Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2023
Top Holdings986 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.6M | $492.6M | 6.3% | $97.47 | +95.15% | 20 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.3M | $485.6M | 6.2% | $120.11 | +208.47% | 20 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 1.6M | $237.5M | 3.0% | $108.60 | +39.91% | 20 qtrssince 2019-Q1 | Increased 56 |
NVIDIA CORP | 412,338 | $204.2M | 2.6% | $16.73 | +195.89% | 20 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL A | 1M | $143.7M | 1.8% | $95.20 | +45.62% | 20 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 383,809 | $135.9M | 1.7% | $172.62 | +103.62% | 20 qtrssince 2019-Q1 | Increased 48 |
ALPHABET INC-CL C | 873,600 | $123.1M | 1.6% | $95.43 | +46.58% | 20 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 478,792 | $119M | 1.5% | $223.20 | +11.33% | 20 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC-CL B | 253,338 | $90.4M | 1.2% | $204.20 | +74.66% | 20 qtrssince 2019-Q1 | Increased 47 |
ELI LILLY & CO | 146,843 | $85.6M | 1.1% | $126.59 | +351.91% | 20 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 500,869 | $85.2M | 1.1% | $85.24 | +90.00% | 20 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 161,305 | $84.9M | 1.1% | $231.24 | +118.78% | 20 qtrssince 2019-Q1 | Increased 47 |
BROADCOM INC | 74,808 | $83.5M | 1.1% | $31.80 | +241.95% | 20 qtrssince 2019-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 276,781 | $72.1M | 0.9% | $151.64 | +68.18% | 20 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 702,372 | $70.2M | 0.9% | $58.00 | +59.72% | 20 qtrssince 2019-Q1 | Increased 42 |
JOHNSON & JOHNSON | 418,211 | $65.6M | 0.8% | $117.00 | +26.00% | 20 qtrssince 2019-Q1 | Increased 42 |
MASTERCARD INC - A | 144,093 | $61.5M | 0.8% | $233.91 | +79.99% | 20 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 173,523 | $60.1M | 0.8% | $167.93 | +96.53% | 20 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 408,499 | $59.9M | 0.8% | $88.49 | +53.98% | 20 qtrssince 2019-Q1 | Increased 42 |
ISHR IBX USD HIYLD CB ETF-UI | 693,563 | $53.7M | 0.7% | $61.57 | +7.91% | 6 qtrssince 2022-Q3 | Increased 67 |
Utah Retirement Systems manages $7.9B across 986 positions as of Q4 2023. Top holdings: AAPL (6.3%), MSFT (6.2%), AMZN (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 31 new positions, 17 exits, 675 increased. Top move: HYG (INCREASED, conviction 67). Portfolio: $7.9B across 986 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