NEW YORK STATE TEACHERS RETIREMENT SYSTEM
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLE INC(AAPL) | 12,648,833 | 12,350,929 | -297,904 | 2,595,161 | 3,144,917 | 6.13% | +549,756 |
| NVIDIA CORP(NVDA) | 20,746,960 | 20,412,043 | -334,917 | 3,277,812 | 3,808,479 | 7.43% | +530,667 |
| ALPHABET INC CL A(GOOG) | 4,944,564 | 4,863,629 | -80,935 | 871,381 | 1,182,348 | 2.31% | +310,967 |
| TESLA INC(TSLA) | 2,346,528 | 2,325,015 | -21,513 | 745,398 | 1,033,981 | 2.02% | +288,583 |
| ALPHABET INC CL C(GOOG) | 4,004,720 | 3,914,926 | -89,794 | 710,397 | 953,480 | 1.86% | +243,083 |
| BROADCOM INC(AVGO) | 3,933,516 | 3,907,425 | -26,091 | 1,084,274 | 1,289,099 | 2.51% | +204,825 |
| APPLOVIN CORP CLASS A(APP) | 5,063 | 212,539 | +207,476 | 1,772 | 152,718 | 0.30% | +150,946 |
| PALANTIR TECHNOLOGIES INC A(PLTR) | 1,777,902 | 1,867,162 | +89,260 | 242,364 | 340,608 | 0.66% | +98,244 |
| MICROSOFT CORP(MSFT) | 6,289,820 | 6,220,138 | -69,682 | 3,128,619 | 3,221,720 | 6.28% | +93,101 |
| ORACLE CORP(ORCL) | 1,358,287 | 1,350,411 | -7,876 | 296,962 | 379,790 | 0.74% | +82,828 |
| ROBINHOOD MARKETS INC A(HOOD) | 0 | 578,478 | +578,478 | 0 | 82,826 | 0.16% | +82,826 |
| JOHNSON JOHNSON(JNJ) | 2,050,762 | 2,024,347 | -26,415 | 313,254 | 375,354 | 0.73% | +62,100 |
| ABBVIE INC(ABBV) | 1,524,269 | 1,480,217 | -44,052 | 282,935 | 342,729 | 0.67% | +59,794 |
| CHEVRON CORP(CVX) | 1,404,886 | 1,620,231 | +215,345 | 201,166 | 251,606 | 0.49% | +50,440 |
| MICRON TECHNOLOGY INC(MU) | 932,821 | 942,900 | +10,079 | 114,970 | 157,766 | 0.31% | +42,796 |
| LAM RESEARCH CORP(LRCX) | 1,044,815 | 1,067,446 | +22,631 | 101,702 | 142,931 | 0.28% | +41,229 |
| INTEL CORP(INTC) | 3,407,988 | 3,404,689 | -3,299 | 76,339 | 114,227 | 0.22% | +37,888 |
| JPMORGAN CHASE CO(JPM) | 2,309,022 | 2,242,261 | -66,761 | 669,409 | 707,276 | 1.38% | +37,867 |
| ARISTA NETWORKS INC(ANET) | 840,770 | 835,613 | -5,157 | 86,019 | 121,757 | 0.24% | +35,738 |
| GENERAL ELECTRIC(GE) | 910,881 | 885,284 | -25,597 | 234,452 | 266,311 | 0.52% | +31,859 |
| DATADOG INC CLASS A(DDOG) | 0 | 215,442 | +215,442 | 0 | 30,679 | 0.06% | +30,679 |
| ADVANCED MICRO DEVICES(AMD) | 1,296,822 | 1,309,589 | +12,767 | 184,019 | 211,878 | 0.41% | +27,859 |
| BLOCK INC(XYZ) | 0 | 374,826 | +374,826 | 0 | 27,089 | 0.05% | +27,089 |
| AMPHENOL CORP CL A | 896,380 | 930,258 | +33,878 | 88,518 | 115,119 | 0.22% | +26,601 |
| NEWMONT CORP(NEM) | 1,052,069 | 1,038,415 | -13,654 | 61,294 | 87,549 | 0.17% | +26,255 |
| CATERPILLAR INC(CAT) | 413,521 | 387,749 | -25,772 | 160,533 | 185,014 | 0.36% | +24,481 |
| HOME DEPOT INC(HD) | 806,604 | 785,171 | -21,433 | 295,733 | 318,143 | 0.62% | +22,410 |
| CITIGROUP INC(C) | 1,560,172 | 1,528,812 | -31,360 | 132,802 | 155,174 | 0.30% | +22,372 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 313,528 | 306,761 | -6,767 | 127,123 | 148,785 | 0.29% | +21,662 |
| AMAZON.COM INC(AMZN) | 7,936,642 | 8,027,804 | +91,162 | 1,741,220 | 1,762,665 | 3.44% | +21,445 |
| BANK OF AMERICA CORP | 5,420,790 | 5,377,691 | -43,099 | 256,512 | 277,435 | 0.54% | +20,923 |
| UNITEDHEALTH GROUP INC(UNH) | 764,222 | 750,653 | -13,569 | 238,414 | 259,200 | 0.51% | +20,786 |
| KLA CORP(KLAC) | 111,640 | 110,295 | -1,345 | 100,000 | 118,964 | 0.23% | +18,964 |
| SCHWAB (CHARLES) CORP(SCHW) | 1,257,498 | 1,394,190 | +136,692 | 114,734 | 133,103 | 0.26% | +18,369 |
| CORNING INC(GLW) | 586,158 | 583,898 | -2,260 | 30,826 | 47,897 | 0.09% | +17,071 |
| GOLDMAN SACHS GROUP INC(GS) | 260,418 | 252,383 | -8,035 | 184,311 | 200,985 | 0.39% | +16,674 |
| RTX CORP(RTX) | 1,137,355 | 1,089,914 | -47,441 | 166,077 | 182,375 | 0.36% | +16,298 |
| SEAGATE TECHNOLOGY HOLDINGS | 182,713 | 178,053 | -4,660 | 26,371 | 42,031 | 0.08% | +15,660 |
| BERKSHIRE HATHAWAY INC CL B | 1,545,844 | 1,524,570 | -21,274 | 750,925 | 766,462 | 1.50% | +15,537 |
| WARNER BROS DISCOVERY INC(WBD) | 1,706,823 | 1,775,964 | +69,141 | 19,560 | 34,685 | 0.07% | +15,125 |
| WESTERN DIGITAL CORP(WDC) | 247,080 | 254,032 | +6,952 | 15,811 | 30,499 | 0.06% | +14,688 |
| TRADE DESK INC/THE CLASS A(TTD) | 0 | 294,122 | +294,122 | 0 | 14,415 | 0.03% | +14,415 |
| NUTANIX INC A(NTNX) | 11,086 | 203,380 | +192,294 | 847 | 15,129 | 0.03% | +14,282 |
| UBER TECHNOLOGIES INC(UBER) | 1,776,093 | 1,835,287 | +59,194 | 165,709 | 179,803 | 0.35% | +14,094 |
| TALEN ENERGY CORP(TLN) | 0 | 30,755 | +30,755 | 0 | 13,083 | 0.03% | +13,083 |
| MORGAN STANLEY(MS) | 1,065,312 | 1,022,823 | -42,489 | 150,060 | 162,588 | 0.32% | +12,528 |
| BLACKROCK INC(BLK) | 118,874 | 117,578 | -1,296 | 124,729 | 137,081 | 0.27% | +12,352 |
| DOORDASH INC A(DASH) | 269,583 | 289,668 | +20,085 | 66,455 | 78,787 | 0.15% | +12,332 |
| COMFORT SYSTEMS USA INC(FIX) | 27,079 | 32,341 | +5,262 | 14,520 | 26,687 | 0.05% | +12,167 |
| GE VERNOVA INC(GEV) | 244,628 | 230,288 | -14,340 | 129,445 | 141,604 | 0.28% | +12,159 |
| BLACKSTONE INC(BX) | 551,816 | 554,197 | +2,381 | 82,541 | 94,685 | 0.18% | +12,144 |
| WELLTOWER INC(WELL) | 461,974 | 466,559 | +4,585 | 71,019 | 83,113 | 0.16% | +12,094 |
| TJX COMPANIES INC(TJX) | 859,731 | 817,776 | -41,955 | 106,168 | 118,201 | 0.23% | +12,033 |
| O REILLY AUTOMOTIVE INC(ORLY) | 650,039 | 654,234 | +4,195 | 58,588 | 70,533 | 0.14% | +11,945 |
| TE CONNECTIVITY PLC(TEL) | 227,885 | 227,777 | -108 | 38,437 | 50,004 | 0.10% | +11,567 |
| SIMON PROPERTY GROUP INC(SPG) | 272,493 | 294,798 | +22,305 | 43,806 | 55,325 | 0.11% | +11,519 |
| SYNOPSYS INC(SNPS) | 116,793 | 144,652 | +27,859 | 59,877 | 71,370 | 0.14% | +11,493 |
| APPLIED MATERIALS INC | 663,741 | 649,270 | -14,471 | 121,511 | 132,932 | 0.26% | +11,421 |
| CUMMINS INC(CMI) | 109,606 | 111,911 | +2,305 | 35,896 | 47,268 | 0.09% | +11,372 |
| TECHNIPFMC PLC(FTI) | 1,927 | 289,638 | +287,711 | 66 | 11,426 | 0.02% | +11,360 |
| WALMART INC(WMT) | 3,684,412 | 3,605,743 | -78,669 | 360,262 | 371,608 | 0.72% | +11,346 |
| UNITED RENTALS INC(URI) | 56,958 | 56,718 | -240 | 42,912 | 54,146 | 0.11% | +11,234 |
| NORTHROP GRUMMAN CORP(NOC) | 103,161 | 102,003 | -1,158 | 51,578 | 62,152 | 0.12% | +10,574 |
| GENERAL DYNAMICS CORP(GD) | 221,038 | 219,760 | -1,278 | 64,468 | 74,938 | 0.15% | +10,470 |
| CADENCE DESIGN SYS INC(CDNS) | 210,365 | 214,166 | +3,801 | 64,824 | 75,228 | 0.15% | +10,404 |
| TWILIO INC A(TWLO) | 6,312 | 105,124 | +98,812 | 785 | 10,522 | 0.02% | +9,737 |
| NEXTERA ENERGY INC(NEE) | 1,654,684 | 1,648,667 | -6,017 | 114,868 | 124,458 | 0.24% | +9,590 |
| AMERICAN ELECTRIC POWER | 419,422 | 470,955 | +51,533 | 43,519 | 52,982 | 0.10% | +9,463 |
| BAKER HUGHES CO(BKR) | 875,693 | 875,029 | -664 | 33,574 | 42,631 | 0.08% | +9,057 |
| EXXON MOBIL CORP | 3,661,831 | 3,580,220 | -81,611 | 394,745 | 403,670 | 0.79% | +8,925 |
| CIENA CORP(CIEN) | 148,827 | 143,431 | -5,396 | 12,104 | 20,894 | 0.04% | +8,790 |
| VALERO ENERGY CORP(VLO) | 231,301 | 231,131 | -170 | 31,091 | 39,352 | 0.08% | +8,261 |
| MONSTER BEVERAGE CORP(MNST) | 532,651 | 615,897 | +83,246 | 33,365 | 41,456 | 0.08% | +8,091 |
| GENERAL MOTORS CO(GM) | 1,035,857 | 968,309 | -67,548 | 50,975 | 59,038 | 0.12% | +8,063 |
| SANDISK CORP(SNDK) | 122,223 | 120,730 | -1,493 | 5,543 | 13,546 | 0.03% | +8,003 |
| MEDTRONIC PLC(MDT) | 1,081,922 | 1,074,096 | -7,826 | 94,311 | 102,297 | 0.20% | +7,986 |
| PFIZER INC(PFE) | 4,669,390 | 4,754,731 | +85,341 | 113,186 | 121,151 | 0.24% | +7,965 |
| MONOLITHIC POWER SYSTEMS INC(MPWR) | 39,705 | 40,001 | +296 | 29,039 | 36,827 | 0.07% | +7,788 |
| LOWE S COS INC(LOW) | 492,804 | 465,679 | -27,125 | 109,338 | 117,030 | 0.23% | +7,692 |
| PROLOGIS INC(PLD) | 695,854 | 705,466 | +9,612 | 73,148 | 80,790 | 0.16% | +7,642 |
| MERCK CO. INC.(MRK) | 2,175,214 | 2,142,056 | -33,158 | 172,190 | 179,783 | 0.35% | +7,593 |
| PURE STORAGE INC CLASS A(P) | 304,871 | 296,842 | -8,029 | 17,554 | 24,878 | 0.05% | +7,324 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 140,404 | 139,168 | -1,236 | 35,219 | 42,503 | 0.08% | +7,284 |
| NORFOLK SOUTHERN CORP(NSC) | 165,608 | 165,147 | -461 | 42,391 | 49,612 | 0.10% | +7,221 |
| BANK OF NEW YORK MELLON CORP | 773,364 | 712,398 | -60,966 | 70,461 | 77,623 | 0.15% | +7,162 |
| DR HORTON INC(DHI) | 240,673 | 225,325 | -15,348 | 31,028 | 38,186 | 0.07% | +7,158 |
| DELL TECHNOLOGIES C(DELL) | 236,470 | 254,672 | +18,202 | 28,991 | 36,105 | 0.07% | +7,114 |
| UNITED THERAPEUTICS CORP(UTHR) | 55,311 | 54,808 | -503 | 15,894 | 22,976 | 0.04% | +7,082 |
| PARAMOUNT SKYDANCE CL B(PSKY) | 0 | 368,926 | +368,926 | 0 | 6,980 | 0.01% | +6,980 |
| IDEXX LABORATORIES INC(IDXX) | 67,617 | 67,349 | -268 | 36,266 | 43,029 | 0.08% | +6,763 |
| SEMPRA(SRE) | 529,028 | 520,592 | -8,436 | 40,084 | 46,843 | 0.09% | +6,759 |
| KRATOS DEFENSE SECURITY(KTOS) | 68,085 | 108,525 | +40,440 | 3,163 | 9,916 | 0.02% | +6,753 |
| AUTOZONE INC(AZO) | 12,753 | 12,549 | -204 | 47,342 | 53,838 | 0.11% | +6,496 |
| SLB LTD(SLB) | 1,076,360 | 1,241,542 | +165,182 | 36,381 | 42,672 | 0.08% | +6,291 |
| ENTERGY CORP(ETR) | 411,465 | 433,613 | +22,148 | 34,201 | 40,408 | 0.08% | +6,207 |
| ALTRIA GROUP INC(MO) | 1,641,481 | 1,549,725 | -91,756 | 96,240 | 102,375 | 0.20% | +6,135 |
| MEDPACE HOLDINGS INC(MEDP) | 32,608 | 31,681 | -927 | 10,234 | 16,289 | 0.03% | +6,055 |
| TRANSUNION(TRU) | 0 | 71,217 | +71,217 | 0 | 5,967 | 0.01% | +5,967 |
| ROSS STORES INC(ROST) | 239,394 | 239,252 | -142 | 30,542 | 36,460 | 0.07% | +5,918 |
| TERADYNE INC(TER) | 121,578 | 121,896 | +318 | 10,932 | 16,778 | 0.03% | +5,846 |