Utah Retirement Systems
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
Utah Retirement Systems manages $9.8B across 974 positions as of Q1 2026. Top holdings: NVDA (6.8%), AAPL (6.1%), MSFT (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Q1 2026 Summary
Active quarter - 19 new positions, 28 exits, 81 increased. No standout high-conviction moves this quarter. Portfolio: $9.8B across 974 positions.
Top holdings by portfolio weight
NVDA6.78%
AAPL6.08%
MSFT4.56%
AMZN3.32%
GOOGL2.78%
AVGO2.38%
GOOG2.26%
META2.08%
TSLA1.74%
JPM1.33%
Other1.22%
Portfolio allocation by GICS sector
Technology31.75%
Financial Services13.06%
Communication Services10.05%
Consumer Cyclical9.83%
Healthcare9.39%
Industrials8.92%
Consumer Defensive4.95%
Energy4.85%
Utilities2.47%
Basic Materials2.44%
Other2.28%
Top Holdings974 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 3.8M | $663.6M | 6.8% | — | — | — | Decreased 0 | |
APPLE INC | 2.3M | $594.4M | 6.1% | — | — | — | Decreased 0 | |
MICROSOFT CORP | 1.2M | $446.4M | 4.6% | — | — | — | Decreased 0 | |
AMAZON COM INC | 1.6M | $324.8M | 3.3% | — | — | — | Decreased 0 | |
ALPHABET INC | 945,076 | $271.8M | 2.8% | — | — | — | Decreased 0 | |
BROADCOM INC | 750,869 | $232.4M | 2.4% | — | — | — | Decreased 0 | |
ALPHABET INC | 769,522 | $220.7M | 2.3% | — | — | — | Decreased 0 | |
META PLATFORMS INC | 354,986 | $203.1M | 2.1% | — | — | — | Decreased 0 | |
TESLA INC | 458,753 | $170.5M | 1.7% | — | — | — | Decreased 0 | |
JPMORGAN CHASE & CO | 441,676 | $129.9M | 1.3% | — | — | — | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer