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Portfolio (Quarterly) Guide ↗

Maryland State Retirement & Pension System

· CIK 0001795552
13F Portfolio $5.8B AUM 1,423 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 109 New 671 Added 182 Reduced 38 Exited
Page 2 of 34  ·  671 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LNG CHENIERE ENERGY INC Energy 209,979.0 $50.2M 0.86% +5K +2.5% $239.01 +16.7%
22 BERKSHIRE HATHAWAY INC DEL 100,185.0 $50.1M 0.86% +7K +8.0% $500.39
23 EXC EXELON CORP Utilities 1,023,282.0 $47.7M 0.82% +50K +5.1% $46.62 -5.5%
24 JPM JPMORGAN CHASE & CO Financial Services 143,851.0 $47.1M 0.81% +7K +5.2% $327.33 +8.5%
25 MPC MARATHON PETE CORP Energy 161,451.0 $41.3M 0.71% +146K +956.1% $255.67 +41.0%
26 ED CONSOLIDATED EDISON INC Utilities 369,358.0 $40.9M 0.70% +26K +7.4% $110.63 -3.1%
27 VLO VALERO ENERGY CORP Energy 155,975.0 $40.6M 0.70% +141K +920.6% $260.44 +32.7%
28 PSX PHILLIPS 66 Energy 222,129.0 $37.6M 0.64% +202K +1002.3% $169.05 +42.1%
29 PCG PG&E CORP Utilities 2,207,392.0 $37.1M 0.64% +116K +5.5% $16.82 +7.9%
30 RY ROYAL BK CDA Financial Services 160,116.0 $33.1M 0.57% +2K +1.1% $206.83 -0.4%
31 CCI CROWN CASTLE INC Real Estate 436,971.0 $33.1M 0.57% +23K +5.5% $75.73 -0.1%
32 INTC INTEL CORP Technology 236,091.0 $33.0M 0.56% +15K +6.7% $139.63 -36.4%
33 JNJ JOHNSON & JOHNSON Healthcare 129,702.0 $32.9M 0.56% +9K +7.1% $253.97 +7.4%
34 AZN ASTRAZENECA PLC Healthcare 171,841.0 $32.1M 0.55% +2K +1.3% $186.89 -9.5%
35 AMAT APPLIED MATLS INC Technology 42,680.0 $30.9M 0.53% +3K +6.7% $723.00 -33.5%
36 XOM EXXON MOBIL CORP Energy 224,046.0 $30.6M 0.53% +11K +5.4% $136.72 +18.4%
37 V VISA INC Financial Services 88,893.0 $30.5M 0.52% +4K +4.9% $343.09 +11.5%
38 TD TORONTO DOMINION BK ONT Financial Services 241,034.0 $29.3M 0.50% +3K +1.4% $121.45 -2.6%
39 LRCX LAM RESEARCH CORP Technology 67,294.0 $29.2M 0.50% +4K +6.7% $433.33 -27.5%
40 CNP CENTERPOINT ENERGY INC Utilities 654,087.0 $28.8M 0.49% +33K +5.3% $44.04 -11.5%
Page 2 of 34  ·  671 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 25.9%
Energy 17.7%
Financial Services 10.6%
Utilities 9.9%
Healthcare 7.5%
Industrials 7.4%
Consumer Cyclical 6.8%
Communication Services 4.8%
Real Estate 3.9%
Consumer Defensive 3.2%