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NEW YORK STATE TEACHERS RETIREMENT SYSTEM

10 CORPORATE WOODS DRIVE, ALBANY, NY 12211-2395 • 518-447-2724

Q3 2025 · Filed 2025-10-24
Market Value
$51M
-99.9%
Holdings
1,655
+16
New Purchases
47
Added To
398
Closed
46
Reduced
882
Top 10 Concentration
36.2%
Turnover
5.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 6.15% 5.44% +0.71% $3M
NVDA 7.45% 6.87% +0.57% $4M
GOOGL 2.31% 1.83% +0.48% $1M
TSLA 2.02% 1.56% +0.46% $1M
GOOG 1.86% 1.49% +0.37% $953K
APP 0.30% 0.00% +0.29% $153K
AVGO 2.52% 2.27% +0.25% $1M
HOOD 0.16% 0.00% +0.16% $83K
PLTR 0.67% 0.51% +0.16% $341K
ORCL 0.74% 0.62% +0.12% $380K
JNJ 0.73% 0.66% +0.08% $375K
ABBV 0.67% 0.59% +0.08% $343K
CVX 0.49% 0.42% +0.07% $252K
MU 0.31% 0.24% +0.07% $158K
LRCX 0.28% 0.21% +0.07% $143K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 6.30% 6.56% -0.26% $3M
META 2.61% 2.86% -0.26% $1M
AMZN 3.45% 3.65% -0.20% $2M
NFLX 0.83% 1.02% -0.19% $427K
V 0.92% 1.06% -0.13% $472K
COST 0.66% 0.76% -0.10% $335K
LLY 0.98% 1.08% -0.10% $502K
CRM 0.39% 0.48% -0.09% $199K
PM 0.42% 0.51% -0.09% $213K
ISRG 0.26% 0.34% -0.09% $131K
BRK-B 1.50% 1.57% -0.08% $766K
ACN 0.26% 0.34% -0.07% $135K
INTU 0.31% 0.38% -0.07% $157K
PG 0.56% 0.63% -0.07% $285K
HES 0.00% 0.07% -0.07% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 31.9%
Financial Services 12.6%
Consumer Cyclical 10.0%
Communication Services 9.8%
Healthcare 9.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 55 $30M 57.8%
Large Cap 590 $19M 36.6%
Mid Cap 649 $2M 4.9%
Small Cap 346 $320K 0.6%
Micro Cap 15 $5K 0.0%

Portfolio Analytics

Avg Market Cap
$47.5B
Median Market Cap
$6.2B
Avg P/E
32.2
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
1,655
# ETFs / Funds
0

Top Holdings (1,655 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 7.45% 20,412,043 $4M $0.19 -$3.3B -334,917 -1.6%
2 MSFT 6.30% 6,220,138 $3M $0.52 -$3.1B -69,682 -1.1%
3 AAPL 6.15% 12,350,929 $3M $0.25 -$2.6B -297,904 -2.4%
4 AMZN 3.45% 8,027,804 $2M $0.22 -$1.7B +91,162 +1.1%
5 META 2.61% 1,814,759 $1M $0.73 -$1.4B -35,025 -1.9%
6 AVGO 2.52% 3,907,425 $1M $0.33 -$1.1B -26,091 -0.7%
7 GOOGL 2.31% 4,863,629 $1M $0.24 -$870M -80,935 -1.6%
8 TSLA 2.02% 2,325,015 $1M $0.44 -$744M -21,513 -0.9%
9 GOOG 1.86% 3,914,926 $953K $0.24 -$709M -89,794 -2.2%
10 BRK-B 1.50% 1,524,570 $766K $0.50 -$750M -21,274 -1.4%
11 JPM 1.38% 2,242,261 $707K $0.32 -$669M -66,761 -2.9%
12 LLY 0.98% 658,416 $502K $0.76 -$516M -4,205 -0.6%
13 V 0.92% 1,383,995 $472K $0.34 -$503M -35,001 -2.5%
14 NFLX 0.83% 355,813 $427K $1.20 -$486M -7,389 -2.0%
15 XOM 0.79% 3,580,220 $404K $0.11 -$394M -81,611 -2.2%
16 MA 0.76% 685,978 $390K $0.57 -$387M -3,996 -0.6%
17 ORCL 0.74% 1,350,411 $380K $0.28 -$297M -7,876 -0.6%
18 JNJ 0.73% 2,024,347 $375K $0.19 -$313M -26,415 -1.3%
19 WMT 0.73% 3,605,743 $372K $0.10 -$360M -78,669 -2.1%
20 ABBV 0.67% 1,480,217 $343K $0.23 -$283M -44,052 -2.9%
21 PLTR 0.67% 1,867,162 $341K $0.18 -$242M +89,260 +5.0%
22 COST 0.66% 362,387 $335K $0.93 -$361M -2,149 -0.6%
23 HD 0.62% 785,171 $318K $0.41 -$295M -21,433 -2.7%
24 PG 0.56% 1,854,908 $285K $0.15 -$300M -29,866 -1.6%
25 BAC 0.54% 5,377,691 $277K $0.05 -$256M -43,099 -0.8%
26 GE 0.52% 885,284 $266K $0.30 -$234M -25,597 -2.8%
27 UNH 0.51% 750,653 $259K $0.35 -$238M -13,569 -1.8%
28 CVX 0.49% 1,620,231 $252K $0.16 -$201M +215,345 +15.3%
29 WFC 0.45% 2,723,965 $228K $0.08 -$229M -139,905 -4.9%
30 CSCO 0.44% 3,257,792 $223K $0.07 -$229M -41,061 -1.2%
31 PM 0.42% 1,310,281 $213K $0.16 -$242M -18,134 -1.4%
32 AMD 0.41% 1,309,589 $212K $0.16 -$184M +12,767 +1.0%
33 IBM 0.41% 740,102 $209K $0.28 -$219M -2,703 -0.4%
34 ABT 0.40% 1,519,866 $204K $0.13 -$208M -8,521 -0.6%
35 GS 0.39% 252,383 $201K $0.80 -$184M -8,035 -3.1%
36 KO 0.39% 3,020,567 $200K $0.07 -$217M -54,301 -1.8%
37 CRM 0.39% 840,107 $199K $0.24 -$230M -4,812 -0.6%
38 CAT 0.36% 387,749 $185K $0.48 -$160M -25,772 -6.2%
39 RTX 0.36% 1,089,914 $182K $0.17 -$166M -47,441 -4.2%
40 T 0.36% 6,444,457 $182K $0.03 -$188M -58,430 -0.9%
41 UBER 0.35% 1,835,287 $180K $0.10 -$166M +59,194 +3.3%
42 MRK 0.35% 2,142,056 $180K $0.08 -$172M -33,158 -1.5%
43 LIN 0.35% 377,319 $179K $0.48 -$180M -7,157 -1.9%
44 MCD 0.33% 557,681 $169K $0.30 -$165M -6,416 -1.1%
45 DIS 0.33% 1,477,125 $169K $0.11 -$181M +18,557 +1.3%
46 QCOM 0.32% 977,961 $163K $0.17 -$161M -33,590 -3.3%
47 MS 0.32% 1,022,823 $163K $0.16 -$150M -42,489 -4.0%
48 BKNG 0.31% 29,521 $159K $5.40 -$176M -840 -2.8%
49 NOW 0.31% 172,647 $159K $0.92 -$179M -1,743 -1.0%
50 MU 0.31% 942,900 $158K $0.17 -$115M +10,079 +1.1%
51 INTU 0.31% 230,529 $157K $0.68 -$181M +273 +0.1%
52 PEP 0.31% 1,111,234 $156K $0.14 -$153M -51,202 -4.4%
53 VZ 0.30% 3,537,957 $155K $0.04 -$155M -40,462 -1.1%
54 C 0.30% 1,528,812 $155K $0.10 -$133M -31,360 -2.0%
55 APP 0.30% 212,539 $153K $0.72 -$2M +207,476 +4097.9%
56 AXP 0.30% 459,189 $153K $0.33 -$149M -9,599 -2.0%
57 TMO 0.29% 306,761 $149K $0.49 -$127M -6,767 -2.2%
58 LRCX 0.28% 1,067,446 $143K $0.13 -$102M +22,631 +2.2%
59 GEV 0.28% 230,288 $142K $0.61 -$129M -14,340 -5.9%
60 BLK 0.27% 117,578 $137K $1.17 -$125M -1,296 -1.1%
61 ADBE 0.26% 383,400 $135K $0.35 -$147M +2,813 +0.7%
62 ACN 0.26% 547,516 $135K $0.25 -$161M +9,419 +1.8%
63 SCHW 0.26% 1,394,190 $133K $0.10 -$115M +136,692 +10.9%
64 AMAT 0.26% 649,270 $133K $0.20 -$121M -14,471 -2.2%
65 TXN 0.26% 720,618 $132K $0.18 -$151M -8,457 -1.2%
66 ISRG 0.26% 293,064 $131K $0.45 -$163M -8,011 -2.7%
67 AMGN 0.25% 448,168 $126K $0.28 -$125M +389 +0.1%
68 COF 0.24% 586,438 $125K $0.21 -$131M -29,011 -4.7%
69 NEE 0.24% 1,648,667 $124K $0.08 -$115M -6,017 -0.4%
70 PGR 0.24% 501,395 $124K $0.25 -$131M +11,837 +2.4%
71 ANET 0.24% 835,613 $122K $0.15 -$86M -5,157 -0.6%
72 GILD 0.24% 1,094,150 $121K $0.11 -$124M -29,735 -2.6%
73 PFE 0.24% 4,754,731 $121K $0.03 -$113M +85,341 +1.8%
74 BA 0.24% 560,108 $121K $0.22 -$118M -1,458 -0.3%
75 KLAC 0.23% 110,295 $119K $1.08 -$100M -1,345 -1.2%
76 BSX 0.23% 1,217,151 $119K $0.10 -$132M -8,465 -0.7%
77 SPGI 0.23% 243,041 $118K $0.49 -$130M -3,221 -1.3%
78 TJX 0.23% 817,776 $118K $0.14 -$106M -41,955 -4.9%
79 LOW 0.23% 465,679 $117K $0.25 -$109M -27,125 -5.5%
80 APH 0.23% 930,258 $115K $0.12 -$88M +33,878 +3.8%
81 HON 0.22% 546,055 $115K $0.21 -$129M -6,610 -1.2%
82 INTC 0.22% 3,404,689 $114K $0.03 -$76M -3,299 -0.1%
83 ETN 0.22% 296,389 $111K $0.37 -$107M -3,369 -1.1%
84 UNP 0.21% 456,642 $108K $0.24 -$109M -17,851 -3.8%
85 PANW 0.21% 526,294 $107K $0.20 -$108M -1,405 -0.3%
86 CMCSA 0.21% 3,388,409 $106K $0.03 -$122M -31,575 -0.9%
87 MO 0.20% 1,549,725 $102K $0.07 -$96M -91,756 -5.6%
88 MDT 0.20% 1,074,096 $102K $0.10 -$94M -7,826 -0.7%
89 COP 0.20% 1,067,016 $101K $0.09 -$97M -14,522 -1.3%
90 DHR 0.19% 497,961 $99K $0.20 -$100M -7,240 -1.4%
91 SYK 0.19% 261,873 $97K $0.37 -$105M -3,835 -1.4%
92 TMUS 0.19% 401,420 $96K $0.24 -$96M -3,193 -0.8%
93 CRWD 0.19% 193,137 $95K $0.49 -$98M +51 +0.0%
94 BX 0.19% 554,197 $95K $0.17 -$82M +2,381 +0.4%
95 ADI 0.18% 376,071 $92K $0.25 -$91M -4,801 -1.3%
96 DE 0.17% 195,408 $89K $0.46 -$102M -6,206 -3.1%
97 LMT 0.17% 178,321 $89K $0.50 -$89M -13,921 -7.2%
98 ADP 0.17% 298,394 $88K $0.29 -$93M -3,245 -1.1%
99 NEM 0.17% 1,038,415 $88K $0.08 -$61M -13,654 -1.3%
100 VRTX 0.16% 212,829 $83K $0.39 -$91M +9,325 +4.6%

New Positions

SymbolValue% Port
HOOD $83K 0.16%
DDOG $31K 0.06%
SQ $27K 0.05%
TTD $14K 0.03%
TLN $13K 0.03%
PSKY $7K 0.01%
TRU $6K 0.01%
ELAN $6K 0.01%
HL $5K 0.01%
NE $2K —%
FCNCA $2K —%
VNOM $2K —%
MIR $1K —%
UNIT $1K —%
QTWO $977 —%

Sold Out Positions

SymbolValue% Port
CSV —%
RYAM —%
SPOT —%
BGS —%
SN —%
ACH —%
LAZ —%
SLQT —%
PUMP —%
AXS —%
AVO —%
SSB —%
CCB —%
NHI —%
BOKF —%
View SEC EDGAR Filings for NEW YORK STATE TEACHERS RETIREMENT SYSTEM →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms