Portfolio diff
State Farm Mutual Automobile Insurance Co
Q1 2026 ⇄ Q2 2026
+3Added
−9Removed
36Resized
67Unchanged
Added (Q2 2026)
| Security | Value | Shares |
|---|---|---|
| DVN DEVON ENERGY CORP NEW | $25.95M | 628.08K |
| VWO VANGUARD INTL EQUITY… | $38,331 | 642 |
| VYM VANGUARD WHITEHALL FDS | $11,694 | 74 |
Removed (was held in Q1 2026)
| Security | Value then | Shares then |
|---|---|---|
| ISRG INTUITIVE SURGICAL INC | $39.47M | 85.62K |
| NDSN NORDSON CORP | $32.36M | 121.64K |
| CTRA COTERRA ENERGY INC | $31.53M | 897.26K |
| SSD SIMPSON MFG INC | $31.21M | 181.87K |
| IEX IDEX CORP | $30.23M | 159.50K |
| GGG GRACO INC | $26.72M | 315.62K |
| TECH BIO-TECHNE CORP | $16.80M | 321.38K |
| GWRE GUIDEWIRE SOFTWARE INC | $7.46M | 49.90K |
| MICC MAGNUM ICE CREAM CO NV | $2.98M | 199.62K |
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| KLAC KLA CORP | 155.26K | 1.49M | +856.8% |
| BDX BECTON DICKINSON & CO | 122.64K | 569.16K | +364.1% |
| DIS DISNEY WALT CO | 3.29M | 11.17M | +239.4% |
| ADM ARCHER DANIELS MIDLAND… | 12.91M | 33.88M | +162.4% |
| APH AMPHENOL CORP | 711.26K | 126.59K | -82.2% |
| CTAS CINTAS CORP | 374.40K | 619.75K | +65.5% |
| FAST FASTENAL CO | 1.73M | 2.73M | +58.1% |
| CVX CHEVRON CORPORATION | 9.19M | 4.14M | -55.0% |
| ABBV ABBVIE INC | 2.32M | 3.57M | +53.9% |
| WST WEST PHARMACEUTICAL… | 205.24K | 312.33K | +52.2% |
| TLH ISHARES TR | 83.50K | 124.70K | +49.4% |
| FLOT ISHARES TR | 150.68K | 222.76K | +47.8% |
| USIG ISHARES TR | 369.90K | 546.40K | +47.7% |
| SCHP SCHWAB STRATEGIC TR | 295.15K | 433.06K | +46.7% |
| DOW DOW HLDGS INC | 3.13M | 1.68M | -46.2% |
| GOVT ISHARES TR | 3.37M | 4.90M | +45.4% |
| APD AIR PRODUCTS AND… | 4.85M | 6.99M | +43.9% |
| AMGN AMGEN INC | 1.74M | 980.36K | -43.5% |
| VTEB VANGUARD MUN BD FDS | 366.27K | 520.22K | +42.0% |
| EMB ISHARES TR | 28.71K | 40.38K | +40.6% |
| SPDW SPDR INDEX SHS FDS | 2.35M | 3.22M | +36.7% |
| VOO VANGUARD INDEX FDS | 396.71K | 538.49K | +35.7% |
| SCHA SCHWAB STRATEGIC TR | 985.13K | 1.31M | +33.3% |
| VTV VANGUARD INDEX FDS | 202.55K | 267.81K | +32.2% |
| ADP AUTOMATIC DATA… | 2.18M | 1.48M | -32.0% |
| VYMI VANGUARD WHITEHALL FDS | 254.41K | 328.77K | +29.2% |
| EMR EMERSON ELEC CO | 3.41M | 2.43M | -28.8% |
| IEMG ISHARES INC | 256.59K | 316.82K | +23.5% |
| GWW WW GRAINGER INC | 65.16K | 80.30K | +23.2% |
| T AT&T INC | 11.58M | 12.56M | +8.5% |
| USHY ISHARES TR | 125.05K | 130.82K | +4.6% |
| GLW CORNING INC | 3.29M | 3.23M | -1.8% |
| PGX INVESCO EXCH TRADED FD… | 33.05K | 33.56K | +1.5% |
| UL UNILEVER PLC | 3.47M | 3.52M | +1.5% |
| AAPL APPLE INC | 13.04M | 12.91M | -1.0% |
| CAT CATERPILLAR INC | 4.09M | 4.08M | -0.3% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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