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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 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 13,794,969.0 $1.66B 1.31% $120.29 -0.0%
22 DE DEERE & CO Industrials 2,803,405.0 $1.58B 1.25% -36K -1.2% $563.30 -6.0%
23 PFE PFIZER INC Healthcare 54,508,560.0 $1.53B 1.21% $28.08 -6.7%
24 DIS DISNEY WALT CO Communication Services 15,127,518.0 $1.46B 1.15% -7.6M -33.4% $96.38 +8.1%
25 ABT ABBOTT LABORATORIES Healthcare 13,587,118.0 $1.39B 1.10% $102.67 -16.5%
26 KO COCA COLA CO Consumer Defensive 18,227,000.0 $1.39B 1.09% $76.05 +7.3%
27 INTU INTUIT Technology 3,058,534.0 $1.32B 1.04% $432.38 -28.8%
28 ABBV ABBVIE INC Healthcare 5,892,808.0 $1.28B 1.01% $217.49 -1.0%
29 INTC INTEL CORP Technology 26,597,146.0 $1.17B 0.93% -139K -0.5% $44.13 +175.9%
30 MMM 3M CO Industrials 7,934,035.0 $1.15B 0.91% $145.23 +6.8%
31 GE GE AEROSPACE Industrials 3,875,831.0 $1.10B 0.87% -40K -1.0% $283.77 +11.8%
32 META META PLATFORMS INC Communication Services 1,909,500.0 $1.09B 0.86% $572.13 +11.0%
33 RIO RIO TINTO PLC Basic Materials 10,931,820.0 $1.02B 0.80% $93.29 +14.3%
34 AMGN AMGEN INC Healthcare 2,715,656.0 $955.5M 0.75% $351.85 -4.5%
35 GATX GATX CORP Industrials 5,427,338.0 $926.7M 0.73% $170.74 +0.9%
36 ADT ADT INC DEL Industrials 133,333,333.0 $876.0M 0.69% $6.57 +4.0%
37 TXN TEXAS INSTRS INC Technology 4,402,785.0 $854.8M 0.67% $194.14 +63.5%
38 MTB M & T BK CORP Financial Services 4,122,590.0 $852.2M 0.67% $206.72 +4.1%
39 MKC MCCORMICK & CO INC Consumer Defensive 16,522,728.0 $833.4M 0.66% $50.44 -5.7%
40 DCI DONALDSON INC Industrials 9,142,617.0 $775.9M 0.61% $84.87 -1.4%
Page 2 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%