Fund HoldingsCALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

Total Portfolio Value
$174.90B
Total Bought
$16.94B
Total Sold
$10.72B
Net Transaction
+$6.23B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS25,959,25231,586,839+5,627,58715,896,92719,809,05411.33%+3,912,128
NVIDIA CORPORATION(NVDA)66,062,37876,375,762+10,313,38412,325,91814,244,0808.14%+1,918,161
ALPHABET INC(GOOG)14,080,45315,378,439+1,297,9863,422,9584,813,4512.75%+1,390,493
ALPHABET INC(GOOG)11,339,61412,344,566+1,004,9522,761,7633,873,7252.21%+1,111,962
APPLE INC(AAPL)35,295,17136,375,266+1,080,0958,987,2099,888,9805.65%+901,770
BROADCOM INC(AVGO)11,599,38113,616,185+2,016,8043,826,7524,712,5622.69%+885,810
ELI LILLY & CO(LLY)01,854,587+1,854,58701,993,0881.14%+1,993,088
AMAZON COM INC(AMZN)19,249,04620,049,877+800,8314,226,5134,627,9132.65%+401,400
LOWES COS INC(LOW)01,660,750+1,660,7500400,5060.23%+400,506
MERCK & CO INC(MRK)7,566,3068,568,406+1,002,100635,040901,9100.52%+266,870
INTUITIVE SURGICAL INC0889,727+889,7270503,9060.29%+503,906
APPLIED MATLS INC02,058,801+2,058,8010529,0910.30%+529,091
PEPSICO INC(PEP)05,373,358+5,373,3580771,1840.44%+771,184
TRANE TECHNOLOGIES PLC(TT)0452,025+452,0250175,9280.10%+175,928
SALESFORCE INC(CRM)2,502,2362,890,012+387,776593,030765,5930.44%+172,563
MICROSOFT CORP(MSFT)021,124,113+21,124,113010,216,0445.84%+10,216,044
ADVANCED MICRO DEVICES INC(AMD)2,906,8802,934,021+27,141470,304628,3500.36%+158,046
PACCAR INC(PCAR)02,077,002+2,077,0020227,4520.13%+227,452
MICRON TECHNOLOGY INC(MU)3,023,7992,180,492-843,307505,942622,3340.36%+116,392
JOHNSON & JOHNSON(JNJ)7,679,4917,439,241-240,2501,423,9311,539,5510.88%+115,620
ABBOTT LABS05,206,580+5,206,5800652,3320.37%+652,332
PROLOGIS INC.(PLD)02,432,266+2,432,2660310,5030.18%+310,503
AMGEN INC(AMGN)02,087,589+2,087,5890683,2890.39%+683,289
KLA CORP(KLAC)599,516608,091+8,575646,638738,8790.42%+92,241
JPMORGAN CHASE & CO.(JPM)6,615,7496,761,319+145,5702,086,8062,178,6321.25%+91,827
TRAVELERS COMPANIES INC(TRV)01,055,282+1,055,2820306,0950.18%+306,095
BANK AMERICA CORP19,280,35619,614,554+334,198994,6741,078,8000.62%+84,127
STARBUCKS CORP(SBUX)03,356,091+3,356,0910282,6160.16%+282,616
US BANCORP DEL(USB)04,015,519+4,015,5190214,2680.12%+214,268
CATERPILLAR INC(CAT)900,511876,488-24,023429,679502,1140.29%+72,435
MARRIOTT INTL INC NEW(MAR)0546,268+546,2680169,4740.10%+169,474
AMPHENOL CORP NEW3,968,5814,137,018+168,437491,112559,0770.32%+67,965
WESTERN DIGITAL CORP(WDC)581,862798,760+216,89869,858137,6020.08%+67,744
CITIGROUP INC(C)3,578,4353,672,648+94,213363,211428,5610.25%+65,350
SANDISK CORP(SNDK)0379,996+379,996090,2030.05%+90,203
GOLDMAN SACHS GROUP INC(GS)586,807602,908+16,101467,304529,9560.30%+62,652
LAM RESEARCH CORP(LRCX)4,526,0993,898,622-627,477606,045667,3660.38%+61,321
SCHWAB CHARLES CORP(SCHW)3,214,6093,630,062+415,453306,899362,6790.21%+55,781
WELLS FARGO CO NEW(WFC)6,726,0876,636,432-89,655563,781618,5150.35%+54,735
THERMO FISHER SCIENTIFIC INC(TMO)755,649726,894-28,755366,505421,1990.24%+54,694
REGIONS FINANCIAL CORP NEW(RF)03,461,992+3,461,992093,8200.05%+93,820
HOWMET AEROSPACE INC(HWM)0971,990+971,9900199,2770.11%+199,277
MORGAN STANLEY(MS)2,065,3182,135,228+69,910328,303379,0670.22%+50,764
THE TRADE DESK INC(TTD)02,762,928+2,762,9280104,8810.06%+104,881
OLD DOMINION FREIGHT LINE IN(ODFL)604,676862,738+258,06285,126135,2770.08%+50,151
PALANTIR TECHNOLOGIES INC(PLTR)3,764,3474,128,273+363,926686,692733,8010.42%+47,108
ADOBE INC(ADBE)984,9701,113,273+128,303347,448389,6340.22%+42,186
EXELON CORP(EXC)05,245,330+5,245,3300228,6440.13%+228,644
REGENERON PHARMACEUTICALS(REGN)0201,090+201,0900155,2150.09%+155,215
COLGATE PALMOLIVE CO(CL)03,109,934+3,109,9340245,7470.14%+245,747
CISCO SYS INC(CSCO)011,561,485+11,561,4850890,5810.51%+890,581
LULULEMON ATHLETICA INC(LULU)0188,026+188,026039,0740.02%+39,074
CURTISS WRIGHT CORP(CW)070,620+70,620038,9310.02%+38,931
WARNER BROS DISCOVERY INC(WBD)3,961,3854,018,540+57,15577,366115,8140.07%+38,448
MOLSON COORS BEVERAGE CO(TAP)01,322,463+1,322,463061,7330.04%+61,733
GENERAL MTRS CO(GM)01,783,510+1,783,5100145,0350.08%+145,035
TESLA INC(TSLA)5,212,5735,231,555+18,9822,318,1352,352,7351.35%+34,599
MARVELL TECHNOLOGY INC(MRVL)01,879,665+1,879,6650159,7340.09%+159,734
DOLLAR GEN CORP NEW(DG)0565,926+565,926075,1380.04%+75,138
CAPITAL ONE FINL CORP(COF)01,178,872+1,178,8720285,7110.16%+285,711
NEWMONT CORP(NEM)2,011,6812,018,511+6,830169,605201,5480.12%+31,943
FREEPORT-MCMORAN INC(FCX)02,485,652+2,485,6520126,2460.07%+126,246
CHUBB LIMITED
COM
01,128,748+1,128,7480352,3050.20%+352,305
AMERICAN ELEC PWR CO INC01,870,144+1,870,1440215,6460.12%+215,646
QNITY ELECTRONICS INC(Q)0358,569+358,569029,2770.02%+29,277
COCA COLA CO(KO)010,040,077+10,040,0770701,9020.40%+701,902
AMERICAN EXPRESS CO(AXP)0974,952+974,9520360,6830.21%+360,683
LUMENTUM HLDGS INC(LITE)0117,645+117,645043,3630.02%+43,363
CUMMINS INC(CMI)261,522269,786+8,264110,459137,7120.08%+27,253
FEDEX CORP(FDX)0399,322+399,3220115,3480.07%+115,348
PAYCHEX INC(PAYX)01,360,594+1,360,5940152,6310.09%+152,631
ON SEMICONDUCTOR CORP(ON)01,788,428+1,788,428096,8430.06%+96,843
EXXON MOBIL CORP8,274,7257,950,685-324,040932,975956,7850.55%+23,810
ANALOG DEVICES INC(ADI)0966,708+966,7080262,1710.15%+262,171
KEYSIGHT TECHNOLOGIES INC(KEYS)0380,076+380,076077,2280.04%+77,228
ELEVANCE HEALTH INC FORMERLY(ELV)0580,575+580,5750203,5210.12%+203,521
BRISTOL-MYERS SQUIBB CO(BMY)05,112,135+5,112,1350275,7490.16%+275,749
ROSS STORES INC(ROST)0597,905+597,9050107,7070.06%+107,707
COHERENT CORP(COHR)0263,625+263,625048,6570.03%+48,657
SKYWORKS SOLUTIONS INC(SWKS)0693,727+693,727043,9890.03%+43,989
S&P GLOBAL INC(SPGI)0636,131+636,1310332,4360.19%+332,436
CONSTELLATION ENERGY CORP(CEG)0575,154+575,1540203,1850.12%+203,185
CIENA CORP(CIEN)0240,967+240,967056,3550.03%+56,355
GE VERNOVA INC(GEV)471,819472,818+999290,122309,0200.18%+18,898
SHERWIN WILLIAMS CO(SHW)0522,530+522,5300169,3150.10%+169,315
BEST BUY INC(BBY)771,5501,140,446+368,89658,34576,3300.04%+17,985
OMNICOM GROUP INC(OMC)0816,523+816,523065,9340.04%+65,934
ROCKET LAB CORP(RKLB)0732,858+732,858051,1240.03%+51,124
FORD MTR CO(F)07,568,625+7,568,625099,3000.06%+99,300
INSMED INC(INSM)0354,909+354,909061,7680.04%+61,768
ALBEMARLE CORP(ALB)0228,272+228,272032,2870.02%+32,287
FIRSTENERGY CORP(FE)02,073,904+2,073,904092,8490.05%+92,849
HASBRO INC(HAS)0549,989+549,989045,0990.03%+45,099
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)0314,894+314,894080,6220.05%+80,622
EXACT SCIENCES CORP(EXK)0337,684+337,684034,2950.02%+34,295
MCDONALDS CORP(MCD)02,195,059+2,195,0590670,8760.38%+670,876
DELTA AIR LINES INC DEL(DAL)01,278,307+1,278,307088,7150.05%+88,715
NATERA INC(NTRA)0223,463+223,463051,1930.03%+51,193
UNITED PARCEL SERVICE INC(UPS)01,492,035+1,492,0350147,9950.08%+147,995
SLB LIMITED(SLB)03,133,061+3,133,0610120,2470.07%+120,247
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