STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

Est. AUM

$126.86B

13F long equity, this entity only

Positions

197

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$3.31B	13041415	2.61%	DFND
2	ELI LILLY & CO	COM	$3.11B	3377631	2.45%	DFND
3	CATERPILLAR INC	COM	$2.90B	4092495	2.29%	DFND
4	JOHNSON & JOHNSON	COM	$2.39B	9758152	1.88%	DFND
5	MICROSOFT CORP	COM	$2.17B	5851088	1.71%	DFND
6	WALMART INC	COM	$1.96B	15796397	1.55%	DFND
7	CHEVRON CORPORATION	COM	$1.90B	9194400	1.50%	SOLE
8	EXXON MOBIL CORP	COM	$1.74B	10256700	1.37%	DFND
9	ASML HLDG NV	N Y REGISTRY SHS	$1.62B	1226603	1.28%	DFND
10	AIR PRODUCTS AND CHEMICALS I	COM	$1.41B	4854527	1.11%	DFND
11	ILLINOIS TOOL WKS INC	COM	$1.16B	4466700	0.92%	DFND
12	ALPHABET INC	CAP STK CL A	$1.15B	3998300	0.91%	DFND
13	WELLS FARGO & CO	COM	$1.14B	14295019	0.90%	DFND
14	ARCHER DANIELS MIDLAND CO	COM	$938.6M	12911956	0.74%	DFND
15	ADT INC DEL	COM	$876.0M	133333333	0.69%	DFND
16	NUCOR CORP	COM	$838.1M	4956001	0.66%	DFND
17	DEERE & CO	COM	$819.5M	1454879	0.65%	DFND
18	RENAISSANCERE HLDGS LTD	COM	$713.1M	2399303	0.56%	SOLE
19	3M CO	COM	$629.2M	4332391	0.50%	SOLE
20	AMGEN INC	COM	$610.6M	1735300	0.48%	SOLE
21	META PLATFORMS INC	CL A	$597.6M	1044476	0.47%	SOLE
22	PROCTER & GAMBLE CO	COM	$588.1M	4071546	0.46%	DFND
23	HAGERTY INC	CL A COM	$545.5M	51800000	0.43%	SOLE
24	PFIZER INC	COM	$544.9M	19407021	0.43%	DFND
25	TEXAS INSTRS INC	COM	$513.3M	2643886	0.40%	DFND
26	COCA COLA CO	COM	$511.7M	6728600	0.40%	DFND
27	VULCAN MATLS CO	COM	$505.6M	1856656	0.40%	DFND
28	ABBVIE INC	COM	$504.8M	2321078	0.40%	DFND
29	MERCK & CO INC	COM	$501.0M	4164969	0.39%	DFND
30	M & T BK CORP	COM	$474.4M	2295122	0.37%	DFND
31	AMAZON COM INC	COM	$467.9M	2246620	0.37%	SOLE
32	CORNING INC	COM	$447.3M	3289741	0.35%	DFND
33	EMERSON ELEC CO	COM	$446.9M	3410814	0.35%	SOLE
34	AUTOMATIC DATA PROCESSING IN	COM	$442.4M	2177524	0.35%	SOLE
35	GE AEROSPACE	COM NEW	$436.1M	1536764	0.34%	DFND
36	ARISTA NETWORKS INC	COM SHS	$433.9M	3534196	0.34%	SOLE
37	ZOETIS INC	CL A	$431.5M	3650640	0.34%	DFND
38	ABBOTT LABORATORIES	COM	$406.6M	3959918	0.32%	DFND
39	UNION PAC CORP	COM	$369.6M	1523458	0.29%	DFND
40	MCCORMICK & CO INC	COM NON VTG	$369.1M	7318184	0.29%	DFND
41	GATX CORP	COM	$363.5M	2128884	0.29%	DFND
42	AT&T INC	COM	$335.8M	11582826	0.26%	DFND
43	CORTEVA INC	COM	$327.4M	3911406	0.26%	DFND
44	DISNEY WALT CO	COM	$317.2M	3290851	0.25%	DFND
45	PEPSICO INC	COM	$299.7M	1929879	0.24%	DFND
46	HELMERICH & PAYNE INC	COM	$282.5M	7841430	0.22%	SOLE
47	DONALDSON INC	COM	$273.9M	3226984	0.22%	DFND
48	RIO TINTO PLC	SPONSORED ADR	$242.7M	2601660	0.19%	DFND
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$237.1M	396713	0.19%	DFND
50	DUKE ENERGY CORP NEW	COM NEW	$230.8M	1762504	0.18%	DFND

1–50 of 113

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.