Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2023
Top Holdings972 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.6M | $440.7M | 6.3% | $97.47 | +73.31% | 19 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.3M | $405.3M | 5.8% | $118.62 | +161.74% | 19 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 1.6M | $197.5M | 2.8% | $108.34 | +17.33% | 19 qtrssince 2019-Q1 | Increased 52 |
NVIDIA CORP | 409,805 | $178.3M | 2.5% | $16.52 | +163.08% | 19 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL A | 1M | $133.9M | 1.9% | $94.98 | +36.75% | 19 qtrssince 2019-Q1 | Increased 48 |
TESLA INC | 475,892 | $119.1M | 1.7% | $223.04 | +12.18% | 19 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL C | 879,100 | $115.9M | 1.7% | $95.43 | +37.14% | 19 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 381,515 | $114.5M | 1.6% | $171.55 | +73.79% | 19 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 252,872 | $88.6M | 1.3% | $203.92 | +71.79% | 19 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 690,972 | $81.2M | 1.2% | $57.43 | +87.99% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 160,355 | $80.8M | 1.2% | $229.61 | +110.28% | 19 qtrssince 2019-Q1 | Increased 47 |
ELI LILLY & CO | 145,980 | $78.4M | 1.1% | $123.96 | +324.47% | 19 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 497,869 | $72.2M | 1.0% | $84.78 | +61.68% | 19 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 415,711 | $64.7M | 0.9% | $116.81 | +24.40% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 279,281 | $64.2M | 0.9% | $151.64 | +48.27% | 19 qtrssince 2019-Q1 | Increased 42 |
PROCTER & GAMBLE CO/THE | 405,999 | $59.2M | 0.8% | $88.20 | +52.82% | 19 qtrssince 2019-Q1 | Increased 42 |
BROADCOM INC | 69,659 | $57.9M | 0.8% | $26.12 | +208.44% | 19 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 144,722 | $57.3M | 0.8% | $233.91 | +66.83% | 19 qtrssince 2019-Q1 | Increased 42 |
HOME DEPOT INC | 174,723 | $52.8M | 0.8% | $167.93 | +70.21% | 19 qtrssince 2019-Q1 | Increased 41 |
CHEVRON CORP | 305,227 | $51.5M | 0.7% | $90.52 | +65.76% | 19 qtrssince 2019-Q1 | Increased 42 |
Utah Retirement Systems manages $7B across 972 positions as of Q3 2023. Top holdings: AAPL (6.3%), MSFT (5.8%), AMZN (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 18 new positions, 36 exits, 569 increased. Top move: AAPL (INCREASED, conviction 61). Portfolio: $7.0B across 972 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