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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 23 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MAA MID AMER APT CMNTYS INC Real Estate 33,899.0 $4.7M 0.02% NEW $138.91 -7.7%
442 IFF INTERNATIONAL FLAVORS FRAGRA Basic Materials 69,515.0 $4.7M 0.02% NEW $67.39 +9.4%
443 CDW CDW CORP Technology 34,045.0 $4.6M 0.02% NEW $136.20 -23.4%
444 DD DUPONT DE NEMOURS INC Basic Materials 114,194.0 $4.6M 0.02% NEW $40.20 +21.0%
445 LII LENNOX INTL INC Industrials 9,400.0 $4.6M 0.02% NEW $485.58 +3.3%
446 FOXA FOX CORP Communication Services 62,312.0 $4.6M 0.02% NEW $73.07 -9.9%
447 MKC MCCORMICK CO INC Consumer Defensive 66,310.0 $4.5M 0.02% NEW $68.11 -31.4%
448 RB GLOBAL INC 43,900.0 $4.5M 0.02% NEW $102.87
449 GPC GENUINE PARTS CO Consumer Cyclical 36,429.0 $4.5M 0.02% NEW $122.96 -24.2%
450 Q QNITY ELECTRONICS INC Technology 54,847.0 $4.5M 0.02% NEW $81.65 +82.5%
451 WY WEYERHAEUSER CO MTN BE Real Estate 188,677.0 $4.5M 0.02% NEW $23.69 -3.5%
452 PNR PENTAIR PLC Industrials 42,864.0 $4.5M 0.02% NEW $104.14 -29.5%
453 SOMNIGROUP INTERNATIONAL INC 49,638.0 $4.4M 0.02% NEW $89.28
454 ESS ESSEX PPTY TR INC Real Estate 16,860.0 $4.4M 0.02% NEW $261.68 +4.0%
455 GDDY GODADDY INC Technology 35,400.0 $4.4M 0.02% NEW $124.08 -26.3%
456 TTD THE TRADE DESK INC Technology 115,300.0 $4.4M 0.02% NEW $37.96 -41.3%
457 LNT ALLIANT ENERGY CORP Utilities 67,259.0 $4.4M 0.02% NEW $65.01 +10.9%
458 ALB ALBEMARLE CORP Basic Materials 30,807.0 $4.4M 0.02% NEW $141.44 +19.5%
459 DOW DOW INC Basic Materials 186,111.0 $4.4M 0.02% NEW $23.38 +64.9%
460 HOLOGIC INC 58,265.0 $4.3M 0.02% NEW $74.49
Page 23 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%