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Portfolio (Quarterly) Guide ↗

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

· CIK 0001081019
13F Portfolio $94.5B AUM 2,925 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 2925 New
Page 2 of 147  ·  2,925 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 2,680,188.0 $582.9M 0.62% NEW $217.49 -1.3%
22 MU MICRON TECHNOLOGY INC Technology 1,704,599.0 $575.9M 0.61% NEW $337.84 +125.6%
23 PG PROCTER GAMBLE CO THE Consumer Defensive 3,583,969.0 $517.7M 0.55% NEW $144.44 -1.4%
24 BAC BANK OF AMERICA CORP Financial Services 10,437,623.0 $508.8M 0.54% NEW $48.75 +5.6%
25 PLTR PALANTIR TECHNOLOGIES INC A Technology 3,445,257.0 $504.0M 0.53% NEW $146.28 -6.2%
26 AMD ADVANCED MICRO DEVICES Technology 2,461,412.0 $500.7M 0.53% NEW $203.43 +121.0%
27 CAT CATERPILLAR INC Industrials 706,389.0 $500.4M 0.53% NEW $708.46 +22.2%
28 KO COCA COLA CO THE Consumer Defensive 6,530,473.0 $496.6M 0.53% NEW $76.05 +6.7%
29 HD HOME DEPOT INC Consumer Cyclical 1,503,048.0 $494.3M 0.52% NEW $328.89 -4.6%
30 CSCO CISCO SYSTEMS INC Technology 6,022,626.0 $467.3M 0.49% NEW $77.59 +52.3%
31 MRK MERCK CO INC Healthcare 3,835,612.0 $461.4M 0.49% NEW $120.29 -3.7%
32 CVX CHEVRON CORP Energy 2,215,894.0 $458.5M 0.48% NEW $206.90 -7.7%
33 GE GENERAL ELECTRIC Industrials 1,612,065.0 $457.5M 0.48% NEW $283.77 +6.3%
34 AMAT APPLIED MATERIALS INC Technology 1,224,298.0 $418.5M 0.44% NEW $341.79 +25.0%
35 LRCX LAM RESEARCH CORP Technology 1,922,942.0 $410.9M 0.43% NEW $213.66 +41.5%
36 RTX RTX CORP Industrials 2,051,858.0 $395.8M 0.42% NEW $192.90 -9.4%
37 GS GOLDMAN SACHS GROUP INC Financial Services 456,064.0 $385.8M 0.41% NEW $845.99 +16.8%
38 ORCL ORACLE CORP Technology 2,597,356.0 $382.1M 0.40% NEW $147.11 +29.0%
39 WFC WELLS FARGO CO Financial Services 4,773,587.0 $380.0M 0.40% NEW $79.61 -4.8%
40 UNH UNITEDHEALTH GROUP INC Healthcare 1,355,931.0 $366.9M 0.39% NEW $270.59 +41.7%
Page 2 of 147  ·  2,925 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 32.7%
Financial Services 11.6%
Communication Services 10.2%
Consumer Cyclical 10.1%
Healthcare 10.1%
Industrials 9.5%
Consumer Defensive 4.6%
Energy 4.1%
Utilities 2.7%
Real Estate 2.4%