Utah Retirement Systems
Institutional investor · Portfolio as of Q1 2023
Top Holdings969 positions
APPLE INC | 2.7M | $441.5M | 6.4% | $49.48 | +227.94% | 17 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.3M | $384.3M | 5.6% | $117.04 | +139.65% | 17 qtrssince 2019-Q1 | Increased 60 |
AMAZON COM INC | 1.6M | $163.6M | 2.4% | $95.41 | +8.26% | 17 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORPORATION | 421,532 | $117.1M | 1.7% | $5.15 | +437.84% | 17 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.1M | $111.2M | 1.6% | $60.18 | +70.73% | 17 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC | 931,900 | $96.9M | 1.4% | $59.04 | +74.50% | 17 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 460,445 | $95.5M | 1.4% | $47.58 | +336.06% | 17 qtrssince 2019-Q1 | Increased 47 |
META PLATFORMS INC | 396,370 | $84M | 1.2% | $170.61 | +23.04% | 17 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 734,272 | $80.5M | 1.2% | $57.43 | +72.14% | 17 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 258,593 | $79.8M | 1.2% | $203.24 | +51.92% | 17 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 166,643 | $78.8M | 1.1% | $224.26 | +96.32% | 17 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 468,980 | $72.7M | 1.1% | $115.03 | +21.93% | 17 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 519,669 | $67.7M | 1.0% | $84.04 | +43.05% | 17 qtrssince 2019-Q1 | Increased 42 |
VISA INC | 289,481 | $65.3M | 0.9% | $151.29 | +45.11% | 17 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 420,599 | $62.5M | 0.9% | $87.99 | +54.21% | 17 qtrssince 2019-Q1 | Increased 42 |
CHEVRON CORPORATION | 344,501 | $56.2M | 0.8% | $88.85 | +60.28% | 17 qtrssince 2019-Q1 | Increased 41 |
MASTERCARD INCORPORATED | 151,585 | $55.1M | 0.8% | $232.43 | +53.13% | 17 qtrssince 2019-Q1 | Increased 41 |
HOME DEPOT INC | 181,523 | $53.6M | 0.8% | $163.82 | +64.56% | 17 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 150,108 | $51.6M | 0.7% | $122.02 | +174.41% | 17 qtrssince 2019-Q1 | Increased 41 |
ABBVIE INC | 314,926 | $50.2M | 0.7% | $63.17 | +121.55% | 17 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $6.9B across 969 positions as of Q1 2023. Top holdings: AAPL (6.4%), MSFT (5.6%), AMZN (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 59 new positions, 47 exits, 553 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $6.9B across 969 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR