State Farm Mutual Automobile Insurance Co.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), State Farm Mutual Automobile Insurance Co. reported 124 stock positions worth $110.8 billion. Its top holding was Eli Lilly (LLY) at 10.3% of the portfolio, followed by Caterpillar (CAT, 5.3%) and Apple (AAPL, 4.9%). Compared with Q1 2024, it sold out of 1 and reduced 12. The biggest sale was Nucor (NUE, shares −1%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IL
CIK
0000315032
Portfolio Value
$110.8B (Q2 2024)
SEC Filing
0000315032-24-000252 ↗ filed Aug 12, 2024

Holdings Value

0$50.0B$100.0B$150.0B Q1 2024: $111.1B Q1 2024 Q2 2024: $110.8B $110.8B Q2 2024 Q3 2024: $115.2B Q3 2024 Q4 2024: $109.8B Q4 2024 Q1 2025: $108.9B Q1 2025 Q2 2025: $113.1B Q2 2025 Q3 2025: $119.9B Q3 2025 Q4 2025: $127.3B Q4 2025 Q1 2026: $126.9B Q1 2026 Q2 2026: $146.1B Q2 2026

Holdings 124 stocks · $110.8B
LLY Eli Lilly & Co. 10.34% 12,646,138 $11.4B No change
CAT Caterpillar Inc. 5.33% 17,734,370 $5.9B Reduce -0.1%
AAPL Apple Inc. 4.88% 25,661,032 $5.4B Reduce -0.2%
ITW Illinois Tool Works 4.50% 21,029,900 $5.0B No change
MSFT Microsoft Corp. 4.39% 10,868,911 $4.9B No change
JNJ Johnson & Johnson 4.18% 31,675,492 $4.6B No change
NUE Nucor Corp. 3.52% 24,692,111 $3.9B Reduce -0.6%
XOM Exxon Mobil Corp. 3.17% 30,520,300 $3.5B No change
APD Air Products & Chemicals Inc. 2.87% 12,301,990 $3.2B No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.76% 30,763,693 $3.1B Reduce -2.4%
ADM Archer-Daniels-Midland Co. 2.55% 46,796,552 $2.8B No change
ASML ASML Holding NV-NY Reg SHS 2.55% 2,758,173 $2.8B No change
ZTS Zoetis Inc. 2.53% 16,151,379 $2.8B No change
WMT Walmart Inc. 2.40% 39,249,150 $2.7B No change
WFC Wells Fargo & Co. 2.38% 44,349,138 $2.6B Reduce -2.3%
PG The Procter & Gamble Co. 2.35% 15,800,799 $2.6B No change
VMC Vulcan Materials Co. 2.17% 9,666,685 $2.4B No change
CVX Chevron Corp. 1.88% 13,334,215 $2.1B No change
INTU Intuit Inc. 1.81% 3,058,534 $2.0B No change
GOOGL Alphabet Inc. Class A 1.77% 10,777,820 $2.0B No change
MRK Merck & Co. Inc. 1.54% 13,794,969 $1.7B No change
PFE Pfizer Inc. 1.38% 54,508,560 $1.5B No change
ABT Abbott Laboratories 1.27% 13,587,118 $1.4B No change
MKC McCormick & Co.-Non VTG SHRS 1.07% 16,715,600 $1.2B No change
KLAC KLA Corp. 1.06% 1,420,145 $1.2B No change
KO The Coca-Cola Co. 1.05% 18,227,000 $1.2B No change
DE Deere & Co. 1.00% 2,951,534 $1.1B No change
ABBV Abbvie Inc. 0.93% 5,992,843 $1.0B No change
ADT Adt Inc. 0.91% 133,333,333 $1.0B No change
META Meta Platforms Inc. Class A 0.88% 1,923,525 $969.9M No change
ADP Automatic Data Processing 0.81% 3,741,745 $893.1M No change
NVO Novo-Nordisk A/S-Spons ADR 0.79% 6,142,778 $876.8M No change
TXN Texas Instruments Inc. 0.77% 4,402,785 $856.5M No change
AMGN Amgen Inc. 0.77% 2,715,656 $848.5M No change
MMM 3M Co. 0.76% 8,277,120 $845.8M No change
INTC Intel Corp. 0.75% 26,736,304 $828.0M No change
GATX Gatx Corp. 0.68% 5,661,288 $749.3M No change
RIO Rio Tinto PLC-Spon ADR 0.65% 10,931,820 $720.7M No change
PEP Pepsico Inc. 0.62% 4,160,441 $686.2M No change
UNP Union Pacific Corp. 0.62% 3,018,016 $682.9M No change
DCI Donaldson Co. Inc. 0.61% 9,426,592 $674.6M Reduce -1.4%
ATR Aptargroup Inc. 0.60% 4,744,564 $668.1M No change
CL Colgate-Palmolive Co. 0.59% 6,730,570 $653.1M No change
EMR Emerson Electric Co. 0.58% 5,838,867 $643.2M No change
GE General Electric filed as GE AEROSPACE 0.57% 3,987,464 $633.9M No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.56% 4,122,590 $624.0M No change
GLW Corning Inc. 0.51% 14,528,900 $564.4M No change
RNR Renaissancere Holdings Ltd. 0.48% 2,399,303 $536.3M No change
HGTY Hagerty Inc. Class A 0.47% 50,000,000 $520.0M No change
A Agilent Technologies Inc. 0.45% 3,825,278 $495.9M No change
ANET Arista Networks Inc. 0.44% 1,404,807 $492.4M No change
T AT&T Inc. 0.42% 24,167,315 $461.8M No change
AMZN Amazon.com Inc. 0.39% 2,246,620 $434.2M No change
CTVA Corteva Inc. 0.37% 7,634,624 $411.8M No change
VZ Verizon Communications Inc. 0.36% 9,710,284 $400.5M No change
GOOG Alphabet Inc. Class C 0.35% 2,099,766 $385.1M No change
UL Unilever PLC 0.34% 6,887,758 $378.8M No change
NTRS Northern Trust Corp. 0.33% 4,409,919 $370.3M No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.33% 3,821,419 $363.8M No change
DUK Duke Energy Corp. 0.32% 3,569,308 $357.8M No change
V Visa Inc. Class A 0.27% 1,158,711 $304.1M No change
HP Helmerich & Payne 0.27% 8,257,200 $298.4M No change
MDT Medtronic PLC 0.26% 3,622,141 $285.1M No change
USB US Bancorp 0.24% 6,719,795 $266.8M No change
CTRA Coterra Energy Inc. 0.23% 9,706,118 $258.9M No change
DOW Dow Inc. 0.23% 4,816,352 $255.5M No change
SYY Sysco Corp. 0.22% 3,443,431 $245.8M No change
ADBE Adobe Inc. 0.19% 377,702 $209.8M No change
BAX Baxter International Inc. 0.19% 6,225,060 $208.2M No change
ECL Ecolab Inc. 0.16% 745,584 $177.4M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.14% 168,458 $152.0M No change
HNI Hni Corp. 0.13% 3,259,255 $146.7M No change
K Kellanova 0.13% 2,416,261 $139.4M No change
SHEL Shell PLC-ADR 0.12% 1,858,028 $134.1M No change
VCIT Vanguard Int-Term Corporate 0.12% 1,612,000 $128.8M No change
WST West Pharmaceutical Services 0.12% 388,239 $127.9M No change
BDX Becton Dickinson and Co. 0.11% 508,249 $118.8M No change
SOLV Solventum Corp. 0.10% 2,069,279 $109.4M No change
CTAS Cintas Corp. 0.10% 153,512 $107.5M No change
GEHC GE Healthcare Technology 0.09% 1,329,153 $103.6M No change
FAST Fastenal Co. 0.08% 1,413,894 $88.8M No change
BHP BHP Group Ltd.-Spon ADR 0.07% 1,348,932 $77.0M No change
ENB Enbridge Inc. 0.07% 2,128,637 $75.8M No change
IEX Idex Corp. 0.06% 335,939 $67.6M No change
MTD Mettler-Toledo International 0.05% 41,482 $58.0M No change
PPG PPG Industries Inc. 0.05% 458,725 $57.7M No change
APH Amphenol Corp. Class A 0.05% 837,852 $56.4M Reduce -15.2%
LRCX Lam Research Corp. 0.04% 45,536 $48.5M No change
NDSN Nordson Corp. 0.04% 186,321 $43.2M No change
GGG Graco Inc. 0.04% 535,086 $42.4M No change
ISRG Intuitive Surgical Inc. 0.03% 85,617 $38.1M No change
WAT Waters Corp. 0.03% 121,095 $35.1M No change
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 680,000 $34.9M No change
SSD Simpson Manufacturing Co. Inc. 0.03% 181,873 $30.7M No change
DO Diamond Offshore Drilling Inc. 0.03% 1,825,922 $28.3M No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 325,500 $25.2M No change
TECH Bio-Techne Corp. 0.02% 321,384 $23.0M No change
CPB The Campbell's Company filed as CAMPBELL SOUP CO 0.02% 385,233 $17.4M Reduce -71.0%
AMD Advanced Micro Devices 0.01% 99,368 $16.1M Reduce -25.0%
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 295,500 $15.1M No change
VETZ Academy Veteran Bond ETF-Usd 0.01% 520,000 $10.4M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.01% 214,532 $10.1M No change
WDS Woodside Energy Group-ADR 0.01% 487,503 $9.2M No change
VAL Valaris Ltd. 0.01% 110,549 $8.2M Reduce -25.0%
ILMN Illumina Inc. 0.01% 77,782 $8.1M No change
EXAS Exact Sciences Corp. 0.01% 170,500 $7.2M No change
GWRE Guidewire Software Inc. 0.01% 49,900 $6.9M No change
FIP Ftai Infrastructure Inc. 0.00% 370,494 $3.2M No change
QQQ Invesco QQQ Trust Series 1 0.00% 6,000 $2.9M No change
OGN Organon & Co. 0.00% 117,000 $2.4M No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 22,500 $2.0M No change
AMAT Applied Materials Inc. 0.00% 6,000 $1.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.00% 2,500 $1.4M No change
RITM Rithm Capital Corp. 0.00% 100,000 $1.1M No change
PM Philip Morris International 0.00% 10,000 $1.0M No change
SPYD SS SPDR P S&P 500 Hi Div ETF 0.00% 25,000 $1.0M No change
ORI Old Republic Intl Corp. 0.00% 20,000 $618K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.00% 3,500 $605K No change
EPD Enterprise Products Partners 0.00% 20,000 $580K No change
WEAV Weave Communications Inc. 0.00% 63,602 $574K Reduce -4.2%
MO Altria Group Inc. 0.00% 10,000 $456K No change
FSK FS KKR Capital Corp. 0.00% 20,000 $395K No change
WBD Warner Bros Discovery Inc. 0.00% 4,838 $36K No change
GRAL Grail Inc. 0.00% 1 $10 Reduce -100.0%

Portfolio Sells Q1 2024 → Q2 2024
NUE Nucor Corp. Reduce -0.6% 3.52% −0.90
DIS The Walt Disney Co. Reduce -2.4% 2.76% −0.71
CAT Caterpillar Inc. Reduce -0.1% 5.33% −0.53
CPB The Campbell's Company Reduce -71.0% 0.02% −0.04
DCI Donaldson Co. Inc. Reduce -1.4% 0.61% −0.03
MYGN Myriad Genetics Inc. Sold out 0.00% −0.01
AMD Advanced Micro Devices Reduce -25.0% 0.01% −0.01
VAL Valaris Ltd. Reduce -25.0% 0.01% −0.00
APH Amphenol Corp. Class A Reduce -15.2% 0.05% −0.00
WEAV Weave Communications Inc. Reduce -4.2% 0.00% −0.00
GRAL Grail Inc. Reduce -100.0% 0.00% −0.00
WFC Wells Fargo & Co. Reduce -2.3% 2.38% +0.01
AAPL Apple Inc. Reduce -0.2% 4.88% +0.91

Portfolio Buys Q1 2024 → Q2 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 107$146.1BCAT, LLY, JNJ, AAPL, ITW
Q1 2026 113$126.9BCAT, LLY, JNJ, AAPL, ITW
Q4 2025 115$127.3BLLY, CAT, JNJ, AAPL, ITW
Q3 2025 115$119.9BLLY, CAT, AAPL, JNJ, ITW
Q2 2025 120$113.1BLLY, CAT, MSFT, ITW, AAPL
Q1 2025 122$108.9BLLY, CAT, AAPL, JNJ, ITW
Q4 2024 122$109.8BLLY, CAT, AAPL, ITW, MSFT
Q3 2024 108$115.2BLLY, CAT, AAPL, ITW, JNJ
Q2 2024 124$110.8BLLY, CAT, AAPL, ITW, MSFT
Q1 2024 123$111.1BLLY, CAT, ITW, JNJ, NUE