Fund Holdings

State of Tennessee, Department of Treasury

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS(TSM)718,9601,066,212+347,252237,659,418360,326,3461.21%+122,666,928
ASTRAZENECA PLC ORD ADDED(AZN)0256,980+256,980049,781,3760.17%+49,781,376
ISHARES TR 0-5YR HI YL CP
0-5YR HI YL CP
01,163,200+1,163,200049,214,9920.17%+49,214,992
JANUS DETROIT STR TR HENDRSON AAA CL
HENDRSON AAA CL
100,000793,046+693,0465,067,00039,945,7280.13%+34,878,728
JOHNSON & JOHNSON COM(JNJ)821,632893,163+71,531186,715,872218,324,7640.73%+31,608,892
PROLOGIS INC COM(PLD)2,373,9392,583,012+209,073309,941,476341,422,5271.15%+31,481,051
INVESCO EXCH TRADED FD TR II SR LN ETF
SR LN ETF
01,325,602+1,325,602027,055,5370.09%+27,055,537
VERTIV HOLDINGS CO COM CL A(VRT)52,385136,487+84,1029,753,04034,200,9130.11%+24,447,873
EXXON MOBIL CORP COM1,577,4171,455,134-122,283223,046,764246,878,0350.83%+23,831,271
CANADIAN NAT RES LTD MED TER COM(CNQ)1,771,0151,844,681+73,66666,216,06989,699,4400.30%+23,483,371
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF
ULTRA SHRT ETF
192,700649,100+456,4009,785,30632,850,9510.11%+23,065,645
NETFLIX INC COM(NFLX)1,474,8681,486,053+11,185123,136,730142,883,9960.48%+19,747,266
CHEVRON CORPORATION COM(CVX)665,738659,941-5,797117,769,053136,541,7930.46%+18,772,740
GE VERNOVA INC COM(GEV)93,57696,460+2,88467,970,80084,199,9340.28%+16,229,134
EOG RES INC COM(EOG)219,355269,471+50,11624,596,27738,957,4230.13%+14,361,146
SELECT SECTOR SPDR TR STATE STREET TEC
ST STR TECHN ETF
0106,453+106,453014,147,6040.05%+14,147,604
ALCON AG ORD SHS(ALC)479,128703,352+224,22438,837,95951,870,6240.17%+13,032,665
SUNBELT RENTALS HOLDINGS INC SHS ADDED(SUNB)0203,639+203,639012,755,5840.04%+12,755,584
CONOCOPHILLIPS COM(COP)450,435452,152+1,71746,948,84159,684,0640.20%+12,735,223
MERCK & CO INC COM(MRK)939,521964,590+25,069103,600,981116,030,5320.39%+12,429,551
MARATHON PETE CORP COM(MPC)63,38592,970+29,58511,167,80422,701,4150.08%+11,533,611
SUNCOR ENERGY INC NEW COM(SU)777,195795,368+18,17341,306,15152,439,4040.18%+11,133,253
SELECT SECTOR SPDR TR STATE STREET FIN
ST STR FINL ETF
0220,076+220,076010,865,1530.04%+10,865,153
PHILLIPS 66 COM(PSX)84,707124,668+39,96112,160,53722,712,0170.08%+10,551,480
DIAMONDBACK ENERGY INC COM(FANG)59,779102,850+43,0719,800,76820,342,7020.07%+10,541,934
TARGET CORP COM(TGT)128,274198,562+70,28813,529,05924,065,7150.08%+10,536,656
MOTOROLA SOLUTIONS INC COM NEW(MSI)35,13256,507+21,37514,142,03624,522,3430.08%+10,380,307
CORNING INC COM(GLW)263,287274,427+11,14027,184,38337,313,8400.13%+10,129,457
TOTALENERGIES SE ACT(TTE)402,959421,425+18,46629,314,11139,287,1310.13%+9,973,020
VERIZON COMMUNICATIONS INC COM(VZ)1,432,1941,464,900+32,70663,761,27773,537,9800.25%+9,776,703
TARGA RES CORP COM(TRGP)75,49896,613+21,11515,173,58924,223,7780.08%+9,050,189
APPLIED MATLS INC COM299,164307,351+8,18796,426,541105,049,4990.35%+8,622,958
CVS HEALTH CORP COM(CVS)464,968598,788+133,82034,649,41643,004,9550.14%+8,355,539
FEDEX CORP COM(FDX)68,71185,297+16,58622,142,12030,381,0860.10%+8,238,966
COSTCO WHOLESALE CORPORATION COM(COST)149,272149,093-179140,352,998148,560,7380.50%+8,207,740
CATERPILLAR INC COM(CAT)165,794165,199-595108,986,344117,036,8840.39%+8,050,540
PG&E CORP COM(PCG)580,685966,363+385,6788,954,16316,978,9980.06%+8,024,835
UNITEDHEALTH GROUP INC COM(UNH)309,011357,148+48,13788,664,52796,640,6780.32%+7,976,151
OLD DOMINION FREIGHT LINE IN COM(ODFL)19,85457,693+37,8393,438,71311,273,2130.04%+7,834,500
CANADIAN PACIFIC KANSAS CITY COM(CP)935,393987,588+52,19569,746,19977,571,9030.26%+7,825,704
GENERAC HLDGS INC COM(GNRC)13,19150,516+37,3252,216,6169,867,2910.03%+7,650,675
HCA HEALTHCARE INC COM(HCA)38,76555,876+17,11118,927,78726,442,7590.09%+7,514,972
WALMART INC COM(WMT)1,507,3961,505,267-2,129179,591,160187,074,5830.63%+7,483,423
VALERO ENERGY CORP COM(VLO)86,32193,237+6,91615,661,22023,036,9980.08%+7,375,778
OCCIDENTAL PETE CORP COM(OXY)103,294183,398+80,1044,688,51511,920,8700.04%+7,232,355
DELL TECHNOLOGIES INC CL C(DELL)87,316104,278+16,9629,992,44417,115,1490.06%+7,122,705
NORDSON CORP COM(NDSN)21,67748,835+27,1585,950,98712,993,0410.04%+7,042,054
WABTEC COM(WAB)49,20572,736+23,53111,324,03918,177,4540.06%+6,853,415
MCKESSON CORP COM(MCK)41,70547,518+5,81334,665,61441,120,1770.14%+6,454,563
WATERS CORP COM(WAT)12,81837,069+24,2514,751,88911,039,1490.04%+6,287,260
FORTINET INC COM(FTNT)142,592216,269+73,67711,587,02617,673,5030.06%+6,086,477
ENBRIDGE INC COM(ENB)1,228,0821,228,082060,281,80966,360,6920.22%+6,078,883
T-MOBILE US INC COM(TMUS)149,133168,668+19,53529,410,51935,425,3410.12%+6,014,822
AMGEN INC COM(AMGN)173,489184,956+11,46759,312,42065,076,7690.22%+5,764,349
CIENA CORP COM NEW(CIEN)52,38948,817-3,57213,192,07518,952,2240.06%+5,760,149
THE CIGNA GROUP COM(CI)112,059135,991+23,93230,716,49336,275,6000.12%+5,559,107
EQUINIX INC COM(EQIX)34,48234,482028,307,30933,800,6360.11%+5,493,327
PINNACLE FINL PARTNERS INC COM ADDED(PNFP)063,562+63,56205,475,2310.02%+5,475,231
CENOVUS ENERGY INC COM(CVE)744,861758,204+13,34314,780,05820,058,6810.07%+5,278,623
WASTE MGMT INC DEL COM(WM)137,919155,607+17,68830,651,11935,756,9330.12%+5,105,814
TJX COS INC NEW COM(TJX)401,621408,584+6,96360,166,84365,250,8650.22%+5,084,022
CANADIAN NATL RY CO COM(CNI)537,779554,927+17,14851,902,06556,976,7450.19%+5,074,680
SANDISK CORP COM(SNDK)49,53952,836+3,29728,546,84933,568,8250.11%+5,021,976
TYLER TECHNOLOGIES INC COM(TYL)4,43619,189+14,7531,638,6596,569,9300.02%+4,931,271
EQT CORP COM(EQT)156,694216,694+60,0009,045,94513,790,4070.05%+4,744,462
EQUITY RESIDENTIAL SH BEN INT(EQR)1,058,2131,194,152+135,93965,947,83570,634,0910.24%+4,686,256
AVALONBAY CMNTYS INC COM398,173461,672+63,49970,743,39775,414,1220.25%+4,670,725
KIMCO REALTY CORP COM(KIM)987,7971,134,347+146,55020,822,76125,488,7780.09%+4,666,017
AMCOR PLC COM NEW ADDED
COM NEW
0116,865+116,86504,645,3840.02%+4,645,384
CMS ENERGY CORP COM(CMS)96,466147,966+51,5006,896,35511,479,2030.04%+4,582,848
AT&T INC COM(T)2,567,4442,477,716-89,72867,292,70871,828,9870.24%+4,536,279
SYSCO CORP COM(SYY)136,534222,792+86,25811,448,37615,891,7540.05%+4,443,378
DOW HLDGS INC COM(DOW)243,724265,907+22,1836,714,59711,075,0270.04%+4,360,430
DEERE & CO COM(DE)87,33789,404+2,06746,113,93650,361,2740.17%+4,247,338
REPUBLIC SVCS INC COM(RSG)50,51068,832+18,32210,864,19615,075,5850.05%+4,211,389
UNITED PARCEL SVCS INC CL B(UPS)124,983176,747+51,76413,275,69517,388,3700.06%+4,112,675
NEXTERA ENERGY INC COM(NEE)756,917757,991+1,07466,533,00570,402,2050.24%+3,869,200
VERISIGN INC COM17,29132,570+15,2794,222,9818,089,0860.03%+3,866,105
CSX CORP COM(CSX)661,713701,720+40,00724,986,28328,805,6060.10%+3,819,323
VENTAS INC COM(VTR)192,749229,491+36,74214,970,81518,767,7740.06%+3,796,959
COMFORT SYS USA INC COM(FIX)12,44412,995+55114,212,29317,919,9760.06%+3,707,683
HORMEL FOODS CORP COM(HRL)30,670196,847+166,177754,7894,458,5850.01%+3,703,796
ESSEX PPTY TR INC COM(ESS)202,446225,901+23,45550,990,07554,668,0420.18%+3,677,967
HONEYWELL INTL INC COM(HON)220,076237,292+17,21650,071,69253,635,1110.18%+3,563,419
COTERRA ENERGY INC COM170,280240,335+70,0554,912,5788,445,3720.03%+3,532,794
TERADYNE INC COM(TER)52,57354,061+1,48812,672,72216,026,9250.05%+3,354,203
QUANTA SVCS INC COM52,58751,539-1,04824,959,36828,295,9420.10%+3,336,574
EDISON INTL COM(EIX)41,27979,425+38,1462,570,8575,812,3220.02%+3,241,465
TEXAS PACIFIC LAND CORPORATI COM(TPL)18,11420,101+1,9876,310,1949,539,1310.03%+3,228,937
AGNICO EAGLE MINES LTD COM(AEM)286,846286,846054,829,39158,039,2720.20%+3,209,881
KINDER MORGAN INC DEL COM(KMI)673,046706,411+33,36520,521,17323,685,9610.08%+3,164,788
IRON MTN INC DEL COM(IRM)90,289112,327+22,0388,318,32611,473,0800.04%+3,154,754
HOWMET AEROSPACE INC COM(HWM)137,725137,725028,657,81831,740,1040.11%+3,082,286
CHUBB LTD SWITZ COM
COM
129,531132,444+2,91340,097,61743,167,4730.15%+3,069,856
FIRSTENERGY CORP COM(FE)212,388255,848+43,46010,054,44812,961,2600.04%+2,906,812
QNITY ELECTRONICS INC COMMON STOCK(Q)65,67979,895+14,2166,317,0079,218,2860.03%+2,901,279
EASTGROUP PPTYS INC COM(EGP)135,200148,097+12,89724,557,72827,411,2740.09%+2,853,546
MATCH GROUP INC NEW COM(MTCH)30,366123,146+92,780945,9013,781,8140.01%+2,835,913
GARMIN LTD SHS(GRMN)44,54950,850+6,3018,982,86111,797,7090.04%+2,814,848
MDA SPACE LTD COM ADDED(MDA)0109,132+109,13202,755,7680.01%+2,755,768
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