California State Teachers Retirement System Portfolio Stock Holdings

California State Teachers Retirement System disclosed 2925 stock positions valued at approximately $94.5 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORP, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.

Report Period
March 31, 2026
No. of Stocks
2925
Portfolio Value
$94.5B
Holdings by Sector
California State Teachers Retirement System Portfolio Holdings in Q1 2026

2710 holdings in the latest reporting period.

Page 1 of 28
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPNVDATechnology6.77%36,688,762-881,237-2.35%$6,398,520,093
APPLE INCAAPLTechnology5.98%22,272,610-708,401-3.08%$5,652,565,692
MICROSOFT CORPMSFTTechnology4.20%10,715,663-251,345-2.29%$3,966,616,973
AMAZON COM INCAMZNConsumer Cyclical3.21%14,562,158-327,605-2.20%$3,032,860,647
ALPHABET INC CL AGOOGLCommunication Services2.70%8,867,713-209,619-2.31%$2,549,999,550
BROADCOM INCAVGOTechnology2.23%6,816,811-144,857-2.08%$2,109,871,173
ALPHABET INC CL CGOOGCommunication Services2.21%7,293,285-200,421-2.67%$2,092,151,735
ISHARES CORE S P 500 ETFIVVOther2.04%2,956,300-2,000-0.07%$1,931,084,723
META PLATFORMS INC CLASS AMETACommunication Services1.99%3,291,945-70,344-2.09%$1,883,420,493
TESLA INCTSLAConsumer Cyclical1.68%4,278,032-102,538-2.34%$1,590,358,396
JPMORGAN CHASE COJPMFinancial Services1.29%4,132,836-127,806-3.00%$1,215,715,038
ELI LILLY COLLYHealthcare1.18%1,214,622-29,689-2.39%$1,117,172,877
BERKSHIRE HATHAWAY INC CL BBRK-BFinancial Services1.05%2,071,999-56,288-2.64%$992,901,921
JOHNSON JOHNSONJNJHealthcare0.97%3,743,432-85,888-2.24%$915,044,518
WALMART INCWMTConsumer Defensive0.88%6,693,281-158,235-2.31%$831,840,963
EXXON MOBIL CORPXOMEnergy0.88%4,890,283-199,685-3.92%$829,685,414
VISA INC CLASS A SHARESVFinancial Services0.82%2,566,187-75,627-2.86%$775,604,359
COSTCO WHOLESALE CORPCOSTConsumer Defensive0.72%687,142-15,252-2.17%$684,688,903
MASTERCARD INC AMAFinancial Services0.68%1,286,652-36,405-2.75%$642,888,538
NETFLIX INCNFLXCommunication Services0.66%6,438,286-170,210-2.58%$619,041,199
ABBVIE INCABBVHealthcare0.62%2,680,188-62,377-2.27%$582,914,088
MICRON TECHNOLOGY INCMUTechnology0.61%1,704,599-38,722-2.22%$575,881,726
PROCTER GAMBLE CO THEPGConsumer Defensive0.55%3,583,969-92,221-2.51%$517,668,482
BANK OF AMERICA CORPBACFinancial Services0.54%10,437,623-455,585-4.18%$508,834,121
PALANTIR TECHNOLOGIES INC APLTRTechnology0.53%3,445,257-68,168-1.94%$503,972,194
ADVANCED MICRO DEVICESAMDTechnology0.53%2,461,412-53,866-2.14%$500,725,043
CATERPILLAR INCCATIndustrials0.53%706,389-19,669-2.71%$500,448,351
COCA COLA CO THEKOConsumer Defensive0.53%6,530,473-149,091-2.23%$496,642,472
HOME DEPOT INCHDConsumer Cyclical0.52%1,503,048-37,386-2.43%$494,337,457
CISCO SYSTEMS INCCSCOTechnology0.49%6,022,626-150,265-2.43%$467,295,551
MERCK CO INC MRKHealthcare0.49%3,835,612-110,513-2.80%$461,385,767
CHEVRON CORPCVXEnergy0.49%2,215,894-85,776-3.73%$458,468,469
GENERAL ELECTRICGEIndustrials0.48%1,612,065-45,620-2.75%$457,455,685
APPLIED MATERIALS INCAMATTechnology0.44%1,224,298-34,725-2.76%$418,452,813
LAM RESEARCH CORPLRCXOther0.43%1,922,942-54,391-2.75%$410,855,788
RTX CORPRTXIndustrials0.42%2,051,858-51,018-2.43%$395,803,408
GOLDMAN SACHS GROUP INCGSFinancial Services0.41%456,064-14,884-3.16%$385,825,583
ORACLE CORPORCLTechnology0.40%2,597,356-45,982-1.74%$382,097,041
WELLS FARGO COWFCFinancial Services0.40%4,773,587-189,749-3.82%$380,025,261
UNITEDHEALTH GROUP INCUNHHealthcare0.39%1,355,931-33,063-2.38%$366,901,369
GE VERNOVA INCGEVUtilities0.38%415,974-11,861-2.77%$363,103,705
MCDONALD S CORPMCDConsumer Cyclical0.37%1,116,171-29,562-2.58%$346,894,785
INTL BUSINESS MACHINES CORPIBMTechnology0.36%1,421,892-31,400-2.16%$344,652,402
VERIZON COMMUNICATIONS INCVZCommunication Services0.35%6,593,058-155,106-2.30%$330,971,512
PEPSICO INCPEPConsumer Defensive0.35%2,100,135-50,475-2.35%$326,129,964
ATT INCTCommunication Services0.34%10,945,219-343,019-3.04%$317,301,899
CITIGROUP INCCFinancial Services0.33%2,784,913-131,981-4.52%$315,836,983
INTEL CORPINTCTechnology0.32%6,888,990-172,120-2.44%$304,011,129
KLA CORPKLACTechnology0.31%200,858-5,258-2.55%$295,745,328
MORGAN STANLEYMSFinancial Services0.31%1,790,507-59,739-3.23%$294,663,737
AMGEN INCAMGNHealthcare0.31%825,116-19,940-2.36%$290,317,065
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.30%571,811-16,037-2.73%$281,062,261
ABBOTT LABORATORIESABTHealthcare0.29%2,675,057-67,702-2.47%$274,648,102
TJX COMPANIES INCTJXConsumer Cyclical0.29%1,688,227-46,285-2.67%$269,609,852
LINDE PLCLINOther0.28%541,846-17,735-3.17%$268,625,573
GILEAD SCIENCES INCGILDHealthcare0.28%1,914,292-40,972-2.10%$266,794,876
TEXAS INSTRUMENTS INCTXNTechnology0.28%1,369,221-35,013-2.49%$265,820,565
WALT DISNEY CO THEDISCommunication Services0.28%2,728,432-84,166-2.99%$262,966,276
SALESFORCE INCCRMTechnology0.28%1,407,766-56,183-3.84%$262,787,679
PFIZER INCPFEHealthcare0.27%9,005,182-201,827-2.19%$252,865,511
AMERICAN EXPRESS COAXPFinancial Services0.26%826,577-28,827-3.37%$250,023,011
SLB LTDSLBEnergy0.26%4,852,661-58,021-1.18%$249,378,249
INTUITIVE SURGICAL INCISRGHealthcare0.26%539,288-17,549-3.15%$248,606,375
NEXTERA ENERGY INCNEEUtilities0.26%2,645,770-76,135-2.80%$245,739,118
SCHWAB CHARLES CORPSCHWFinancial Services0.26%2,598,908-107,627-3.98%$244,245,374
ANALOG DEVICES INCADITechnology0.25%754,564-23,561-3.03%$240,056,991
AMPHENOL CORP CL AAPHTechnology0.25%1,875,034-42,331-2.21%$236,910,546
BOEING CO THEBAIndustrials0.25%1,182,774-25,207-2.09%$235,407,509
HONEYWELL INTERNATIONAL INCHONIndustrials0.24%993,967-22,330-2.20%$224,666,361
UBER TECHNOLOGIES INCUBERTechnology0.24%3,096,491-83,944-2.64%$222,730,598
DEERE CODEIndustrials0.23%387,359-9,960-2.51%$218,199,325
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.23%51,186-1,454-2.76%$215,509,440
EATON CORP PLCETNOther0.23%596,004-14,316-2.35%$213,172,751
BLACKROCK INCBLKOther0.22%220,947-5,933-2.62%$212,486,939
QUALCOMM INCQCOMTechnology0.22%1,641,686-50,237-2.97%$211,416,323
UNION PACIFIC CORPUNPIndustrials0.22%843,940-23,871-2.75%$204,756,723
WELLTOWER INCWELLReal Estate0.22%1,035,323-7,043-0.68%$204,693,710
SP GLOBAL INCSPGIFinancial Services0.21%474,227-13,539-2.78%$201,707,712
BRISTOL MYERS SQUIBB COBMYHealthcare0.21%3,317,201-77,660-2.29%$201,188,241
LOWE S COS INCLOWConsumer Cyclical0.21%838,648-22,240-2.58%$198,155,749
LOCKHEED MARTIN CORPLMTIndustrials0.21%325,499-10,802-3.21%$196,728,341
ARISTA NETWORKS INCANETOther0.21%1,591,318-35,438-2.18%$195,382,024
PALO ALTO NETWORKS INCPANWTechnology0.20%1,181,703+145,322+14.02%$189,450,625
CONOCOPHILLIPSCOPEnergy0.20%1,431,746-57,677-3.87%$188,990,472
PROLOGIS INCPLDReal Estate0.20%1,420,738-35,173-2.42%$187,793,149
BAKER HUGHES COBKREnergy0.20%3,072,684-47,050-1.51%$187,587,358
CHUBB LTDCBFinancial Services0.20%570,544-21,742-3.67%$185,957,406
ACCENTURE PLC CL AACNTechnology0.20%934,548-30,771-3.19%$185,311,523
DANAHER CORPDHRHealthcare0.20%973,686-36,445-3.61%$184,610,866
NEWMONT CORPNEMBasic Materials0.20%1,704,667-45,615-2.61%$184,530,203
INTUIT INCINTUTechnology0.19%423,113-11,755-2.70%$182,945,599
BLUE OWL CAPITAL CORPOBDCFinancial Services0.19%16,445,728--$181,889,752
MEDTRONIC PLCMDTOther0.19%2,038,830-53,130-2.54%$176,664,620
CME GROUP INCCMEFinancial Services0.19%595,089-15,486-2.54%$175,759,536
STRYKER CORPSYKHealthcare0.19%533,564-11,784-2.16%$175,323,795
PROGRESSIVE CORPPGRFinancial Services0.18%862,577-22,977-2.59%$170,997,264
PARKER HANNIFIN CORPPHIndustrials0.18%190,787-5,314-2.71%$170,800,154
CAPITAL ONE FINANCIAL CORPCOFFinancial Services0.18%927,404-27,023-2.83%$169,186,312
COMCAST CORP CLASS ACMCSACommunication Services0.18%5,848,369-213,928-3.53%$167,906,674
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.18%373,481-12,270-3.18%$166,774,206