Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2023
Top Holdings986 positions
Apple Inc | 2.6M | $492.6M | 6.3% | $50.02 | +280.27% | 20 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 1.3M | $485.6M | 6.2% | $119.39 | +208.39% | 20 qtrssince 2019-Q1 | Increased 61 |
Amazon.com Inc | 1.6M | $237.5M | 3.0% | $95.89 | +58.45% | 20 qtrssince 2019-Q1 | Increased 56 |
NVIDIA Corp | 412,338 | $204.2M | 2.6% | $5.59 | +783.43% | 20 qtrssince 2019-Q1 | Increased 53 |
Alphabet Inc | 1M | $143.7M | 1.8% | $60.78 | +127.68% | 20 qtrssince 2019-Q1 | Increased 48 |
Facebook Inc | 383,809 | $135.9M | 1.7% | $172.26 | +103.53% | 20 qtrssince 2019-Q1 | Increased 48 |
Alphabet Inc | 873,600 | $123.1M | 1.6% | $59.04 | +136.46% | 20 qtrssince 2019-Q1 | Decreased 0 |
Tesla Inc | 478,792 | $119M | 1.5% | $55.65 | +346.49% | 20 qtrssince 2019-Q1 | Increased 48 |
Berkshire Hathaway Inc | 253,338 | $90.4M | 1.2% | $204.30 | +74.58% | 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% | $84.49 | +89.85% | 20 qtrssince 2019-Q1 | Increased 47 |
UnitedHealth Group Inc | 161,305 | $84.9M | 1.1% | $227.01 | +118.53% | 20 qtrssince 2019-Q1 | Increased 47 |
Broadcom Inc | 74,808 | $83.5M | 1.1% | $31.75 | +241.95% | 20 qtrssince 2019-Q1 | Increased 50 |
Visa Inc | 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% | $115.20 | +25.94% | 20 qtrssince 2019-Q1 | Increased 42 |
Mastercard Inc | 144,093 | $61.5M | 0.8% | $233.18 | +79.93% | 20 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 173,523 | $60.1M | 0.8% | $164.41 | +96.47% | 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 |
iShares iBoxx $ High Yield Corporate Bond ETF | 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 Score: 2.5/5.0.
Active quarter - 31 new positions, 17 exits, 675 increased. Top move: HYG (INCREASED, conviction 67). Portfolio: $7.9B 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