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CIK: 0001548392
Total reported value
$10.5B
$10.5B
986 檔
19.5%
According to the latest 13F quarterly dataset, Utah Retirement Systems managed an equity portfolio of $10.5B at the end of Q3 2024, spanning 986 distinct U.S. exchange-listed positions.
In Q3 2024, Utah Retirement Systems displayed an active expansion posture, initiating 4 new positions and adding to 150 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 986 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.33% | -0.04% | +0.45% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.98% | -0.56% | +0.45% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.31% | -0.04% | -1.16% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | +0.02% | +0.45% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.34% | -0.29% | +0.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | +0.23% | +0.44% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.17% | +0.43% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.46% | +0.16% | +904.54% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.36% | +0.03% | +0.44% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.16% | -5.49% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.07% | +0.54% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.07% | +0.44% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.13% | +0.44% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.37% | +0.45% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.03% | +0.46% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.76% | -0.07% | +0.41% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.07% | +0.44% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.03% | +0.43% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.14% | +0.45% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.10% | +0.45% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.18% | +0.43% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | — | +0.45% | |
| 23 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.58% | — | +0.04% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.57% | -0.25% | +0.37% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.04% | +0.45% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.03% | +0.45% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.50% | +0.01% | +0.44% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.05% | +0.42% | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +0.82% | +0.45% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.10% | +0.45% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.20% | +0.42% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | -0.04% | +0.51% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.08% | +0.44% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.05% | -0.64% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.43% | -0.04% | +0.51% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.09% | +0.48% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.09% | +0.42% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.16% | +0.43% | |
| 39 | GE | General Electric | Stock-Industrials | 0.38% | +0.07% | +0.33% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.38% | +0.01% | +0.46% | |
| 41 | UDR | Udr Inc | Stock-Real Estate | 0.37% | — | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.37% | -0.04% | +0.45% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.37% | -0.07% | +0.46% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | +0.15% | +0.50% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.05% | +0.38% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.09% | +0.45% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | -0.02% | +0.43% | |
| 48 | GRNT | Granite Ridge Resources Inc | Stock-Other | 0.35% | -0.09% | — | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.35% | +0.10% | +0.33% | |
| 50 | NOW | Servicenow Inc | Stock-Tech | 0.34% | -0.04% | +0.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +0.45% | Add |
| 2 | TSLA | Tesla Inc | +0.3% | +0.44% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +0.44% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.54% | Add |
| 5 | UNH | Unitedhealth Group Inc | +0.1% | +0.44% | Add |
| 6 | HD | Home Depot Inc | +0.1% | +0.43% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | New buy |
| 8 | WMT | Walmart Inc | +0.1% | +0.43% | Add |
| 9 | ORCL | Oracle CORP | +0.1% | +0.42% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +0.46% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.45% | Add |
| 12 | TEL | TE Connectivity plc | +0.1% | NEW | New buy |
| 13 | MA | Mastercard Inc - A | +0.1% | +0.44% | Add |
| 14 | MCD | Mcdonald's CORP | +0.1% | +0.42% | Add |
| 15 | KVUE | Kenvue Inc | +0.1% | +126.79% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | +0.45% | Add |
| 17 | KO | Coca-cola Co/the | 0% | +0.45% | Add |
| 18 | GE | General Electric | 0% | +0.33% | Add |
| 19 | ACN | Accenture plc | 0% | +0.48% | Add |
| 20 | PM | Philip Morris International | 0% | +0.43% | Add |
| 21 | LOW | Lowe's Cos Inc | 0% | +0.53% | Add |
| 22 | CAT | Caterpillar Inc | 0% | +0.50% | Add |
| 23 | NEE | Nextera Energy Inc | 0% | +0.47% | Add |
| 24 | RTX | Rtx CORP | 0% | +0.46% | Add |
| 25 | PGR | Progressive CORP | 0% | +0.42% | Add |
| 26 | PLTR | Palantir Technologies Inc-a | 0% | +0.36% | Add |
| 27 | GEV | GE Vernova Inc | 0% | +0.45% | Add |
| 28 | SBUX | Starbucks CORP | 0% | +0.37% | Add |
| 29 | BMY | Bristol-myers Squibb Co | 0% | +0.39% | Add |
| 30 | AVGO | Broadcom Inc | 0% | +904.54% | Add |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | +0.51% | Add |
| 32 | LMT | Lockheed Martin CORP | 0% | +0.37% | Add |
| 33 | BLKCHF | Blackrock Inc | 0% | +0.33% | Add |
| 34 | SPGI | S&p Global Inc | 0% | +0.33% | Add |
| 35 | T | At&t Inc | 0% | — | Unchanged |
| 36 | BX | Blackstone Inc | 0% | -0.60% | Trim |
| 37 | SHW | Sherwin-williams Co/the | 0% | +0.52% | Add |
| 38 | GILD | Gilead Sciences Inc | 0% | +0.39% | Add |
| 39 | PYPL | Paypal Holdings Inc | 0% | -1.86% | Trim |
| 40 | MMM | 3m Co | 0% | +0.33% | Add |
| 41 | CEG | Constellation Energy | 0% | +0.39% | Add |
| 42 | DELL | Dell Technologies -c | 0% | +164.71% | Add |
| 43 | SW | Smurfit Westrock Plc | 0% | NEW | New buy |
| 44 | ELS | Equity Lifestyle Properties | 0% | +113.58% | Add |
| 45 | DHI | Dr Horton Inc | 0% | +0.41% | Add |
| 46 | CARR | Carrier Global CORP | 0% | +0.36% | Add |
| 47 | EME | Emcor Group Inc | 0% | +211.12% | Add |
| 48 | CVNA | Carvana Co | 0% | +219.64% | Add |
| 49 | AVB | Avalonbay Communities Inc | 0% | +0.04% | Add |
| 50 | CSCO | Cisco Systems Inc | 0% | +0.43% | Add |
According to official SEC Form 13F filings, Utah Retirement Systems reported a total U.S. public equity portfolio value of $10.5B across 986 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 19.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWB
市值: $6.6M
Top Position Liquidated / Trimmed
HYG
前期市值: $53.5M
During Q3 2024, Utah Retirement Systems's top holdings by market value included AAPL (6.3%)、MSFT (6.0%)、NVDA (5.3%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q3 2024, Utah Retirement Systems made 185 total portfolio adjustments, initiating 4 new buys, adding to 150 positions, trimming 25 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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