Q1 2026 · 13F-HR
STATE FARM MUTUAL AUTOMOBILE INSURANCE COholdings as filed
Filed 2026-05-13 · accession 0000315032-26-000003
$126.86B
Reported value
113
Positions
2026-03-31
Period end
The Brief · STATE FARM MUTUAL AUTOMOBILE INSURANCE CO · Q1 2026
AI · grounded in 13F
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO reduced its position in DIS by 33.42%. The fund also trimmed its holdings in CAT by 16.44% and LLY by 13.79%. Overall, the fund added 16 positions and reduced 18 others across a portfolio with $126.86B in total AUM.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 149123101 | CAT | CATERPILLAR INC | $10.32B | 8.13% | 14,564,726 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $9.90B | 7.80% | 10,759,188 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $7.72B | 6.09% | 31,590,952 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $5.96B | 4.70% | 23,496,832 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $5.47B | 4.31% | 21,029,900 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $5.18B | 4.08% | 30,520,300 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $4.85B | 3.82% | 38,994,947 | Common | SOLE |
| 670346105 | NUE | NUCOR CORP | $4.09B | 3.23% | 24,206,873 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $3.84B | 3.02% | 10,360,148 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $3.64B | 2.87% | 2,758,173 | Common | SOLE |
| 009158106 | APD | AIR PRODUCTS AND CHEMICALS I | $3.44B | 2.71% | 11,840,799 | Common | SOLE |
| 039483102 | ADM | ARCHER DANIELS MIDLAND CO | $3.40B | 2.68% | 46,796,552 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $3.17B | 2.50% | 39,758,338 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $3.10B | 2.44% | 10,777,820 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $2.76B | 2.17% | 13,334,215 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $2.59B | 2.04% | 9,521,730 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $2.28B | 1.80% | 15,800,799 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $2.07B | 1.63% | 1,403,604 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $1.88B | 1.48% | 15,892,903 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $1.83B | 1.44% | 13,423,216 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.66B | 1.31% | 13,794,969 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.58B | 1.24% | 2,803,405 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $1.53B | 1.21% | 54,508,560 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $1.46B | 1.15% | 15,127,518 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $1.39B | 1.10% | 13,587,118 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.39B | 1.09% | 18,227,000 | Common | SOLE |
| 461202103 | INTU | INTUIT | $1.32B | 1.04% | 3,058,534 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.28B | 1.01% | 5,892,808 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $1.17B | 0.93% | 26,597,146 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $1.15B | 0.91% | 7,934,035 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $1.10B | 0.87% | 3,875,831 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $1.09B | 0.86% | 1,909,500 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $1.02B | 0.80% | 10,931,820 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $955.5M | 0.75% | 2,715,656 | Common | SOLE |
| 361448103 | GATX | GATX CORP | $926.7M | 0.73% | 5,427,338 | Common | SOLE |
| 00090Q103 | ADT | ADT INC DEL | $876.0M | 0.69% | 133,333,333 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $854.8M | 0.67% | 4,402,785 | Common | SOLE |
| 55261F104 | MTB | M & T BK CORP | $852.2M | 0.67% | 4,122,590 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $833.4M | 0.66% | 16,522,728 | Common | SOLE |
| 257651109 | DCI | DONALDSON INC | $775.9M | 0.61% | 9,142,617 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $765.0M | 0.60% | 5,838,867 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $743.1M | 0.59% | 3,657,287 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $732.2M | 0.58% | 3,018,016 | Common | SOLE |
| G7496G103 | RNR | RENAISSANCERE HLDGS LTD | $713.1M | 0.56% | 2,399,303 | Common | SOLE |
| 00206R102 | T | AT&T INC | $700.0M | 0.55% | 24,147,315 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $689.9M | 0.54% | 5,619,228 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $646.1M | 0.51% | 4,160,441 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $639.1M | 0.50% | 7,634,624 | Common | SOLE |
| 038336103 | ATR | APTARGROUP INC | $597.9M | 0.47% | 4,744,564 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TR CORP | $578.5M | 0.46% | 4,145,102 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $573.6M | 0.45% | 6,730,570 | Common | SOLE |
| 405166109 | HGTY | HAGERTY INC | $545.5M | 0.43% | 51,800,000 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $487.5M | 0.38% | 9,710,284 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $482.7M | 0.38% | 1,682,807 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $467.9M | 0.37% | 2,246,620 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $467.4M | 0.37% | 3,569,308 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $436.0M | 0.34% | 3,825,278 | Common | SOLE |
| 92826C839 | V | VISA INC | $350.2M | 0.28% | 1,158,711 | Common | SOLE |
| 904767803 | UL | UNILEVER PLC | $348.8M | 0.27% | 6,122,449 | Common | SOLE |
| 127097103 | CTRA | COTERRA ENERGY INC | $341.1M | 0.27% | 9,706,118 | Common | SOLE |
| 902973304 | USB | US BANCORP | $338.9M | 0.27% | 6,515,523 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $313.9M | 0.25% | 3,622,141 | Common | SOLE |
| 423452101 | HP | HELMERICH & PAYNE INC | $282.5M | 0.22% | 7,841,430 | Common | SOLE |
| 459506101 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $277.2M | 0.22% | 3,821,419 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $245.6M | 0.19% | 3,443,431 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $237.1M | 0.19% | 396,713 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $225.7M | 0.18% | 6,142,778 | Common | SOLE |
| 260557103 | DOW | DOW HLDGS INC | $200.6M | 0.16% | 4,816,352 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $198.3M | 0.16% | 745,584 | Common | SOLE |
| 384802104 | GWW | WW GRAINGER INC | $183.8M | 0.14% | 168,458 | Common | SOLE |
| 780259305 | SHEL | SHELL PLC | $172.8M | 0.14% | 1,858,028 | Common | SOLE |
| 83444M101 | SOLV | SOLVENTUM CORP | $135.1M | 0.11% | 2,069,279 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $131.2M | 0.10% | 2,827,788 | Common | SOLE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $127.6M | 0.10% | 1,542,000 | Common | SOLE |
| 78463X889 | SPDW | SPDR INDEX SHS FDS | $107.4M | 0.08% | 2,352,670 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP | $105.9M | 0.08% | 837,852 | Common | SOLE |
| 071813109 | BAX | BAXTER INTL INC | $104.6M | 0.08% | 6,225,060 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $103.9M | 0.08% | 614,048 | Common | SOLE |
| 088606108 | BHP | BHP BILLITON LIMITED | $98.1M | 0.08% | 1,348,932 | Common | SOLE |
| 404251100 | HNI | HNI CORP | $97.7M | 0.08% | 2,924,923 | Common | SOLE |
| 955306105 | WST | WEST PHARMACEUTICAL SVSC INC | $97.3M | 0.08% | 388,239 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $97.3M | 0.08% | 455,360 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $94.6M | 0.07% | 1,329,153 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $91.8M | 0.07% | 377,702 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $79.9M | 0.06% | 508,249 | Common | SOLE |
| 46429B267 | GOVT | ISHARES TR | $77.2M | 0.06% | 3,370,370 | Common | SOLE |
| 45167R104 | IEX | IDEX CORP | $61.9M | 0.05% | 326,330 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $56.5M | 0.04% | 189,881 | Common | SOLE |
| 592688105 | MTD | METTLER TOLEDO INTERNATIONAL | $52.3M | 0.04% | 41,482 | Common | SOLE |
| 655663102 | NDSN | NORDSON CORP | $49.6M | 0.04% | 186,321 | Common | SOLE |
| 384109104 | GGG | GRACO INC | $45.3M | 0.04% | 535,086 | Common | SOLE |
| 922908744 | VTV | VANGUARD INDEX FDS | $39.7M | 0.03% | 202,548 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $39.5M | 0.03% | 85,617 | Common | SOLE |
| 464288638 | IGIB | ISHARES TR | $36.2M | 0.03% | 680,000 | Common | SOLE |
| 829073105 | SSD | SIMPSON MFG INC | $31.2M | 0.02% | 181,873 | Common | SOLE |
| 808524607 | SCHA | SCHWAB STRATEGIC TR | $28.6M | 0.02% | 985,135 | Common | SOLE |
| 921946794 | VYMI | VANGUARD WHITEHALL FDS | $24.0M | 0.02% | 254,409 | Common | SOLE |
| 464288620 | USIG | ISHARES TR | $19.0M | 0.01% | 369,902 | Common | SOLE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $18.3M | 0.01% | 366,273 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $17.9M | 0.01% | 256,586 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $16.8M | 0.01% | 321,384 | Common | SOLE |
| 886364389 | VETZ | TIDAL TRUST I | $15.4M | 0.01% | 771,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $13.4M | 0.01% | 66,102 | Common | SOLE |
| 980228308 | WDS | WOODSIDE ENERGY GROUP LTD | $11.6M | 0.01% | 487,503 | Common | SOLE |
| 464288653 | TLH | ISHARES TR | $8.4M | 0.01% | 83,496 | Common | SOLE |
| 808524870 | SCHP | SCHWAB STRATEGIC TR | $7.9M | 0.01% | 295,152 | Common | SOLE |
| 46429B655 | FLOT | ISHARES TR | $7.7M | 0.01% | 150,678 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $7.5M | 0.01% | 49,900 | Common | SOLE |
| 46435U853 | USHY | ISHARES TR | $4.6M | 0.00% | 125,049 | Common | SOLE |
| N5505D105 | MICC | MAGNUM ICE CREAM CO NV | $3.0M | 0.00% | 199,618 | Common | SOLE |
| 464288281 | EMB | ISHARES TR | $2.7M | 0.00% | 28,711 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $2.1M | 0.00% | 6,000 | Common | SOLE |
| 46138E511 | PGX | INVESCO EXCH TRADED FD TR II | $359,584 | 0.00% | 33,050 | 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.