Institution

State Farm Mutual Automobile Insurance Co

13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 315032

Reported value: $146.1bn
Positions we cover: 83
Copy, a year: +13.4%
Copy Sharpe ratio: 0.78

How copying its 13F would have done

CopyS&P 500 $10,000 copying State Farm Mutual Automobile Insurance Co's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −29.0% (S&P 500 −31.8%); beta 0.87; alpha +0.8% a year (t = 0.56); last 12 months +23.7% against +12.1%.

Reported value by quarter

State Farm Mutual Automobile Insurance Co: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2013-06-30	$55B
2013-09-30	$56.9B
2013-12-31	$62.7B
2014-03-31	$64.3B
2014-06-30	$67B
2014-09-30	$67.6B
2014-12-31	$69B
2015-03-31	$67B
2015-06-30	$65.7B
2015-09-30	$59.5B
2015-12-31	$61.7B
2016-03-31	$63.6B
2016-06-30	$66.4B
2016-09-30	$67.3B
2016-12-31	$70.2B
2017-03-31	$71.4B
2017-06-30	$72.5B
2017-09-30	$74.7B
2017-12-31	$79.6B
2018-03-31	$74.1B
2018-06-30	$74.8B
2018-09-30	$80B
2018-12-31	$70.4B
2019-03-31	$78.4B
2019-06-30	$80.8B
2019-09-30	$81B
2019-12-31	$79.5B
2020-03-31	$63B
2020-06-30	$72.8B
2020-09-30	$78.3B
2020-12-31	$87.2B
2021-03-31	$94.5B
2021-06-30	$99.7B
2021-09-30	$90B
2021-12-31	$101B
2022-03-31	$99.6B
2022-06-30	$87.5B
2022-09-30	$83B
2022-12-31	$95.6T
2023-03-31	$96.6B
2023-06-30	$101.8B
2023-09-30	$99.4B
2023-12-31	$104B
2024-03-31	$111.1B
2024-06-30	$110.8B
2024-09-30	$115.2B
2024-12-31	$109.8B
2025-03-31	$108.9B
2025-06-30	$113.1B
2025-09-30	$119.9B
2025-12-31	$127.3B
2026-03-31	$126.9B
2026-06-30	$146.1B

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
CATCaterpillar Inc.	10.57%	$15.5bn	14.51M	−0.4%
LLYLilly (Eli)	8.83%	$12.9bn	10.76M	0.0%
JNJJohnson & Johnson	5.49%	$8.0bn	31.59M	0.0%
AAPLApple Inc.	4.63%	$6.8bn	23.36M	−0.6% Reduced
ITWIllinois Tool Works	3.89%	$5.7bn	21.03M	0.0%
ASMLAsml Holding NV	3.75%	$5.5bn	2.76M	0.0%
NUENucor	3.69%	$5.4bn	24.21M	0.0%
WMTWalmart	3.02%	$4.4bn	38.99M	0.0%
KLACKLA Corporation	2.88%	$4.2bn	13.97M	+895.2% Added
MSFTMicrosoft Corporation	2.64%	$3.9bn	10.36M	0.0%
GOOGLAlphabet Inc. (Class A)	2.64%	$3.9bn	10.78M	0.0%
ADMArcher Daniels Midland	2.45%	$3.6bn	46.80M	0.0%
APDAir Products	2.38%	$3.5bn	11.84M	0.0%
GLWCorning Inc.	2.31%	$3.4bn	13.23M	−1.4% Reduced
INTCIntel	2.30%	$3.4bn	24.06M	−9.5% Reduced
WFCWells Fargo	2.25%	$3.3bn	39.76M	0.0%
VMCVulcan Materials Company	1.92%	$2.8bn	9.52M	0.0%
PGProcter & Gamble	1.58%	$2.3bn	15.80M	0.0%
CVXChevron Corporation	1.51%	$2.2bn	13.33M	0.0%
DEDeere & Company	1.22%	$1.8bn	2.80M	0.0%
MRKMerck & Co.	1.21%	$1.8bn	13.79M	0.0%
ABBVAbbVie	1.01%	$1.5bn	5.89M	0.0%
KOThe Coca-Cola Company	1.01%	$1.5bn	18.23M	0.0%
GEGE Aerospace	0.99%	$1.4bn	3.88M	0.0%
DISThe Walt Disney Company	0.95%	$1.4bn	14.46M	−4.4% Reduced
PFEPfizer	0.90%	$1.3bn	54.51M	0.0%
TXNTexas Instruments	0.90%	$1.3bn	4.40M	0.0%
MMM3M	0.88%	$1.3bn	7.93M	0.0%
ABTAbbott Laboratories	0.84%	$1.2bn	13.59M	0.0%
ZTSZoetis	0.78%	$1.1bn	15.89M	0.0%
METAMeta Platforms	0.74%	$1.1bn	1.91M	0.0%
AMGNAmgen	0.67%	$983.4m	2.72M	0.0%
MTBM&T Bank	0.67%	$981.2m	4.12M	0.0%
GATXGatx Corp	0.66%	$961.7m	5.43M	0.0%
ANETArista Networks	0.65%	$954.6m	5.62M	0.0%
ADTADT Inc.	0.59%	$866.7m	133.33M	0.0%
EMREmerson Electric	0.57%	$835.8m	5.84M	0.0%
MKCMcCormick & Company	0.57%	$833.1m	16.52M	0.0%
UNPUnion Pacific Corporation	0.56%	$820.9m	3.02M	0.0%
DCIDonaldson Co Inc	0.56%	$820.7m	9.14M	0.0%
ADPAutomatic Data Processing	0.56%	$819.0m	3.66M	0.0%
INTUIntuit	0.55%	$798.3m	3.06M	0.0%
RNRRenaissancere Holdings LTD	0.52%	$760.3m	2.40M	0.0%
NTRSNorthern Trust	0.49%	$720.6m	4.15M	0.0%
CTVACorteva, Inc.	0.44%	$646.6m	7.63M	0.0%
HGTYHagerty, Inc.	0.42%	$617.5m	51.80M	0.0%
CLColgate-Palmolive	0.42%	$617.1m	6.73M	0.0%
ATRAptargroup, Inc.	0.41%	$594.0m	4.74M	0.0%
PEPPepsiCo	0.39%	$563.3m	4.16M	0.0%
AMZNAmazon	0.37%	$535.5m	2.25M	0.0%
AAgilent Technologies	0.35%	$508.1m	3.83M	0.0%
TAT&T	0.34%	$499.8m	24.15M	0.0%
DUKDuke Energy	0.31%	$451.8m	3.57M	0.0%
VZVerizon	0.28%	$411.1m	9.71M	0.0%
VVisa Inc.	0.27%	$397.5m	1.16M	0.0%
USBU.S. Bancorp	0.27%	$393.5m	6.52M	0.0%
ULUnilever PLC	0.25%	$371.2m	6.17M	+0.8% Added
IFFInternational Flavors & Fragrances	0.21%	$302.7m	3.82M	0.0%
NVONovo Nordisk A S	0.20%	$294.5m	6.14M	0.0%
GWWW. W. Grainger	0.20%	$288.5m	212.1K	+25.9% Added
SYYSysco	0.20%	$287.8m	3.44M	0.0%
MDTMedtronic	0.19%	$283.4m	3.62M	0.0%
DVNDevon Energy	0.19%	$280.7m	6.79M	New
HPHelmerich & Payne, Inc.	0.18%	$256.7m	7.84M	0.0%
FASTFastenal	0.15%	$216.5m	4.51M	+59.4% Added
ECLEcolab	0.14%	$207.7m	745.6K	0.0%
LRCXLam Research	0.14%	$197.3m	455.4K	0.0%
WSTWest Pharmaceutical Services	0.12%	$177.8m	495.3K	+27.6% Added
CTASCintas	0.11%	$164.6m	967.8K	+57.6% Added
SOLVSolventum	0.11%	$159.6m	2.07M	0.0%
SHELShell plc	0.10%	$144.1m	1.86M	0.0%
BAXBaxter International	0.09%	$132.7m	6.23M	0.0%
DOWDow Inc.	0.09%	$131.8m	4.82M	0.0%
HNIHNI Corp	0.08%	$118.2m	2.92M	0.0%
BHPBHP Group Ltd	0.08%	$112.4m	1.35M	0.0%
APHAmphenol	0.07%	$110.2m	624.9K	−25.4% Reduced
BDXBecton Dickinson	0.07%	$104.7m	691.8K	+36.1% Added
GEHCGE HealthCare	0.06%	$85.1m	1.33M	0.0%
ADBEAdobe Inc.	0.05%	$77.4m	377.7K	0.0%
WATWaters Corporation	0.05%	$71.2m	189.9K	0.0%
MTDMettler Toledo	0.04%	$53.0m	41.5K	0.0%
AMDAdvanced Micro Devices	0.03%	$38.4m	66.1K	0.0%
AMATApplied Materials	0.00%	$4.3m	6.0K	0.0%

Company	Bought (value)	Shares
KLACKLA Corporation	$3.8bn	12.57M
DVNDevon Energy	$280.7m	6.79M
FASTFastenal	$80.6m	1.68M
CTASCintas	$60.2m	353.8K
GWWW. W. Grainger	$59.3m	43.6K
WSTWest Pharmaceutical Services	$38.4m	107.1K
BDXBecton Dickinson	$27.8m	183.5K
ULUnilever PLC	$3.1m	51.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
INTCIntel	−$354.4m	−2.54M
DISThe Walt Disney Company	−$64.3m	−668.4K
IEXIDEX Corporation	−$61.9m	−326.3K
CATCaterpillar Inc.	−$59.0m	−55.4K
NDSNNordson Corporation	−$49.6m	−186.3K
GLWCorning Inc.	−$48.9m	−191.6K
GGGGraco Inc	−$45.3m	−535.1K
ISRGIntuitive Surgical	−$39.5m	−85.6K
AAPLApple Inc.	−$39.3m	−135.7K
APHAmphenol	−$37.6m	−213.0K
SSDSimpson Manufacturing Co., Inc.	−$31.2m	−181.9K
TECHBio-Techne	−$16.8m	−321.4K
GWREGuidewire Software, Inc.	−$7.5m	−49.9K
MICCMagnum Ice Cream Co N.V.	−$3.0m	−199.6K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
IEXIDEX Corporation	$61.9m	326.3K
NDSNNordson Corporation	$49.6m	186.3K
GGGGraco Inc	$45.3m	535.1K
ISRGIntuitive Surgical	$39.5m	85.6K
SSDSimpson Manufacturing Co., Inc.	$31.2m	181.9K
TECHBio-Techne	$16.8m	321.4K
GWREGuidewire Software, Inc.	$7.5m	49.9K
MICCMagnum Ice Cream Co N.V.	$3.0m	199.6K

Health Care22.1%
Industrials22.0%
Technology21.9%
Consumer Staples10.4%
Materials9.8%
Communication Services5.2%
Financials5.1%
Energy2.1%
Consumer Discretionary1.0%
Utilities0.3%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestAugust 16, 2013 to November 2, 2026	+13.4%	+14.1%	0.78	0.78	−29.0%	0.87
2018 onwardsJanuary 5, 2018 to November 2, 2026	+13.4%	+13.9%	0.68	0.66	−29.0%	0.85
Last three yearsNovember 3, 2023 to November 2, 2026	+20.1%	+21.8%	1.18	1.16	−14.6%	0.70
Last yearNovember 7, 2025 to November 2, 2026	+24.7%	+14.2%	1.75	0.84	−8.6%	0.46

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.