Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2022
Top Holdings956 positions
Apple Inc | 2.7M | $378.9M | 6.3% | $49.16 | +175.76% | 15 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corp | 1.3M | $312.4M | 5.2% | $116.57 | +93.35% | 15 qtrssince 2019-Q1 | Increased 60 |
Amazon.com Inc | 1.6M | $180.1M | 3.0% | $95.39 | +18.46% | 15 qtrssince 2019-Q1 | Increased 56 |
Tesla Inc | 456,095 | $121M | 2.0% | $46.60 | +469.25% | 15 qtrssince 2019-Q1 | Increased 83 |
Alphabet Inc | 1.1M | $103M | 1.7% | $59.99 | +57.94% | 15 qtrssince 2019-Q1 | Increased 76 |
Alphabet Inc | 970,400 | $93.3M | 1.6% | $59.04 | +61.33% | 15 qtrssince 2019-Q1 | Increased 76 |
UnitedHealth Group Inc | 167,672 | $84.7M | 1.4% | $223.61 | +109.02% | 15 qtrssince 2019-Q1 | Increased 47 |
Johnson & Johnson | 471,880 | $77.1M | 1.3% | $114.94 | +26.86% | 15 qtrssince 2019-Q1 | Increased 47 |
Berkshire Hathaway Inc | 258,033 | $68.9M | 1.1% | $202.95 | +31.57% | 15 qtrssince 2019-Q1 | Increased 47 |
Exxon Mobil Corp | 747,772 | $65.3M | 1.1% | $57.30 | +37.56% | 15 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 411,170 | $55.8M | 0.9% | $170.61 | -21.23% | 15 qtrssince 2019-Q1 | Increased 41 |
JPMorgan Chase & Co | 522,969 | $54.7M | 0.9% | $83.92 | +13.01% | 15 qtrssince 2019-Q1 | Increased 41 |
Procter & Gamble Co/The | 428,499 | $54.1M | 0.9% | $87.84 | +29.42% | 15 qtrssince 2019-Q1 | Increased 41 |
Visa Inc | 295,127 | $52.4M | 0.9% | $151.29 | +13.86% | 15 qtrssince 2019-Q1 | Increased 41 |
NVIDIA Corp | 431,832 | $52.4M | 0.9% | $5.15 | +134.95% | 15 qtrssince 2019-Q1 | Increased 41 |
Home Depot Inc/The | 185,296 | $51.1M | 0.9% | $163.82 | +51.84% | 15 qtrssince 2019-Q1 | Increased 41 |
Chevron Corp | 352,401 | $50.6M | 0.8% | $88.69 | +39.06% | 15 qtrssince 2019-Q1 | Increased 41 |
Eli Lilly & Co | 151,108 | $48.9M | 0.8% | $121.31 | +158.33% | 15 qtrssince 2019-Q1 | Increased 41 |
Pfizer Inc | 1M | $44.3M | 0.7% | $28.23 | +22.84% | 15 qtrssince 2019-Q1 | Increased 41 |
Mastercard Inc | 154,316 | $43.9M | 0.7% | $232.05 | +19.62% | 15 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $6B across 956 positions as of Q3 2022. Top holdings: AAPL (6.3%), MSFT (5.2%), AMZN (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 14 new positions, 42 exits, 607 increased. Top move: TSLA (INCREASED, conviction 83). Portfolio: $6.0B across 956 positions.
Top holdings by portfolio weight
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
Verify source filings on SEC EDGAR