California State Teachers Retirement System Top Holdings and 13F Report (2025) About California State Teachers Retirement SystemInvestment ActivityCalifornia State Teachers Retirement System has $90.04 billion in total holdings as of June 30, 2025.California State Teachers Retirement System owns shares of 2,957 different stocks, but just 210 companies or ETFs make up 80% of its holdings.Approximately 1.86% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, California State Teachers Retirement System has purchased 3,055 new stocks and bought additional shares in 1,082 stocks.California State Teachers Retirement System sold shares of 817 stocks and completely divested from 299 stocks this quarter.Largest Holdings NVIDIA $6,033,168,554Microsoft $5,523,142,650Apple $4,833,623,009Amazon.com $3,291,997,629Meta Platforms $2,537,476,659 Largest New Holdings this Quarter 095924106 - BLUE OWL TECHNOLOGY FINANCE $22,528,291 Holding773121108 - ROCKET LAB CORP $12,946,594 Holding750940108 - RALLIANT CORP $10,126,409 Holding60741F104 - Mobileye Global $1,521,000 Holding87261Y106 - TMC the metals $1,452,053 Holding Largest Purchases this Quarter O'Reilly Automotive 1,269,315 shares (about $114.40M)Capital One Financial 472,232 shares (about $100.47M)Amazon.com 247,653 shares (about $54.33M)INFORMATICA INC CLASS A 1,976,500 shares (about $48.13M)Alphabet 232,456 shares (about $40.97M) Largest Sales this Quarter Atmos Energy 284,542 shares (about $43.85M)Alphabet 221,847 shares (about $39.35M)Public Service Enterprise Group 366,030 shares (about $30.81M)T-Mobile US 84,236 shares (about $20.07M)Halliburton 945,769 shares (about $19.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCalifornia State Teachers Retirement System Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$6,033,168,554$13,753,345 ▲0.2%38,187,0286.7%Computer and TechnologyMSFTMicrosoft$5,523,142,650$36,641,708 ▲0.7%11,103,8036.1%Computer and TechnologyAAPLApple$4,833,623,009$12,761,779 ▲0.3%23,559,1125.4%Computer and TechnologyAMZNAmazon.com$3,291,997,629$54,332,592 ▲1.7%15,005,2313.7%Retail/WholesaleMETAMeta Platforms$2,537,476,659$25,965,268 ▲1.0%3,437,8962.8%Computer and TechnologyAVGOBroadcom$1,934,928,758$20,599,049 ▲1.1%7,019,5132.1%Computer and TechnologyGOOGLAlphabet$1,657,140,387$40,965,721 ▲2.5%9,403,2821.8%Computer and TechnologyTSLATesla$1,440,922,596$13,482,126 ▲0.9%4,536,0531.6%Auto/Tires/TrucksGOOGAlphabet$1,332,114,995$39,353,439 ▼-2.9%7,509,5271.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,268,110,406$5,392,036 ▼-0.4%4,374,1521.4%FinanceBRK.BBerkshire Hathaway$1,026,560,739$25,776,414 ▲2.6%2,113,2651.1%FinanceLLYEli Lilly and Company$985,615,126$3,859,453 ▲0.4%1,264,3711.1%MedicalVVisa$961,355,038$3,342,441 ▲0.3%2,707,6611.1%Business ServicesNFLXNetflix$899,315,517$2,904,573 ▲0.3%671,5671.0%Consumer DiscretionaryMAMastercard$721,172,442$622,630 ▲0.1%1,283,3620.8%Business ServicesCOSTCostco Wholesale$698,907,539$3,136,130 ▲0.5%706,0100.8%Retail/WholesaleWMTWalmart$676,971,128$2,681,519 ▼-0.4%6,923,4110.8%Retail/WholesaleJNJJohnson & Johnson$595,676,578$9,977,935 ▲1.7%3,899,6830.7%MedicalPGProcter & Gamble$594,129,612$574,030 ▲0.1%3,729,1590.7%Consumer StaplesORCLOracle$576,533,650$8,869,600 ▲1.6%2,637,0290.6%Computer and TechnologyHDHome Depot$570,099,902$1,646,214 ▲0.3%1,554,9310.6%Retail/WholesaleXOMExxon Mobil$558,480,861$6,472,204 ▼-1.1%5,180,7130.6%EnergyBACBank of America$533,851,700$31,552,787 ▲6.3%11,281,7350.6%FinanceABBVAbbVie$516,576,191$872,971 ▲0.2%2,782,9770.6%MedicalKOCocaCola$470,658,998$2,515,304 ▲0.5%6,652,4240.5%Consumer StaplesPALANTIR TECHNOLOGIES INC A$455,990,264$15,035,551 ▲3.4%3,344,9990.5%COMMON STOCKUNHUnitedHealth Group$443,563,938$1,762,942 ▼-0.4%1,421,8160.5%MedicalCSCOCisco Systems$437,836,782$1,572,567 ▼-0.4%6,310,7060.5%Computer and TechnologyIBMInternational Business Machines$433,695,959$2,259,194 ▲0.5%1,471,2530.5%Computer and TechnologyGEGE Aerospace$429,728,048$9,626,386 ▼-2.2%1,669,5600.5%AerospaceWFCWells Fargo & Company$408,820,793$2,438,773 ▼-0.6%5,102,6060.5%FinanceCRMSalesforce$407,869,250$4,807,797 ▲1.2%1,495,7250.5%Computer and TechnologyABTAbbott Laboratories$372,377,019$1,287,471 ▼-0.3%2,737,8650.4%MedicalAMDAdvanced Micro Devices$361,329,619$3,073,554 ▲0.9%2,546,3680.4%Computer and TechnologyDISWalt Disney$355,214,120$1,959,482 ▲0.6%2,864,3990.4%Consumer DiscretionaryGSThe Goldman Sachs Group$345,639,621$4,299,581 ▼-1.2%488,3640.4%FinanceINTUIntuit$342,997,112$4,225,635 ▲1.2%435,4800.4%Computer and TechnologyMCDMcDonald's$335,149,084$700,916 ▼-0.2%1,147,1030.4%Retail/WholesaleTAT&T$331,740,522$6,811,029 ▲2.1%11,463,0450.4%Computer and TechnologyNOWServiceNow$330,716,887$7,454,608 ▲2.3%321,6840.4%Computer and TechnologyMRKMerck & Co., Inc.$321,651,540$1,480,213 ▲0.5%4,063,3090.4%MedicalRTXRTX$309,216,771$1,079,672 ▲0.4%2,117,6330.3%AerospaceBKNGBooking$306,117,643$856,808 ▲0.3%52,8770.3%Retail/WholesaleISRGIntuitive Surgical$304,733,460$5,474,312 ▲1.8%560,7800.3%MedicalTXNTexas Instruments$294,364,674$1,376,728 ▲0.5%1,417,8050.3%Computer and TechnologyACNAccenture$293,931,714$2,235,099 ▲0.8%983,4110.3%Computer and TechnologyVZVerizon Communications$293,106,566$5,776,502 ▲2.0%6,773,8980.3%Computer and TechnologyLINDE PLC$293,001,033$8,662,001 ▼-2.9%624,4960.3%COMMON STOCKPEPPepsiCo$292,032,208$1,975,054 ▲0.7%2,211,6950.3%Consumer StaplesCATCaterpillar$291,854,337$1,240,719 ▲0.4%751,7950.3%IndustrialsUBERUber Technologies$284,461,250$1,510,247 ▲0.5%3,048,8880.3%Computer and TechnologyCVXChevron$283,898,088$6,183,231 ▼-2.1%1,982,6670.3%EnergyQCOMQUALCOMM$279,371,344$921,797 ▼-0.3%1,754,1840.3%Computer and TechnologyAXPAmerican Express$276,274,958$2,600,644 ▼-0.9%866,1200.3%FinanceMSMorgan Stanley$261,340,093$927,281 ▼-0.4%1,855,3180.3%FinanceADBEAdobe$258,903,578$3,934,183 ▼-1.5%669,2090.3%Computer and TechnologySPGIS&P Global$258,832,951$2,150,816 ▼-0.8%490,8740.3%FinanceCCitigroup$256,289,425$342,097 ▲0.1%3,010,9190.3%Financial ServicesBSXBoston Scientific$255,197,352$4,012,408 ▲1.6%2,375,9180.3%MedicalBABoeing$247,387,252$225,873 ▲0.1%1,180,6770.3%AerospaceSCHWCharles Schwab$246,442,160$5,267,376 ▲2.2%2,701,0320.3%FinancePGRProgressive$244,350,626$3,628,762 ▲1.5%915,6510.3%FinanceTMOThermo Fisher Scientific$244,099,489$917,151 ▲0.4%602,0310.3%MedicalHONHoneywell International$243,340,970$1,357,690 ▼-0.6%1,044,9200.3%Multi-Sector ConglomeratesBLACKROCK INC$240,557,351$835,203 ▲0.3%229,2660.3%COMMON STOCKAMGNAmgen$238,864,155$3,750,349 ▲1.6%855,5000.3%MedicalAMATApplied Materials$238,225,147$145,175 ▼-0.1%1,301,2790.3%Computer and TechnologyOBDCBlue Owl Capital$235,831,7400.0%16,445,7280.3%FinanceGE VERNOVA INC$229,858,527$31,543,690 ▲15.9%434,3920.3%COMMON STOCKPFEPfizer$225,537,274$5,094,400 ▲2.3%9,304,3430.3%MedicalETNEaton$222,481,166$533,700 ▲0.2%623,2140.2%IndustrialsGILDGilead Sciences$219,912,197$806,136 ▲0.4%1,983,5140.2%MedicalCMCSAComcast$217,529,122$311,038 ▼-0.1%6,094,9600.2%Consumer DiscretionaryTJXTJX Companies$216,783,731$1,387,904 ▼-0.6%1,755,4760.2%Retail/WholesaleSYKStryker$216,040,092$3,034,878 ▲1.4%546,0660.2%MedicalMUMicron Technology$215,466,143$5,234,181 ▲2.5%1,748,2040.2%Computer and TechnologyUNPUnion Pacific$214,152,482$2,703,670 ▲1.3%930,7740.2%TransportationOKEONEOK$211,301,867$32,286,461 ▲18.0%2,588,5320.2%EnergyPANWPalo Alto Networks$209,823,531$4,149,281 ▲2.0%1,025,3300.2%Computer and TechnologyCOFCapital One Financial$206,204,652$100,472,080 ▲95.0%969,1890.2%FinanceDEDeere & Company$204,676,378$765,786 ▼-0.4%402,5180.2%IndustrialsDHRDanaher$202,786,070$387,573 ▲0.2%1,026,5570.2%MedicalLAM RESEARCH CORP$199,093,493$689,070 ▲0.3%2,045,3410.2%COMMON STOCKADPAutomatic Data Processing$199,087,928$8,403,283 ▼-4.0%645,5510.2%Computer and TechnologyCRWDCrowdStrike$195,590,829$5,854,009 ▲3.1%384,0310.2%Computer and TechnologyLOWLowe's Companies$194,648,770$504,754 ▲0.3%877,3100.2%Retail/WholesaleNEENextEra Energy$192,629,323$1,463,998 ▼-0.8%2,774,8390.2%UtilitiesAPHAmphenol$188,729,519$1,718,546 ▲0.9%1,911,1850.2%Computer and TechnologyKLACKLA$187,135,314$166,608 ▼-0.1%208,9170.2%Computer and TechnologyADIAnalog Devices$187,003,745$181,371 ▼-0.1%785,6640.2%Computer and TechnologyMDTMedtronic$183,123,162$1,963,243 ▲1.1%2,100,7590.2%MedicalMELIMercadoLibre$182,021,034$394,658 ▼-0.2%69,6430.2%Retail/WholesaleVRTXVertex Pharmaceuticals$177,029,328$375,304 ▼-0.2%397,6400.2%MedicalTMUST-Mobile US$176,398,412$20,070,069 ▼-10.2%740,3610.2%Computer and TechnologyCBChubb$174,466,197$741,973 ▲0.4%602,1890.2%FinanceMMCMarsh & McLennan Companies$172,799,063$12,971,255 ▼-7.0%790,3360.2%FinanceARISTA NETWORKS INC$171,606,098$2,595,605 ▲1.5%1,677,3150.2%COMMON STOCKICEIntercontinental Exchange$170,447,666$3,147,795 ▲1.9%929,0220.2%FinanceCMECME Group$167,449,899$4,418,464 ▲2.7%607,5390.2%FinanceBXBlackstone$166,291,078$656,656 ▲0.4%1,111,7200.2%FinanceShowing largest 100 holdings. 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