Fund HoldingsSTATE STREET CORP

Total Portfolio Value
$2426.68B
Total Bought
$181.58B
Total Sold
$133.65B
Net Transaction
+$47.93B
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL072,228,236+72,228,236038,467,3141.59%+38,467,314
VISA INC(V)81,252,68782,751,888+1,499,20125,678,75629,001,2271.20%+3,322,471
JOHNSON & JOHNSON(JNJ)0133,789,785+133,789,785022,187,6980.91%+22,187,698
ABBVIE INC(ABBV)079,962,967+79,962,967016,753,8410.69%+16,753,841
CHEVRON CORP NEW(CVX)0144,375,620+144,375,620024,152,5971.00%+24,152,597
PHILIP MORRIS INTL INC(PM)054,960,490+54,960,49008,796,4960.36%+8,796,496
ELI LILLY & CO(LLY)034,437,950+34,437,950028,442,6471.17%+28,442,647
RTX CORPORATION(RTX)0112,154,824+112,154,824014,856,0280.61%+14,856,028
EXXON MOBIL CORP0214,786,681+214,786,681025,544,5801.05%+25,544,580
VERIZON COMMUNICATIONS INC(VZ)0204,007,806+204,007,80609,253,7940.38%+9,253,794
COCA COLA CO(KO)0164,598,680+164,598,680011,871,8840.49%+11,871,884
ABBOTT LABS077,664,753+77,664,753010,302,2290.42%+10,302,229
AT&T INC(T)322,917,313313,666,133-9,251,1807,352,5138,870,4780.37%+1,517,965
AMGEN INC(AMGN)029,179,991+29,179,99109,091,0260.37%+9,091,026
GE AEROSPACE(GE)043,655,046+43,655,04608,753,2720.36%+8,753,272
CVS HEALTH CORP(CVS)057,988,171+57,988,17103,928,6990.16%+3,928,699
INTERNATIONAL BUSINESS MACHS(IBM)054,389,242+54,389,242013,524,4290.56%+13,524,429
DOORDASH INC(DASH)013,959,777+13,959,77702,551,4280.11%+2,551,428
WELLTOWER INC(WELL)037,876,093+37,876,09305,802,9960.24%+5,802,996
PROGRESSIVE CORP(PGR)025,809,005+25,809,00507,304,2070.30%+7,304,207
UBER TECHNOLOGIES INC(UBER)086,639,130+86,639,13006,312,5270.26%+6,312,527
GILEAD SCIENCES INC(GILD)60,381,75559,523,675-858,0805,577,3396,669,6280.27%+1,092,288
SCHWAB CHARLES CORP(SCHW)63,441,53071,933,290+8,491,7604,695,2725,630,9380.23%+935,665
VERTEX PHARMACEUTICALS INC(VRTX)011,788,657+11,788,65705,715,3770.24%+5,715,377
PALANTIR TECHNOLOGIES INC(PLTR)87,326,80788,383,499+1,056,6926,605,4057,459,5670.31%+854,162
T-MOBILE US INC(TMUS)22,912,72122,146,576-766,1455,057,5155,906,7130.24%+849,198
BOSTON SCIENTIFIC CORP(BSX)63,963,69264,478,485+514,7935,713,3056,504,5900.27%+791,284
MASTERCARD INCORPORATED(MA)36,058,32136,063,782+5,46118,986,99319,767,2800.81%+780,287
JPMORGAN CHASE & CO.(JPM)127,285,458127,518,423+232,96530,511,29731,280,2691.29%+768,972
GALLAGHER ARTHUR J & CO(AJG)10,282,06410,625,847+343,7832,918,6013,668,4670.15%+749,866
MARSH & MCLENNAN COS INC(MRSH)021,490,479+21,490,47905,244,3220.22%+5,244,322
AMERICAN TOWER CORP NEW(AMT)021,246,032+21,246,03204,623,1370.19%+4,623,137
ELEVANCE HEALTH INC(ELV)010,647,703+10,647,70304,631,3250.19%+4,631,325
UNITEDHEALTH GROUP INC(UNH)045,338,514+45,338,514023,746,0470.98%+23,746,047
COSTCO WHSL CORP NEW(COST)18,085,37118,235,309+149,93816,571,43517,246,5910.71%+675,156
DUKE ENERGY CORP NEW(DUK)040,509,850+40,509,85004,940,9860.20%+4,940,986
CONSOLIDATED EDISON INC(ED)024,349,011+24,349,01102,692,7570.11%+2,692,757
LINDE PLC(LIN)019,341,482+19,341,48209,006,7580.37%+9,006,758
SOUTHERN CO(SO)058,398,523+58,398,52305,369,7440.22%+5,369,744
INTERCONTINENTAL EXCHANGE IN(ICE)024,682,519+24,682,51904,257,7350.18%+4,257,735
NETFLIX INC(NFLX)17,193,94717,083,409-110,53815,326,36315,930,7910.66%+604,429
THE CIGNA GROUP(CI)012,470,088+12,470,08804,102,6590.17%+4,102,659
EXPAND ENERGY CORPORATION(EXE)7,869,76012,289,413+4,419,653783,4351,368,0570.06%+584,622
SPOTIFY TECHNOLOGY S A(SPOT)4,230,0264,499,972+269,9461,892,4292,475,1200.10%+582,691
MCKESSON CORP(MCK)5,710,8235,693,458-17,3653,258,7153,835,6580.16%+576,943
EXELON CORP(EXC)061,586,786+61,586,78602,837,9190.12%+2,837,919
MEDTRONIC PLC(MDT)060,044,761+60,044,76105,438,1820.22%+5,438,182
INTEL CORP(INTC)0200,448,805+200,448,80504,552,1920.19%+4,552,192
OREILLY AUTOMOTIVE INC(ORLY)02,439,230+2,439,23003,494,3920.14%+3,494,392
CENCORA INC08,414,134+8,414,13402,339,8870.10%+2,339,887
CME GROUP INC(CME)16,101,40316,439,164+337,7613,831,6524,361,1460.18%+529,494
AMERICAN ELEC PWR CO INC027,862,754+27,862,75403,044,5630.13%+3,044,563
MCDONALDS CORP(MCD)034,556,213+34,556,213010,794,3240.44%+10,794,324
ALTRIA GROUP INC(MO)071,480,680+71,480,68004,360,8360.18%+4,360,836
NEWMONT CORP(NEM)049,721,045+49,721,04502,400,5320.10%+2,400,532
WASTE MGMT INC DEL(WM)018,543,345+18,543,34504,292,9700.18%+4,292,970
3M CO(MMM)027,564,620+27,564,62004,048,1400.17%+4,048,140
NORTHROP GRUMMAN CORP(NOC)013,453,769+13,453,76906,888,4640.28%+6,888,464
TKO GROUP HOLDINGS INC(TKO)05,031,348+5,031,3480768,8400.03%+768,840
DEERE & CO(DE)010,322,006+10,322,00604,860,9950.20%+4,860,995
CHUBB LIMITED
COM
017,437,853+17,437,85305,281,7970.22%+5,281,797
FISERV INC(FISV)24,408,66224,720,826+312,1645,014,1655,459,1000.22%+444,935
CISCO SYS INC(CSCO)194,453,452193,627,378-826,07411,511,62511,948,7450.49%+437,120
PROLOGIS INC.(PLD)057,552,298+57,552,29806,433,7710.27%+6,433,771
BRISTOL-MYERS SQUIBB CO(BMY)95,144,74594,834,478-310,2675,380,9095,783,9550.24%+403,046
AON PLC(AON)09,173,788+9,173,78803,661,2520.15%+3,661,252
AUTOZONE INC(AZO)0703,003+703,00302,680,3960.11%+2,680,396
INTERNATIONAL PAPER CO(IP)028,483,875+28,483,87501,519,6150.06%+1,519,615
MONDELEZ INTL INC(MDLZ)058,775,763+58,775,76304,014,9380.17%+4,014,938
REALTY INCOME CORP(O)061,056,259+61,056,25903,541,8740.15%+3,541,874
HOWMET AEROSPACE INC(HWM)017,480,651+17,480,65102,267,7650.09%+2,267,765
TRAVELERS COMPANIES INC(TRV)015,686,866+15,686,86604,148,5490.17%+4,148,549
CINTAS CORP(CTAS)015,036,161+15,036,16103,090,3820.13%+3,090,382
REPUBLIC SVCS INC(RSG)09,518,827+9,518,82702,305,0790.09%+2,305,079
ROPER TECHNOLOGIES INC(ROP)04,839,025+4,839,02502,852,9920.12%+2,852,992
CROWN CASTLE INC(CCI)021,351,528+21,351,52802,225,4700.09%+2,225,470
HESS CORP016,276,972+16,276,97202,599,9210.11%+2,599,921
HCA HEALTHCARE INC(HCA)08,147,706+8,147,70602,815,4400.12%+2,815,440
MICROSTRATEGY INC(MSTR)3,856,6514,989,291+1,132,6401,117,6411,438,2630.06%+320,622
AMERICAN INTL GROUP INC027,097,466+27,097,46602,355,8540.10%+2,355,854
KENVUE INC(KVUE)0120,267,273+120,267,27302,884,0090.12%+2,884,009
KLA CORP(KLAC)06,081,490+6,081,49004,134,1970.17%+4,134,197
FOX CORP(FOX)019,184,441+19,184,44101,085,8390.04%+1,085,839
CROWDSTRIKE HLDGS INC(CRWD)9,909,16410,433,686+524,5223,390,9873,678,7090.15%+287,722
KIMBERLY-CLARK CORP(KMB)020,056,196+20,056,19602,876,8540.12%+2,876,854
WEC ENERGY GROUP INC(WEC)021,026,780+21,026,78002,291,4980.09%+2,291,498
VICI PPTYS INC(VICI)058,490,186+58,490,18601,932,1600.08%+1,932,160
STARBUCKS CORP(SBUX)046,968,798+46,968,79804,607,1690.19%+4,607,169
YUM BRANDS INC(YUM)012,833,622+12,833,62202,019,4990.08%+2,019,499
BROWN & BROWN INC(BRO)011,198,682+11,198,68201,393,1160.06%+1,393,116
TEXAS PACIFIC LAND CORPORATI(TPL)1,185,2301,179,475-5,7551,310,8211,562,7930.06%+251,972
LIVE NATION ENTERTAINMENT IN(LYV)10,647,68612,459,817+1,812,1311,378,9391,627,0030.07%+248,064
UNION PAC CORP(UNP)025,461,115+25,461,11506,014,9340.25%+6,014,934
PDD HOLDINGS INC(PDD)011,534,755+11,534,75501,365,1380.06%+1,365,138
KEURIG DR PEPPER INC(KDP)057,195,512+57,195,51201,970,0740.08%+1,970,074
GUIDEWIRE SOFTWARE INC(GWRE)02,556,651+2,556,6510479,0140.02%+479,014
TRANSDIGM GROUP INC(TDG)02,287,147+2,287,14703,163,7880.13%+3,163,788
KROGER CO(KR)033,334,671+33,334,67102,256,4240.09%+2,256,424
BANK NEW YORK MELLON CORP033,563,271+33,563,27102,814,9520.12%+2,814,952
AMERICAN WTR WKS CO INC NEW011,144,810+11,144,81001,644,0820.07%+1,644,082
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