Utah Retirement Systems
Institutional investor · Portfolio as of Q1 2024
Top Holdings972 positions
MICROSOFT CORP | 1.3M | $543.6M | 6.4% | $119.54 | +245.22% | 21 qtrssince 2019-Q1 | Increased 61 |
APPLE INC | 2.5M | $434.2M | 5.1% | $50.02 | +239.13% | 21 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 412,524 | $372.7M | 4.4% | $5.63 | +1501.04% | 21 qtrssince 2019-Q1 | Increased 57 |
AMAZON COM INC | 1.6M | $282.1M | 3.3% | $95.94 | +88.01% | 21 qtrssince 2019-Q1 | Increased 56 |
META PLATFORMS INC | 384,055 | $186.5M | 2.2% | $172.46 | +179.18% | 21 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC | 1M | $155.4M | 1.8% | $60.90 | +145.48% | 21 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC | 873,000 | $132.9M | 1.6% | $59.04 | +155.47% | 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 DEL | 253,527 | $106.6M | 1.2% | $204.46 | +105.67% | 21 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 501,069 | $100.4M | 1.2% | $84.54 | +124.82% | 21 qtrssince 2019-Q1 | Increased 47 |
BROADCOM INC | 74,850 | $99.2M | 1.2% | $31.80 | +307.05% | 21 qtrssince 2019-Q1 | Increased 47 |
TESLA INC | 478,992 | $84.2M | 1.0% | $55.70 | +215.59% | 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% | $227.10 | +106.07% | 21 qtrssince 2019-Q1 | Increased 42 |
VISA INC | 276,881 | $77.3M | 0.9% | $151.68 | +80.56% | 21 qtrssince 2019-Q1 | Increased 42 |
MASTERCARD INCORPORATED | 144,085 | $69.4M | 0.8% | $233.18 | +103.48% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 173,623 | $66.6M | 0.8% | $164.53 | +118.63% | 21 qtrssince 2019-Q1 | Increased 42 |
PROCTER & GAMBLE CO | 408,699 | $66.3M | 0.8% | $88.53 | +71.51% | 21 qtrssince 2019-Q1 | Increased 42 |
JOHNSON & JOHNSON | 418,411 | $66.2M | 0.8% | $115.22 | +28.05% | 21 qtrssince 2019-Q1 | Increased 41 |
MERCK & CO INC | 440,910 | $58.2M | 0.7% | $63.69 | +91.65% | 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 Score: 2.5/5.0.
Active quarter - 13 new positions, 27 exits, 113 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $8.6B across 972 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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
Verify source filings on SEC EDGAR