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Portfolio (Quarterly) Guide ↗

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

· CIK 0000315032
13F Portfolio $126.9B AUM 197 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 14 Added 10 Reduced 4 Exited
Page 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USB US BANCORP Financial Services 6,515,523.0 $338.9M 0.27% $52.01 +5.2%
62 MDT MEDTRONIC PLC Healthcare 3,622,141.0 $313.9M 0.25% $86.65 -12.3%
63 HP HELMERICH & PAYNE INC Energy 7,841,430.0 $282.5M 0.22% $36.03 +6.8%
64 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,821,419.0 $277.2M 0.22% $72.55 +6.1%
65 SYY SYSCO CORP Consumer Defensive 3,443,431.0 $245.6M 0.19% $71.33 +5.5%
66 VOO VANGUARD INDEX FDS 396,713.0 $237.1M 0.19% +113K +39.6% $597.55 +15.5%
67 NVO NOVO-NORDISK A S Healthcare 6,142,778.0 $225.7M 0.18% $36.75 +21.2%
68 DOW DOW HLDGS INC Basic Materials 4,816,352.0 $200.6M 0.16% $41.65 -17.2%
69 ECL ECOLAB INC Basic Materials 745,584.0 $198.3M 0.16% $266.02 -1.3%
70 GWW WW GRAINGER INC Industrials 168,458.0 $183.8M 0.14% $1090.81 +14.2%
71 SHEL SHELL PLC Energy 1,858,028.0 $172.8M 0.14% $93.00 -9.9%
72 SOLV SOLVENTUM CORP Healthcare 2,069,279.0 $135.1M 0.11% $65.30 +16.2%
73 FAST FASTENAL CO Industrials 2,827,788.0 $131.2M 0.10% $46.40 -3.4%
74 VCIT VANGUARD SCOTTSDALE FDS 1,542,000.0 $127.6M 0.10% $82.75 -0.2%
75 SPDW SPDR INDEX SHS FDS 2,352,670.0 $107.4M 0.09% NEW $45.65 +11.4%
76 APH AMPHENOL CORP Technology 837,852.0 $105.9M 0.08% $126.35 +11.0%
77 BAX BAXTER INTL INC Healthcare 6,225,060.0 $104.6M 0.08% $16.80 +15.1%
78 CTAS CINTAS CORP Industrials 614,048.0 $103.9M 0.08% $169.14 +0.4%
79 BHP BHP BILLITON LIMITED Basic Materials 1,348,932.0 $98.1M 0.08% $72.74 +20.7%
80 HNI HNI CORP Industrials 2,924,923.0 $97.7M 0.08% $33.39 -5.3%
Page 4 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 22.7%
Industrials 20.0%
Technology 17.3%
Consumer Defensive 11.3%
Basic Materials 10.0%
Energy 7.0%
Communication Services 5.8%
Financial Services 5.2%
Consumer Cyclical 0.4%
Utilities 0.4%