Utah Retirement Systems
Institutional investor · Portfolio as of Q1 2024
Top Holdings972 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $543.6M | 6.4% | $120.27 | +245.32% | 21 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 2.5M | $434.2M | 5.1% | $97.47 | +74.03% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 412,524 | $372.7M | 4.4% | $16.76 | +438.87% | 21 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 1.6M | $282.1M | 3.3% | $108.64 | +66.03% | 21 qtrssince 2019-Q1 | Increased 56 |
META PLATFORMS INC-CLASS A | 384,055 | $186.5M | 2.2% | $172.82 | +179.32% | 21 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL A | 1M | $155.4M | 1.8% | $95.28 | +57.21% | 21 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 873,000 | $132.9M | 1.6% | $95.43 | +58.37% | 21 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 146,929 | $114.3M | 1.3% | $126.97 | +502.39% | 21 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 253,527 | $106.6M | 1.2% | $204.36 | +105.78% | 21 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 501,069 | $100.4M | 1.2% | $85.28 | +125.00% | 21 qtrssince 2019-Q1 | Increased 47 |
BROADCOM INC | 74,850 | $99.2M | 1.2% | $31.86 | +307.05% | 21 qtrssince 2019-Q1 | Increased 47 |
TESLA INC | 478,992 | $84.2M | 1.0% | $223.18 | -21.23% | 21 qtrssince 2019-Q1 | Increased 42 |
EXXON MOBIL CORP | 694,272 | $80.7M | 0.9% | $58.00 | +87.43% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 161,368 | $79.8M | 0.9% | $231.34 | +106.30% | 21 qtrssince 2019-Q1 | Increased 42 |
VISA INC-CLASS A SHARES | 276,881 | $77.3M | 0.9% | $151.68 | +80.56% | 21 qtrssince 2019-Q1 | Increased 42 |
MASTERCARD INC - A | 144,085 | $69.4M | 0.8% | $233.91 | +103.54% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 173,623 | $66.6M | 0.8% | $168.05 | +118.69% | 21 qtrssince 2019-Q1 | Increased 42 |
PROCTER & GAMBLE CO/THE | 408,699 | $66.3M | 0.8% | $88.53 | +71.51% | 21 qtrssince 2019-Q1 | Increased 42 |
JOHNSON & JOHNSON | 418,411 | $66.2M | 0.8% | $117.01 | +28.12% | 21 qtrssince 2019-Q1 | Increased 41 |
MERCK & CO. INC. | 440,910 | $58.2M | 0.7% | $64.95 | +91.80% | 21 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $8.6B across 972 positions as of Q1 2024. Top holdings: MSFT (6.4%), AAPL (5.1%), NVDA (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 11 new positions, 25 exits, 114 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $8.6B across 972 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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