STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

CIK 0000315032 · Q1 2026

13F Equity AUM

$126.9B

-0.4% QoQ

Positions

113

-2 QoQ

AUM Rank

#124

Top 1%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,277 · Top 40%

vs S&P -4.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 31.0%Top 10: 48.1%Top 20: 69.0%

CAT8.1%

LLY7.8%

JNJ6.1%

AAPL4.7%

ITW4.3%

XOM4.1%

WMT3.8%

NUE3.2%

MSFT3.0%

ASML2.9%

Others (103)51.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare22.5%

Industrials19.7%

Technology17.1%

Consumer Defensive10.8%

Basic Materials9.9%

Energy6.9%

Financial Services6.5%

Communication Services5.8%

Other0.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 113Median: 0.34%Avg: 0.89%

0–0.5%

65(8.3%)

0.5–1%

20(13.6%)

1–3%

19(32.9%)

3–5%

6(23.2%)

5%+

3(22.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 112Unique: 1vs 20 funds

1.5%Low

113

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.1%

JPMORGAN CHASE & CO

2.3%

BANK OF AMERICA CORP /DE/

2.3%

BlackRock, Inc.

2.7%

FMR LLC

3.7%

STATE STREET CORP

2.8%

VANGUARD CAPITAL MANAGEMENT LLC

2.7%

GEODE CAPITAL MANAGEMENT, LLC

2.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased14Decreased14Exited4

New Positions

SPDW0.1%

+2.4M

VTV0.0%

+203K

Increased

GOVT0.1%

+1.0M(+42%)

SCHA0.0%

+387K(+65%)

VTEB0.0%

+116K(+46%)

VOO0.2%

+113K(+40%)

USIG0.0%

+108K(+41%)

SCHP0.0%

+91K(+45%)

WAT0.0%

+69K(+57%)

IEMG0.0%

+61K(+31%)

USHY0.0%

+59K(+90%)

VYMI0.0%

+47K(+23%)

Decreased

DIS1.1%

-7,592,224(-33%)

CAT8.1%

-2,866,464(-16%)

LLY7.8%

-1,721,029(-14%)

MICC0.0%

-1,177,932(-86%)

GLW1.4%

-496,631(-4%)

INTC0.9%

-139,158(-1%)

WFC2.5%

-131,638(-0%)

NUE3.2%

-112,020(-0%)

AAPL4.7%

-68,507(-0%)

GE0.9%

-39,795(-1%)

Exited

-886,889

-218,597

-82,535

-77,782

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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