Filed: 2/11/2026ACC: 0000315032-26-000001
📋 What this filing means
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $127.33B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$127.33B
Total AUM (reported)
987.50M
Total Shares
Allocation by class
COM$107.23B84.2%
COM NEW$3.82B3.0%
CAP STK CL A$3.37B2.6%
CL A$3.37B2.6%
N Y REGISTRY SHS$2.95B2.3%
COM NON VTG$1.13B0.9%
COM SHS$900.26M0.7%
Portfolio Concentration
Top 3$29.94B23.5%
4–10$32.30B25.4%
11–25$33.16B26.0%
Rest$31.94B25.1%
Top 3 weight
23.5%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 987.50M
Sole
Full voting authority
987.50M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole76
Shared0
Other39
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings115
Rows:
ELI LILLY & CO
SOLEShares12.48M
TypeSH
Market value$13.41B
10.53%
Sole
12.48M
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares17.43M
TypeSH
Market value$9.99B
7.84%
Sole
17.43M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares31.59M
TypeSH
Market value$6.54B
5.13%
Sole
31.59M
Shared
0.00
None
0.00
APPLE INC
DFNDShares23.57M
TypeSH
Market value$6.41B
5.03%
Sole
23.57M
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares21.03M
TypeSH
Market value$5.18B
4.07%
Sole
21.03M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.36M
TypeSH
Market value$5.01B
3.94%
Sole
10.36M
Shared
0.00
None
0.00
WALMART INC
SOLEShares38.99M
TypeSH
Market value$4.34B
3.41%
Sole
38.99M
Shared
0.00
None
0.00
NUCOR CORP
SOLEShares24.32M
TypeSH
Market value$3.97B
3.12%
Sole
24.32M
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares39.89M
TypeSH
Market value$3.72B
2.92%
Sole
39.89M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares30.52M
TypeSH
Market value$3.67B
2.88%
Sole
30.52M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares10.78M
TypeSH
Market value$3.37B
2.65%
Sole
10.78M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares2.76M
TypeSH
Market value$2.95B
2.32%
Sole
2.76M
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares11.84M
TypeSH
Market value$2.92B
2.30%
Sole
11.84M
Shared
0.00
None
0.00
VULCAN MATLS CO
SOLEShares9.55M
TypeSH
Market value$2.73B
2.14%
Sole
9.55M
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
DFNDShares46.80M
TypeSH
Market value$2.69B
2.11%
Sole
46.80M
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares22.72M
TypeSH
Market value$2.58B
2.03%
Sole
22.72M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares15.80M
TypeSH
Market value$2.26B
1.78%
Sole
15.80M
Shared
0.00
None
0.00
CHEVRON CORP NEW
DFNDShares13.33M
TypeSH
Market value$2.03B
1.60%
Sole
13.33M
Shared
0.00
None
0.00
INTUIT
SOLEShares3.06M
TypeSH
Market value$2.03B
1.59%
Sole
3.06M
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares15.89M
TypeSH
Market value$2.00B
1.57%
Sole
15.89M
Shared
0.00
None
0.00
KLA CORP
SOLEShares1.42M
TypeSH
Market value$1.73B
1.36%
Sole
1.42M
Shared
0.00
None
0.00
ABBOTT LABS
DFNDShares13.59M
TypeSH
Market value$1.70B
1.34%
Sole
13.59M
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares13.79M
TypeSH
Market value$1.45B
1.14%
Sole
13.79M
Shared
0.00
None
0.00
PFIZER INC
SOLEShares54.51M
TypeSH
Market value$1.36B
1.07%
Sole
54.51M
Shared
0.00
None
0.00
ABBVIE INC
DFNDShares5.89M
TypeSH
Market value$1.35B
1.06%
Sole
5.89M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & COSOLE | COM | 12.48M | SH | $13.41B 10.53% | 12.48M | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 17.43M | SH | $9.99B 7.84% | 17.43M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 31.59M | SH | $6.54B 5.13% | 31.59M | 0.00 | 0.00 |
APPLE INCDFND | COM | 23.57M | SH | $6.41B 5.03% | 23.57M | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 21.03M | SH | $5.18B 4.07% | 21.03M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.36M | SH | $5.01B 3.94% | 10.36M | 0.00 | 0.00 |
WALMART INCSOLE | COM | 38.99M | SH | $4.34B 3.41% | 38.99M | 0.00 | 0.00 |
NUCOR CORPSOLE | COM | 24.32M | SH | $3.97B 3.12% | 24.32M | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 39.89M | SH | $3.72B 2.92% | 39.89M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 30.52M | SH | $3.67B 2.88% | 30.52M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 10.78M | SH | $3.37B 2.65% | 10.78M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 2.76M | SH | $2.95B 2.32% | 2.76M | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 11.84M | SH | $2.92B 2.30% | 11.84M | 0.00 | 0.00 |
VULCAN MATLS COSOLE | COM | 9.55M | SH | $2.73B 2.14% | 9.55M | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND CODFND | COM | 46.80M | SH | $2.69B 2.11% | 46.80M | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 22.72M | SH | $2.58B 2.03% | 22.72M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 15.80M | SH | $2.26B 1.78% | 15.80M | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 13.33M | SH | $2.03B 1.60% | 13.33M | 0.00 | 0.00 |
INTUITSOLE | COM | 3.06M | SH | $2.03B 1.59% | 3.06M | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 15.89M | SH | $2.00B 1.57% | 15.89M | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 1.42M | SH | $1.73B 1.36% | 1.42M | 0.00 | 0.00 |
ABBOTT LABSDFND | COM | 13.59M | SH | $1.70B 1.34% | 13.59M | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 13.79M | SH | $1.45B 1.14% | 13.79M | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 54.51M | SH | $1.36B 1.07% | 54.51M | 0.00 | 0.00 |
ABBVIE INCDFND | COM | 5.89M | SH | $1.35B 1.06% | 5.89M | 0.00 | 0.00 |
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