Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2022
Top Holdings956 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.7M | $378.9M | 6.3% | $96.96 | +39.80% | 15 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.3M | $312.4M | 5.2% | $117.29 | +97.20% | 15 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 1.6M | $180.1M | 3.0% | $108.27 | +6.03% | 15 qtrssince 2019-Q1 | Increased 56 |
TESLA INC | 456,095 | $121M | 2.0% | $222.64 | +20.47% | 15 qtrssince 2019-Q1 | Increased 83 |
ALPHABET INC-CL A | 1.1M | $103M | 1.7% | $94.86 | +1.93% | 15 qtrssince 2019-Q1 | Increased 76 |
ALPHABET INC-CL C | 970,400 | $93.3M | 1.6% | $95.43 | +2.02% | 15 qtrssince 2019-Q1 | Increased 76 |
UNITEDHEALTH GROUP INC | 167,672 | $84.7M | 1.4% | $227.78 | +110.82% | 15 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 471,880 | $77.1M | 1.3% | $116.74 | +27.83% | 15 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 258,033 | $68.9M | 1.1% | $202.86 | +32.89% | 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 |
META PLATFORMS INC-CLASS A | 411,170 | $55.8M | 0.9% | $170.96 | -20.77% | 15 qtrssince 2019-Q1 | Increased 41 |
JPMORGAN CHASE & CO | 522,969 | $54.7M | 0.9% | $84.67 | +14.89% | 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-CLASS A SHARES | 295,127 | $52.4M | 0.9% | $151.29 | +13.86% | 15 qtrssince 2019-Q1 | Increased 41 |
NVIDIA CORP | 431,832 | $52.4M | 0.9% | $16.40 | -25.62% | 15 qtrssince 2019-Q1 | Increased 41 |
HOME DEPOT INC | 185,296 | $51.1M | 0.9% | $167.32 | +53.20% | 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 - A | 154,316 | $43.9M | 0.7% | $232.78 | +20.67% | 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 Rating: 3/5.0.
Active quarter - 13 new positions, 40 exits, 606 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
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