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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 33 of 47  ·  935 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 CRBG COREBRIDGE FINL INC Financial Services 70,600.0 $2.1M 0.01% NEW $30.17 -8.7%
642 PLNT PLANET FITNESS INC Consumer Cyclical 19,600.0 $2.1M 0.01% NEW $108.47 -54.2%
643 REXR REXFORD INDL RLTY INC Real Estate 54,882.0 $2.1M 0.01% NEW $38.72 -8.0%
644 GNRC GENERAC HLDGS INC Industrials 15,316.0 $2.1M 0.01% NEW $136.37 +78.1%
645 FLS FLOWSERVE CORP Industrials 30,068.0 $2.1M 0.01% NEW $69.38 -3.2%
646 TTEK TETRA TECH INC NEW Industrials 61,740.0 $2.1M 0.01% NEW $33.54 -18.8%
647 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 44,338.0 $2.1M 0.01% NEW $46.68 -7.9%
648 FRT FEDERAL RLTY INVT TR NEW Real Estate 20,524.0 $2.1M 0.01% NEW $100.80 +14.9%
649 RGEN REPLIGEN CORP Healthcare 12,553.0 $2.1M 0.01% NEW $163.86 -33.3%
650 COKE COCA COLA CONS INC Consumer Defensive 13,400.0 $2.1M 0.01% NEW $153.30 +15.9%
651 SAIA SAIA INC Industrials 6,286.0 $2.1M 0.01% NEW $326.52 +44.0%
652 KNSL KINSALE CAP GROUP INC Financial Services 5,245.0 $2.1M 0.01% NEW $391.12 -20.7%
653 WAL WESTERN ALLIANCE BANCORP Financial Services 24,400.0 $2.1M 0.01% NEW $84.07 -7.4%
654 ZION ZIONS BANCORPORATION N A Financial Services 34,900.0 $2.0M 0.01% NEW $58.54 +4.9%
655 OGE OGE ENERGY CORP Utilities 47,614.0 $2.0M 0.01% NEW $42.70 +12.3%
656 ERIE ERIE INDTY CO Financial Services 7,032.0 $2.0M 0.01% NEW $286.65 -22.4%
657 KNX KNIGHT SWIFT TRANSN HLDGS IN Industrials 38,327.0 $2.0M 0.01% NEW $52.28 +35.9%
658 MOS MOSAIC CO NEW Basic Materials 83,108.0 $2.0M 0.01% NEW $24.09 -10.8%
659 MTCH MATCH GROUP INC NEW Communication Services 61,853.0 $2.0M 0.01% NEW $32.29 +10.0%
660 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 40,718.0 $2.0M 0.01% NEW $48.94 -3.2%
Page 33 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%