Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2022
Top Holdings957 positions
Apple Inc. | 2.7M | $346.9M | 5.5% | $49.16 | +159.69% | 16 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 1.3M | $318.7M | 5.1% | $116.57 | +99.65% | 16 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 1.6M | $132.6M | 2.1% | $95.39 | -11.94% | 16 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 1.1M | $94.1M | 1.5% | $59.99 | +45.68% | 16 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 166,143 | $88.1M | 1.4% | $223.61 | +120.10% | 16 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 949,000 | $84.2M | 1.3% | $59.04 | +48.88% | 16 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 467,480 | $82.6M | 1.3% | $114.94 | +38.06% | 16 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 731,972 | $80.7M | 1.3% | $57.30 | +72.48% | 16 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 257,893 | $79.7M | 1.3% | $202.95 | +52.20% | 16 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 518,069 | $69.5M | 1.1% | $83.92 | +46.32% | 16 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 419,299 | $63.5M | 1.0% | $87.84 | +56.46% | 16 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 427,732 | $62.5M | 1.0% | $5.15 | +182.92% | 16 qtrssince 2019-Q1 | Decreased 0 |
Chevron Corp. | 343,501 | $61.7M | 1.0% | $88.69 | +75.08% | 16 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 292,427 | $60.8M | 1.0% | $151.29 | +33.45% | 16 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc. | 183,527 | $58M | 0.9% | $163.82 | +74.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 459,045 | $56.5M | 0.9% | $47.09 | +161.59% | 16 qtrssince 2019-Q1 | Increased 42 |
Eli Lilly & Co. | 149,608 | $54.7M | 0.9% | $121.31 | +193.09% | 16 qtrssince 2019-Q1 | Decreased 0 |
MasterCard Incorporated | 151,116 | $52.5M | 0.8% | $232.05 | +46.52% | 16 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 1M | $51.4M | 0.8% | $28.23 | +45.07% | 16 qtrssince 2019-Q1 | Decreased 0 |
AbbVie Inc. | 313,926 | $50.7M | 0.8% | $63.31 | +123.42% | 16 qtrssince 2019-Q1 | Decreased 0 |
Utah Retirement Systems manages $6.3B across 957 positions as of Q4 2022. Top holdings: AAPL (5.5%), MSFT (5.1%), AMZN (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 25 new positions, 24 exits, 89 increased. Top move: TSLA (INCREASED, conviction 42). Portfolio: $6.3B across 957 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
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