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Portfolio (Quarterly) Guide ↗

STATE OF MICHIGAN RETIREMENT SYSTEM

· CIK 0000762152
13F Portfolio $20.6B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 935 New
Page 22 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TYL TYLER TECHNOLOGIES INC Technology 11,237.0 $5.1M 0.03% NEW $453.95 -29.3%
422 STZ CONSTELLATION BRANDS INC Consumer Defensive 36,858.0 $5.1M 0.03% NEW $137.96 +7.0%
423 DGX QUEST DIAGNOSTICS INC Healthcare 29,121.0 $5.1M 0.03% NEW $173.53 +9.4%
424 L LOEWS CORP Financial Services 47,752.0 $5.0M 0.02% NEW $105.31 +2.6%
425 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 55,715.0 $5.0M 0.02% NEW $89.92 -5.3%
426 PKG PACKAGING CORP AMER Consumer Cyclical 24,263.0 $5.0M 0.02% NEW $206.23 +2.2%
427 BBY BEST BUY INC Consumer Cyclical 74,603.0 $5.0M 0.02% NEW $66.93 -11.4%
428 ROL ROLLINS INC Consumer Cyclical 83,158.0 $5.0M 0.02% NEW $60.02 -9.0%
429 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 56,580.0 $5.0M 0.02% NEW $88.21 +16.1%
430 CHRW C H ROBINSON WORLDWIDE INC Industrials 30,892.0 $5.0M 0.02% NEW $160.76 +5.6%
431 PSTG PURE STORAGE INC Technology 73,800.0 $4.9M 0.02% NEW $67.01 +25.1%
432 FFIV F5 INC Technology 19,288.0 $4.9M 0.02% NEW $255.26 +48.8%
433 TXT TEXTRON INC Industrials 56,371.0 $4.9M 0.02% NEW $87.17 +3.9%
434 GEN GEN DIGITAL INC Technology 180,675.0 $4.9M 0.02% NEW $27.19 -10.5%
435 TRMB TRIMBLE INC Technology 62,323.0 $4.9M 0.02% NEW $78.35 -29.8%
436 CASY CASEYS GEN STORES INC Consumer Cyclical 8,821.0 $4.9M 0.02% NEW $552.71 +54.2%
437 TWST TWIST BIOSCIENCE CORP Healthcare 153,172.0 $4.9M 0.02% NEW $31.72 +57.0%
438 CW CURTISS WRIGHT CORP Industrials 8,761.0 $4.8M 0.02% NEW $551.27 +28.9%
439 EVRG EVERGY INC Utilities 66,481.0 $4.8M 0.02% NEW $72.49 +11.0%
440 ILMN ILLUMINA INC Healthcare 36,100.0 $4.7M 0.02% NEW $131.16 +7.9%
Page 22 of 47  ·  935 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
Technology 34.9%
Financial Services 14.8%
Communication Services 11.1%
Consumer Cyclical 9.8%
Healthcare 9.3%
Industrials 7.7%
Consumer Defensive 4.6%
Energy 2.5%
Utilities 2.1%
Real Estate 1.8%