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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 29 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 MLI MUELLER INDS INC Industrials 26,700.0 $3.0M 0.02% +500.0 +1.9% $110.80 +20.6%
562 AEIS ADVANCED ENERGY INDS Industrials 9,100.0 $2.9M 0.02% NEW $322.71 +0.3%
563 UHS UNIVERSAL HLTH SVCS INC Healthcare 16,374.0 $2.9M 0.01% $178.97 -8.2%
564 GDDY GODADDY INC Technology 35,300.0 $2.9M 0.01% $82.67 +10.8%
565 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 38,200.0 $2.9M 0.01% NEW $76.16 +10.9%
566 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 46,600.0 $2.9M 0.01% +800.0 +1.8% $62.42 +1.0%
567 GL GLOBE LIFE INC Financial Services 20,836.0 $2.9M 0.01% $139.17 +12.5%
568 DPZ DOMINOS PIZZA INC Consumer Cyclical 8,080.0 $2.9M 0.01% -100.0 -1.2% $358.79 -11.8%
569 CACI CACI INTL INC Technology 5,321.0 $2.9M 0.01% +100.0 +1.9% $543.87 -9.9%
570 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 13,791.0 $2.9M 0.01% -400.0 -2.8% $209.08 +16.4%
571 SWK STANLEY BLACK DECKER INC Industrials 40,431.0 $2.9M 0.01% $71.06 +5.5%
572 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 145,000.0 $2.9M 0.01% $19.78 -0.9%
573 CNH INDL N V 260,600.0 $2.9M 0.01% NEW $11.00
574 ELAN ELANCO ANIMAL HEALTH INC Healthcare 119,600.0 $2.9M 0.01% +2K +1.9% $23.93 -10.9%
575 AIZ ASSURANT INC Financial Services 13,067.0 $2.8M 0.01% $217.81 +17.4%
576 BLDR BUILDERS FIRSTSOURCE INC Industrials 34,500.0 $2.8M 0.01% $82.33 -10.3%
577 IVZ INVESCO LTD Financial Services 115,998.0 $2.8M 0.01% $24.29 +11.1%
578 ENSG ENSIGN GROUP INC Healthcare 13,900.0 $2.8M 0.01% +300.0 +2.2% $201.50 -14.8%
579 EVR EVERCORE INC Financial Services 9,305.0 $2.8M 0.01% +200.0 +2.2% $298.51 +16.0%
580 SCI SERVICE CORP INTL Consumer Cyclical 33,462.0 $2.8M 0.01% +300.0 +0.9% $82.51 -6.0%
Page 29 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%