STATE OF MICHIGAN RETIREMENT SYSTEM
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PWR | 40K | $16.72M |
 | FDS | 40K | $11.53M |
 | VNOM | 40K | $1.54M |
 | KTOS | 40K | $3.67M |
 | SWKS | 40K | $3.09M |
 | CUZ | 40K | $1.16M |
 | CGNX | 40K | $1.81M |
 | OKTA | 40K | $3.65M |
 | KLAC | 40K | $42.68M |
 | NVST | 40K | $805.90K |
 | BXP | 40K | $2.94M |
 | WBS | 40K | $2.35M |
 | JEF | 39K | $2.57M |
 | EXPE | 39K | $8.37M |
 | EXPD | 39K | $4.77M |
 | ASB | 39K | $999.55K |
 | OPCH | 39K | $1.07M |
 | STZ | 39K | $5.21M |
 | KNX | 39K | $1.53M |
 | NYT | 39K | $2.22M |
Quanta Services, Inc.
PWR
Shares Held
40K
Value
$16.72M
FactSet Research Systems Inc.
FDS
Shares Held
40K
Value
$11.53M
Viper Energy, Inc.
VNOM
Shares Held
40K
Value
$1.54M
Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
40K
Value
$3.67M
Skyworks Solutions, Inc.
SWKS
Shares Held
40K
Value
$3.09M
Cousins Properties Incorporated
CUZ
Shares Held
40K
Value
$1.16M
Cognex Corporation
CGNX
Shares Held
40K
Value
$1.81M
Okta, Inc.
OKTA
Shares Held
40K
Value
$3.65M
KLA Corporation
KLAC
Shares Held
40K
Value
$42.68M
Envista Holdings Corp
NVST
Shares Held
40K
Value
$805.90K
BXP, Inc.
BXP
Shares Held
40K
Value
$2.94M
Webster Financial Corporation
WBS
Shares Held
40K
Value
$2.35M
Jefferies Financial Group Inc.
JEF
Shares Held
39K
Value
$2.57M
Expedia Group, Inc.
EXPE
Shares Held
39K
Value
$8.37M
Expeditors International of Washington, Inc.
EXPD
Shares Held
39K
Value
$4.77M
Associated Banc-Corp
ASB
Shares Held
39K
Value
$999.55K
Option Care Health, Inc.
OPCH
Shares Held
39K
Value
$1.07M
Constellation Brands, Inc.
STZ
Shares Held
39K
Value
$5.21M
Knight-Swift Transportation Holdings Inc.
KNX
Shares Held
39K
Value
$1.53M
The New York Times Company
NYT
Shares Held
39K
Value
$2.22M