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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 25 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 OVV OVINTIV INC Energy 66,800.0 $4.0M 0.02% +7K +11.7% $59.36 -0.8%
482 KIM KIMCO REALTY CORP Real Estate 176,133.0 $4.0M 0.02% -1K -0.7% $22.47 +7.0%
483 ITT ITT INC Industrials 20,729.0 $3.9M 0.02% +600.0 +3.0% $190.53 +1.1%
484 APA APA CORPORATION Energy 92,673.0 $3.9M 0.02% $42.44 -9.7%
485 EVEREST GROUP LTD 12,011.0 $3.9M 0.02% -400.0 -3.2% $326.85
486 J JACOBS SOLUTIONS INC Industrials 30,699.0 $3.9M 0.02% -600.0 -1.9% $127.28 -10.4%
487 SSYS STRATASYS LTD Technology 500,000.0 $3.9M 0.02% NEW $7.81 +7.0%
488 HII HUNTINGTON INGALLS INDS INC Industrials 10,206.0 $3.9M 0.02% -100.0 -1.0% $379.90 -16.4%
489 PODD INSULET CORP Healthcare 18,400.0 $3.9M 0.02% $209.84 -25.4%
490 TYL TYLER TECHNOLOGIES INC Technology 11,237.0 $3.8M 0.02% $342.38 -7.3%
491 GPC GENUINE PARTS CO Consumer Cyclical 36,329.0 $3.8M 0.02% $105.75 -7.7%
492 RS RELIANCE INC Basic Materials 12,597.0 $3.8M 0.02% +200.0 +1.6% $303.92 +19.2%
493 SATS ECHOSTAR CORP Technology 32,700.0 $3.8M 0.02% +900.0 +2.8% $117.07 +21.1%
494 PR PERMIAN RESOURCES CORP Energy 178,200.0 $3.8M 0.02% +14K +8.6% $21.32 -2.0%
495 APG API GROUP CORP Industrials 92,350.0 $3.7M 0.02% +5K +5.6% $40.52 +2.4%
496 SOMNIGROUP INTERNATIONAL INC 50,538.0 $3.7M 0.02% +900.0 +1.8% $73.92
497 PNR PENTAIR PLC Industrials 42,764.0 $3.7M 0.02% $87.11 -14.8%
498 IEX IDEX CORP Industrials 19,580.0 $3.7M 0.02% $189.55 +8.5%
499 MKSI MKS INC Technology 16,140.0 $3.7M 0.02% +300.0 +1.9% $229.81 +36.3%
500 NDSN NORDSON CORP Industrials 13,851.0 $3.7M 0.02% -100.0 -0.7% $266.06 +7.8%
Page 25 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%