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Portfolio (Quarterly) Guide ↗

STATE OF MICHIGAN RETIREMENT SYSTEM

· CIK 0000762152
13F Portfolio $18.9B AUM 941 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 374 Added 194 Reduced 17 Exited
Page 8 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MAA MID AMER APT CMNTYS INC Real Estate 33,699.0 $4.1M 0.02% -200.0 -0.6% $122.12 +6.5%
142 KIM KIMCO REALTY CORP Real Estate 176,133.0 $4.0M 0.02% -1K -0.7% $22.47 +7.0%
143 EVEREST GROUP LTD 12,011.0 $3.9M 0.02% -400.0 -3.2% $326.85
144 J JACOBS SOLUTIONS INC Industrials 30,699.0 $3.9M 0.02% -600.0 -1.9% $127.28 -10.4%
145 HII HUNTINGTON INGALLS INDS INC Industrials 10,206.0 $3.9M 0.02% -100.0 -1.0% $379.90 -16.4%
146 NDSN NORDSON CORP Industrials 13,851.0 $3.7M 0.02% -100.0 -0.7% $266.06 +7.8%
147 COOPER COS INC 51,244.0 $3.7M 0.02% -800.0 -1.5% $71.50
148 CSL CARLISLE COS INC Industrials 10,572.0 $3.5M 0.02% -100.0 -0.9% $333.62 -0.4%
149 FOXA FOX CORP Communication Services 60,212.0 $3.5M 0.02% -2K -3.4% $58.40 +10.0%
150 TKO TKO GROUP HOLDINGS INC Communication Services 17,300.0 $3.5M 0.02% -100.0 -0.6% $201.65 -3.7%
151 RL RALPH LAUREN CORP Consumer Cyclical 10,080.0 $3.5M 0.02% -100.0 -1.0% $343.99 -4.3%
152 GEN GEN DIGITAL INC Technology 177,675.0 $3.3M 0.02% -3K -1.7% $18.83 +32.0%
153 CLX CLOROX CO DEL Consumer Defensive 31,551.0 $3.3M 0.02% -400.0 -1.2% $103.63 -8.2%
154 IT GARTNER INC Technology 20,347.0 $3.2M 0.02% -400.0 -1.9% $158.34 -0.7%
155 MAS MASCO CORP Industrials 53,217.0 $3.2M 0.02% -1K -2.2% $60.37 +11.2%
156 JKHY HENRY JACK ASSOC INC Technology 19,816.0 $3.1M 0.02% -100.0 -0.5% $158.04 -11.7%
157 RNR RENAISSANCERE HLDGS LTD Financial Services 10,465.0 $3.1M 0.02% -400.0 -3.7% $297.23 +2.0%
158 ALGN ALIGN TECHNOLOGY INC Healthcare 17,400.0 $3.0M 0.02% -100.0 -0.6% $171.43 -4.9%
159 DPZ DOMINOS PIZZA INC Consumer Cyclical 8,080.0 $2.9M 0.01% -100.0 -1.2% $358.79 -11.8%
160 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 13,791.0 $2.9M 0.01% -400.0 -2.8% $209.08 +16.4%
Page 8 of 10  ·  194 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 33.7%
Financial Services 12.1%
Communication Services 11.1%
Consumer Cyclical 9.5%
Healthcare 9.2%
Industrials 9.0%
Consumer Defensive 5.5%
Energy 3.7%
Utilities 2.6%
Real Estate 2.0%