State Farm Mutual Automobile Insurance Co.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), State Farm Mutual Automobile Insurance Co. reported 107 stock positions worth $146.1 billion. Its top holding was Caterpillar (CAT) at 10.6% of the portfolio, followed by Eli Lilly (LLY, 8.8%) and Johnson & Johnson (JNJ, 5.5%). Compared with Q1 2026, it opened 3 new positions, sold out of 9, added to 21 and reduced 7. The biggest buy was a new position in Devon Energy (DVN) and the biggest sale an exit from Coterra Energy (CTRA).

Most Recent 13F
Q2 2026
Location
BLOOMINGTON, IL
CIK
0000315032
Portfolio Value
$146.1B (Q2 2026)
SEC Filing
0000315032-26-000004 ↗ filed Aug 12, 2026

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 Q2 2025 Q3 2025: $119.9B Q3 2025 Q4 2025: $127.3B Q4 2025 Q1 2026: $126.9B Q1 2026 Q2 2026: $146.1B $146.1B Q2 2026

Holdings 107 stocks · $146.1B
CAT Caterpillar Inc. 10.57% 14,509,304 $15.5B Reduce -0.4%
LLY Eli Lilly & Co. 8.83% 10,759,188 $12.9B No change
JNJ Johnson & Johnson 5.49% 31,590,952 $8.0B No change
AAPL Apple Inc. 4.63% 23,361,177 $6.8B Reduce -0.6%
ITW Illinois Tool Works 3.89% 21,029,900 $5.7B No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 3.75% 2,758,173 $5.5B No change
NUE Nucor Corp. 3.69% 24,206,873 $5.4B No change
WMT Walmart Inc. 3.02% 38,994,947 $4.4B No change
KLAC KLA Corp. 2.88% 13,968,900 $4.2B Reduce -0.5%
XOM Exxon Mobil Corp. 2.86% 30,520,300 $4.2B No change
MSFT Microsoft Corp. 2.64% 10,360,148 $3.9B No change
GOOGL Alphabet Inc. Class A 2.64% 10,777,820 $3.9B No change
ADM Archer-Daniels-Midland Co. 2.45% 46,796,552 $3.6B No change
APD Air Products & Chemicals Inc. 2.38% 11,840,799 $3.5B No change
GLW Corning Inc. 2.31% 13,231,628 $3.4B Reduce -1.4%
INTC Intel Corp. 2.30% 24,059,342 $3.4B Reduce -9.5%
WFC Wells Fargo & Co. 2.25% 39,758,338 $3.3B No change
VMC Vulcan Materials Co. 1.92% 9,521,730 $2.8B No change
PG The Procter & Gamble Co. 1.59% 15,800,799 $2.3B No change
CVX Chevron Corp. 1.51% 13,334,215 $2.2B No change
DE Deere & Co. 1.22% 2,803,405 $1.8B No change
MRK Merck & Co. Inc. 1.21% 13,794,969 $1.8B No change
ABBV Abbvie Inc. 1.01% 5,892,808 $1.5B No change
KO The Coca-Cola Co. 1.01% 18,227,000 $1.5B No change
GE General Electric filed as GE AEROSPACE 0.99% 3,875,831 $1.4B No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.95% 14,459,098 $1.4B Reduce -4.4%
PFE Pfizer Inc. 0.90% 54,508,560 $1.3B No change
TXN Texas Instruments Inc. 0.90% 4,402,785 $1.3B No change
MMM 3M Co. 0.88% 7,934,035 $1.3B No change
ABT Abbott Laboratories 0.84% 13,587,118 $1.2B No change
ZTS Zoetis Inc. 0.78% 15,892,903 $1.1B No change
META Meta Platforms Inc. Class A 0.74% 1,909,500 $1.1B No change
RIO Rio Tinto PLC-Spon ADR 0.71% 10,931,820 $1.0B No change
AMGN Amgen Inc. 0.67% 2,715,656 $983.4M No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.67% 4,122,590 $981.2M No change
GATX Gatx Corp. 0.66% 5,427,338 $961.7M No change
ANET Arista Networks Inc. 0.65% 5,619,228 $954.6M No change
ADT Adt Inc. 0.59% 133,333,333 $866.7M No change
EMR Emerson Electric Co. 0.57% 5,838,867 $835.8M No change
MKC McCormick & Co.-Non VTG SHRS 0.57% 16,522,728 $833.1M No change
UNP Union Pacific Corp. 0.56% 3,018,016 $820.9M No change
DCI Donaldson Co. Inc. 0.56% 9,142,617 $820.7M No change
ADP Automatic Data Processing 0.56% 3,657,287 $819.0M No change
INTU Intuit Inc. 0.55% 3,058,534 $798.3M No change
RNR Renaissancere Holdings Ltd. 0.52% 2,399,303 $760.3M No change
NTRS Northern Trust Corp. 0.49% 4,145,102 $720.6M No change
CTVA Corteva Inc. 0.44% 7,634,624 $646.6M No change
HGTY Hagerty Inc. Class A 0.42% 51,800,000 $617.5M No change
CL Colgate-Palmolive Co. 0.42% 6,730,570 $617.1M No change
GOOG Alphabet Inc. Class C 0.41% 1,682,807 $594.6M No change
ATR Aptargroup Inc. 0.41% 4,744,564 $594.0M No change
PEP Pepsico Inc. 0.39% 4,160,441 $563.3M No change
AMZN Amazon.com Inc. 0.37% 2,246,620 $535.5M No change
A Agilent Technologies Inc. 0.35% 3,825,278 $508.1M No change
T AT&T Inc. 0.34% 24,147,315 $499.8M No change
DUK Duke Energy Corp. 0.31% 3,569,308 $451.8M No change
VZ Verizon Communications Inc. 0.28% 9,710,284 $411.1M No change
V Visa Inc. Class A 0.27% 1,158,711 $397.5M No change
USB US Bancorp 0.27% 6,515,523 $393.5M No change
UL Unilever PLC-Sponsored ADR 0.25% 6,174,081 $371.2M Add +0.8%
VOO Vanguard S&P 500 ETF 0.25% 538,489 $369.8M Add +35.7%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.21% 3,821,419 $302.7M No change
NVO Novo-Nordisk A/S-Spons ADR 0.20% 6,142,778 $294.5M No change
GWW WW Grainger Inc. 0.20% 212,068 $288.5M Add +25.9%
SYY Sysco Corp. 0.20% 3,443,431 $287.8M No change
MDT Medtronic PLC 0.19% 3,622,141 $283.4M No change
DVN Devon Energy Corp. 0.19% 6,794,282 $280.7M New
HP Helmerich & Payne 0.18% 7,841,430 $256.7M No change
FAST Fastenal Co. 0.15% 4,506,900 $216.5M Add +59.4%
ECL Ecolab Inc. 0.14% 745,584 $207.7M No change
LRCX Lam Research Corp. 0.14% 455,360 $197.3M No change
WST West Pharmaceutical Services 0.12% 495,334 $177.8M Add +27.6%
CTAS Cintas Corp. 0.11% 967,843 $164.6M Add +57.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.11% 3,216,783 $162.1M Add +36.7%
SOLV Solventum Corp. 0.11% 2,069,279 $159.6M No change
SHEL Shell PLC-ADR 0.10% 1,858,028 $144.1M No change
BAX Baxter International Inc. 0.09% 6,225,060 $132.7M No change
DOW Dow Inc. filed as DOW HLDGS INC 0.09% 4,816,352 $131.8M No change
VCIT Vanguard Int-Term Corporate 0.09% 1,542,000 $127.4M No change
HNI Hni Corp. 0.08% 2,924,923 $118.2M No change
BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED 0.08% 1,348,932 $112.4M No change
GOVT iShares US Treasury Bond ETF 0.08% 4,902,127 $111.7M Add +45.5%
APH Amphenol Corp. Class A 0.08% 624,871 $110.2M Reduce -25.4%
BDX Becton Dickinson and Co. 0.07% 691,797 $104.7M Add +36.1%
GEHC GE Healthcare Technology 0.06% 1,329,153 $85.1M No change
ADBE Adobe Inc. 0.05% 377,702 $77.4M No change
WAT Waters Corp. 0.05% 189,881 $71.2M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 267,809 $58.4M Add +32.2%
MTD Mettler-Toledo International 0.04% 41,482 $53.0M No change
SCHA Schwab US Small-Cap ETF 0.03% 1,313,111 $47.4M Add +33.3%
AMD Advanced Micro Devices 0.03% 66,102 $38.4M No change
IGIB iShares 5-10Y Inv Grade Corp. 0.02% 680,000 $36.2M No change
VYMI Vanguard Int High DVD YLD Inc. 0.02% 328,775 $32.3M Add +29.2%
USIG iShares Broad Usd Investment 0.02% 546,405 $28.0M Add +47.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.02% 520,223 $26.3M Add +42.0%
IEMG iShares Core MSCI Emerging 0.02% 316,825 $26.2M Add +23.5%
VETZ Academy Veteran Bond ETF-Usd 0.01% 771,000 $15.3M No change
TLH iShares 10-20 Year Treasury 0.01% 124,705 $12.5M Add +49.4%
SCHP Schwab U.S. Tips ETF 0.01% 433,064 $11.5M Add +46.7%
FLOT iShares Floating Rate Bond E 0.01% 222,764 $11.4M Add +47.8%
WDS Woodside Energy Group-ADR 0.01% 487,503 $9.4M No change
USHY iShares Broad Usd High Yield 0.00% 130,816 $4.8M Add +4.6%
AMAT Applied Materials Inc. 0.00% 6,000 $4.3M No change
EMB iShares JP Morgan Usd Emergi 0.00% 40,378 $3.9M Add +40.6%
PGX Invesco Preferred ETF 0.00% 33,559 $364K Add +1.5%
VWO Vanguard Ftse Emerging Marke 0.00% 642 $38K New
VYM Vanguard High DVD Yield ETF 0.00% 74 $12K New

Portfolio Sells Q1 2026 → Q2 2026
CTRA Coterra Energy Inc. Sold out 0.00% −0.27
DIS The Walt Disney Co. Reduce -4.4% 0.95% −0.20
AAPL Apple Inc. Reduce -0.6% 4.63% −0.08
IEX Idex Corp. Sold out 0.00% −0.05
NDSN Nordson Corp. Sold out 0.00% −0.04
GGG Graco Inc. Sold out 0.00% −0.04
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.03
SSD Simpson Manufacturing Co. Inc. Sold out 0.00% −0.02
TECH Bio-Techne Corp. Sold out 0.00% −0.01
APH Amphenol Corp. Class A Reduce -25.4% 0.08% −0.01
GWRE Guidewire Software Inc. Sold out 0.00% −0.01
MICC The Magnum Ice Cream Co. NV Sold out 0.00% −0.00
GLW Corning Inc. Reduce -1.4% 2.31% +0.87
KLAC KLA Corp. Reduce -0.5% 2.88% +1.25
INTC Intel Corp. Reduce -9.5% 2.30% +1.37
CAT Caterpillar Inc. Reduce -0.4% 10.57% +2.44

Portfolio Buys Q1 2026 → Q2 2026
DVN Devon Energy Corp. New 0.19% +0.19
VOO Vanguard S&P 500 ETF Add +35.7% 0.25% +0.07
GWW WW Grainger Inc. Add +25.9% 0.20% +0.05
WST West Pharmaceutical Services Add +27.6% 0.12% +0.04
FAST Fastenal Co. Add +59.4% 0.15% +0.04
CTAS Cintas Corp. Add +57.6% 0.11% +0.03
SPDW Ste STR SPDR PT DW Eu ETF Add +36.7% 0.11% +0.03
GOVT iShares US Treasury Bond ETF Add +45.5% 0.08% +0.02
SCHA Schwab US Small-Cap ETF Add +33.3% 0.03% +0.01
BDX Becton Dickinson and Co. Add +36.1% 0.07% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +32.2% 0.04% +0.01
USIG iShares Broad Usd Investment Add +47.7% 0.02% +0.00
IEMG iShares Core MSCI Emerging Add +23.5% 0.02% +0.00
VTEB Vanguard Tax-Exempt Bond ETF Add +42.0% 0.02% +0.00
VYMI Vanguard Int High DVD YLD Inc. Add +29.2% 0.02% +0.00
TLH iShares 10-20 Year Treasury Add +49.4% 0.01% +0.00
FLOT iShares Floating Rate Bond E Add +47.8% 0.01% +0.00
SCHP Schwab U.S. Tips ETF Add +46.7% 0.01% +0.00
EMB iShares JP Morgan Usd Emergi Add +40.6% 0.00% +0.00
PGX Invesco Preferred ETF Add +1.5% 0.00% 0.00
VYM Vanguard High DVD Yield ETF New 0.00% 0.00
VWO Vanguard Ftse Emerging Marke New 0.00% 0.00
USHY iShares Broad Usd High Yield Add +4.6% 0.00% −0.00
UL Unilever PLC-Sponsored ADR Add +0.8% 0.25% −0.02

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