13F COMBINATION REPORT
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0000315032-26-000001
Total Value
$127.33B
Positions
200
Other Managers
5
Confidential Omitted
No
Holdings (200)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELI LILLY & CO | LLY | 9,090,106 | $9.77B | 7.67% |
| 2 | CATERPILLAR INC | CAT | 13,326,364 | $7.63B | 6.00% |
| 3 | JOHNSON & JOHNSON | JNJ | 21,832,800 | $4.52B | 3.55% |
| 4 | ILLINOIS TOOL WKS INC | 452308109 | 16,563,200 | $4.08B | 3.20% |
| 5 | ELI LILLY & CO | LLY | 3,390,111 | $3.64B | 2.86% |
| 6 | APPLE INC | AAPL | 13,072,697 | $3.55B | 2.79% |
| 7 | NUCOR CORP | NUE | 19,362,892 | $3.16B | 2.48% |
| 8 | APPLE INC | AAPL | 10,492,642 | $2.85B | 2.24% |
| 9 | MICROSOFT CORP | MSFT | 5,851,088 | $2.83B | 2.22% |
| 10 | WALMART INC | WMT | 23,198,550 | $2.58B | 2.03% |
| 11 | EXXON MOBIL CORP | XOM | 20,263,600 | $2.44B | 1.92% |
| 12 | WELLS FARGO CO NEW | 949746101 | 25,594,957 | $2.39B | 1.87% |
| 13 | CATERPILLAR INC | CAT | 4,104,826 | $2.35B | 1.85% |
| 14 | DISNEY WALT CO | 254687106 | 19,357,053 | $2.20B | 1.73% |
| 15 | VULCAN MATLS CO | 929160109 | 7,698,004 | $2.20B | 1.72% |
| 16 | MICROSOFT CORP | MSFT | 4,509,060 | $2.18B | 1.71% |
| 17 | ALPHABET INC | GOOG | 6,779,520 | $2.12B | 1.67% |
| 18 | JOHNSON & JOHNSON | JNJ | 9,758,152 | $2.02B | 1.59% |
| 19 | ARCHER DANIELS MIDLAND CO | ADM | 33,884,596 | $1.95B | 1.53% |
| 20 | WALMART INC | WMT | 15,796,397 | $1.76B | 1.38% |
| 21 | AIR PRODS & CHEMS INC | AIIR | 6,986,272 | $1.73B | 1.36% |
| 22 | INTUIT | INTU | 2,566,907 | $1.70B | 1.34% |
| 23 | PROCTER AND GAMBLE CO | 742718109 | 11,729,253 | $1.68B | 1.32% |
| 24 | ASML HOLDING N V | ASMLF | 1,531,570 | $1.64B | 1.29% |
| 25 | ZOETIS INC | ZTS | 12,242,263 | $1.54B | 1.21% |
| 26 | KLA CORP | KLAC | 1,264,880 | $1.54B | 1.21% |
| 27 | CHEVRON CORP NEW | CVX | 9,194,400 | $1.40B | 1.10% |
| 28 | WELLS FARGO CO NEW | 949746101 | 14,295,019 | $1.33B | 1.05% |
| 29 | ASML HOLDING N V | ASMLF | 1,226,603 | $1.31B | 1.03% |
| 30 | ALPHABET INC | GOOG | 3,998,300 | $1.25B | 0.98% |
| 31 | EXXON MOBIL CORP | XOM | 10,256,700 | $1.23B | 0.97% |
| 32 | ABBOTT LABS | ABLZF | 9,627,200 | $1.21B | 0.95% |
| 33 | AIR PRODS & CHEMS INC | AIIR | 4,854,527 | $1.20B | 0.94% |
| 34 | ILLINOIS TOOL WKS INC | 452308109 | 4,466,700 | $1.10B | 0.86% |
| 35 | ADT INC DEL | ADT | 133,333,333 | $1.08B | 0.85% |
| 36 | MERCK & CO INC | MRK | 9,630,000 | $1.01B | 0.80% |
| 37 | CORNING INC | GLW | 10,630,106 | $930.8M | 0.73% |
| 38 | INTEL CORP | INTC | 24,970,407 | $921.4M | 0.72% |
| 39 | PFIZER INC | PFE | 35,101,539 | $874.0M | 0.69% |
| 40 | ABBVIE INC | ABBV | 3,571,730 | $816.1M | 0.64% |
| 41 | NUCOR CORP | NUE | 4,956,001 | $808.4M | 0.63% |
| 42 | COCA COLA CO | KO | 11,498,400 | $803.9M | 0.63% |
| 43 | ARCHER DANIELS MIDLAND CO | ADM | 12,911,956 | $742.3M | 0.58% |
| 44 | GE AEROSPACE | 369604301 | 2,378,862 | $732.8M | 0.58% |
| 45 | HAGERTY INC | HGTY | 51,800,000 | $696.2M | 0.55% |
| 46 | DEERE & CO | DE | 1,490,447 | $693.9M | 0.54% |
| 47 | 3M CO | MMM | 4,332,391 | $693.6M | 0.54% |
| 48 | META PLATFORMS INC | META | 1,044,476 | $689.4M | 0.54% |
| 49 | RENAISSANCERE HLDGS LTD | RNR-PG | 2,399,303 | $674.6M | 0.53% |
| 50 | RIO TINTO PLC | RTNTF | 8,330,160 | $666.7M | 0.52% |
| 51 | CHEVRON CORP NEW | CVX | 4,139,815 | $630.9M | 0.50% |
| 52 | DEERE & CO | DE | 1,348,526 | $627.8M | 0.49% |
| 53 | MCCORMICK & CO INC | MKC-V | 9,204,544 | $626.9M | 0.49% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 4,071,546 | $583.5M | 0.46% |
| 55 | 3M CO | MMM | 3,601,644 | $576.6M | 0.45% |
| 56 | META PLATFORMS INC | META | 865,024 | $571.0M | 0.45% |
| 57 | AMGEN INC | AMGN | 1,735,300 | $568.0M | 0.45% |
| 58 | AUTOMATIC DATA PROCESSING IN | ADP | 2,177,524 | $560.1M | 0.44% |
| 59 | GATX CORP | GATX | 3,298,454 | $559.4M | 0.44% |
| 60 | ABBVIE INC | ABBV | 2,321,078 | $530.3M | 0.42% |
| 61 | VULCAN MATLS CO | 929160109 | 1,856,656 | $529.6M | 0.42% |
| 62 | DONALDSON INC | DCI | 5,915,633 | $524.5M | 0.41% |
| 63 | AMAZON COM INC | AMZN | 2,246,620 | $518.6M | 0.41% |
| 64 | MCCORMICK & CO INC | MKC-V | 7,318,184 | $498.4M | 0.39% |
| 65 | ABBOTT LABS | ABLZF | 3,959,918 | $496.1M | 0.39% |
| 66 | PFIZER INC | PFE | 19,407,021 | $483.2M | 0.38% |
| 67 | GE AEROSPACE | 369604301 | 1,536,764 | $473.4M | 0.37% |
| 68 | COCA COLA CO | KO | 6,728,600 | $470.4M | 0.37% |
| 69 | ARISTA NETWORKS INC | ANET | 3,534,196 | $463.1M | 0.36% |
| 70 | M & T BK CORP | 55261F104 | 2,295,122 | $462.4M | 0.36% |
| 71 | ZOETIS INC | ZTS | 3,650,640 | $459.3M | 0.36% |
| 72 | TEXAS INSTRS INC | 882508104 | 2,643,886 | $458.7M | 0.36% |
| 73 | EMERSON ELEC CO | EMR | 3,410,814 | $452.7M | 0.36% |
| 74 | APTARGROUP INC | ATR | 3,663,253 | $446.8M | 0.35% |
| 75 | MERCK & CO INC | MRK | 4,164,969 | $438.4M | 0.34% |
| 76 | NORTHERN TR CORP | NTRSO | 2,932,701 | $400.6M | 0.31% |
| 77 | DISNEY WALT CO | 254687106 | 3,362,689 | $382.6M | 0.30% |
| 78 | AUTOMATIC DATA PROCESSING IN | ADP | 1,479,763 | $380.6M | 0.30% |
| 79 | AGILENT TECHNOLOGIES INC | A | 2,768,469 | $376.7M | 0.30% |
| 80 | M & T BK CORP | 55261F104 | 1,827,468 | $368.2M | 0.29% |
| 81 | GATX CORP | GATX | 2,128,884 | $361.1M | 0.28% |
| 82 | UNION PAC CORP | UNP | 1,523,458 | $352.4M | 0.28% |
| 83 | UNION PAC CORP | UNP | 1,494,558 | $345.7M | 0.27% |
| 84 | COLGATE PALMOLIVE CO | CL | 4,150,915 | $328.0M | 0.26% |
| 85 | INTUIT | INTU | 491,627 | $325.7M | 0.26% |
| 86 | EMERSON ELEC CO | EMR | 2,428,053 | $322.3M | 0.25% |
| 87 | AMGEN INC | AMGN | 980,356 | $320.9M | 0.25% |
| 88 | PEPSICO INC | PEP | 2,230,562 | $320.1M | 0.25% |
| 89 | AT&T INC | T-PC | 12,564,489 | $312.1M | 0.25% |
| 90 | MEDTRONIC PLC | MDT | 3,200,000 | $307.4M | 0.24% |
| 91 | TEXAS INSTRS INC | 882508104 | 1,758,899 | $305.2M | 0.24% |
| 92 | CORNING INC | GLW | 3,289,741 | $288.0M | 0.23% |
| 93 | AT&T INC | T-PC | 11,582,826 | $287.7M | 0.23% |
| 94 | DONALDSON INC | DCI | 3,226,984 | $286.1M | 0.22% |
| 95 | ALPHABET INC | GOOG | 900,416 | $282.6M | 0.22% |
| 96 | PEPSICO INC | PEP | 1,929,879 | $277.0M | 0.22% |
| 97 | ARISTA NETWORKS INC | ANET | 2,085,032 | $273.2M | 0.21% |
| 98 | VISA INC | V | 760,131 | $266.6M | 0.21% |
| 99 | VERIZON COMMUNICATIONS INC | VZ | 6,472,621 | $263.6M | 0.21% |
| 100 | CORTEVA INC | CTVA | 3,911,406 | $262.2M | 0.21% |
| 101 | CORTEVA INC | CTVA | 3,723,218 | $249.6M | 0.20% |
| 102 | ALPHABET INC | GOOG | 782,391 | $245.5M | 0.19% |
| 103 | COTERRA ENERGY INC | CTRA | 8,808,855 | $231.8M | 0.18% |
| 104 | UNILEVER PLC | UNLYF | 3,466,902 | $226.7M | 0.18% |
| 105 | HELMERICH & PAYNE INC | HP | 7,841,430 | $224.9M | 0.18% |
| 106 | DUKE ENERGY CORP NEW | DUKB | 1,806,804 | $211.8M | 0.17% |
| 107 | NOVO-NORDISK A S | NONOF | 4,153,048 | $211.3M | 0.17% |
| 108 | RIO TINTO PLC | RTNTF | 2,601,660 | $208.2M | 0.16% |
| 109 | DUKE ENERGY CORP NEW | DUKB | 1,762,504 | $206.6M | 0.16% |
| 110 | COLGATE PALMOLIVE CO | CL | 2,579,655 | $203.8M | 0.16% |
| 111 | SYSCO CORP | SYY | 2,676,731 | $197.2M | 0.15% |
| 112 | US BANCORP DEL | USB-PS | 3,664,800 | $195.6M | 0.15% |
| 113 | KLA CORP | KLAC | 155,265 | $188.7M | 0.15% |
| 114 | VANGUARD INDEX FDS | 922908363 | 284,075 | $178.2M | 0.14% |
| 115 | UNILEVER PLC | UNLYF | 2,655,547 | $173.7M | 0.14% |
| 116 | NORTHERN TR CORP | NTRSO | 1,212,401 | $165.6M | 0.13% |
| 117 | US BANCORP DEL | USB-PS | 2,850,723 | $152.1M | 0.12% |
| 118 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 2,246,040 | $151.4M | 0.12% |
| 119 | AGILENT TECHNOLOGIES INC | A | 1,056,809 | $143.8M | 0.11% |
| 120 | VISA INC | V | 398,580 | $139.8M | 0.11% |
| 121 | APTARGROUP INC | ATR | 1,081,311 | $131.9M | 0.10% |
| 122 | VERIZON COMMUNICATIONS INC | VZ | 3,237,663 | $131.9M | 0.10% |
| 123 | VANGUARD SCOTTSDALE FDS | 92206C870 | 1,530,000 | $128.1M | 0.10% |
| 124 | ADOBE INC | ADBE | 359,597 | $125.9M | 0.10% |
| 125 | ECOLAB INC | ECL | 409,431 | $107.5M | 0.08% |
| 126 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 1,575,379 | $106.2M | 0.08% |
| 127 | BAXTER INTL INC | 071813109 | 5,516,238 | $105.4M | 0.08% |
| 128 | WW GRAINGER INC | 384802104 | 103,301 | $104.2M | 0.08% |
| 129 | SHELL PLC | RYDAF | 1,392,187 | $102.3M | 0.08% |
| 130 | NOVO-NORDISK A S | NONOF | 1,989,730 | $101.2M | 0.08% |
| 131 | AMPHENOL CORP NEW | 032095101 | 711,260 | $96.1M | 0.08% |
| 132 | SOLVENTUM CORP | SOLV | 1,140,526 | $90.4M | 0.07% |
| 133 | ECOLAB INC | ECL | 336,153 | $88.2M | 0.07% |
| 134 | ISHARES TR | 46432F842 | 886,889 | $79.3M | 0.06% |
| 135 | BHP GROUP LTD | BHPLF | 1,277,096 | $77.1M | 0.06% |
| 136 | BECTON DICKINSON & CO | BDX | 385,612 | $74.8M | 0.06% |
| 137 | HNI CORP | HNI | 1,761,600 | $74.1M | 0.06% |
| 138 | SOLVENTUM CORP | SOLV | 928,753 | $73.6M | 0.06% |
| 139 | DOW INC | DOW | 3,131,637 | $73.2M | 0.06% |
| 140 | CINTAS CORP | CTAS | 374,404 | $70.4M | 0.06% |
| 141 | FASTENAL CO | FAST | 1,727,140 | $69.3M | 0.05% |
| 142 | LAM RESEARCH CORP | LRCX | 403,930 | $69.1M | 0.05% |
| 143 | WW GRAINGER INC | 384802104 | 65,157 | $65.7M | 0.05% |
| 144 | INTEL CORP | INTC | 1,765,897 | $65.2M | 0.05% |
| 145 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 792,953 | $65.0M | 0.05% |
| 146 | SYSCO CORP | SYY | 766,700 | $56.5M | 0.04% |
| 147 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 205,236 | $56.5M | 0.04% |
| 148 | ISHARES TR | 46429B267 | 2,366,596 | $54.5M | 0.04% |
| 149 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 183,003 | $50.4M | 0.04% |
| 150 | HNI CORP | HNI | 1,163,323 | $48.9M | 0.04% |
| 151 | INTUITIVE SURGICAL INC | ISRG | 85,617 | $48.5M | 0.04% |
| 152 | METTLER TOLEDO INTERNATIONAL | MTD | 32,659 | $45.5M | 0.04% |
| 153 | CINTAS CORP | CTAS | 239,644 | $45.1M | 0.04% |
| 154 | FASTENAL CO | FAST | 1,100,648 | $44.2M | 0.03% |
| 155 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 536,200 | $44.0M | 0.03% |
| 156 | MEDTRONIC PLC | MDT | 422,141 | $40.6M | 0.03% |
| 157 | DOW INC | DOW | 1,684,715 | $39.4M | 0.03% |
| 158 | ISHARES TR | 464288638 | 680,000 | $36.6M | 0.03% |
| 159 | SHELL PLC | RYDAF | 465,841 | $34.2M | 0.03% |
| 160 | WATERS CORP | 941848103 | 85,371 | $32.4M | 0.03% |
| 161 | VANGUARD WHITEHALL FDS | 921946406 | 218,597 | $31.4M | 0.02% |
| 162 | IDEX CORP | 45167R104 | 169,104 | $30.1M | 0.02% |
| 163 | IDEX CORP | 45167R104 | 166,835 | $29.7M | 0.02% |
| 164 | SIMPSON MFG INC | 829073105 | 181,873 | $29.4M | 0.02% |
| 165 | NORDSON CORP | NDSN | 121,642 | $29.2M | 0.02% |
| 166 | GRACO INC | GGG | 315,619 | $25.9M | 0.02% |
| 167 | BECTON DICKINSON & CO | BDX | 122,637 | $23.8M | 0.02% |
| 168 | COTERRA ENERGY INC | CTRA | 897,263 | $23.6M | 0.02% |
| 169 | BIO-TECHNE CORP | TECH | 321,384 | $18.9M | 0.01% |
| 170 | VANGUARD WHITEHALL FDS | 921946794 | 207,470 | $18.7M | 0.01% |
| 171 | GRACO INC | GGG | 219,467 | $18.0M | 0.01% |
| 172 | AMPHENOL CORP NEW | 032095101 | 126,592 | $17.1M | 0.01% |
| 173 | SCHWAB STRATEGIC TR | 808524607 | 597,919 | $17.0M | 0.01% |
| 174 | NORDSON CORP | NDSN | 64,679 | $15.6M | 0.01% |
| 175 | TIDAL TRUST I | 886364389 | 771,000 | $15.4M | 0.01% |
| 176 | ADVANCED MICRO DEVICES INC | AMD | 66,102 | $14.2M | 0.01% |
| 177 | ISHARES TR | 464288620 | 262,371 | $13.6M | 0.01% |
| 178 | WATERS CORP | 941848103 | 35,724 | $13.6M | 0.01% |
| 179 | BAXTER INTL INC | 071813109 | 708,822 | $13.5M | 0.01% |
| 180 | ISHARES INC | 46434G103 | 195,681 | $13.2M | 0.01% |
| 181 | VANGUARD MUN BD FDS | 922907746 | 250,690 | $12.6M | 0.01% |
| 182 | MAGNUM ICE CREAM CO NV | MICC | 780,052 | $12.4M | 0.01% |
| 183 | METTLER TOLEDO INTERNATIONAL | MTD | 8,823 | $12.3M | 0.01% |
| 184 | ILLUMINA INC | ILMN | 77,782 | $10.2M | 0.01% |
| 185 | GUIDEWIRE SOFTWARE INC | GWRE | 49,900 | $10.0M | 0.01% |
| 186 | MAGNUM ICE CREAM CO NV | MICC | 597,498 | $9.5M | 0.01% |
| 187 | LAM RESEARCH CORP | LRCX | 51,430 | $8.8M | 0.01% |
| 188 | PPG INDS INC | 693506107 | 82,535 | $8.5M | 0.01% |
| 189 | WOODSIDE ENERGY GROUP LTD | WOPEF | 461,542 | $7.2M | 0.01% |
| 190 | ADOBE INC | ADBE | 18,105 | $6.3M | 0.00% |
| 191 | ISHARES TR | 464288653 | 58,949 | $6.0M | 0.00% |
| 192 | SCHWAB STRATEGIC TR | 808524870 | 203,758 | $5.4M | 0.00% |
| 193 | ISHARES TR | 46429B655 | 105,555 | $5.4M | 0.00% |
| 194 | BHP GROUP LTD | BHPLF | 71,836 | $4.3M | 0.00% |
| 195 | ISHARES TR | 46435U853 | 65,821 | $2.5M | 0.00% |
| 196 | ISHARES TR | 464288281 | 19,851 | $1.9M | 0.00% |
| 197 | APPLIED MATLS INC | 038222105 | 6,000 | $1.5M | 0.00% |
| 198 | VANGUARD SCOTTSDALE FDS | 92206C870 | 12,000 | $1.0M | 0.00% |
| 199 | WOODSIDE ENERGY GROUP LTD | WOPEF | 25,961 | $404,732 | 0.00% |
| 200 | INVESCO EXCH TRADED FD TR II | IVZ | 31,111 | $349,688 | 0.00% |