# STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: Form 13F holdings

An institutional investment manager in BLOOMINGTON, IL. SEC CIK 315032.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $146.14bn
- Positions: 107 (188 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/315032/000031503226000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $15.45bn | 10.6% | 14,509,304 |  | Reduced −55,422 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $12.90bn | 8.8% | 10,759,188 |  | Unchanged |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $8.02bn | 5.5% | 31,590,952 |  | Unchanged |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $6.76bn | 4.6% | 23,361,177 |  | Reduced −135,655 |
| [ILLINOIS TOOL WKS INC (ITW)](/companies/itw.md) | COM | $5.69bn | 3.9% | 21,029,900 |  | Unchanged |
| ASML HLDG NV | N Y REGISTRY SHS | $5.49bn | 3.8% | 2,758,173 |  | Unchanged |
| [NUCOR CORP (NUE)](/companies/nue.md) | COM | $5.39bn | 3.7% | 24,206,873 |  | Unchanged |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $4.42bn | 3.0% | 38,994,947 |  | Unchanged |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $4.21bn | 2.9% | 13,968,900 |  | Added +12,565,296 |
| EXXON MOBIL CORP | COM | $4.17bn | 2.9% | 30,520,300 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $3.86bn | 2.6% | 10,360,148 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $3.85bn | 2.6% | 10,777,820 |  | Unchanged |
| [ARCHER DANIELS MIDLAND CO (ADM)](/companies/adm.md) | COM | $3.58bn | 2.4% | 46,796,552 |  | Unchanged |
| [AIR PRODUCTS AND CHEMICALS I (APD)](/companies/apd.md) | COM | $3.47bn | 2.4% | 11,840,799 |  | Unchanged |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $3.38bn | 2.3% | 13,231,628 |  | Reduced −191,588 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $3.36bn | 2.3% | 24,059,342 |  | Reduced −2,537,804 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $3.29bn | 2.2% | 39,758,338 |  | Unchanged |
| [VULCAN MATLS CO (VMC)](/companies/vmc.md) | COM | $2.81bn | 1.9% | 9,521,730 |  | Unchanged |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $2.32bn | 1.6% | 15,800,799 |  | Unchanged |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $2.21bn | 1.5% | 13,334,215 |  | Unchanged |
| [DEERE & CO (DE)](/companies/de.md) | COM | $1.78bn | 1.2% | 2,803,405 |  | Unchanged |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $1.77bn | 1.2% | 13,794,969 |  | Unchanged |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $1.48bn | 1.0% | 5,892,808 |  | Unchanged |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $1.48bn | 1.0% | 18,227,000 |  | Unchanged |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $1.45bn | 1.0% | 3,875,831 |  | Unchanged |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $1.39bn | 1.0% | 14,459,098 |  | Reduced −668,420 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $1.31bn | 0.9% | 54,508,560 |  | Unchanged |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $1.31bn | 0.9% | 4,402,785 |  | Unchanged |
| [3M CO (MMM)](/companies/mmm.md) | COM | $1.28bn | 0.9% | 7,934,035 |  | Unchanged |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $1.23bn | 0.8% | 13,587,118 |  | Unchanged |
| [ZOETIS INC (ZTS)](/companies/zts.md) | CL A | $1.14bn | 0.8% | 15,892,903 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $1.08bn | 0.7% | 1,909,500 |  | Unchanged |
| [RIO TINTO PLC (RIO)](/companies/rio.md) | SPONSORED ADR | $1.04bn | 0.7% | 10,931,820 |  | Unchanged |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $983.4m | 0.7% | 2,715,656 |  | Unchanged |
| [M & T BK CORP (MTB)](/companies/mtb.md) | COM | $981.2m | 0.7% | 4,122,590 |  | Unchanged |
| [GATX CORP (GATX)](/companies/gatx.md) | COM | $961.7m | 0.7% | 5,427,338 |  | Unchanged |
| [ARISTA NETWORKS INC (ANET)](/companies/anet.md) | COM SHS | $954.6m | 0.7% | 5,619,228 |  | Unchanged |
| [ADT INC DEL (ADT)](/companies/adt.md) | COM | $866.7m | 0.6% | 133,333,333 |  | Unchanged |
| [EMERSON ELEC CO (EMR)](/companies/emr.md) | COM | $835.8m | 0.6% | 5,838,867 |  | Unchanged |
| [MCCORMICK & CO INC (MKC)](/companies/mkc.md) | COM NON VTG | $833.1m | 0.6% | 16,522,728 |  | Unchanged |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $820.9m | 0.6% | 3,018,016 |  | Unchanged |
| [DONALDSON INC (DCI)](/companies/dci.md) | COM | $820.7m | 0.6% | 9,142,617 |  | Unchanged |
| [AUTOMATIC DATA PROCESSING IN (ADP)](/companies/adp.md) | COM | $819.0m | 0.6% | 3,657,287 |  | Unchanged |
| [INTUIT (INTU)](/companies/intu.md) | COM | $798.3m | 0.5% | 3,058,534 |  | Unchanged |
| RENAISSANCERE HLDGS LTD | COM | $760.3m | 0.5% | 2,399,303 |  | Unchanged |
| [NORTHERN TR CORP (NTRS)](/companies/ntrs.md) | COM | $720.6m | 0.5% | 4,145,102 |  | Unchanged |
| [CORTEVA INC (CTVA)](/companies/ctva.md) | COM | $646.6m | 0.4% | 7,634,624 |  | Unchanged |
| [HAGERTY INC (HGTY)](/companies/hgty.md) | CL A COM | $617.5m | 0.4% | 51,800,000 |  | Unchanged |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $617.1m | 0.4% | 6,730,570 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $594.6m | 0.4% | 1,682,807 |  | Unchanged |
| [APTARGROUP INC (ATR)](/companies/atr.md) | COM | $594.0m | 0.4% | 4,744,564 |  | Unchanged |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $563.3m | 0.4% | 4,160,441 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $535.5m | 0.4% | 2,246,620 |  | Unchanged |
| [AGILENT TECHNOLOGIES INC (A)](/companies/a.md) | COM | $508.1m | 0.3% | 3,825,278 |  | Unchanged |
| [AT&T INC (T)](/companies/t.md) | COM | $499.8m | 0.3% | 24,147,315 |  | Unchanged |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $451.8m | 0.3% | 3,569,308 |  | Unchanged |
| [VERIZON COMMUNICATIONS INC (VZ)](/companies/vz.md) | COM | $411.1m | 0.3% | 9,710,284 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | COM CL A | $397.5m | 0.3% | 1,158,711 |  | Unchanged |
| [US BANCORP (USB)](/companies/usb.md) | COM NEW | $393.5m | 0.3% | 6,515,523 |  | Unchanged |
| [UNILEVER PLC (UL)](/companies/ul.md) | SPON ADR NEW | $371.2m | 0.3% | 6,174,081 |  | Added +51,632 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $369.8m | 0.3% | 538,489 |  | Added +141,776 |
| [INTERNATIONAL FLAVORS&FRAGRA (IFF)](/companies/iff.md) | COM | $302.7m | 0.2% | 3,821,419 |  | Unchanged |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $294.5m | 0.2% | 6,142,778 |  | Unchanged |
| [WW GRAINGER INC (GWW)](/companies/gww.md) | COM | $288.5m | 0.2% | 212,068 |  | Added +43,610 |
| [SYSCO CORP (SYY)](/companies/syy.md) | COM | $287.8m | 0.2% | 3,443,431 |  | Unchanged |
| MEDTRONIC PLC | SHS | $283.4m | 0.2% | 3,622,141 |  | Unchanged |
| [DEVON ENERGY CORP NEW (DVN)](/companies/dvn.md) | COM | $280.7m | 0.2% | 6,794,282 |  | New +6,794,282 |
| [HELMERICH & PAYNE INC (HP)](/companies/hp.md) | COM | $256.7m | 0.2% | 7,841,430 |  | Unchanged |
| [FASTENAL CO (FAST)](/companies/fast.md) | COM | $216.5m | 0.1% | 4,506,900 |  | Added +1,679,112 |
| [ECOLAB INC (ECL)](/companies/ecl.md) | COM | $207.7m | 0.1% | 745,584 |  | Unchanged |
| [LAM RESEARCH CORP (LRCX)](/companies/lrcx.md) | COM NEW | $197.3m | 0.1% | 455,360 |  | Unchanged |
| [WEST PHARMACEUTICAL SVSC INC (WST)](/companies/wst.md) | COM | $177.8m | 0.1% | 495,334 |  | Added +107,095 |
| [CINTAS CORP (CTAS)](/companies/ctas.md) | COM | $164.6m | 0.1% | 967,843 |  | Added +353,795 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $162.1m | 0.1% | 3,216,783 |  | Added +864,113 |
| [SOLVENTUM CORP (SOLV)](/companies/solv.md) | COM SHS | $159.6m | 0.1% | 2,069,279 |  | Unchanged |
| [SHELL PLC (SHEL)](/companies/shel.md) | SPON ADS | $144.1m | <0.1% | 1,858,028 |  | Unchanged |
| [BAXTER INTL INC (BAX)](/companies/bax.md) | COM | $132.7m | <0.1% | 6,225,060 |  | Unchanged |
| [DOW HLDGS INC (DOW)](/companies/dow.md) | COM | $131.8m | <0.1% | 4,816,352 |  | Unchanged |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $127.4m | <0.1% | 1,542,000 |  | Unchanged |
| [HNI CORP (HNI)](/companies/hni.md) | COM | $118.2m | <0.1% | 2,924,923 |  | Unchanged |
| [BHP BILLITON LIMITED (BHP)](/companies/bhp.md) | SPONSORED ADS | $112.4m | <0.1% | 1,348,932 |  | Unchanged |
| ISHARES TR | US TREAS BD ETF | $111.7m | <0.1% | 4,902,127 |  | Added +1,531,757 |
| [AMPHENOL CORP (APH)](/companies/aph.md) | CL A | $110.2m | <0.1% | 624,871 |  | Reduced −212,981 |
| [BECTON DICKINSON & CO (BDX)](/companies/bdx.md) | COM | $104.7m | <0.1% | 691,797 |  | Added +183,548 |
| [GE HEALTHCARE TECHNOLOGIES I (GEHC)](/companies/gehc.md) | COMMON STOCK | $85.1m | <0.1% | 1,329,153 |  | Unchanged |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $77.4m | <0.1% | 377,702 |  | Unchanged |
| [WATERS CORP (WAT)](/companies/wat.md) | COM | $71.2m | <0.1% | 189,881 |  | Unchanged |
| VANGUARD INDEX FDS | VALUE ETF | $58.4m | <0.1% | 267,809 |  | Added +65,261 |
| [METTLER TOLEDO INTERNATIONAL (MTD)](/companies/mtd.md) | COM | $53.0m | <0.1% | 41,482 |  | Unchanged |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $47.4m | <0.1% | 1,313,111 |  | Added +327,976 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $38.4m | <0.1% | 66,102 |  | Unchanged |
| ISHARES TR | ISHS 5-10YR INVT | $36.2m | <0.1% | 680,000 |  | Unchanged |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $32.3m | <0.1% | 328,775 |  | Added +74,366 |
| ISHARES TR | USD INV GRDE ETF | $28.0m | <0.1% | 546,405 |  | Added +176,503 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $26.3m | <0.1% | 520,223 |  | Added +153,950 |
| ISHARES INC | CORE MSCI EMKT | $26.2m | <0.1% | 316,825 |  | Added +60,239 |
| TIDAL TRUST I | ACADEMY VETERAN | $15.3m | <0.1% | 771,000 |  | Unchanged |
| ISHARES TR | 10-20 YR TRS ETF | $12.5m | <0.1% | 124,705 |  | Added +41,209 |
| SCHWAB STRATEGIC TR | US TIPS ETF | $11.5m | <0.1% | 433,064 |  | Added +137,912 |
| ISHARES TR | FLTG RATE NT ETF | $11.4m | <0.1% | 222,764 |  | Added +72,086 |
| [WOODSIDE ENERGY GROUP LTD (WDS)](/companies/wds.md) | SPONSORED ADR | $9.4m | <0.1% | 487,503 |  | Unchanged |
| ISHARES TR | BROAD USD HIGH | $4.8m | <0.1% | 130,816 |  | Added +5,767 |
| [APPLIED MATLS INC (AMAT)](/companies/amat.md) | COM | $4.3m | <0.1% | 6,000 |  | Unchanged |
| ISHARES TR | JPMORGAN USD EMG | $3.9m | <0.1% | 40,378 |  | Added +11,667 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $363.8k | <0.1% | 33,559 |  | Added +509 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $38.3k | <0.1% | 642 |  | New +642 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $11.7k | <0.1% | 74 |  | New +74 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BIO-TECHNE CORP (TECH)](/companies/tech.md) | COM | $0 | 0.0% | 0 |  | Sold out −321,384 |
| COTERRA ENERGY INC | COM | $0 | 0.0% | 0 |  | Sold out −9,706,118 |
| [GRACO INC (GGG)](/companies/ggg.md) | COM | $0 | 0.0% | 0 |  | Sold out −535,086 |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $0 | 0.0% | 0 |  | Sold out −49,900 |
| [IDEX CORP (IEX)](/companies/iex.md) | COM | $0 | 0.0% | 0 |  | Sold out −326,330 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −85,617 |
| MAGNUM ICE CREAM CO NV | ORD SHS | $0 | 0.0% | 0 |  | Sold out −199,618 |
| [NORDSON CORP (NDSN)](/companies/ndsn.md) | COM | $0 | 0.0% | 0 |  | Sold out −186,321 |
| [SIMPSON MFG INC (SSD)](/companies/ssd.md) | COM | $0 | 0.0% | 0 |  | Sold out −181,873 |

Source: SEC EDGAR, Form 13F-HR, accession 0000315032-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.