Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2024
Top Holdings986 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.4M | $560.7M | 6.3% | $98.07 | +135.63% | 23 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 1.2M | $529.7M | 6.0% | $121.63 | +248.64% | 23 qtrssince 2019-Q1 | Increased 61 |
NVIDIA CORP | 3.9M | $470.4M | 5.3% | $112.26 | +8.11% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 1.5M | $286.5M | 3.2% | $109.00 | +72.45% | 23 qtrssince 2019-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 362,698 | $207.6M | 2.3% | $174.55 | +223.76% | 23 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL A | 972,920 | $161.4M | 1.8% | $95.58 | +70.66% | 23 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 815,200 | $136.3M | 1.5% | $95.73 | +71.80% | 23 qtrssince 2019-Q1 | Increased 48 |
BROADCOM INC | 752,600 | $129.8M | 1.5% | $156.89 | +8.80% | 23 qtrssince 2019-Q1 | Increased 77 |
TESLA INC | 459,992 | $120.3M | 1.4% | $223.34 | +16.62% | 23 qtrssince 2019-Q1 | Increased 47 |
ELI LILLY & CO | 132,435 | $117.3M | 1.3% | $126.97 | +588.14% | 23 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 243,884 | $112.3M | 1.3% | $205.71 | +122.39% | 23 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 474,369 | $100M | 1.1% | $85.81 | +137.69% | 23 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 152,193 | $89M | 1.0% | $232.80 | +143.00% | 23 qtrssince 2019-Q1 | Increased 47 |
EXXON MOBIL CORP | 742,861 | $87.1M | 1.0% | $61.31 | +79.54% | 23 qtrssince 2019-Q1 | Increased 42 |
VISA INC-CLASS A SHARES | 260,833 | $71.7M | 0.8% | $152.23 | +77.94% | 23 qtrssince 2019-Q1 | Increased 42 |
PROCTER & GAMBLE CO/THE | 390,499 | $67.6M | 0.8% | $88.83 | +84.73% | 23 qtrssince 2019-Q1 | Increased 42 |
MASTERCARD INC - A | 136,788 | $67.5M | 0.8% | $235.03 | +108.24% | 23 qtrssince 2019-Q1 | Increased 42 |
HOME DEPOT INC | 164,168 | $66.5M | 0.8% | $168.98 | +129.47% | 23 qtrssince 2019-Q1 | Increased 42 |
COSTCO WHOLESALE CORP | 73,379 | $65.1M | 0.7% | $236.34 | +271.03% | 23 qtrssince 2019-Q1 | Increased 42 |
JOHNSON & JOHNSON | 399,311 | $64.7M | 0.7% | $117.18 | +32.58% | 23 qtrssince 2019-Q1 | Increased 42 |
Utah Retirement Systems manages $8.9B across 986 positions as of Q3 2024. Top holdings: AAPL (6.3%), MSFT (6.0%), NVDA (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 25 new positions, 12 exits, 444 increased. Top move: AVGO (INCREASED, conviction 77). Portfolio: $8.9B across 986 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