# STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 315032. Source: https://holderbook.com/funds/315032-state-farm-mutual-automobile-insurance-co/

- Reported value: $146.1B
- Positions: 107
- Weight of the ten largest: 49.6%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $15.5B | 14,509,304 | 10.6% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $12.9B | 10,759,188 | 8.8% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $8.0B | 31,590,952 | 5.5% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $6.8B | 23,361,177 | 4.6% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $5.7B | 21,029,900 | 3.9% | 31 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $5.5B | 2,758,173 | 3.8% | 31 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $5.4B | 24,206,873 | 3.7% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $4.4B | 38,994,947 | 3.0% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $4.2B | 13,968,900 | 2.9% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $4.2B | 30,520,300 | 2.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.9B | 10,360,148 | 2.6% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.9B | 10,777,820 | 2.6% | 31 |
| ARCHER DANIELS MIDLAND CO | [ADM](https://holderbook.com/stocks/ADM/) | $3.6B | 46,796,552 | 2.4% | 31 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $3.5B | 11,840,799 | 2.4% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $3.4B | 13,231,628 | 2.3% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $3.4B | 24,059,342 | 2.3% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $3.3B | 39,758,338 | 2.2% | 31 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $2.8B | 9,521,730 | 1.9% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.3B | 15,800,799 | 1.6% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.2B | 13,334,215 | 1.5% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.8B | 2,803,405 | 1.2% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.8B | 13,794,969 | 1.2% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.5B | 5,892,808 | 1.0% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.5B | 18,227,000 | 1.0% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.4B | 3,875,831 | 1.0% | 20 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.4B | 14,459,098 | 1.0% | 31 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.3B | 54,508,560 | 0.9% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.3B | 4,402,785 | 0.9% | 31 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.3B | 7,934,035 | 0.9% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.2B | 13,587,118 | 0.8% | 31 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $1.1B | 15,892,903 | 0.8% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.1B | 1,909,500 | 0.7% | 31 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $1.0B | 10,931,820 | 0.7% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $983.4M | 2,715,656 | 0.7% | 31 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $981.2M | 4,122,590 | 0.7% | 31 |
| GATX CORP | [GATX](https://holderbook.com/stocks/GATX/) | $961.7M | 5,427,338 | 0.7% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $954.6M | 5,619,228 | 0.7% | 7 |
| ADT INC DEL | [ADT](https://holderbook.com/stocks/ADT/) | $866.7M | 133,333,333 | 0.6% | 15 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $835.8M | 5,838,867 | 0.6% | 31 |
| MCCORMICK & CO INC | [MKC](https://holderbook.com/stocks/MKC/) | $833.1M | 16,522,728 | 0.6% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $820.9M | 3,018,016 | 0.6% | 31 |
| DONALDSON INC | [DCI](https://holderbook.com/stocks/DCI/) | $820.7M | 9,142,617 | 0.6% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $819.0M | 3,657,287 | 0.6% | 31 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $798.3M | 3,058,534 | 0.5% | 31 |
| RENAISSANCERE HLDGS LTD | [RNR](https://holderbook.com/stocks/RNR/) | $760.3M | 2,399,303 | 0.5% | 31 |
| NORTHERN TR CORP | [NTRS](https://holderbook.com/stocks/NTRS/) | $720.6M | 4,145,102 | 0.5% | 31 |
| CORTEVA INC | [CTVA](https://holderbook.com/stocks/CTVA/) | $646.6M | 7,634,624 | 0.4% | 29 |
| HAGERTY INC | [HGTY](https://holderbook.com/stocks/HGTY/) | $617.5M | 51,800,000 | 0.4% | 19 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $617.1M | 6,730,570 | 0.4% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $594.6M | 1,682,807 | 0.4% | 31 |
| APTARGROUP INC | [ATR](https://holderbook.com/stocks/ATR/) | $594.0M | 4,744,564 | 0.4% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $563.3M | 4,160,441 | 0.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $535.5M | 2,246,620 | 0.4% | 31 |
| AGILENT TECHNOLOGIES INC | [A](https://holderbook.com/stocks/A/) | $508.1M | 3,825,278 | 0.3% | 31 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $499.8M | 24,147,315 | 0.3% | 31 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $451.8M | 3,569,308 | 0.3% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $411.1M | 9,710,284 | 0.3% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $397.5M | 1,158,711 | 0.3% | 31 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $393.5M | 6,515,523 | 0.3% | 31 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $371.2M | 6,174,081 | 0.3% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $369.8M | 538,489 | 0.3% | 7 |
| INTERNATIONAL FLAVORS&FRAGRA | [IFF](https://holderbook.com/stocks/IFF/) | $302.7M | 3,821,419 | 0.2% | 31 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $294.5M | 6,142,778 | 0.2% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $288.5M | 212,068 | 0.2% | 31 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $287.8M | 3,443,431 | 0.2% | 31 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $283.4M | 3,622,141 | 0.2% | 31 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $280.7M | 6,794,282 | 0.2% | 1 |
| HELMERICH & PAYNE INC | [HP](https://holderbook.com/stocks/HP/) | $256.7M | 7,841,430 | 0.2% | 31 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $216.5M | 4,506,900 | 0.1% | 31 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $207.7M | 745,584 | 0.1% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $197.3M | 455,360 | 0.1% | 7 |
| WEST PHARMACEUTICAL SVSC INC | [WST](https://holderbook.com/stocks/WST/) | $177.8M | 495,334 | 0.1% | 31 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $164.6M | 967,843 | 0.1% | 31 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $162.1M | 3,216,783 | 0.1% | 2 |
| SOLVENTUM CORP | [SOLV](https://holderbook.com/stocks/SOLV/) | $159.6M | 2,069,279 | 0.1% | 9 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $144.1M | 1,858,028 | 0.1% | 18 |
| BAXTER INTL INC | [BAX](https://holderbook.com/stocks/BAX/) | $132.7M | 6,225,060 | 0.1% | 31 |
| DOW HLDGS INC | [DOW](https://holderbook.com/stocks/DOW/) | $131.8M | 4,816,352 | 0.1% | 29 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $127.4M | 1,542,000 | 0.1% | 18 |
| HNI CORP | [HNI](https://holderbook.com/stocks/HNI/) | $118.2M | 2,924,923 | 0.1% | 31 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $112.4M | 1,348,932 | 0.1% | 18 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $111.7M | 4,902,127 | 0.1% | 7 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $110.2M | 624,871 | 0.1% | 31 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $104.7M | 691,797 | 0.1% | 31 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $85.1M | 1,329,153 | 0.1% | 14 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $77.4M | 377,702 | 0.1% | 31 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $71.2M | 189,881 | 0.0% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $58.4M | 267,809 | 0.0% | 2 |
| METTLER TOLEDO INTERNATIONAL | [MTD](https://holderbook.com/stocks/MTD/) | $53.0M | 41,482 | 0.0% | 31 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $47.4M | 1,313,111 | 0.0% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $38.4M | 66,102 | 0.0% | 18 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $36.2M | 680,000 | 0.0% | 11 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $32.3M | 328,775 | 0.0% | 7 |
| ISHARES TR | [USIG](https://holderbook.com/stocks/USIG/) | $28.0M | 546,405 | 0.0% | 7 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $26.3M | 520,223 | 0.0% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $26.2M | 316,825 | 0.0% | 7 |
| TIDAL TRUST I | [VETZ](https://holderbook.com/stocks/VETZ/) | $15.3M | 771,000 | 0.0% | 11 |
| ISHARES TR | [TLH](https://holderbook.com/stocks/TLH/) | $12.5M | 124,705 | 0.0% | 4 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $11.5M | 433,064 | 0.0% | 7 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $11.4M | 222,764 | 0.0% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.5% | +14.8% | +0.7% | 100% |
| Q1 2026 | +3.1% | -4.6% | +7.7% | 100% |
| Q4 2025 | +6.8% | +2.4% | +4.5% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +4.0% | +10.5% | -6.5% | 100% |
| Q1 2025 | -0.0% | -4.6% | +4.5% | 100% |
| Q4 2024 | -4.6% | +2.1% | -6.7% | 100% |
| Q3 2024 | +4.2% | +5.4% | -1.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $146.1B | 107 |
| Q1 2026 | $126.9B | 113 |
| Q4 2025 | $127.3B | 115 |
| Q3 2025 | $119.9B | 115 |
| Q2 2025 | $113.1B | 120 |
| Q1 2025 | $108.9B | 122 |
| Q4 2024 | $109.8B | 122 |
| Q3 2024 | $115.2B | 108 |
| Q2 2024 | $110.8B | 124 |
| Q1 2024 | $111.1B | 123 |
| Q4 2023 | $104.0B | 122 |
| Q3 2023 | $99.4B | 123 |