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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 15 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AMP AMERIPRISE FINL INC Financial Services 23,878.0 $10.6M 0.06% -2K -5.9% $444.40 +1.4%
282 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 130,366.0 $10.6M 0.06% $80.95 -3.1%
283 ROK ROCKWELL AUTOMATION INC Industrials 29,313.0 $10.5M 0.06% $358.88 +21.6%
284 ROP ROPER TECHNOLOGIES INC Industrials 29,711.0 $10.5M 0.06% -400.0 -1.3% $353.86 -7.1%
285 EQT EQT CORP Energy 163,000.0 $10.4M 0.06% $63.64 -9.3%
286 COIN COINBASE GLOBAL INC Financial Services 58,300.0 $10.2M 0.05% -1K -2.4% $174.61 +10.9%
287 VTR VENTAS INC Real Estate 124,105.0 $10.1M 0.05% +1K +0.9% $81.78 +8.3%
288 DDOG DATADOG INC Technology 85,800.0 $10.1M 0.05% +600.0 +0.7% $118.05 +84.7%
289 PRU PRUDENTIAL FINL INC Financial Services 102,155.0 $10.0M 0.05% -800.0 -0.8% $97.69 +5.7%
290 NDAQ NASDAQ INC Financial Services 117,290.0 $10.0M 0.05% -800.0 -0.7% $84.89 +6.5%
291 STT STATE STR CORP Financial Services 78,328.0 $9.9M 0.05% $126.56 +21.7%
292 WEC WEC ENERGY GROUP INC Utilities 84,984.0 $9.8M 0.05% $115.77 -4.4%
293 ACGL ARCH CAP GROUP LTD Financial Services 101,400.0 $9.7M 0.05% -1K -1.1% $95.99 +0.1%
294 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 156,723.0 $9.6M 0.05% -1K -0.9% $61.35 -14.7%
295 EME EMCOR GROUP INC Industrials 12,800.0 $9.5M 0.05% $738.31 +15.0%
296 ICLR ICON PLC Healthcare 85,070.0 $9.4M 0.05% $110.66 +5.3%
297 VMC VULCAN MATLS CO Basic Materials 34,476.0 $9.4M 0.05% $272.30 -3.3%
298 KDP KEURIG DR PEPPER INC Consumer Defensive 354,900.0 $9.3M 0.05% $26.33 +9.3%
299 TPL TEXAS PACIFIC LAND CORPORATI Energy 19,600.0 $9.3M 0.05% -200.0 -1.0% $474.56 -15.2%
300 MLM MARTIN MARIETTA MATLS INC Basic Materials 15,737.0 $9.3M 0.05% -100.0 -0.6% $588.68 -8.6%
Page 15 of 48  ·  941 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%