CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ISHARES CORE S P 500 ETF | 0 | 2,958,300 | +2,958,300 | 0 | 2,026,258,002 | +2,026,258,002 |
| ALPHABET INC CL A | 9,145,285 | 9,077,332 | -67,953 | 2,223,218,784 | 2,841,204,916 | +617,986,132 |
| ALPHABET INC CL C | 7,746,798 | 7,493,706 | -253,092 | 1,886,732,653 | 2,351,524,943 | +464,792,290 |
| ELI LILLY CO | 1,268,073 | 1,244,311 | -23,762 | 967,539,699 | 1,337,236,145 | +369,696,446 |
| APPLE INC | 23,507,131 | 22,981,011 | -526,120 | 5,985,620,767 | 6,247,617,650 | +261,996,883 |
| MICRON TECHNOLOGY INC | 1,760,022 | 1,743,321 | -16,701 | 294,486,881 | 497,561,247 | +203,074,366 |
| AMAZON COM INC | 15,067,069 | 14,889,763 | -177,306 | 3,308,276,340 | 3,436,855,096 | +128,578,756 |
| ADVANCED MICRO DEVICES | 2,551,456 | 2,515,278 | -36,178 | 412,800,066 | 538,671,936 | +125,871,870 |
| BROADCOM INC | 7,047,809 | 6,961,668 | -86,141 | 2,325,142,667 | 2,409,433,295 | +84,290,628 |
| MERCK CO INC | 4,060,037 | 3,946,125 | -113,912 | 340,758,905 | 415,369,117 | +74,610,212 |
| JOHNSON JOHNSON | 3,896,684 | 3,829,320 | -67,364 | 722,523,147 | 792,477,774 | +69,954,627 |
| CATERPILLAR INC | 736,404 | 726,058 | -10,346 | 351,375,169 | 415,936,846 | +64,561,677 |
| LAM RESEARCH CORP | 2,053,954 | 1,977,333 | -76,621 | 275,024,441 | 338,479,863 | +63,455,422 |
| INTUITIVE SURGICAL INC | 567,796 | 557,390 | -10,406 | 253,686,875 | 315,379,538 | +61,692,663 |
| APPLIED MATERIALS INC | 1,294,028 | 1,259,023 | -35,005 | 264,939,293 | 323,556,321 | +58,617,028 |
| THERMO FISHER SCIENTIFIC INC | 0 | 587,848 | +587,848 | 0 | 340,628,524 | +340,628,524 |
| WALMART INC | 0 | 6,851,516 | +6,851,516 | 0 | 763,327,398 | +763,327,398 |
| CISCO SYSTEMS INC | 6,324,642 | 6,172,891 | -151,751 | 432,732,006 | 475,497,794 | +42,765,788 |
| CITIGROUP INC | 2,970,494 | 2,916,894 | -53,600 | 301,505,141 | 340,372,361 | +38,867,220 |
| WELLS FARGO CO | 0 | 4,963,336 | +4,963,336 | 0 | 462,582,915 | +462,582,915 |
| SALESFORCE INC | 1,491,452 | 1,463,949 | -27,503 | 353,474,124 | 387,814,730 | +34,340,606 |
| WARNER BROS DISCOVERY INC | 0 | 3,687,728 | +3,687,728 | 0 | 106,280,321 | +106,280,321 |
| AMGEN INC | 861,971 | 845,056 | -16,915 | 243,248,216 | 276,595,279 | +33,347,063 |
| MORGAN STANLEY | 1,856,681 | 1,850,246 | -6,435 | 295,138,012 | 328,474,172 | +33,336,160 |
| WESTERN DIGITAL CORP | 0 | 544,524 | +544,524 | 0 | 93,805,149 | +93,805,149 |
| REGENERON PHARMACEUTICALS | 162,835 | 158,680 | -4,155 | 91,557,235 | 122,480,332 | +30,923,097 |
| CIENA CORP | 133,436 | 214,784 | +81,348 | 19,437,622 | 50,231,534 | +30,793,912 |
| AMRIZE LTD | 0 | 561,815 | +561,815 | 0 | 30,382,955 | +30,382,955 |
| GOLDMAN SACHS GROUP INC | 482,984 | 470,948 | -12,036 | 384,624,308 | 413,963,292 | +29,338,984 |
| GENERAL MOTORS CO | 1,445,364 | 1,440,061 | -5,303 | 88,123,843 | 117,105,761 | +28,981,918 |
| RTX CORP | 2,131,867 | 2,102,876 | -28,991 | 356,725,305 | 385,667,458 | +28,942,153 |
| BRISTOL MYERS SQUIBB CO | 3,434,746 | 3,394,861 | -39,885 | 154,907,045 | 183,118,802 | +28,211,757 |
| INSMED INC | 179,402 | 310,330 | +130,928 | 25,835,682 | 54,009,833 | +28,174,151 |
| AMERICAN EXPRESS CO | 868,204 | 855,404 | -12,800 | 288,382,641 | 316,456,710 | +28,074,069 |
| INTEL CORP | 6,949,743 | 7,061,110 | +111,367 | 233,163,878 | 260,554,959 | +27,391,081 |
| EXXON MOBIL CORP | 5,192,171 | 5,089,968 | -102,203 | 585,417,280 | 612,526,749 | +27,109,469 |
| DANAHER CORP | 1,033,134 | 1,010,131 | -23,003 | 204,829,147 | 231,239,189 | +26,410,042 |
| CAPITAL ONE FINANCIAL CORP | 972,819 | 954,427 | -18,392 | 206,801,863 | 231,314,928 | +24,513,065 |
| NEWMONT CORP | 1,787,326 | 1,750,282 | -37,044 | 150,689,455 | 174,765,658 | +24,076,203 |
| COMFORT SYSTEMS USA INC | 33,927 | 55,384 | +21,457 | 27,995,882 | 51,689,333 | +23,693,451 |
| KLA CORP | 210,398 | 206,116 | -4,282 | 226,935,283 | 250,447,429 | +23,512,146 |
| NEBIUS GROUP NV | 0 | 269,544 | +269,544 | 0 | 22,562,181 | +22,562,181 |
| QNITY ELECTRONICS INC | 0 | 272,167 | +272,167 | 0 | 22,222,436 | +22,222,436 |
| ROCKET COS INC CLASS A | 0 | 1,096,396 | +1,096,396 | 0 | 21,226,227 | +21,226,227 |
| PARKER HANNIFIN CORP | 199,382 | 196,101 | -3,281 | 151,161,463 | 172,364,935 | +21,203,472 |
| AMPHENOL CORP CL A | 1,928,834 | 1,917,365 | -11,469 | 238,693,208 | 259,112,706 | +20,419,498 |
| VERTEX PHARMACEUTICALS INC | 0 | 385,751 | +385,751 | 0 | 174,884,073 | +174,884,073 |
| BANK OF AMERICA CORP | 11,219,717 | 10,893,208 | -326,509 | 578,825,200 | 599,126,440 | +20,301,240 |
| COCA COLA CO THE | 6,748,710 | 6,679,564 | -69,146 | 447,574,447 | 466,968,319 | +19,393,872 |
| GILEAD SCIENCES INC | 1,991,507 | 1,955,264 | -36,243 | 221,057,277 | 239,989,103 | +18,931,826 |
| COREWEAVE INC CL A | 0 | 255,051 | +255,051 | 0 | 18,264,202 | +18,264,202 |
| CUMMINS INC | 214,051 | 211,073 | -2,978 | 90,408,721 | 107,742,213 | +17,333,492 |
| ACCENTURE PLC CL A | 981,281 | 965,319 | -15,962 | 241,983,895 | 258,995,088 | +17,011,193 |
| SANDISK CORP | 128,935 | 131,713 | +2,778 | 14,466,507 | 31,266,032 | +16,799,525 |
| ANALOG DEVICES INC | 792,787 | 778,125 | -14,662 | 194,787,766 | 211,027,500 | +16,239,734 |
| PROLOGIS INC | 1,481,593 | 1,455,911 | -25,682 | 169,672,030 | 185,861,598 | +16,189,568 |
| ROCKET LAB CORP | 692,894 | 696,369 | +3,475 | 33,196,552 | 48,578,701 | +15,382,149 |
| CHUBB LTD | 601,805 | 592,286 | -9,519 | 169,859,461 | 184,864,306 | +15,004,845 |
| FREEPORT MCMORAN INC | 2,525,844 | 2,231,271 | -294,573 | 99,063,602 | 113,326,254 | +14,262,652 |
| LUMENTUM HOLDINGS INC | 65,413 | 67,293 | +1,880 | 10,643,349 | 24,803,527 | +14,160,178 |
| TEVA PHARMACEUTICAL SP ADR | 0 | 1,225,965 | +1,225,965 | 0 | 38,262,368 | +38,262,368 |
| NATERA INC | 202,727 | 201,919 | -808 | 32,632,965 | 46,257,624 | +13,624,659 |
| UNITED PARCEL SERVICE CL B | 0 | 879,980 | +879,980 | 0 | 87,285,216 | +87,285,216 |
| PACCAR INC | 810,887 | 850,820 | +39,933 | 79,726,410 | 93,173,298 | +13,446,888 |
| CARVANA CO | 192,710 | 203,894 | +11,184 | 72,697,920 | 86,047,346 | +13,349,426 |
| ECHOSTAR CORP A | 128,909 | 213,357 | +84,448 | 9,843,491 | 23,191,906 | +13,348,415 |
| US BANCORP | 0 | 2,445,423 | +2,445,423 | 0 | 130,487,771 | +130,487,771 |
| MONGODB INC | 122,220 | 121,656 | -564 | 37,934,644 | 51,057,807 | +13,123,163 |
| INTL BUSINESS MACHINES CORP | 1,479,491 | 1,453,292 | -26,199 | 417,453,181 | 430,479,623 | +13,026,442 |
| SP GLOBAL INC | 0 | 487,766 | +487,766 | 0 | 254,901,634 | +254,901,634 |
| TERADYNE INC | 0 | 255,687 | +255,687 | 0 | 49,490,776 | +49,490,776 |
| CREDO TECHNOLOGY GROUP HOLDI | 145,445 | 235,773 | +90,328 | 21,178,246 | 33,925,377 | +12,747,131 |
| EXPEDIA GROUP INC | 205,451 | 199,616 | -5,835 | 43,915,151 | 56,553,209 | +12,638,058 |
| FEDEX CORP | 273,193 | 266,513 | -6,680 | 64,421,641 | 76,984,945 | +12,563,304 |
| COGNIZANT TECH SOLUTIONS A | 757,361 | 762,958 | +5,597 | 50,796,202 | 63,325,514 | +12,529,312 |
| CARDINAL HEALTH INC | 419,488 | 380,437 | -39,051 | 65,842,836 | 78,179,804 | +12,336,968 |
| MARRIOTT INTERNATIONAL CL A | 280,090 | 274,438 | -5,652 | 72,946,640 | 85,141,645 | +12,195,005 |
| ROSS STORES INC | 493,638 | 484,534 | -9,104 | 75,225,495 | 87,283,955 | +12,058,460 |
| OMNICOM GROUP | 395,286 | 545,796 | +150,510 | 32,227,668 | 44,073,027 | +11,845,359 |
| TJX COMPANIES INC | 0 | 1,734,512 | +1,734,512 | 0 | 266,438,388 | +266,438,388 |
| COHERENT CORP | 146,696 | 147,725 | +1,029 | 15,802,093 | 27,265,603 | +11,463,510 |
| GE VERNOVA INC | 436,397 | 427,835 | -8,562 | 268,340,515 | 279,620,121 | +11,279,606 |
| MONSTER BEVERAGE CORP | 1,260,332 | 1,248,479 | -11,853 | 84,832,947 | 95,720,885 | +10,887,938 |
| ASTERA LABS INC | 121,688 | 208,364 | +86,676 | 23,826,510 | 34,663,435 | +10,836,925 |
| FLEX LTD | 351,516 | 510,893 | +159,377 | 20,377,383 | 30,868,155 | +10,490,772 |
| BLOOM ENERGY CORP A | 207,824 | 318,387 | +110,563 | 17,575,676 | 27,664,646 | +10,088,970 |
| NEXTERA ENERGY INC | 2,761,119 | 2,721,905 | -39,214 | 208,436,873 | 218,514,533 | +10,077,660 |
| SEAGATE TECHNOLOGY HOLDINGS | 0 | 307,386 | +307,386 | 0 | 84,651,031 | +84,651,031 |
| CORTEVA INC | 1,668,124 | 1,831,238 | +163,114 | 112,815,226 | 122,747,883 | +9,932,657 |
| TWILIO INC A | 0 | 240,894 | +240,894 | 0 | 34,264,763 | +34,264,763 |
| AIRBNB INC CLASS A | 704,519 | 700,795 | -3,724 | 85,542,697 | 95,111,897 | +9,569,200 |
| SLB LTD | 0 | 4,910,682 | +4,910,682 | 0 | 188,471,975 | +188,471,975 |
| NASDAQ INC | 631,875 | 672,111 | +40,236 | 55,889,344 | 65,282,141 | +9,392,797 |
| EXACT SCIENCES CORP | 178,408 | 187,427 | +9,019 | 9,760,702 | 19,035,086 | +9,274,384 |
| WELLTOWER INC | 0 | 1,042,366 | +1,042,366 | 0 | 193,473,553 | +193,473,553 |
| SCHWAB CHARLES CORP | 2,738,851 | 2,706,535 | -32,316 | 261,478,105 | 270,409,912 | +8,931,807 |
| JOHNSON CONTROLS INTERNATION | 1,062,666 | 1,045,477 | -17,189 | 116,840,127 | 125,195,871 | +8,355,744 |
| EXPEDITORS INTL WASH INC | 336,300 | 331,096 | -5,204 | 41,227,017 | 49,336,615 | +8,109,598 |
| CORNING INC | 1,158,662 | 1,175,880 | +17,218 | 95,045,044 | 102,960,053 | +7,915,009 |
| ARROWHEAD PHARMACEUTICALS IN | 0 | 118,372 | +118,372 | 0 | 7,858,717 | +7,858,717 |