NEW YORK STATE TEACHERS RETIREMENT SYSTEM

ALBANY, NY · CIK 314969 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNew York State Teachers' Retirement System (US)

Kindasset owner
Others nearbyAlbany, NY

$54.2bn reported value +10.1% vs Q1 2026

1,631positions

33.5%in top 10

82 new 572 added 901 reduced 67 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	18,805,798	$3.8bn6.95%	6.95%	Reduced -1.0m	-1,009,793 -5.1%
2	APPLE INC COM AAPL	AAPL	11,348,392	$3.3bn6.06%	6.06%	Reduced -578.4k	-578,411 -4.8%
3	MICROSOFT CORP COM MSFT	MSFT	5,774,270	$2.2bn3.98%	3.98%	Reduced -300.3k	-300,325 -4.9%
4	AMAZON COM INC COM AMZN	AMZN	7,539,604	$1.8bn3.32%	3.32%	Reduced -323.7k	-323,683 -4.1%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	4,521,862	$1.6bn2.98%	2.98%	Reduced -210.1k	-210,124 -4.4%
6	BROADCOM INC COM AVGO	AVGO	3,664,066	$1.4bn2.56%	2.56%	Reduced -163.0k	-163,045 -4.3%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	3,636,302	$1.3bn2.37%	2.37%	Reduced -160.2k	-160,179 -4.2%
8	MICRON TECHNOLOGY INC COM MU	MU	879,390	$1.0bn1.87%	1.87%	Reduced -45.3k	-45,312 -4.9%
9	META PLATFORMS INC CL A META	META	1,699,409	$957.3m1.77%	1.77%	Reduced -71.3k	-71,325 -4.0%
10	TESLA INC COM TSLA	TSLA	2,161,108	$909.0m1.68%	1.68%	Reduced -103.4k	-103,384 -4.6%
11	ELI LILLY & CO COM LLY	LLY	618,137	$741.4m1.37%	1.37%	Reduced -26.0k	-25,959 -4.0%
12	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,258,935	$731.3m1.35%	1.35%	Reduced -40.8k	-40,776 -3.1%
13	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,403,401	$702.2m1.30%	1.30%	Reduced -73.2k	-73,222 -5.0%
14	JPMORGAN CHASE & CO COM JPM	JPM	2,042,799	$668.7m1.23%	1.23%	Reduced -141.8k	-141,777 -6.5%
15	INTEL CORP COM INTC	INTC	3,583,226	$500.3m0.92%	0.92%	Added +10.8k	+10,779 0.3%
16	JOHNSON & JOHNSON COM JNJ	JNJ	1,881,966	$478.0m0.88%	0.88%	Reduced -102.3k	-102,327 -5.2%
17	APPLIED MATLS INC COM AMAT	AMAT	617,517	$446.5m0.82%	0.82%	Reduced -14.2k	-14,245 -2.2%
18	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,017,431	$440.9m0.81%	0.81%	Reduced -54.7k	-54,720 -5.1%
19	EXXON MOBIL CORP COM XOM	XOM	3,220,685	$440.3m0.81%	0.81%	Reduced -221.6k	-221,559 -6.4%
20	VISA INC COM CL A V	V	1,244,978	$427.1m0.79%	0.79%	Reduced -98.3k	-98,297 -7.3%
21	CATERPILLAR INC COM CAT	CAT	355,409	$378.5m0.70%	0.70%	Reduced -15.0k	-15,002 -4.0%
22	WALMART INC COM WMT	WMT	3,331,240	$377.3m0.70%	0.70%	Reduced -170.6k	-170,608 -4.9%
23	CISCO SYS INC COM CSCO	CSCO	3,035,373	$356.5m0.66%	0.66%	Reduced -141.8k	-141,840 -4.5%
24	ABBVIE INC COM ABBV	ABBV	1,366,818	$343.9m0.63%	0.63%	Reduced -75.7k	-75,670 -5.2%
25	MASTERCARD INCORPORATED CL A MA	MA	620,773	$318.8m0.59%	0.59%	Reduced -47.1k	-47,118 -7.0%
26	COSTCO WHSL CORP NEW COM COST	COST	339,199	$317.3m0.59%	0.59%	Reduced -16.9k	-16,921 -4.8%
27	KLA CORP COM NEW KLAC	KLAC	1,035,810	$312.5m0.58%	0.58%	Reduced -44.1k	-44,090 -4.1%
28	BANK AMERICA CORP COM BAC	BAC	5,120,013	$291.7m0.54%	0.54%	Reduced -272.9k	-272,887 -5.1%
29	GE AEROSPACE COM NEW GE	GE	780,224	$291.6m0.54%	0.54%	Reduced -49.8k	-49,814 -6.0%
30	UNITEDHEALTH GROUP INC COM UNH	UNH	681,675	$283.3m0.52%	0.52%	Reduced -36.4k	-36,368 -5.1%
31	SANDISK CORP COM SNDK	SNDK	115,043	$261.6m0.48%	0.48%	Reduced -1.4k	-1,393 -1.2%
32	GE VERNOVA INC COM GEV	GEV	217,733	$255.8m0.47%	0.47%	Reduced -1.5k	-1,471 -0.7%
33	HOME DEPOT INC COM HD	HD	724,686	$255.6m0.47%	0.47%	Reduced -40.5k	-40,533 -5.3%
34	PROCTER AND GAMBLE CO COM PG	PG	1,703,369	$249.8m0.46%	0.46%	Reduced -134.4k	-134,401 -7.3%
35	MERCK & CO INC COM MRK	MRK	1,919,612	$246.7m0.46%	0.46%	Reduced -138.0k	-138,027 -6.7%
36	CHEVRON CORP NEW COM CVX	CVX	1,445,883	$239.7m0.44%	0.44%	Reduced -103.9k	-103,900 -6.7%
37	NETFLIX INC COM NFLX	NFLX	3,264,699	$233.1m0.43%	0.43%	Reduced -163.4k	-163,379 -4.8%
38	COCA COLA CO COM KO	KO	2,828,855	$229.9m0.42%	0.42%	Reduced -146.0k	-146,030 -4.9%
39	GOLDMAN SACHS GROUP INC COM GS	GS	226,081	$228.7m0.42%	0.42%	Reduced -14.1k	-14,058 -5.8%
40	PHILIP MORRIS INTL INC COM PM	PM	1,179,085	$213.3m0.39%	0.39%	Reduced -97.8k	-97,790 -7.7%
41	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,764,687	$205.9m0.38%	0.38%	Reduced -80.6k	-80,590 -4.4%
42	PALO ALTO NETWORKS INC COM PANW	PANW	603,460	$205.8m0.38%	0.38%	Reduced -8.1k	-8,090 -1.3%
43	RTX CORPORATION COM RTX	RTX	1,072,575	$203.5m0.38%	0.38%	Reduced -40.5k	-40,466 -3.6%
44	TEXAS INSTRS INC COM TXN	TXN	675,243	$201.3m0.37%	0.37%	Reduced -29.4k	-29,357 -4.2%
45	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	696,206	$195.8m0.36%	0.36%	Reduced -30.1k	-30,125 -4.2%
46	MORGAN STANLEY COM NEW MS	MS	920,899	$192.5m0.36%	0.36%	Reduced -64.1k	-64,067 -6.5%
47	ORACLE CORP COM ORCL	ORCL	1,283,395	$188.1m0.35%	0.35%	Reduced -42.8k	-42,822 -3.2%
48	CITIGROUP INC COM NEW C	C	1,342,818	$187.9m0.35%	0.35%	Reduced -107.1k	-107,073 -7.4%
49	WELLS FARGO CO NEW COM WFC	WFC	2,272,977	$187.8m0.35%	0.35%	Reduced -229.2k	-229,170 -9.2%
50	MARVELL TECHNOLOGY INC COM MRVL	MRVL	622,682	$185.5m0.34%	0.34%	New
51	LINDE PLC SHS LIN	LIN	346,763	$179.9m0.33%	0.33%	Reduced -16.5k	-16,510 -4.5%
52	WESTERN DIGITAL CORP COM WDC	WDC	270,412	$172.7m0.32%	0.32%	Reduced -15.1k	-15,137 -5.3%
53	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	172,774	$166.7m0.31%	0.31%	Reduced -12.9k	-12,935 -7.0%
54	AMPHENOL CORP CL A APH	APH	945,351	$166.7m0.31%	0.31%	Reduced -10.7k	-10,686 -1.1%
55	QUALCOMM INC COM QCOM	QCOM	844,416	$156.0m0.29%	0.29%	Reduced -48.7k	-48,653 -5.5%
56	CORNING INC COM GLW	GLW	597,598	$152.6m0.28%	0.28%	Reduced -20.5k	-20,487 -3.3%
57	AMGEN INC COM AMGN	AMGN	421,250	$152.5m0.28%	0.28%	Reduced -20.1k	-20,092 -4.5%
58	PEPSICO INC COM PEP	PEP	1,119,123	$151.5m0.28%	0.28%	Added +42.1k	+42,054 3.9%
59	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	191,507	$146.1m0.27%	0.27%	Reduced -5.7k	-5,682 -2.9%
60	ANALOG DEVICES INC COM ADI	ADI	362,939	$144.1m0.27%	0.27%	Reduced -6.2k	-6,225 -1.7%
61	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	286,141	$143.5m0.26%	0.26%	Reduced -13.1k	-13,121 -4.4%
62	AMERICAN EXPRESS CO COM AXP	AXP	416,974	$141.0m0.26%	0.26%	Reduced -30.3k	-30,279 -6.8%
63	MCDONALDS CORP COM MCD	MCD	518,182	$140.1m0.26%	0.26%	Reduced -30.4k	-30,396 -5.5%
64	ARISTA NETWORKS INC COM SHS ANET	ANET	813,235	$138.2m0.26%	0.26%	Reduced -21.0k	-21,013 -2.5%
65	NEXTERA ENERGY INC COM NEE	NEE	1,560,526	$137.0m0.25%	0.25%	Reduced -93.6k	-93,615 -5.7%
66	VERIZON COMMUNICATIONS INC COM VZ	VZ	3,167,489	$134.1m0.25%	0.25%	Reduced -221.8k	-221,810 -6.5%
67	DISNEY WALT CO COM DIS	DIS	1,352,025	$130.1m0.24%	0.24%	Reduced -96.0k	-95,992 -6.6%
68	GILEAD SCIENCES INC COM GILD	GILD	988,492	$124.9m0.23%	0.23%	Reduced -64.3k	-64,284 -6.1%
69	BOEING CO COM BA	BA	575,590	$124.6m0.23%	0.23%	Reduced -3.9k	-3,853 -0.7%
70	EATON CORP PLC SHS ETN	ETN	285,644	$121.7m0.22%	0.22%	Reduced -3.8k	-3,791 -1.3%
71	ABBOTT LABS COM ABT	ABT	1,340,090	$121.6m0.22%	0.22%	Reduced -106.9k	-106,921 -7.4%
72	TJX COS INC NEW COM TJX	TJX	795,432	$120.5m0.22%	0.22%	Reduced -23.5k	-23,458 -2.9%
73	UBER TECHNOLOGIES INC COM UBER	UBER	1,662,640	$120.0m0.22%	0.22%	Reduced -125.4k	-125,416 -7.0%
74	UNION PAC CORP COM UNP	UNP	434,309	$118.1m0.22%	0.22%	Reduced -15.8k	-15,768 -3.5%
75	AT&T INC COM T	T	5,692,498	$117.8m0.22%	0.22%	Reduced -406.0k	-405,952 -6.7%
76	BOOKING HOLDINGS INC COM BKNG	BKNG	656,341	$117.0m0.22%	0.22%	Reduced -53.9k	-53,934 -7.6%
77	WELLTOWER INC COM WELL	WELL	510,390	$115.8m0.21%	0.21%	Reduced -13.1k	-13,096 -2.5%
78	DEERE & CO COM DE	DE	182,165	$115.6m0.21%	0.21%	Reduced -6.1k	-6,067 -3.2%
79	SCHWAB CHARLES CORP COM SCHW	SCHW	1,250,931	$115.4m0.21%	0.21%	Reduced -4.3k	-4,299 -0.3%
80	APPLOVIN CORP COM CL A APP	APP	214,100	$110.3m0.20%	0.20%	Reduced -7.9k	-7,873 -3.5%
81	SALESFORCE INC COM CRM	CRM	700,572	$109.8m0.20%	0.20%	Reduced -117.8k	-117,806 -14.4%
82	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	265,762	$105.7m0.20%	0.20%	Reduced -15.6k	-15,606 -5.5%
83	CAPITAL ONE FINL CORP COM COF	COF	523,450	$105.0m0.19%	0.19%	Reduced -32.6k	-32,566 -5.9%
84	BLACKROCK INC COM BLK	BLK	108,362	$104.2m0.19%	0.19%	Reduced -4.8k	-4,827 -4.3%
85	PROGRESSIVE CORP COM PGR	PGR	476,494	$104.1m0.19%	0.19%	Reduced -17.0k	-16,984 -3.4%
86	DELL TECHNOLOGIES INC CL C DELL	DELL	240,553	$103.8m0.19%	0.19%	Reduced -12.3k	-12,281 -4.9%
87	PFIZER INC COM PFE	PFE	4,285,549	$103.2m0.19%	0.19%	Reduced -352.3k	-352,308 -7.6%
88	VERTIV HOLDINGS CO COM CL A VRT	VRT	308,034	$103.1m0.19%	0.19%	Added +9.4k	+9,442 3.2%
89	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	206,935	$102.8m0.19%	0.19%	Reduced -4.4k	-4,401 -2.1%
90	CONOCOPHILLIPS COM COP	COP	977,947	$101.7m0.19%	0.19%	Reduced -65.0k	-65,018 -6.2%
91	CVS HEALTH CORP COM CVS	CVS	970,841	$100.4m0.19%	0.19%	Reduced -49.4k	-49,429 -4.8%
92	PARKER-HANNIFIN CORP COM PH	PH	100,623	$98.4m0.18%	0.18%	Reduced -2.0k	-2,024 -2.0%
93	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	1,671,815	$96.3m0.18%	0.18%	Reduced -72.9k	-72,883 -4.2%
94	ALTRIA GROUP INC COM MO	MO	1,334,569	$96.0m0.18%	0.18%	Reduced -148.6k	-148,613 -10.0%
95	LOWES COS INC COM LOW	LOW	431,348	$95.1m0.18%	0.18%	Reduced -9.8k	-9,838 -2.2%
96	S&P GLOBAL INC COM SPGI	SPGI	229,321	$93.4m0.17%	0.17%	Reduced -11.2k	-11,169 -4.6%
97	PROLOGIS INC. COM PLD	PLD	680,814	$92.2m0.17%	0.17%	Reduced -24.8k	-24,771 -3.5%
98	BANK NEW YORK MELLON CORP COM BNY	BNY	632,955	$91.5m0.17%	0.17%	Reduced -59.5k	-59,481 -8.6%
99	NEWMONT CORP COM NEM	NEM	956,690	$89.4m0.16%	0.16%	Reduced -47.3k	-47,349 -4.7%
100	CHUBB LIMITED COM CB	CB	255,690	$87.1m0.16%	0.16%	Reduced -16.0k	-15,993 -5.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		257,756	$116.5m257.8k shares
CARNIVAL CORP		985,474	$25.5m985.5k shares
COTERRA ENERGY INC CTRA	CTRA	720,349	$25.3m720.3k shares
DUPONT DE NEMOURS INC DWDP	DWDP	104,515	$14.4m104.5k shares
HOLOGIC INC HOLX	HOLX	148,490	$11.2m148.5k shares
MASIMO CORP MASI	MASI	38,569	$6.9m38.6k shares
AIR LEASE CORP AL	AL	37,822	$2.5m37.8k shares
SEALED AIR CORP NEW		56,380	$2.4m56.4k shares
ENVIRI CORP		117,573	$2.3m117.6k shares
APOLLO COML REAL EST FIN INC ARI	ARI	180,619	$1.9m180.6k shares
TRI POINTE HOMES INC TPH	TPH	40,717	$1.9m40.7k shares
KENNEDY-WILSON HOLDINGS INC KW	KW	150,824	$1.6m150.8k shares
VERIS RESIDENTIAL INC		54,349	$1.0m54.3k shares
AFFIRM HLDGS INC AFRM	AFRM	16,877	$773.0k16.9k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	18,299	$736.0k18.3k shares
CLEARWAY ENERGY INC		17,460	$684.0k17.5k shares
OXFORD INDS INC OXM	OXM	17,643	$679.0k17.6k shares
PRA GROUP INC PRAA	PRAA	36,917	$646.0k36.9k shares
QIAGEN NV QGEN	QGEN	12,711	$509.0k12.7k shares
EMBECTA CORP EMBC	EMBC	48,642	$430.0k48.6k shares
CSG SYS INTL INC		4,757	$380.0k4.8k shares
CABLE ONE INC CABO	CABO	4,134	$377.0k4.1k shares
FORWARD AIR CORP FWRD	FWRD	20,741	$347.0k20.7k shares
GOGO INC GOGO	GOGO	67,739	$272.0k67.7k shares
SUN CTRY AIRLS HLDGS INC SNCY	SNCY	16,263	$269.0k16.3k shares