ALLSTATE CORP
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 ▲▼ | |
| SPDR S&P 500 | 0 | 937,703 | +937,703 | 0 | 639,438,430 | +639,438,430 |
| ISHARES:RUSS 1000 ETF | 0 | 1,078,170 | +1,078,170 | 0 | 402,631,805 | +402,631,805 |
| ISHARES:NATL MUNI BOND | 0 | 3,016,409 | +3,016,409 | 0 | 323,087,568 | +323,087,568 |
| NVIDIA ORD | 0 | 1,849,418 | +1,849,418 | 0 | 344,916,457 | +344,916,457 |
| APPLE ORD | 542,845 | 1,130,406 | +587,561 | 138,224,622 | 307,312,175 | +169,087,553 |
| ISHARES:ST NAT MUNI BOND | 0 | 1,547,744 | +1,547,744 | 0 | 165,144,285 | +165,144,285 |
| MICROSOFT ORD | 0 | 538,584 | +538,584 | 0 | 260,469,994 | +260,469,994 |
| AMAZON COM ORD | 347,027 | 731,875 | +384,848 | 76,196,718 | 168,931,388 | +92,734,670 |
| ALPHABET CL A ORD | 211,468 | 443,197 | +231,729 | 51,407,871 | 138,720,661 | +87,312,790 |
| ALPHABET CL C ORD | 178,534 | 372,429 | +193,895 | 43,481,954 | 116,868,218 | +73,386,264 |
| BROADCOM ORD | 162,775 | 341,510 | +178,735 | 53,701,100 | 118,196,611 | +64,495,511 |
| META PLATFORMS CL A ORD | 0 | 165,384 | +165,384 | 0 | 109,168,325 | +109,168,325 |
| TESLA ORD | 0 | 215,214 | +215,214 | 0 | 96,786,040 | +96,786,040 |
| ELI LILLY ORD | 0 | 61,198 | +61,198 | 0 | 65,768,266 | +65,768,266 |
| ISHARES:CORE S&P TOT USM | 0 | 1,249,883 | +1,249,883 | 0 | 185,845,104 | +185,845,104 |
| JPMORGAN CHASE ORD | 0 | 209,983 | +209,983 | 0 | 67,660,722 | +67,660,722 |
| BERKSHIRE HATHAWAY CL B ORD | 49,481 | 105,625 | +56,144 | 24,876,078 | 53,092,407 | +28,216,329 |
| VISA CL A ORD | 0 | 128,535 | +128,535 | 0 | 45,078,510 | +45,078,510 |
| JOHNSON & JOHNSON ORD | 0 | 183,134 | +183,134 | 0 | 37,899,581 | +37,899,581 |
| EXXON MOBIL ORD | 0 | 328,174 | +328,174 | 0 | 39,492,459 | +39,492,459 |
| WALMART ORD | 0 | 335,257 | +335,257 | 0 | 37,350,982 | +37,350,982 |
| MASTERCARD CL A ORD | 0 | 64,479 | +64,479 | 0 | 36,809,771 | +36,809,771 |
| MICRON TECHNOLOGY ORD | 0 | 85,407 | +85,407 | 0 | 24,376,012 | +24,376,012 |
| ADVANCED MICRO DEVICES ORD | 59,142 | 123,504 | +64,362 | 9,568,584 | 26,449,617 | +16,881,033 |
| BANK OF AMERICA ORD | 259,776 | 537,695 | +277,919 | 13,401,844 | 29,573,225 | +16,171,381 |
| ABBVIE ORD | 64,201 | 134,485 | +70,284 | 14,865,100 | 30,728,478 | +15,863,378 |
| PALANTIR TECHNOLOGIES CL A ORD | 0 | 173,686 | +173,686 | 0 | 30,872,687 | +30,872,687 |
| COSTCO WHOLESALE ORD | 0 | 33,975 | +33,975 | 0 | 29,298,002 | +29,298,002 |
| GE AEROSPACE ORD | 0 | 81,083 | +81,083 | 0 | 24,975,996 | +24,975,996 |
| CISCO SYSTEMS ORD | 0 | 300,816 | +300,816 | 0 | 23,171,856 | +23,171,856 |
| WELLS FARGO ORD | 0 | 245,141 | +245,141 | 0 | 22,847,141 | +22,847,141 |
| PROCTER & GAMBLE ORD | 0 | 179,328 | +179,328 | 0 | 25,699,495 | +25,699,495 |
| CATERPILLAR ORD | 17,152 | 35,732 | +18,580 | 8,184,077 | 20,469,791 | +12,285,714 |
| MERCK & CO ORD | 0 | 188,959 | +188,959 | 0 | 19,889,825 | +19,889,825 |
| COCA-COLA ORD | 0 | 314,605 | +314,605 | 0 | 21,994,035 | +21,994,035 |
| NETFLIX ORD | 0 | 324,860 | +324,860 | 0 | 30,458,873 | +30,458,873 |
| INTERNATIONAL BUSINESS MACHINES ORD | 0 | 71,774 | +71,774 | 0 | 21,260,176 | +21,260,176 |
| CHEVRON ORD | 0 | 148,601 | +148,601 | 0 | 22,648,279 | +22,648,279 |
| GOLDMAN SACHS GROUP ORD | 0 | 23,026 | +23,026 | 0 | 20,239,854 | +20,239,854 |
| UNITEDHEALTH GRP ORD | 0 | 68,948 | +68,948 | 0 | 22,760,424 | +22,760,424 |
| HOME DEPOT ORD | 0 | 75,062 | +75,062 | 0 | 25,828,834 | +25,828,834 |
| SALESFORCE ORD | 0 | 73,599 | +73,599 | 0 | 19,497,111 | +19,497,111 |
| RTX ORD | 0 | 102,518 | +102,518 | 0 | 18,801,801 | +18,801,801 |
| LAM RESEARCH ORD | 0 | 96,095 | +96,095 | 0 | 16,449,542 | +16,449,542 |
| THERMO FISHER SCIENTIFIC ORD | 0 | 28,722 | +28,722 | 0 | 16,642,963 | +16,642,963 |
| PHILIP MORRIS INTERNATIONAL ORD | 0 | 119,082 | +119,082 | 0 | 19,100,752 | +19,100,752 |
| CITIGROUP ORD | 0 | 140,596 | +140,596 | 0 | 16,406,147 | +16,406,147 |
| APPLIED MATERIAL ORD | 29,032 | 60,514 | +31,482 | 5,944,012 | 15,551,493 | +9,607,481 |
| MORGAN STANLEY ORD | 0 | 90,913 | +90,913 | 0 | 16,139,785 | +16,139,785 |
| INTUITIVE SURGICAL ORD | 0 | 27,290 | +27,290 | 0 | 15,455,965 | +15,455,965 |
| AMERICAN EXPRESS ORD | 20,305 | 42,404 | +22,099 | 6,744,509 | 15,687,359 | +8,942,850 |
| MCDONALD'S ORD | 0 | 53,951 | +53,951 | 0 | 16,489,044 | +16,489,044 |
| PROLOGIS REIT | 0 | 106,709 | +106,709 | 0 | 13,622,471 | +13,622,471 |
| ABBOTT LABORATORIES ORD | 63,244 | 132,792 | +69,548 | 8,470,901 | 16,637,510 | +8,166,609 |
| WALT DISNEY ORD | 0 | 137,759 | +137,759 | 0 | 15,672,842 | +15,672,842 |
| ORACLE ORD | 0 | 130,400 | +130,400 | 0 | 25,416,264 | +25,416,264 |
| PEPSICO ORD | 0 | 104,723 | +104,723 | 0 | 15,029,845 | +15,029,845 |
| AMGEN ORD | 19,615 | 40,126 | +20,511 | 5,535,353 | 13,133,641 | +7,598,288 |
| QUALCOMM ORD | 0 | 80,950 | +80,950 | 0 | 13,846,498 | +13,846,498 |
| GE VERNOVA ORD | 0 | 20,534 | +20,534 | 0 | 13,420,406 | +13,420,406 |
| LINDE ORD | 0 | 35,994 | +35,994 | 0 | 15,347,481 | +15,347,481 |
| INTEL ORD | 0 | 339,275 | +339,275 | 0 | 12,519,248 | +12,519,248 |
| ISHARES:CORE S&P 500 | 0 | 300,229 | +300,229 | 0 | 205,638,851 | +205,638,851 |
| TJX ORD | 0 | 83,655 | +83,655 | 0 | 12,850,245 | +12,850,245 |
| INTUIT ORD | 0 | 21,102 | +21,102 | 0 | 13,978,387 | +13,978,387 |
| CHARLES SCHWAB ORD | 0 | 130,165 | +130,165 | 0 | 13,004,785 | +13,004,785 |
| AMPHENOL CL A ORD | 44,438 | 92,247 | +47,809 | 5,499,203 | 12,466,260 | +6,967,057 |
| ACCENTURE CL A ORD | 23,161 | 47,119 | +23,958 | 5,711,503 | 12,642,028 | +6,930,525 |
| BOOKING HOLDINGS ORD | 1,178 | 2,476 | +1,298 | 6,360,340 | 13,259,797 | +6,899,457 |
| KLA ORD | 0 | 9,888 | +9,888 | 0 | 12,014,711 | +12,014,711 |
| EQUINIX REIT ORD | 0 | 14,429 | +14,429 | 0 | 11,054,922 | +11,054,922 |
| NEXTERA ENERGY ORD | 0 | 154,510 | +154,510 | 0 | 12,404,063 | +12,404,063 |
| S&P GLOBAL ORD | 0 | 23,301 | +23,301 | 0 | 12,176,870 | +12,176,870 |
| BOEING ORD | 26,489 | 56,792 | +30,303 | 5,717,121 | 12,330,679 | +6,613,558 |
| WELLTOWER ORD | 0 | 63,422 | +63,422 | 0 | 11,771,757 | +11,771,757 |
| CAPITAL ONE FINANCIAL ORD | 23,608 | 47,581 | +23,973 | 5,018,589 | 11,531,731 | +6,513,142 |
| GILEAD SCIENCES ORD | 0 | 93,103 | +93,103 | 0 | 11,427,462 | +11,427,462 |
| DANAHER ORD | 0 | 48,176 | +48,176 | 0 | 11,028,450 | +11,028,450 |
| VERIZON COMMUNICATIONS ORD | 0 | 313,374 | +313,374 | 0 | 12,763,723 | +12,763,723 |
| TEXAS INSTRUMENTS ORD | 0 | 67,968 | +67,968 | 0 | 11,791,768 | +11,791,768 |
| AT&T ORD | 263,317 | 537,639 | +274,322 | 7,436,072 | 13,354,953 | +5,918,881 |
| ADOBE ORD | 15,578 | 31,815 | +16,237 | 5,495,140 | 11,134,932 | +5,639,792 |
| APPLOVIN CL A ORD | 8,432 | 17,360 | +8,928 | 6,058,729 | 11,697,515 | +5,638,786 |
| BLACKROCK ORD | 5,371 | 11,052 | +5,681 | 6,261,888 | 11,829,398 | +5,567,510 |
| ANALOG DEVICES ORD | 17,942 | 36,762 | +18,820 | 4,408,349 | 9,969,854 | +5,561,505 |
| AVALONBAY COMMUNITIES REIT ORD | 8,152 | 38,780 | +30,628 | 1,574,721 | 7,031,202 | +5,456,481 |
| BOSTON SCIENTIFIC ORD | 54,377 | 112,146 | +57,769 | 5,308,827 | 10,693,121 | +5,384,294 |
| CHUBB ORD | 0 | 29,538 | +29,538 | 0 | 9,219,401 | +9,219,401 |
| PFIZER ORD | 0 | 418,638 | +418,638 | 0 | 10,424,086 | +10,424,086 |
| UNION PACIFIC ORD | 0 | 43,804 | +43,804 | 0 | 10,132,741 | +10,132,741 |
| SERVICENOW ORD | 0 | 79,575 | +79,575 | 0 | 12,190,094 | +12,190,094 |
| UBER TECHNOLOGIES ORD | 0 | 149,764 | +149,764 | 0 | 12,237,216 | +12,237,216 |
| VERTEX PHARMACEUTICALS ORD | 0 | 19,095 | +19,095 | 0 | 8,656,909 | +8,656,909 |
| LOWE'S COMPANIES ORD | 0 | 41,427 | +41,427 | 0 | 9,990,535 | +9,990,535 |
| INVITATION HOMES ORD | 0 | 216,579 | +216,579 | 0 | 6,018,730 | +6,018,730 |
| NEWMONT ORD | 0 | 84,975 | +84,975 | 0 | 8,484,754 | +8,484,754 |
| MEDTRONIC ORD | 0 | 96,322 | +96,322 | 0 | 9,252,691 | +9,252,691 |
| ARISTA NETWORKS ORD | 39,091 | 80,179 | +41,088 | 5,695,950 | 10,505,854 | +4,809,904 |
| PROGRESSIVE ORD | 0 | 44,513 | +44,513 | 0 | 10,136,500 | +10,136,500 |
| BRISTOL MYERS SQUIBB ORD | 74,471 | 151,053 | +76,582 | 3,358,642 | 8,147,799 | +4,789,157 |