Utah Retirement Systems
Institutional investor · Portfolio as of Q2 2022
Top Holdings984 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.7M | $373M | 6.0% | $96.77 | +38.39% | 14 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.3M | $342.9M | 5.5% | $116.73 | +116.68% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.6M | $168.4M | 2.7% | $108.24 | +0.63% | 14 qtrssince 2019-Q1 | Increased 84 |
ALPHABET INC-CL A | 53,571 | $116.7M | 1.9% | $59.90 | +85.07% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 49,005 | $107.2M | 1.7% | $59.15 | +88.38% | 14 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 151,256 | $101.9M | 1.6% | $130.81 | +74.68% | 14 qtrssince 2019-Q1 | Increased 48 |
UNITEDHEALTH GROUP INC | 166,846 | $85.7M | 1.4% | $226.53 | +114.18% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 469,580 | $83.4M | 1.3% | $116.58 | +36.78% | 14 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 255,933 | $69.9M | 1.1% | $202.31 | +35.18% | 14 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 409,070 | $66M | 1.1% | $171.15 | -4.88% | 14 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 429,632 | $65.1M | 1.0% | $16.42 | -5.50% | 14 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 752,072 | $64.4M | 1.0% | $57.30 | +35.38% | 14 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 426,399 | $61.3M | 1.0% | $87.72 | +46.66% | 14 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 520,369 | $58.6M | 0.9% | $84.61 | +23.79% | 14 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 293,727 | $57.8M | 0.9% | $151.19 | +26.05% | 14 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 1M | $52.9M | 0.8% | $28.20 | +46.21% | 14 qtrssince 2019-Q1 | Increased 42 |
CHEVRON CORP | 350,601 | $50.8M | 0.8% | $88.51 | +39.16% | 14 qtrssince 2019-Q1 | Increased 42 |
HOME DEPOT INC | 184,396 | $50.6M | 0.8% | $166.89 | +50.16% | 14 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 150,343 | $48.7M | 0.8% | $120.33 | +160.29% | 14 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 153,537 | $48.4M | 0.8% | $232.53 | +35.68% | 14 qtrssince 2019-Q1 | Decreased 0 |
Utah Retirement Systems manages $6.2B across 984 positions as of Q2 2022. Top holdings: AAPL (6.0%), MSFT (5.5%), AMZN (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 46 new positions, 46 exits, 192 increased. Top move: AMZN (INCREASED, conviction 84). Portfolio: $6.2B across 984 positions.
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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