CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

WEST SACRAMENTO, CA · CIK 1081019 · 13F filing filed 2026-08-24

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 entityCALIFORNIA STATE TEACHERS' RETIREMENT SYSTEM (US)

Kindasset owner
Others nearbyWest Sacramento, CA

$108.6bn reported value +14.9% vs Q1 2026

3,002positions

32.8%in top 10

179 new 938 added 1,874 reduced 102 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	35,021,490	$7.0bn6.45%	6.45%	Reduced -1.7m	-1,667,272 -4.5%
2	APPLE INC COM AAPL	AAPL	22,278,223	$6.4bn5.94%	5.94%	Added +5.6k	+5,613 0.0%
3	MICROSOFT CORP COM MSFT	MSFT	10,707,532	$4.0bn3.68%	3.68%	Reduced -8.1k	-8,131 -0.1%
4	AMAZON COM INC COM AMZN	AMZN	14,696,893	$3.5bn3.23%	3.23%	Added +134.7k	+134,735 0.9%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,844,847	$3.2bn2.91%	2.91%	Reduced -22.9k	-22,866 -0.3%
6	BROADCOM INC COM AVGO	AVGO	6,826,308	$2.6bn2.37%	2.37%	Added +9.5k	+9,497 0.1%
7	ISHARES TR CORE S&P500 ETF IVV	IVV	3,431,700	$2.6bn2.37%	2.37%	Added +475.4k	+475,400 16.1%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	7,007,408	$2.5bn2.28%	2.28%	Reduced -285.9k	-285,877 -3.9%
9	MICRON TECHNOLOGY INC COM MU	MU	1,713,394	$2.0bn1.82%	1.82%	Added +8.8k	+8,795 0.5%
10	META PLATFORMS INC CL A META	META	3,334,525	$1.9bn1.73%	1.73%	Added +42.6k	+42,580 1.3%
11	TESLA INC COM TSLA	TSLA	4,273,058	$1.8bn1.65%	1.65%	Reduced -5.0k	-4,974 -0.1%
12	ELI LILLY & CO COM LLY	LLY	1,217,561	$1.5bn1.34%	1.34%	Added +2.9k	+2,939 0.2%
13	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,473,319	$1.4bn1.32%	1.32%	Added +11.9k	+11,907 0.5%
14	JPMORGAN CHASE & CO COM JPM	JPM	4,071,860	$1.3bn1.23%	1.23%	Reduced -61.0k	-60,976 -1.5%
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,149,115	$1.1bn0.99%	0.99%	Added +77.1k	+77,116 3.7%
16	JOHNSON & JOHNSON COM JNJ	JNJ	3,714,961	$943.5m0.87%	0.87%	Reduced -28.5k	-28,471 -0.8%
17	INTEL CORP COM INTC	INTC	6,671,769	$931.6m0.86%	0.86%	Reduced -217.2k	-217,221 -3.1%
18	VISA INC COM CL A V	V	2,562,944	$879.3m0.81%	0.81%	Reduced -3.2k	-3,243 -0.1%
19	APPLIED MATLS INC COM AMAT	AMAT	1,203,586	$870.2m0.80%	0.80%	Reduced -20.7k	-20,712 -1.7%
20	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,895,716	$821.5m0.76%	0.76%	Reduced -27.2k	-27,226 -1.4%
21	WALMART INC COM WMT	WMT	6,671,419	$755.6m0.70%	0.70%	Reduced -21.9k	-21,862 -0.3%
22	CATERPILLAR INC COM CAT	CAT	701,786	$747.3m0.69%	0.69%	Reduced -4.6k	-4,603 -0.7%
23	CISCO SYS INC COM CSCO	CSCO	6,011,664	$706.1m0.65%	0.65%	Reduced -11.0k	-10,962 -0.2%
24	EXXON MOBIL CORP COM XOM	XOM	5,092,215	$696.2m0.64%	0.64%	Added +201.9k	+201,932 4.1%
25	ABBVIE INC COM ABBV	ABBV	2,700,030	$679.4m0.63%	0.63%	Added +19.8k	+19,842 0.7%
26	MASTERCARD INCORPORATED CL A MA	MA	1,241,173	$637.5m0.59%	0.59%	Reduced -45.5k	-45,479 -3.5%
27	COSTCO WHSL CORP NEW COM COST	COST	674,638	$631.1m0.58%	0.58%	Reduced -12.5k	-12,504 -1.8%
28	KLA CORP COM NEW KLAC	KLAC	1,985,721	$599.1m0.55%	0.55%	Reduced -22.9k	-22,859 -1.1%
29	GE AEROSPACE COM NEW GE	GE	1,591,618	$594.8m0.55%	0.55%	Reduced -20.4k	-20,447 -1.3%
30	BANK AMERICA CORP COM BAC	BAC	10,286,935	$586.1m0.54%	0.54%	Reduced -150.7k	-150,688 -1.4%
31	UNITEDHEALTH GROUP INC COM UNH	UNH	1,365,269	$567.4m0.52%	0.52%	Added +9.3k	+9,338 0.7%
32	HOME DEPOT INC COM HD	HD	1,490,513	$525.7m0.48%	0.48%	Reduced -12.5k	-12,535 -0.8%
33	PROCTER AND GAMBLE CO COM PG	PG	3,525,060	$516.9m0.48%	0.48%	Reduced -58.9k	-58,909 -1.6%
34	COCA COLA CO COM KO	KO	5,998,646	$487.5m0.45%	0.45%	Reduced -531.8k	-531,827 -8.1%
35	MERCK & CO INC COM MRK	MRK	3,772,142	$484.7m0.45%	0.45%	Reduced -63.5k	-63,470 -1.6%
36	GE VERNOVA INC COM GEV	GEV	411,394	$483.3m0.44%	0.44%	Reduced -4.6k	-4,580 -1.1%
37	NETFLIX INC COM NFLX	NFLX	6,427,657	$458.9m0.42%	0.42%	Reduced -10.6k	-10,629 -0.2%
38	GOLDMAN SACHS GROUP INC COM GS	GS	450,240	$455.4m0.42%	0.42%	Reduced -5.8k	-5,824 -1.3%
39	CHEVRON CORP NEW COM CVX	CVX	2,610,183	$432.7m0.40%	0.40%	Added +394.3k	+394,289 17.8%
40	PALO ALTO NETWORKS INC COM PANW	PANW	1,225,032	$417.8m0.38%	0.38%	Added +43.3k	+43,329 3.7%
41	TEXAS INSTRS INC COM TXN	TXN	1,383,273	$412.3m0.38%	0.38%	Added +14.1k	+14,052 1.0%
42	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,424,282	$400.5m0.37%	0.37%	Added +2.4k	+2,390 0.2%
43	RTX CORPORATION COM RTX	RTX	2,054,668	$389.8m0.36%	0.36%	Added +2.8k	+2,810 0.1%
44	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,292,788	$385.1m0.35%	0.35%	Reduced -7.2k	-7,228 -0.6%
45	WELLS FARGO CO NEW COM WFC	WFC	4,652,505	$384.5m0.35%	0.35%	Reduced -121.1k	-121,082 -2.5%
46	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,289,626	$383.8m0.35%	0.35%	Reduced -155.6k	-155,631 -4.5%
47	ORACLE CORP COM ORCL	ORCL	2,611,784	$382.8m0.35%	0.35%	Added +14.4k	+14,428 0.6%
48	SANDISK CORP COM SNDK	SNDK	167,299	$380.4m0.35%	0.35%	Added +5.5k	+5,521 3.4%
49	MORGAN STANLEY COM NEW MS	MS	1,790,634	$374.3m0.34%	0.34%	Added +127	+127 0.0%
50	LINDE PLC SHS LIN	LIN	704,703	$365.7m0.34%	0.34%	Added +162.9k	+162,857 30.1%
51	CITIGROUP INC COM NEW C	C	2,573,632	$360.2m0.33%	0.33%	Reduced -211.3k	-211,281 -7.6%
52	WESTERN DIGITAL CORP COM WDC	WDC	529,792	$338.4m0.31%	0.31%	Added +5.4k	+5,356 1.0%
53	AMPHENOL CORP CL A APH	APH	1,880,421	$331.6m0.31%	0.31%	Added +5.4k	+5,387 0.3%
54	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	328,233	$316.7m0.29%	0.29%	Added +20.9k	+20,940 6.8%
55	CORNING INC COM GLW	GLW	1,208,819	$308.8m0.28%	0.28%	Added +60.6k	+60,597 5.3%
56	MCDONALDS CORP COM MCD	MCD	1,120,534	$302.9m0.28%	0.28%	Added +4.4k	+4,363 0.4%
57	QUALCOMM INC COM QCOM	QCOM	1,630,384	$301.3m0.28%	0.28%	Reduced -11.3k	-11,302 -0.7%
58	AMGEN INC COM AMGN	AMGN	823,638	$298.3m0.27%	0.27%	Reduced -1.5k	-1,478 -0.2%
59	ANALOG DEVICES INC COM ADI	ADI	746,073	$296.3m0.27%	0.27%	Reduced -8.5k	-8,491 -1.1%
60	PEPSICO INC COM PEP	PEP	2,109,876	$285.7m0.26%	0.26%	Added +9.7k	+9,741 0.5%
61	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	371,980	$283.9m0.26%	0.26%	Reduced -4.6k	-4,637 -1.2%
62	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	563,776	$282.7m0.26%	0.26%	Reduced -8.0k	-8,035 -1.4%
63	ARISTA NETWORKS INC COM SHS ANET	ANET	1,605,804	$272.8m0.25%	0.25%	Added +14.5k	+14,486 0.9%
64	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,409,300	$271.4m0.25%	0.25%	Reduced -183.8k	-183,758 -2.8%
65	AMERICAN EXPRESS CO COM AXP	AXP	796,430	$269.4m0.25%	0.25%	Reduced -30.1k	-30,147 -3.6%
66	DISNEY WALT CO COM DIS	DIS	2,721,470	$261.9m0.24%	0.24%	Reduced -7.0k	-6,962 -0.3%
67	TJX COS INC NEW COM TJX	TJX	1,708,098	$258.8m0.24%	0.24%	Added +19.9k	+19,871 1.2%
68	EATON CORP PLC SHS ETN	ETN	584,718	$249.2m0.23%	0.23%	Reduced -11.3k	-11,286 -1.9%
69	UNION PAC CORP COM UNP	UNP	910,663	$247.7m0.23%	0.23%	Added +66.7k	+66,723 7.9%
70	ABBOTT LABS COM ABT	ABT	2,720,177	$246.8m0.23%	0.23%	Added +45.1k	+45,120 1.7%
71	BOEING CO COM BA	BA	1,135,928	$245.9m0.23%	0.23%	Reduced -46.8k	-46,846 -4.0%
72	WELLTOWER INC COM WELL	WELL	1,075,391	$244.1m0.22%	0.22%	Added +40.1k	+40,068 3.9%
73	GILEAD SCIENCES INC COM GILD	GILD	1,908,886	$241.2m0.22%	0.22%	Reduced -5.4k	-5,406 -0.3%
74	DEERE & CO COM DE	DE	369,817	$234.6m0.22%	0.22%	Reduced -17.5k	-17,542 -4.5%
75	SCHWAB CHARLES CORP COM SCHW	SCHW	2,529,153	$233.4m0.21%	0.21%	Reduced -69.8k	-69,755 -2.7%
76	NEXTERA ENERGY INC COM NEE	NEE	2,531,334	$222.2m0.20%	0.20%	Reduced -114.4k	-114,436 -4.3%
77	AT&T INC COM T	T	10,682,454	$221.1m0.20%	0.20%	Reduced -262.8k	-262,765 -2.4%
78	PFIZER INC COM PFE	PFE	9,052,386	$218.0m0.20%	0.20%	Added +47.2k	+47,204 0.5%
79	BOOKING HOLDINGS INC COM BKNG	BKNG	1,204,284	$214.7m0.20%	0.20%	Reduced -75.4k	-75,366 -5.9%
80	BLACKROCK INC COM BLK	BLK	222,361	$213.8m0.20%	0.20%	Added +1.4k	+1,414 0.6%
81	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	537,432	$213.7m0.20%	0.20%	Reduced -1.9k	-1,856 -0.3%
82	PROGRESSIVE CORP COM PGR	PGR	914,476	$199.8m0.18%	0.18%	Added +51.9k	+51,899 6.0%
83	UBER TECHNOLOGIES INC COM UBER	UBER	2,764,638	$199.5m0.18%	0.18%	Reduced -331.9k	-331,853 -10.7%
84	DELL TECHNOLOGIES INC CL C DELL	DELL	460,310	$198.6m0.18%	0.18%	Reduced -21.3k	-21,257 -4.4%
85	CVS HEALTH CORP COM CVS	CVS	1,868,733	$193.3m0.18%	0.18%	Reduced -20.3k	-20,291 -1.1%
86	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	383,491	$190.5m0.18%	0.18%	Added +10.0k	+10,010 2.7%
87	PROLOGIS INC. COM PLD	PLD	1,398,493	$189.5m0.17%	0.17%	Reduced -22.2k	-22,245 -1.6%
88	SALESFORCE INC COM CRM	CRM	1,200,594	$188.1m0.17%	0.17%	Reduced -207.2k	-207,172 -14.7%
89	S&P GLOBAL INC COM SPGI	SPGI	461,299	$187.9m0.17%	0.17%	Reduced -12.9k	-12,928 -2.7%
90	VERTIV HOLDINGS CO COM CL A VRT	VRT	554,033	$185.5m0.17%	0.17%	Reduced -2.3k	-2,318 -0.4%
91	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	3,215,133	$185.3m0.17%	0.17%	Reduced -102.1k	-102,068 -3.1%
92	CHUBB LIMITED COM CB	CB	541,815	$184.6m0.17%	0.17%	Reduced -28.7k	-28,729 -5.0%
93	DANAHER CORPORATION COM DHR	DHR	968,982	$184.6m0.17%	0.17%	Reduced -4.7k	-4,704 -0.5%
94	PARKER-HANNIFIN CORP COM PH	PH	188,273	$184.2m0.17%	0.17%	Reduced -2.5k	-2,514 -1.3%
95	LOWES COS INC COM LOW	LOW	829,666	$182.9m0.17%	0.17%	Reduced -9.0k	-8,982 -1.1%
96	STARBUCKS CORP COM SBUX	SBUX	1,752,992	$179.1m0.16%	0.16%	Reduced -3.1k	-3,072 -0.2%
97	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	16,445,728	$178.8m0.16%	0.16%	Unchanged
98	APPLOVIN CORP COM CL A APP	APP	345,511	$178.0m0.16%	0.16%	Reduced -3.7k	-3,716 -1.1%
99	CAPITAL ONE FINL CORP COM COF	COF	860,668	$172.7m0.16%	0.16%	Reduced -66.7k	-66,736 -7.2%
100	HOWMET AEROSPACE INC COM HWM	HWM	608,459	$163.6m0.15%	0.15%	Added +29.0k	+29,014 5.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BLUE OWL TECHNOLOGY FIN CORP OTF	OTF	20,222,455	$250.6m20.2m shares
HONEYWELL INTL INC		496,984	$224.7m497.0k shares
CARNIVAL CORP		1,286,322	$33.3m1.3m shares
COTERRA ENERGY INC CTRA	CTRA	881,676	$31.0m881.7k shares
HOLOGIC INC HOLX	HOLX	385,252	$29.1m385.3k shares
DUPONT DE NEMOURS INC DWDP	DWDP	168,217	$23.1m168.2k shares
MASIMO CORP MASI	MASI	53,287	$9.5m53.3k shares
AIR LEASE CORP AL	AL	126,072	$8.2m126.1k shares
CLEARWATER ANALYTICS HLDGS I		334,997	$7.9m335.0k shares
SEALED AIR CORP NEW		171,502	$7.2m171.5k shares
AMICUS THERAPEUTICS INC FOLD	FOLD	341,920	$4.9m341.9k shares
TRI POINTE HOMES INC TPH	TPH	102,715	$4.8m102.7k shares
ARCELLX INC ACLX	ACLX	34,886	$4.0m34.9k shares
APELLIS PHARMACEUTICALS INC APLS	APLS	94,833	$3.8m94.8k shares
TERNS PHARMACEUTICALS INC		70,219	$3.7m70.2k shares
CSG SYS INTL INC		35,285	$2.8m35.3k shares
ONESTREAM INC OS	OS	91,857	$2.2m91.9k shares
THERMON GROUP HLDGS INC		40,701	$2.1m40.7k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	58,388	$2.0m58.4k shares
ENVIRI CORP		94,472	$1.9m94.5k shares
GREAT LAKES DREDGE & DOCK CO GLDD	GLDD	91,090	$1.5m91.1k shares
VERIS RESIDENTIAL INC		78,655	$1.5m78.7k shares
DAY ONE BIOPHARMACEUTICALS I		67,463	$1.4m67.5k shares
CLEARWAY ENERGY INC		35,339	$1.4m35.3k shares
CANTALOUPE INC USAT	USAT	103,242	$1.1m103.2k shares