STATE OF MICHIGAN RETIREMENT SYSTEM
Institutional investor · Portfolio as of Q4 2024
Top Holdings951 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $1.3B | 6.6% | $375.75 | +54.73% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 8.5M | $1.1B | 5.9% | $112.93 | +21.72% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.5M | $1.1B | 5.9% | $107.82 | +130.59% | 24 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 2.3M | $989.2M | 5.1% | $154.80 | +172.43% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 3.1M | $690.6M | 3.6% | $114.54 | +93.20% | 24 qtrssince 2019-Q1 | Increased 60 |
META PLATFORMS INC-CLASS A | 856,814 | $501.7M | 2.6% | $246.70 | +138.91% | 24 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.7M | $403.6M | 2.1% | $158.72 | +44.23% | 24 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 2M | $387.1M | 2.0% | $95.32 | +99.84% | 24 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 757,957 | $306.1M | 1.6% | $256.11 | +62.98% | 17 qtrssince 2020-Q4 | Increased 49 |
ALPHABET INC-CL C | 1.5M | $288.4M | 1.5% | $103.03 | +86.30% | 24 qtrssince 2019-Q1 | Increased 49 |
ISHARES MSCI USA MOMENTUM FA | 1.3M | $267.1M | 1.4% | $154.43 | +33.32% | 18 qtrssince 2020-Q3 | Decreased 0 |
ISHARES IBOXX INVESTMENT GRA | 2.2M | $232.1M | 1.2% | $106.52 | -6.26% | 19 qtrssince 2020-Q2 | Unchanged 0 |
ELI LILLY & CO | 275,904 | $213M | 1.1% | $267.61 | +184.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 8.5M | $192.8M | 1.0% | $14.88 | +43.71% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 595,423 | $188.2M | 1.0% | $170.86 | +82.57% | 24 qtrssince 2019-Q1 | Increased 44 |
JPMORGAN CHASE & CO | 764,131 | $183.2M | 1.0% | $83.85 | +178.24% | 24 qtrssince 2019-Q1 | Decreased 0 |
CVS HEALTH CORPORATION | 3.6M | $160.9M | 0.8% | $54.80 | -23.24% | 24 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORP | 175,069 | $160.4M | 0.8% | $422.56 | +114.76% | 24 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 345,229 | $156.5M | 0.8% | $219.53 | +105.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 161,249 | $143.7M | 0.7% | $34.06 | +164.36% | 24 qtrssince 2019-Q1 | Increased 44 |
STATE OF MICHIGAN RETIREMENT SYSTEM manages $19.2B across 951 positions as of Q4 2024. Top holdings: SPY (6.6%), NVDA (5.9%), AAPL (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 20 new positions, 19 exits, 177 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $19.2B across 951 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer