Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2024
Top Holdings986 positions
Apple Inc. | 2.4M | $560.7M | 6.3% | $50.82 | +354.63% | 23 qtrssince 2019-Q1 | Increased 61 |
Microsoft Corp. | 1.2M | $529.7M | 6.0% | $120.90 | +250.37% | 23 qtrssince 2019-Q1 | Increased 61 |
NVIDIA Corp. | 3.9M | $470.4M | 5.3% | $5.63 | +2052.18% | 23 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.5M | $286.5M | 3.2% | $96.35 | +93.40% | 23 qtrssince 2019-Q1 | Increased 57 |
Meta Platforms Inc | 362,698 | $207.6M | 2.3% | $174.21 | +226.45% | 23 qtrssince 2019-Q1 | Increased 52 |
Alphabet Inc. | 972,920 | $161.4M | 1.8% | $61.36 | +168.39% | 23 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc. | 815,200 | $136.3M | 1.5% | $59.50 | +179.04% | 23 qtrssince 2019-Q1 | Increased 48 |
Broadcom Inc | 752,600 | $129.8M | 1.5% | $32.54 | +421.09% | 23 qtrssince 2019-Q1 | Increased 77 |
Tesla Inc | 459,992 | $120.3M | 1.4% | $56.60 | +362.27% | 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. | 243,884 | $112.3M | 1.3% | $205.83 | +123.62% | 23 qtrssince 2019-Q1 | Increased 47 |
JPMorgan Chase & Co. | 474,369 | $100M | 1.1% | $85.06 | +137.91% | 23 qtrssince 2019-Q1 | Increased 47 |
UnitedHealth Group Inc. | 152,193 | $89M | 1.0% | $228.54 | +143.90% | 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 | 260,833 | $71.7M | 0.8% | $152.23 | +77.94% | 23 qtrssince 2019-Q1 | Increased 42 |
The Procter & Gamble Co. | 390,499 | $67.6M | 0.8% | $88.83 | +84.73% | 23 qtrssince 2019-Q1 | Increased 42 |
MasterCard Incorporated | 136,788 | $67.5M | 0.8% | $234.30 | +108.25% | 23 qtrssince 2019-Q1 | Increased 42 |
Home Depot Inc. | 164,168 | $66.5M | 0.8% | $165.47 | +132.62% | 23 qtrssince 2019-Q1 | Increased 42 |
Costco Wholesale Corporation | 73,379 | $65.1M | 0.7% | $236.34 | +271.03% | 23 qtrssince 2019-Q1 | Increased 42 |
Johnson & Johnson | 399,311 | $64.7M | 0.7% | $115.39 | +33.05% | 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 Score: 2.5/5.0.
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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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