Utah Retirement Systems
Institutional investor · Portfolio as of Q2 2023
Top Holdings990 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.6M | $497M | 6.9% | $97.14 | +96.74% | 18 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.3M | $435.2M | 6.0% | $117.75 | +179.20% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.5M | $201.7M | 2.8% | $108.26 | +18.15% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 407,976 | $172.6M | 2.4% | $16.40 | +148.68% | 18 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 473,745 | $124M | 1.7% | $222.92 | +15.51% | 18 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL A | 1M | $122.1M | 1.7% | $94.88 | +24.58% | 18 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 379,770 | $109M | 1.5% | $170.96 | +63.53% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 884,200 | $107M | 1.5% | $95.43 | +24.82% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 251,532 | $85.8M | 1.2% | $203.14 | +65.85% | 18 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 159,613 | $76.7M | 1.1% | $228.44 | +98.96% | 18 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 697,372 | $74.8M | 1.0% | $57.43 | +69.22% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 446,580 | $73.9M | 1.0% | $116.81 | +30.13% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 501,969 | $73M | 1.0% | $84.78 | +58.81% | 18 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 145,278 | $68.1M | 0.9% | $122.02 | +275.72% | 18 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 277,981 | $66M | 0.9% | $151.29 | +53.14% | 18 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 404,199 | $61.3M | 0.9% | $87.99 | +58.35% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 70,091 | $60.8M | 0.8% | $26.12 | +220.38% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 144,023 | $56.6M | 0.8% | $233.15 | +63.66% | 18 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 173,823 | $54M | 0.7% | $167.32 | +72.93% | 18 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 436,110 | $50.3M | 0.7% | $64.57 | +62.68% | 18 qtrssince 2019-Q1 | Decreased 0 |
Utah Retirement Systems manages $7.2B across 990 positions as of Q2 2023. Top holdings: AAPL (6.9%), MSFT (6.0%), AMZN (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 44 new positions, 23 exits, 87 increased. Top move: TSLA (INCREASED, conviction 49). Portfolio: $7.2B across 990 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