Utah Retirement Systems
Institutional investor · Portfolio as of Q1 2026
Top Holdings974 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 3.8M | $663.6M | 6.8% | $112.50 | +60.04% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.3M | $594.4M | 6.1% | $101.39 | +149.87% | 29 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $446.4M | 4.6% | $122.60 | +229.47% | 29 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.6M | $324.8M | 3.3% | $112.54 | +85.46% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 945,076 | $271.8M | 2.8% | $95.74 | +217.09% | 29 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 750,869 | $232.4M | 2.4% | $157.33 | +96.41% | 29 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 769,522 | $220.7M | 2.3% | $95.73 | +217.11% | 29 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 354,986 | $203.1M | 2.1% | $175.57 | +273.11% | 29 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 458,753 | $170.5M | 1.7% | $226.35 | +73.38% | 29 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 441,676 | $129.9M | 1.3% | $85.81 | +249.92% | 29 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 130,252 | $119.8M | 1.2% | $130.61 | +602.01% | 29 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 686,886 | $116.5M | 1.2% | $61.40 | +147.26% | 29 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 240,406 | $115.2M | 1.2% | $207.20 | +132.31% | 29 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 391,254 | $95.6M | 1.0% | $117.28 | +110.40% | 29 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 707,359 | $87.9M | 0.9% | $50.17 | +154.95% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 273,685 | $82.7M | 0.8% | $169.08 | +78.06% | 29 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 72,165 | $71.9M | 0.7% | $240.33 | +313.36% | 29 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 689,048 | $66.3M | 0.7% | $88.08 | +10.92% | 29 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 130,792 | $65.4M | 0.7% | $235.47 | +122.67% | 29 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 304,600 | $63M | 0.6% | $99.88 | +105.26% | 29 qtrssince 2019-Q1 | Decreased 0 |
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.
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
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