CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM — 13F Holdings & Portfolio

CIK 1081019 · latest 13F-HR filed 2026-08-24

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM manages $108.62B in 13F-reported U.S. long-equity assets across 3,002 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.45%), AAPL (5.94%), MSFT (3.68%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 0 new positions, exited 0, added to 2,998, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
100 WATERFRONT PLACE
WEST SACRAMENTO, CA 95605
Phone
(916) 414-7578
Filing Manager
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
WEST SACRAMENTO, CA
Signatory
Richard Morgan
Investment Officer
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AUM

$108.62B

Long-equity book

Holdings

3,002

Distinct positions

Period

2026-06-30

Filed 2026-08-24

Q/Q Activity

+0 / −0 / ↑2998 / ↓3

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NVIDIA CORP$6.97B +19909.0%
  • APPLE INC$6.42B +28836.0%
  • MICROSOFT CORP$3.98B +37202.0%
  • AMAZON COM INC$3.49B +23734.0%
  • ALPHABET INC CL A$3.15B +35637.0%
Show all 2998

Top Trims

  • EIGHTCO HOLDINGS INC-$22.8K -30.4%
  • HERON THERAPEUTICS INC-$1.2K -57.3%
  • INVIVYD INC-$370 -12.8%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $7.01B 6.45% 35,021,490 SH
2 APPLE INC AAPL 037833100 $6.45B 5.94% 22,278,223 SH
3 MICROSOFT CORP MSFT 594918104 $3.99B 3.68% 10,707,532 SH
4 AMAZON COM INC AMZN 023135106 $3.50B 3.23% 14,696,893 SH
5 ALPHABET INC CL A GOOGL 02079K305 $3.16B 2.91% 8,844,847 SH
6 BROADCOM INC AVGO 11135F101 $2.58B 2.37% 6,826,308 SH
7 ISHARES CORE S P 500 ETF IVV 464287200 $2.57B 2.37% 3,431,700 SH
8 ALPHABET INC CL C GOOG 02079K107 $2.48B 2.28% 7,007,408 SH
9 MICRON TECHNOLOGY INC MU 595112103 $1.98B 1.82% 1,713,394 SH
10 META PLATFORMS INC CLASS A META 30303M102 $1.88B 1.73% 3,334,525 SH
11 TESLA INC TSLA 88160R101 $1.80B 1.65% 4,273,058 SH
12 ELI LILLY CO LLY 532457108 $1.46B 1.34% 1,217,561 SH
13 ADVANCED MICRO DEVICES AMD 007903107 $1.44B 1.32% 2,473,319 SH
14 JPMORGAN CHASE CO JPM 46625H100 $1.33B 1.23% 4,071,860 SH
15 BERKSHIRE HATHAWAY INC CL B BRK.B 084670702 $1.08B 0.99% 2,149,115 SH
16 JOHNSON JOHNSON JNJ 478160104 $943.5M 0.87% 3,714,961 SH
17 INTEL CORP INTC 458140100 $931.6M 0.86% 6,671,769 SH
18 VISA INC CLASS A SHARES V 92826C839 $879.3M 0.81% 2,562,944 SH
19 APPLIED MATERIALS INC AMAT 038222105 $870.2M 0.80% 1,203,586 SH
20 LAM RESEARCH CORP LRCX 512807306 $821.5M 0.76% 1,895,716 SH
21 WALMART INC WMT 931142103 $755.6M 0.70% 6,671,419 SH
22 CATERPILLAR INC CAT 149123101 $747.3M 0.69% 701,786 SH
23 CISCO SYSTEMS INC CSCO 17275R102 $706.1M 0.65% 6,011,664 SH
24 EXXON MOBIL CORP XOM 30231G102 $696.2M 0.64% 5,092,215 SH
25 ABBVIE INC ABBV 00287Y109 $679.4M 0.63% 2,700,030 SH
26 MASTERCARD INC A MA 57636Q104 $637.5M 0.59% 1,241,173 SH
27 COSTCO WHOLESALE CORP COST 22160K105 $631.1M 0.58% 674,638 SH
28 KLA CORP KLAC 482480100 $599.1M 0.55% 1,985,721 SH
29 GENERAL ELECTRIC GE 369604301 $594.8M 0.55% 1,591,618 SH
30 BANK OF AMERICA CORP BAC 060505104 $586.1M 0.54% 10,286,935 SH
31 UNITEDHEALTH GROUP INC UNH 91324P102 $567.4M 0.52% 1,365,269 SH
32 HOME DEPOT INC HD 437076102 $525.7M 0.48% 1,490,513 SH
33 PROCTER GAMBLE CO/THE PG 742718109 $516.9M 0.48% 3,525,060 SH
34 COCA COLA CO THE KO 191216100 $487.5M 0.45% 5,998,646 SH
35 MERCK CO INC MRK 58933Y105 $484.7M 0.45% 3,772,142 SH
36 GE VERNOVA INC GEV 36828A101 $483.3M 0.44% 411,394 SH
37 NETFLIX INC NFLX 64110L106 $458.9M 0.42% 6,427,657 SH
38 GOLDMAN SACHS GROUP INC GS 38141G104 $455.4M 0.42% 450,240 SH
39 CHEVRON CORP CVX 166764100 $432.7M 0.40% 2,610,183 SH
40 PALO ALTO NETWORKS INC PANW 697435105 $417.8M 0.38% 1,225,032 SH
41 TEXAS INSTRUMENTS INC TXN 882508104 $412.3M 0.38% 1,383,273 SH
42 INTL BUSINESS MACHINES CORP IBM 459200101 $400.5M 0.37% 1,424,282 SH
43 RTX CORP RTX 75513E101 $389.8M 0.36% 2,054,668 SH
44 MARVELL TECHNOLOGY INC MRVL 573874104 $385.1M 0.35% 1,292,788 SH
45 WELLS FARGO CO WFC 949746101 $384.5M 0.35% 4,652,505 SH
46 PALANTIR TECHNOLOGIES INC A PLTR 69608A108 $383.8M 0.35% 3,289,626 SH
47 ORACLE CORP ORCL 68389X105 $382.8M 0.35% 2,611,784 SH
48 SANDISK CORP SNDK 80004C200 $380.4M 0.35% 167,299 SH
49 MORGAN STANLEY MS 617446448 $374.3M 0.34% 1,790,634 SH
50 LINDE PLC LIN G54950103 $365.7M 0.34% 704,703 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-24 $108.62B 3,002 0001081019-26-000020
2026-06-30 2026-08-24 $782.0M 3,002 0001081019-26-000019
2026-03-31 2026-05-18 $94.49B 2,925 0001081019-26-000007
2025-12-31 2026-02-17 $99.96B 3,054 0001081019-26-000004
2025-09-30 2025-11-14 $97.50B 3,046 0001081019-25-000025