | 3,569,308 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $426.8M | 0.36% | 9,710,284 | Common | SOLE |
| 904767704 | — | UNILEVER PLC | $408.3M | 0.34% | 6,887,758 | Common | SOLE |
| 92826C839 | V | VISA INC | $395.6M | 0.33% | 1,158,711 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $345.0M | 0.29% | 3,622,141 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $340.9M | 0.28% | 6,142,778 | Common | SOLE |
| 902973304 | USB | US BANCORP DEL | $314.9M | 0.26% | 6,515,523 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $283.5M | 0.24% | 3,443,431 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $235.2M | 0.20% | 3,821,419 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC | $229.5M | 0.19% | 9,706,118 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $204.2M | 0.17% | 745,584 | Common | SOLE |
| 423452101 | HP | HELMERICH & PAYNE INC | $173.2M | 0.14% | 7,841,430 | Common | SOLE |
| 384802104 | GWW | GRAINGER W W INC | $160.5M | 0.13% | 168,458 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $151.1M | 0.13% | 2,069,279 | Common | SOLE |
| 487836108 | K | KELLANOVA | $146.7M | 0.12% | 1,788,061 | Common | SOLE |
| 071813109 | BAX | BAXTER INTL INC | $141.7M | 0.12% | 6,225,060 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $138.7M | 0.12% | 2,827,788 | Common | SOLE |
| 404251100 | HNI | HNI CORP | $137.0M | 0.11% | 2,924,923 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $133.2M | 0.11% | 377,702 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $132.9M | 0.11% | 1,858,028 | Common | SOLE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $129.7M | 0.11% | 1,542,000 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $126.0M | 0.11% | 614,048 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $120.9M | 0.10% | 197,487 | Common | SOLE |
| 260557103 | DOW | DOW INC | $110.4M | 0.09% | 4,816,352 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $103.7M | 0.09% | 837,852 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $101.8M | 0.08% | 388,239 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $99.8M | 0.08% | 1,329,153 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $95.1M | 0.08% | 508,249 | Common | SOLE |
| 088606108 | BHP | BHP GROUP LTD | $75.2M | 0.06% | 1,348,932 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $61.0M | 0.05% | 455,360 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $54.7M | 0.05% | 335,939 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $53.3M | 0.04% | 610,793 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $50.9M | 0.04% | 41,482 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $45.5M | 0.04% | 535,086 | Common | SOLE |
| 655663102 | NDSN | NORDSON CORP | $42.3M | 0.04% | 186,321 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $38.3M | 0.03% | 85,617 | Common | SOLE |
| 464288638 | IGIB | ISHARES TR | $36.8M | 0.03% | 680,000 | Common | SOLE |
| 46429B267 | GOVT | ISHARES TR | $36.4M | 0.03% | 1,574,408 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $36.3M | 0.03% | 121,095 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $30.5M | 0.03% | 181,873 | Common | SOLE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $23.8M | 0.02% | 168,903 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $17.9M | 0.01% | 321,384 | Common | SOLE |
| 886364389 | VETZ | TIDAL TRUST I | $15.4M | 0.01% | 771,000 | Common | SOLE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $14.0M | 0.01% | 164,771 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $11.5M | 0.01% | 49,900 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $10.7M | 0.01% | 66,102 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $9.5M | 0.01% | 144,058 | Common | SOLE |
| 464288620 | USIG | ISHARES TR | $9.1M | 0.01% | 173,437 | Common | SOLE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $8.8M | 0.01% | 176,411 | Common | SOLE |
| 693506107 | PPG | PPG INDS INC | $8.7M | 0.01% | 82,535 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $8.1M | 0.01% | 290,757 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $7.4M | 0.01% | 77,782 | Common | SOLE |
| 980228308 | WDS | WOODSIDE ENERGY GROUP LTD | $7.3M | 0.01% | 487,503 | Common | SOLE |
| 464288653 | TLH | ISHARES TR | $4.0M | 0.00% | 38,797 | Common | SOLE |
| 46429B655 | FLOT | ISHARES TR | $3.6M | 0.00% | 69,590 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $3.5M | 0.00% | 128,441 | Common | SOLE |
| 46435U853 | USHY | ISHARES TR | $1.9M | 0.00% | 49,367 | Common | SOLE |
| 464288281 | EMB | ISHARES TR | $1.4M | 0.00% | 14,437 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $1.2M | 0.00% | 6,000 | Common | SOLE |
| 46138E511 | PGX | INVESCO EXCH TRADED FD TR II | $360,888 | 0.00% | 31,111 | 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.