Utah Retirement Systems
Institutional investor · Portfolio as of Q2 2024
Top Holdings973 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.2M | $547.8M | 6.5% | $120.27 | +267.50% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.4M | $504.5M | 6.0% | $97.47 | +114.04% | 22 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 3.9M | $484.2M | 5.7% | $112.26 | +10.01% | 22 qtrssince 2019-Q1 | Increased 98 |
AMAZON.COM INC | 1.5M | $295.8M | 3.5% | $108.64 | +77.88% | 22 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 361,098 | $182.1M | 2.2% | $172.82 | +190.33% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 968,620 | $176.4M | 2.1% | $95.28 | +89.95% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 811,700 | $148.9M | 1.8% | $95.43 | +90.99% | 22 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 140,135 | $126.9M | 1.5% | $126.97 | +602.25% | 22 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 74,920 | $120.3M | 1.4% | $32.08 | +393.10% | 22 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 242,584 | $98.7M | 1.2% | $204.36 | +99.06% | 22 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 472,269 | $95.5M | 1.1% | $85.28 | +128.53% | 22 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 457,992 | $90.6M | 1.1% | $223.18 | -11.34% | 22 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 739,561 | $85.1M | 1.0% | $61.10 | +77.66% | 22 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 151,528 | $77.2M | 0.9% | $231.34 | +113.27% | 22 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 259,633 | $68.1M | 0.8% | $151.68 | +70.13% | 22 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 388,899 | $64.1M | 0.8% | $88.53 | +75.46% | 22 qtrssince 2019-Q1 | Decreased 0 |
COSTCO WHOLESALE CORP | 73,053 | $62.1M | 0.7% | $233.48 | +259.58% | 22 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 136,188 | $60.1M | 0.7% | $233.91 | +86.72% | 22 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 397,511 | $58.1M | 0.7% | $117.01 | +19.33% | 22 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 163,468 | $56.3M | 0.7% | $168.05 | +97.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
Utah Retirement Systems manages $8.4B across 973 positions as of Q2 2024. Top holdings: MSFT (6.5%), AAPL (6.0%), NVDA (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 35 new positions, 34 exits, 75 increased. Top move: NVDA (INCREASED, conviction 98). Portfolio: $8.4B across 973 positions.
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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