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State Farm Mutual Automobile Insurance Co.

CIK 315032 · latest 13F filed 12 August 2026 · Read the filing on EDGAR

State Farm Mutual Automobile Insurance Co. reported 107 US-listed holdings worth $146.14 billion in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Caterpillar Inc. (10.6%), Eli Lilly & Co. (8.8%) and Johnson & Johnson (5.5%). Against the quarter before, it opened 3 positions, added to 22, trimmed 6 and sold out of 9.

Reported holdings$146.14B+15.2% on Q1 2026
Positions107-6 on Q1 2026
The largest ten49.6%of its reported holdings
Latest 13FQ2 2026filed 12 August 2026
Where the money is
Added toHeldTrimmed
CAT10.6%LLY8.8%JNJ5.5%AAPL4.6%ITW3.9%ASML3.8%NUE3.7%WMT3.0%KLAC2.9%XOM2.9%MSFT2.6%GOOGL2.6%ADM2.4%APD2.4%93 more40.3%

The 14 largest of its 107 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $115.20 billion in 108 positions$115BQ3 24Q4 2024: $109.79 billion in 122 positions$110BQ4 24Q1 2025: $108.90 billion in 123 positions$109BQ1 25Q2 2025: $113.08 billion in 120 positions$113BQ2 25Q3 2025: $119.95 billion in 115 positions$120BQ3 25Q4 2025: $127.33 billion in 115 positions$127BQ4 25Q1 2026: $126.86 billion in 113 positions$127BQ1 26Q2 2026: $146.14 billion in 107 positions$146BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 3Added 22Held 76Trimmed 6Sold out 9
Opened: 3Added: 22Held: 76Trimmed: 6Sold out: 9

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Devon Energy Corp. DVN$280.7 million
  2. Vanguard Ftse Emerging Markets VWO$38,331
  3. Vanguard Whitehall FDS VYM$11,694

Added to 22

  1. KLA Corp. KLAC+12.6 million shares · +895%
  2. Vanguard S&P 500 VOO+141,776 shares · +36%
  3. Fastenal Co. FAST+1.7 million shares · +59%
  4. Cintas Corp. CTAS+353,795 shares · +58%
  5. W.W. Grainger, Inc. GWW+43,610 shares · +26%
  6. SPDR Portfolio Developed World SPDW+864,113 shares · +37%
  7. West Pharmaceutical Services Inc. WST+107,095 shares · +28%
  8. iShares Trust GOVT+1.5 million shares · +45%

and 14 more in the table below

Trimmed 6

  1. Intel Corp. INTC-2.5 million shares · -10%
  2. Walt Disney Co. DIS-668,420 shares · -4%
  3. Caterpillar Inc. CAT-55,422 shares · -0%
  4. Corning Inc. GLW-191,588 shares · -1%
  5. Apple Inc. AAPL-135,655 shares · -1%
  6. Amphenol Corp. APH-212,981 shares · -25%

Sold out of 9

  1. Coterra Energy Inc. CTRA$341.1 million last quarter
  2. Idex Corp. IEX$61.9 million last quarter
  3. Nordson Corp. NDSN$49.6 million last quarter
  4. Graco Inc. GGG$45.3 million last quarter
  5. Intuitive Surgical Inc. ISRG$39.5 million last quarter
  6. Simpson Manufacturing Co., Inc. SSD$31.2 million last quarter
  7. Bio-Techne Corp. TECH$16.8 million last quarter
  8. Guidewire Software, Inc. GWRE$7.5 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Caterpillar Inc. CAT14,509,304$15.45 billion10.57%-55,422
Eli Lilly & Co. LLY10,759,188$12.90 billion8.83%no change
Johnson & Johnson JNJ31,590,952$8.02 billion5.49%no change
Apple Inc. AAPL23,361,177$6.76 billion4.63%-135,655
Illinois Tool Works Inc. ITW21,029,900$5.69 billion3.89%no change
ASML Holding N.V. ASML2,758,173$5.49 billion3.75%no change
Nucor Corp. NUE24,206,873$5.39 billion3.69%no change
Walmart Inc. WMT38,994,947$4.42 billion3.02%no change
KLA Corp. KLAC13,968,900$4.21 billion2.88%+12,565,296
ExxonMobil Holdings Corp. XOM30,520,300$4.17 billion2.86%no change
Microsoft Corp. MSFT10,360,148$3.86 billion2.64%no change
Alphabet Inc. GOOGL10,777,820$3.85 billion2.64%no change
Archer-Daniels-Midland Co. ADM46,796,552$3.58 billion2.45%no change
Air Products & Chemicals, Inc. APD11,840,799$3.47 billion2.38%no change
Corning Inc. GLW13,231,628$3.38 billion2.31%-191,588
Intel Corp. INTC24,059,342$3.36 billion2.30%-2,537,804
Wells Fargo & Company WFC39,758,338$3.29 billion2.25%no change
Vulcan Materials Co. VMC9,521,730$2.81 billion1.92%no change
Procter & Gamble Co. PG15,800,799$2.32 billion1.59%no change
Chevron Corp. CVX13,334,215$2.21 billion1.51%no change
Deere & Co. DE2,803,405$1.78 billion1.22%no change
Merck & Co., Inc. MRK13,794,969$1.77 billion1.21%no change
AbbVie Inc. ABBV5,892,808$1.48 billion1.01%no change
Coca-Cola Co. KO18,227,000$1.48 billion1.01%no change
General Electric Co. GE3,875,831$1.45 billion0.99%no change
Walt Disney Co. DIS14,459,098$1.39 billion0.95%-668,420
Pfizer Inc. PFE54,508,560$1.31 billion0.90%no change
Texas Instruments Inc. TXN4,402,785$1.31 billion0.90%no change
3M Co. MMM7,934,035$1.28 billion0.88%no change
Abbott Laboratories ABT13,587,118$1.23 billion0.84%no change
Zoetis Inc. ZTS15,892,903$1.14 billion0.78%no change
Meta Platforms, Inc. META1,909,500$1.08 billion0.74%no change
Rio Tinto plc RIO10,931,820$1.04 billion0.71%no change
Amgen Inc. AMGN2,715,656$983.4 million0.67%no change
M&T Bank Corp. MTB4,122,590$981.2 million0.67%no change
Gatx Corp. GATX5,427,338$961.7 million0.66%no change
Arista Networks, Inc. ANET5,619,228$954.6 million0.65%no change
ADT Inc. ADT133,333,333$866.7 million0.59%no change
Emerson Electric Co. EMR5,838,867$835.8 million0.57%no change
McCormick & Co. Inc. MKC16,522,728$833.1 million0.57%no change
Union Pacific Corp. UNP3,018,016$820.9 million0.56%no change
Donaldson Co. Inc. DCI9,142,617$820.7 million0.56%no change
Automatic Data Processing Inc. ADP3,657,287$819.0 million0.56%no change
Intuit Inc. INTU3,058,534$798.3 million0.55%no change
Renaissancere Holdings Ltd. RNR2,399,303$760.3 million0.52%no change
Northern Trust Corp. NTRS4,145,102$720.6 million0.49%no change
Corteva, Inc. CTVA7,634,624$646.6 million0.44%no change
Hagerty Inc. HGTY51,800,000$617.5 million0.42%no change
Colgate-Palmolive Co. CL6,730,570$617.1 million0.42%no change
Alphabet Inc. GOOG1,682,807$594.6 million0.41%no change
Aptargroup, Inc. ATR4,744,564$594.0 million0.41%no change
PepsiCo Inc. PEP4,160,441$563.3 million0.39%no change
Amazon.com Inc. AMZN2,246,620$535.5 million0.37%no change
Agilent Technologies, Inc. A3,825,278$508.1 million0.35%no change
AT&T Inc. T24,147,315$499.8 million0.34%no change
Duke Energy Corp. DUK3,569,308$451.8 million0.31%no change
Verizon Communications Inc. VZ9,710,284$411.1 million0.28%no change
Visa Inc. V1,158,711$397.5 million0.27%no change
U.S. Bancorp USB6,515,523$393.5 million0.27%no change
Unilever plc UL6,174,081$371.2 million0.25%+51,632
Vanguard S&P 500 VOO538,489$369.8 million0.25%+141,776
International Flavors & Fragrances Inc. IFF3,821,419$302.7 million0.21%no change
Novo Nordisk A/S NVO6,142,778$294.5 million0.20%no change
W.W. Grainger, Inc. GWW212,068$288.5 million0.20%+43,610
Sysco Corp. SYY3,443,431$287.8 million0.20%no change
Medtronic plc MDT3,622,141$283.4 million0.19%no change
Devon Energy Corp. DVN6,794,282$280.7 million0.19%new
Helmerich & Payne, Inc. HP7,841,430$256.7 million0.18%no change
Fastenal Co. FAST4,506,900$216.5 million0.15%+1,679,112
Ecolab Inc. ECL745,584$207.7 million0.14%no change
Lam Research Corp. LRCX455,360$197.3 million0.14%no change
West Pharmaceutical Services Inc. WST495,334$177.8 million0.12%+107,095
Cintas Corp. CTAS967,843$164.6 million0.11%+353,795
SPDR Portfolio Developed World SPDW3,216,783$162.1 million0.11%+864,113
Solventum Corp. SOLV2,069,279$159.6 million0.11%no change
Shell plc SHEL1,858,028$144.1 million0.10%no change
Baxter International Inc. BAX6,225,060$132.7 million0.09%no change
Dow Inc. DOW4,816,352$131.8 million0.09%no change
Vanguard Intermediate-Term Corp. VCIT1,542,000$127.4 million0.09%no change
HNI Corp. HNI2,924,923$118.2 million0.08%no change
BHP Group Limited BHP1,348,932$112.4 million0.08%no change
iShares Trust GOVT4,902,127$111.7 million0.08%+1,531,757
Amphenol Corp. APH624,871$110.2 million0.08%-212,981
Becton Dickinson & Co. BDX691,797$104.7 million0.07%+183,548
GE HealthCare Technologies Inc. GEHC1,329,153$85.1 million0.06%no change
Adobe Inc. ADBE377,702$77.4 million0.05%no change
Waters Corp. WAT189,881$71.2 million0.05%no change
Vanguard Value ETF VTV267,809$58.4 million0.04%+65,261
Mettler Toledo International Inc. MTD41,482$53.0 million0.04%no change
Schwab Strategic Trust SCHA1,313,111$47.4 million0.03%+327,976
Advanced Micro Devices Inc. AMD66,102$38.4 million0.03%no change
iShares Trust IGIB680,000$36.2 million0.02%no change
Vanguard ETF VYMI328,775$32.3 million0.02%+74,366
iShares Trust USIG546,405$28.0 million0.02%+176,503
Vanguard Mun BD FDS VTEB520,223$26.3 million0.02%+153,950
iShares Core MSCI Emerging Mark IEMG316,825$26.2 million0.02%+60,239
Tidal ETF Trust VETZ771,000$15.3 million0.01%no change
iShares Trust TLH124,705$12.5 million0.01%+41,209
Schwab Strategic Trust SCHP433,064$11.5 million0.01%+137,912
iShares Trust FLOT222,764$11.4 million0.01%+72,086
Woodside Energy Group Ltd. WDS487,503$9.4 million0.01%no change
iShares Broad Usd High Yld Corp. USHY130,816$4.8 million0.00%+5,767
Applied Materials Inc. AMAT6,000$4.3 million0.00%no change
iShares Trust EMB40,378$3.9 million0.00%+11,667
Invesco Exch Traded FD Trust II PGX33,559$363,7800.00%+509
Vanguard Ftse Emerging Markets VWO642$38,3310.00%new
Vanguard Whitehall FDS VYM74$11,6940.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 9 it sold out of are in the box above.