Fund Holdings

NEW YORK STATE COMMON RETIREMENT FUND

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORPORATION4,108,0034,183,203+75,200494,357,081709,722,2210.99%+215,365,140
CHEVRON CORP(CVX)1,791,8851,865,450+73,565273,101,193385,961,6050.54%+112,860,412
JOHNSON & JOHNSON(JNJ)2,963,9922,966,392+2,400613,398,144725,104,8601.01%+111,706,716
APPLIED MATERIALS INC910,531904,092-6,439233,997,362309,009,6050.43%+75,012,243
CATERPILLAR INC(CAT)525,478525,604+126301,030,582372,369,4100.52%+71,338,828
COSTCO WHOLESALE CORP(COST)509,239510,239+1,000439,137,159508,417,4470.71%+69,280,288
GE VERNOVA INC(GEV)301,936300,936-1,000197,336,312262,687,0340.37%+65,350,722
WAL-MART INC(WMT)4,962,2804,971,280+9,000552,847,615617,830,6780.86%+64,983,063
LAM RESEARCH CORP(LRCX)1,432,5861,420,886-11,700245,230,071303,586,5030.42%+58,356,432
MICRON TECHNOLOGY(MU)1,300,2451,257,902-42,343371,102,925424,969,6120.59%+53,866,687
LINDE PLC(LIN)474,654513,078+38,424202,387,719254,363,5490.36%+51,975,830
CONOCOPHILLIPS(COP)1,366,6321,361,432-5,200127,930,422179,709,0240.25%+51,778,602
MERCK & COMPANY INC(MRK)3,556,0583,516,025-40,033374,310,665422,942,6470.59%+48,631,982
VERIZON COMMUNICATIONS(VZ)4,789,2734,793,873+4,600195,067,089240,652,4250.34%+45,585,336
KLA CORP(KLAC)157,874158,074+200191,829,540232,749,7380.33%+40,920,198
NEXT ERA ENERGY INC(NEE)2,420,8972,499,497+78,600194,349,611232,153,2810.32%+37,803,670
INTEL CORPORATION(INTC)4,982,4255,006,425+24,000183,851,483220,933,5350.31%+37,082,052
MODINE MANUFACTURING CO(MOD)368,328395,948+27,62049,175,47185,805,8910.12%+36,630,420
AT&T INC(T)8,166,5278,166,5270202,856,531236,747,6180.33%+33,891,087
SANDISK CORP(SNDK)70,19074,190+4,00016,661,70247,135,8750.07%+30,474,173
EOG RESOURCES INC(EOG)686,974707,039+20,06572,139,140102,216,6280.14%+30,077,488
COCA-COLA COMPANY/THE(KO)4,599,4014,612,001+12,600321,544,124350,742,6760.49%+29,198,552
DEERE & COMPANY(DE)297,617297,663+46138,561,547167,673,5680.23%+29,112,021
ADVANCED ENERGY IND INC276,793266,606-10,18757,952,15086,036,4220.12%+28,084,272
ASTRAZENECA PLC(AZN)0141,415+141,415027,889,8660.04%+27,889,866
PFIZER INC(PFE)7,969,1548,034,154+65,000198,431,935225,599,0440.32%+27,167,109
HONEYWELL INTERNATIONAL(HON)779,303788,303+9,000152,034,222178,180,1270.25%+26,145,905
FEDEX CORPORATION(FDX)363,315367,115+3,800104,947,171130,759,0210.18%+25,811,850
LOCKHEED MARTIN CORP(LMT)222,962220,762-2,200107,840,031133,426,3450.19%+25,586,314
GILEAD SCIENCES INC(GILD)1,432,0171,440,817+8,800175,765,767200,806,6650.28%+25,040,898
ANALOG DEVICES(ADI)558,182551,982-6,200151,378,958175,607,5530.25%+24,228,595
PINNACLE FINANCIAL PRTNRS(PNFP)0268,905+268,905023,163,4770.03%+23,163,477
CARNIVAL CORPORATION0894,090+894,090023,139,0490.03%+23,139,049
PETROLEO BRASILEIRO ADR(PBR)2,579,8222,579,822030,570,89153,531,3070.07%+22,960,416
EQUINIX INC(EQIX)104,895105,326+43180,366,353103,244,7580.14%+22,878,405
CREDICORP LTD(BAP)58,210116,577+58,36716,706,27039,540,5870.06%+22,834,317
EQUIFAX INC(EFX)71,199211,918+140,71915,448,75938,160,0740.05%+22,711,315
ASML HLDING NV-NY REG SHS
N Y REGISTRY SHS
91917,798+16,879983,20123,508,1320.03%+22,524,931
SLB LTD(SLB)1,858,8911,826,278-32,61371,344,23793,852,4260.13%+22,508,189
PATHWARD FINANCIAL INC(CASH)31,046263,913+232,8672,204,26623,548,9570.03%+21,344,691
EATON CORP PLC(ETN)522,867525,067+2,200166,538,368187,800,7140.26%+21,262,346
TEXAS INSTRUMENTS INC(TXN)980,565985,264+4,699170,118,222191,279,1530.27%+21,160,931
BP PLC-SP ADR(BP)511,596817,739+306,14317,767,72938,433,7330.05%+20,666,004
WESTERN DIGITAL CORP(WDC)177,579188,879+11,30030,591,53451,089,8810.07%+20,498,347
BELDEN INC31,575206,336+174,7613,680,06623,693,5630.03%+20,013,497
CORNING INC(GLW)344,596367,996+23,40030,172,82650,036,4160.07%+19,863,590
PEPSICO INC(PEP)1,606,6621,605,862-800230,588,130249,374,3100.35%+18,786,180
WILLIAMS COMPANIES INC(WMB)1,205,0591,250,811+45,75272,436,09691,034,0250.13%+18,597,929
TAIWAN SEMICONDUCTOR ADR(TSM)777,749754,284-23,465236,350,144254,910,2780.36%+18,560,134
ARTHUR J GALLAGHER & CO(AJG)274,563413,071+138,50871,054,15989,462,9170.12%+18,408,758
DIAMONDBACK ENERGY INC(FANG)411,323404,120-7,20361,834,18779,930,8950.11%+18,096,708
HALLIBURTON COMPANY(HAL)1,533,4211,575,163+41,74243,334,47761,415,6050.09%+18,081,128
MERCADOLIBRE INC(MELI)010,381+10,381017,948,9570.03%+17,948,957
VERTIV HOLDINGS CO(VRT)200,021200,021032,405,40250,121,2620.07%+17,715,860
INDEPENDENT BANK CORP(INDB)112,459340,697+228,2388,218,50425,623,8210.04%+17,405,317
NORTHROP GRUMMAN CORP(NOC)164,093161,893-2,20093,567,470110,449,8800.15%+16,882,410
COMFORT SYSTEMS USA INC(FIX)33,69434,694+1,00031,446,27347,842,6790.07%+16,396,406
FOMENTO ECONOMICO MEXCANO(FMX)0146,691+146,691016,291,5020.02%+16,291,502
ALTRIA GROUP INC(MO)2,042,2002,030,400-11,800117,753,252133,986,0960.19%+16,232,844
GLAXOSMITHKLINE PLC(GSK)494,485728,504+234,01924,249,54440,206,1360.06%+15,956,592
BRISTOL-MYERS SQUIBB CO(BMY)2,348,3782,351,578+3,200126,671,509142,623,2060.20%+15,951,697
DELL TECHNOLOGIES INC-C(DELL)342,653359,653+17,00043,133,16059,029,8470.08%+15,896,687
AMGEN INC(AMGN)619,171620,571+1,400202,660,860218,347,9060.31%+15,687,046
RTX CORP(RTX)1,608,8731,608,8730295,067,308310,351,6020.43%+15,284,294
WELLTOWER INC(WELL)760,528790,728+30,200141,161,602156,334,8330.22%+15,173,231
O S I SYSTEMS INC(OSIS)16,38571,496+55,1114,179,15818,982,9030.03%+14,803,745
ENTEGRIS INC(ENTG)444,835443,760-1,07537,477,34952,026,4220.07%+14,549,073
ONTO INNOVATION INC(ONTO)219,521239,402+19,88134,653,58549,094,1680.07%+14,440,583
SHELL PLC(SHEL)845,648822,970-22,67862,138,21576,536,2100.11%+14,397,995
NEXTPOWER INC - CLASS A395,548402,211+6,66334,456,18648,486,5360.07%+14,030,350
MOELIS & COMPANY-CLASS A(MC)108,983370,220+261,2377,491,49121,102,5400.03%+13,611,049
DARLING INGREDIENTS INC(DAR)523,224524,124+90018,836,06432,417,0690.05%+13,581,005
LUMENTUM HOLDINGS INC(LITE)41,23740,942-29515,199,54628,772,4000.04%+13,572,854
WESTLAKE CORP(WLK)309,626309,626022,893,74636,170,5090.05%+13,276,763
TWIST BIOSCIENCE CORP(TWST)591,180673,987+82,80718,752,23032,027,8620.04%+13,275,632
COGNEX CORPORATION(CGNX)388,268550,853+162,58513,969,88326,986,2880.04%+13,016,405
FREEPORT-MCMORAN INC(FCX)1,603,5151,606,715+3,20081,442,52794,442,7080.13%+13,000,181
MARVELL TECHNOLOGY INC(MRVL)923,899923,899078,512,93791,512,1960.13%+12,999,259
TARGET CORPORATION(TGT)554,048554,048054,158,19267,150,6180.09%+12,992,426
YUM CHINA HOLDINGS INC(YUMC)0263,629+263,629012,859,8230.02%+12,859,823
LITTELFUSE INC(LFUS)140,310142,195+1,88535,487,20548,253,8730.07%+12,766,668
CIENA CORP(CIEN)85,18684,186-1,00019,922,45032,683,5310.05%+12,761,081
NETFLIX INC(NFLX)4,793,5004,805,500+12,000449,438,560462,048,8250.65%+12,610,265
CELANESE CORP(CE)59,249229,707+170,4582,505,04815,107,8290.02%+12,602,781
SEMPRA ENERGY(SRE)773,897832,697+58,80068,327,36680,913,1670.11%+12,585,801
CSX CORPORATION(CSX)2,087,2752,148,675+61,40075,663,71988,203,1090.12%+12,539,390
LEGENCE CORP CLASS A(LGN)11,700227,890+216,190503,56812,866,6690.02%+12,363,101
DEVON ENERGY CORPORATION(DVN)444,212565,250+121,03816,271,48628,443,3800.04%+12,171,894
SSR MINING INC(SSRM)63,554453,719+390,1651,393,10413,339,3390.02%+11,946,235
MATADOR RESOURCES CO(MTDR)0186,785+186,785011,801,0760.02%+11,801,076
VALERO ENERGY CORPORATION(VLO)126,930131,240+4,31020,662,93532,426,7790.05%+11,763,844
NEWMONT CORPORATION(NEM)1,406,4401,402,756-3,684140,433,034151,848,3370.21%+11,415,303
CHENIERE ENERGY INC(LNG)106,466112,866+6,40020,695,92632,026,8560.04%+11,330,930
TARGA RESOURCES CORP(TRGP)146,955152,755+5,80027,113,19838,300,2610.05%+11,187,063
QUANTA SERVICES INC77,32479,224+1,90032,635,36743,495,5600.06%+10,860,193
CIA DE MINAS BUENAVENTURA(BVN)0301,107+301,107010,851,8960.02%+10,851,896
ANTERO MIDSTREAM CORP(AM)522,663880,776+358,1139,298,17520,081,6930.03%+10,783,518
DUKE ENERGY CORP(DUK)745,176748,776+3,60087,342,07998,044,7290.14%+10,702,650
NOKIA OYJ - SP ADR(NOK)1,589,1392,536,884+947,74510,281,72920,396,5470.03%+10,114,818
KINIKSA PHARM INTL PLC(KNSA)0209,617+209,617010,093,0590.01%+10,093,059
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