State Farm Mutual Automobile Insurance Co.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), State Farm Mutual Automobile Insurance Co. reported 120 stock positions worth $113.1 billion. Its top holding was Eli Lilly (LLY) at 8.6% of the portfolio, followed by Caterpillar (CAT, 6.1%) and Microsoft (MSFT, 4.8%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 17 and reduced 8. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +271%) and the biggest sale Eli Lilly (LLY, shares −0%).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IL
CIK
0000315032
Portfolio Value
$113.1B (Q2 2025)
SEC Filing
0000315032-25-000065 ↗ filed Aug 12, 2025

Holdings Value

0$50.0B$100.0B$150.0B Q1 2024: $111.1B Q1 2024 Q2 2024: $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 $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 120 stocks · $113.1B
LLY Eli Lilly & Co. 8.63% 12,513,460 $9.8B Reduce -0.1%
CAT Caterpillar Inc. 6.07% 17,669,440 $6.9B No change
MSFT Microsoft Corp. 4.77% 10,836,872 $5.4B Reduce -0.3%
ITW Illinois Tool Works 4.60% 21,029,900 $5.2B No change
AAPL Apple Inc. 4.54% 25,029,759 $5.1B Reduce -1.0%
JNJ Johnson & Johnson 4.28% 31,675,492 $4.8B No change
WMT Walmart Inc. 3.39% 39,249,150 $3.8B No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.00% 27,385,907 $3.4B Reduce -1.1%
APD Air Products & Chemicals Inc. 2.99% 12,001,557 $3.4B Reduce -0.8%
WFC Wells Fargo & Co. 2.93% 41,390,113 $3.3B Reduce -0.5%
XOM Exxon Mobil Corp. 2.91% 30,520,300 $3.3B No change
NUE Nucor Corp. 2.81% 24,496,294 $3.2B No change
PG The Procter & Gamble Co. 2.23% 15,800,799 $2.5B No change
VMC Vulcan Materials Co. 2.20% 9,554,660 $2.5B No change
ZTS Zoetis Inc. 2.19% 15,892,903 $2.5B No change
ADM Archer-Daniels-Midland Co. 2.18% 46,796,552 $2.5B No change
INTU Intuit Inc. 2.13% 3,058,534 $2.4B No change
ASML ASML Holding NV-NY Reg SHS 1.95% 2,758,173 $2.2B No change
CVX Chevron Corp. 1.69% 13,334,215 $1.9B No change
GOOGL Alphabet Inc. Class A 1.68% 10,777,820 $1.9B No change
ABT Abbott Laboratories 1.63% 13,587,118 $1.8B No change
DE Deere & Co. 1.31% 2,909,316 $1.5B No change
META Meta Platforms Inc. Class A 1.25% 1,909,500 $1.4B No change
PFE Pfizer Inc. 1.17% 54,508,560 $1.3B No change
KO The Coca-Cola Co. 1.14% 18,227,000 $1.3B No change
KLAC KLA Corp. 1.12% 1,420,145 $1.3B No change
MKC McCormick & Co.-Non VTG SHRS 1.11% 16,522,728 $1.3B No change
MMM 3M Co. 1.08% 7,998,094 $1.2B No change
ADT Adt Inc. 1.00% 133,333,333 $1.1B No change
ADP Automatic Data Processing 1.00% 3,657,287 $1.1B No change
ABBV Abbvie Inc. 0.98% 5,962,359 $1.1B No change
MRK Merck & Co. Inc. 0.97% 13,794,969 $1.1B No change
GE General Electric filed as GE AEROSPACE 0.91% 3,987,464 $1.0B No change
TXN Texas Instruments Inc. 0.81% 4,402,785 $914.1M No change
GATX Gatx Corp. 0.74% 5,427,338 $833.4M Reduce -2.4%
MTB M & T Bank Corp. filed as M & T BK CORP 0.71% 4,122,590 $799.7M No change
EMR Emerson Electric Co. 0.69% 5,838,867 $778.5M No change
AMGN Amgen Inc. 0.67% 2,715,656 $758.2M No change
ATR Aptargroup Inc. 0.66% 4,744,564 $742.2M No change
GLW Corning Inc. 0.65% 13,919,847 $732.0M No change
T AT&T Inc. 0.62% 24,147,315 $698.8M No change
UNP Union Pacific Corp. 0.61% 3,018,016 $694.4M No change
RIO Rio Tinto PLC-Spon ADR 0.56% 10,931,820 $637.7M No change
DCI Donaldson Co. Inc. 0.56% 9,142,617 $634.0M No change
CL Colgate-Palmolive Co. 0.54% 6,730,570 $611.8M No change
INTC Intel Corp. 0.53% 26,736,304 $598.9M No change
RNR Renaissancere Holdings Ltd. 0.52% 2,399,303 $582.8M No change
ANET Arista Networks Inc. 0.51% 5,619,228 $574.9M No change
CTVA Corteva Inc. 0.50% 7,634,624 $569.0M No change
NTRS Northern Trust Corp. 0.49% 4,409,919 $559.1M No change
PEP Pepsico Inc. 0.49% 4,160,441 $549.3M No change
HGTY Hagerty Inc. Class A 0.46% 51,800,000 $523.7M No change
AMZN Amazon.com Inc. 0.44% 2,246,620 $492.9M No change
A Agilent Technologies Inc. 0.40% 3,825,278 $451.4M No change
NVO Novo-Nordisk A/S-Spons ADR 0.37% 6,142,778 $424.0M No change
UL Unilever PLC 0.37% 6,887,758 $421.3M No change
DUK Duke Energy Corp. 0.37% 3,569,308 $421.2M No change
VZ Verizon Communications Inc. 0.37% 9,710,284 $420.2M No change
V Visa Inc. Class A 0.36% 1,158,711 $411.4M No change
GOOG Alphabet Inc. Class C 0.29% 1,844,339 $327.2M No change
MDT Medtronic PLC 0.28% 3,622,141 $315.7M No change
USB US Bancorp 0.27% 6,719,795 $304.1M No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.25% 3,821,419 $281.1M No change
SYY Sysco Corp. 0.23% 3,443,431 $260.8M No change
CTRA Coterra Energy Inc. 0.22% 9,706,118 $246.3M No change
ECL Ecolab Inc. 0.18% 745,584 $200.9M No change
K Kellanova 0.17% 2,416,261 $192.2M No change
BAX Baxter International Inc. 0.17% 6,225,060 $188.5M No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.15% 168,458 $175.2M No change
SOLV Solventum Corp. 0.14% 2,069,279 $156.9M No change
ADBE Adobe Inc. 0.13% 377,702 $146.1M No change
HNI Hni Corp. 0.13% 2,924,923 $143.8M Reduce -3.6%
CTAS Cintas Corp. 0.12% 614,048 $136.9M No change
VCIT Vanguard Int-Term Corporate 0.12% 1,612,000 $133.7M No change
SHEL Shell PLC-ADR 0.12% 1,858,028 $130.8M No change
DOW Dow Inc. 0.11% 4,816,352 $127.5M No change
HP Helmerich & Payne 0.11% 7,841,430 $118.9M No change
FAST Fastenal Co. 0.10% 2,827,788 $118.8M No change
GEHC GE Healthcare Technology 0.09% 1,329,153 $98.5M No change
BDX Becton Dickinson and Co. 0.08% 508,249 $87.5M No change
WST West Pharmaceutical Services 0.08% 388,239 $84.9M No change
APH Amphenol Corp. Class A 0.07% 837,852 $82.7M No change
BHP BHP Group Ltd.-Spon ADR 0.06% 1,348,932 $64.9M No change
IEX Idex Corp. 0.05% 335,939 $59.0M No change
MTD Mettler-Toledo International 0.04% 41,482 $48.7M No change
ISRG Intuitive Surgical Inc. 0.04% 85,617 $46.5M No change
GGG Graco Inc. 0.04% 535,086 $46.0M No change
LRCX Lam Research Corp. 0.04% 455,360 $44.3M No change
WAT Waters Corp. 0.04% 121,095 $42.3M No change
NDSN Nordson Corp. 0.04% 186,321 $39.9M No change
VOO Vanguard S&P 500 ETF 0.03% 64,977 $36.9M Add +271.4%
IGIB iShares 5-10Y Inv Grade Corp. 0.03% 680,000 $36.2M No change
SSD Simpson Manufacturing Co. Inc. 0.03% 181,873 $28.2M No change
VCSH Vanguard S/T Corp. Bond ETF 0.02% 331,948 $26.4M Add +1.6%
PPG PPG Industries Inc. 0.02% 170,922 $19.4M No change
TECH Bio-Techne Corp. 0.01% 321,384 $16.5M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 295,500 $15.6M No change
VETZ Academy Veteran Bond ETF-Usd 0.01% 771,000 $15.4M No change
GWRE Guidewire Software Inc. 0.01% 49,900 $11.7M No change
GOVT iShares US Treasury Bond ETF 0.01% 467,042 $10.7M Add +327.2%
AMD Advanced Micro Devices 0.01% 66,102 $9.4M No change
WDS Woodside Energy Group-ADR 0.01% 487,503 $7.5M No change
ILMN Illumina Inc. 0.01% 77,782 $7.4M No change
IEFA iShares Core MSCI Eafe ETF 0.00% 64,460 $5.4M Add +139.9%
VYM Vanguard High DVD Yield ETF 0.00% 24,024 $3.2M Add +938.2%
USIG iShares Broad Usd Investment 0.00% 60,879 $3.1M Add +350.1%
IEMG iShares Core MSCI Emerging 0.00% 33,224 $2.0M Add +167.7%
VYMI Vanguard Int High DVD YLD Inc. 0.00% 22,594 $1.8M Add +865.6%
SCHA Schwab US Small-Cap ETF 0.00% 58,701 $1.5M Add +174.7%
AMAT Applied Materials Inc. 0.00% 6,000 $1.1M No change
VTEB Vanguard Tax-Exempt Bond ETF 0.00% 22,269 $1.1M Add +126.9%
SCHP Schwab U.S. Tips ETF 0.00% 34,969 $933K Add +312.5%
FLOT iShares Floating Rate Bond E 0.00% 13,447 $686K Add +321.8%
EMB iShares JP Morgan Usd Emergi 0.00% 5,289 $490K Add +312.2%
USHY iShares Broad Usd High Yield 0.00% 10,315 $387K Add +423.3%
MUB iShares National Muni Bond E 0.00% 3,194 $334K New
VGSH Vanguard Short-Term Treasury 0.00% 4,798 $282K Add +861.5%
SHYG iShares 0-5 YR HY Corp. Bond 0.00% 5,329 $230K Add +1232.3%
SUB iShares Short-Term National 0.00% 1,922 $204K Add +195.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.00% 550 $97K New

Portfolio Sells Q1 2025 → Q2 2025
LLY Eli Lilly & Co. Reduce -0.1% 8.63% −0.87
AAPL Apple Inc. Reduce -1.0% 4.54% −0.62
APD Air Products & Chemicals Inc. Reduce -0.8% 2.99% −0.28
GATX Gatx Corp. Reduce -2.4% 0.74% −0.06
ENB Enbridge Inc. Sold out 0.00% −0.02
NE Noble Corp. PLC Sold out 0.00% −0.00
VAL Valaris Ltd. Sold out 0.00% −0.00
VWO Vanguard Ftse Emerging Marke Sold out 0.00% 0.00
HNI Hni Corp. Reduce -3.6% 0.13% +0.00
WFC Wells Fargo & Co. Reduce -0.5% 2.93% +0.19
DIS The Walt Disney Co. Reduce -1.1% 3.00% +0.49
MSFT Microsoft Corp. Reduce -0.3% 4.77% +1.02

Portfolio Buys Q1 2025 → Q2 2025
VOO Vanguard S&P 500 ETF Add +271.4% 0.03% +0.02
GOVT iShares US Treasury Bond ETF Add +327.2% 0.01% +0.01
IEFA iShares Core MSCI Eafe ETF Add +139.9% 0.00% +0.00
VYM Vanguard High DVD Yield ETF Add +938.2% 0.00% +0.00
USIG iShares Broad Usd Investment Add +350.1% 0.00% +0.00
VYMI Vanguard Int High DVD YLD Inc. Add +865.6% 0.00% +0.00
IEMG iShares Core MSCI Emerging Add +167.7% 0.00% +0.00
SCHA Schwab US Small-Cap ETF Add +174.7% 0.00% +0.00
SCHP Schwab U.S. Tips ETF Add +312.5% 0.00% +0.00
FLOT iShares Floating Rate Bond E Add +321.8% 0.00% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +126.9% 0.00% +0.00
EMB iShares JP Morgan Usd Emergi Add +312.2% 0.00% +0.00
MUB iShares National Muni Bond E New 0.00% +0.00
USHY iShares Broad Usd High Yield Add +423.3% 0.00% +0.00
SHYG iShares 0-5 YR HY Corp. Bond Add +1232.3% 0.00% +0.00
VGSH Vanguard Short-Term Treasury Add +861.5% 0.00% +0.00
SUB iShares Short-Term National Add +195.7% 0.00% +0.00
VTV Vanguard Mrngstr Val ETF-Aui New 0.00% +0.00
VCSH Vanguard S/T Corp. Bond ETF Add +1.6% 0.02% −0.00

Notes & Other Activity Q1 2025 → Q2 2025
SLB SLB Ltd. COM STK Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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