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CIK: 0001548392
Total reported value
$10.5B
$10.5B
977 檔
20.8%
In Q4 2024, Utah Retirement Systems's U.S. equity holdings reached a combined market value of $10.5B, distributed across 977 disclosed stock positions.
In Q4 2024, Utah Retirement Systems displayed an active expansion posture, initiating 5 new positions and adding to 121 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 977 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.55% | -0.04% | -1.31% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.74% | -0.04% | +0.23% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.73% | -0.56% | +0.23% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.76% | +0.02% | +1.27% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.34% | -0.29% | +0.23% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.05% | +0.03% | +0.24% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.03% | +0.23% | +0.16% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.93% | +0.16% | +0.24% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.69% | +0.17% | -1.15% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.23% | -0.07% | -1.75% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.07% | +0.59% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.16% | +0.27% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.03% | +0.23% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.37% | +0.23% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.13% | +0.24% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 0.78% | -0.07% | -1.13% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.14% | +0.24% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.07% | +0.26% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.18% | +0.24% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.03% | +0.24% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.25% | +0.31% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.10% | +0.23% | |
| 23 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | — | +0.24% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.56% | -0.10% | -1.19% | |
| 25 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.55% | — | — | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.01% | -1.66% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.05% | +0.27% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.04% | +0.24% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.20% | +0.25% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.03% | +0.23% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.16% | -1.31% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | -0.04% | -4.69% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.09% | +0.19% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.40% | -0.04% | +0.17% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.38% | -0.08% | +0.18% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.09% | +0.25% | |
| 37 | GRNT | Granite Ridge Resources Inc | Stock-Other | 0.37% | -0.09% | — | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | -0.03% | -0.82% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.01% | +0.26% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.37% | -0.04% | +0.20% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.36% | -0.04% | +0.16% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.36% | -0.05% | +0.27% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.07% | +0.17% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.36% | +0.82% | +0.23% | |
| 45 | UDR | Udr Inc | Stock-Real Estate | 0.35% | — | +0.04% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.34% | -0.02% | +0.19% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | -0.07% | +0.17% | |
| 48 | GE | General Electric | Stock-Industrials | 0.33% | +0.07% | -0.78% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.15% | +0.19% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.01% | -2.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.7% | +0.24% | Add |
| 2 | AMZN | Amazon.com Inc | +0.5% | +1.27% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +0.24% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +0.23% | Add |
| 5 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.2% | -1.31% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.16% | Add |
| 8 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 9 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -1.15% | Trim |
| 11 | PLTR | Palantir Technologies Inc-a | +0.1% | +0.30% | Add |
| 12 | APP | Applovin Corp-class A | +0.1% | +212.77% | Add |
| 13 | NFLX | Netflix Inc | +0.1% | +0.31% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -1.75% | Trim |
| 15 | V | Visa Inc-class A Shares | +0.1% | +0.23% | Add |
| 16 | CRM | Salesforce Inc | +0.1% | -1.19% | Trim |
| 17 | IWB | Ishares Russell 1000 ETF | +0.1% | +108.51% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +0.24% | Add |
| 19 | BA | Boeing Co/the | +0.1% | +22.05% | Add |
| 20 | WFC | Wells Fargo & Co | +0.1% | -4.69% | Trim |
| 21 | NOW | Servicenow Inc | +0.1% | +0.17% | Add |
| 22 | MRVL | Marvell Technology Inc | +0.1% | +0.14% | Add |
| 23 | FERG | Ferguson Enterprises Inc | +0.1% | +233.71% | Add |
| 24 | DIS | Walt Disney Co/the | 0% | -0.82% | Trim |
| 25 | MS | Morgan Stanley | 0% | +0.31% | Add |
| 26 | SPOT | Spotify Technology S.A. | 0% | +16.38% | Add |
| 27 | SHOP | Shopify Inc - Class A | 0% | +0.15% | Add |
| 28 | APO | Apollo Global Management Inc | 0% | +0.46% | Add |
| 29 | BAC | Bank Of America CORP | 0% | -1.66% | Trim |
| 30 | BKNG | Booking Holdings Inc | 0% | -2.52% | Trim |
| 31 | CSCO | Cisco Systems Inc | 0% | -1.31% | Trim |
| 32 | GEV | GE Vernova Inc | 0% | +0.22% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | -2.44% | Trim |
| 34 | BX | Blackstone Inc | 0% | +2.48% | Add |
| 35 | SMCI | Super Micro Computer Inc | 0% | NEW | New buy |
| 36 | APTV | Aptiv PLC | 0% | NEW | New buy |
| 37 | AXON | Axon Enterprise Inc | 0% | — | Unchanged |
| 38 | COIN | Coinbase Global Inc -class A | 0% | +0.97% | Add |
| 39 | MA | Mastercard Inc - A | 0% | -1.13% | Trim |
| 40 | GRNT | Granite Ridge Resources Inc | 0% | — | Unchanged |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | +1.72% | Add |
| 42 | AXP | American Express Co | 0% | +0.11% | Add |
| 43 | SCHW | Schwab (charles) CORP | 0% | +0.32% | Add |
| 44 | TEAM | Atlassian Corp-cl A | 0% | +1.15% | Add |
| 45 | FISV | Fiserv Inc | 0% | -0.95% | Trim |
| 46 | C | Citigroup Inc | 0% | -0.98% | Trim |
| 47 | HON | Honeywell International Inc | 0% | +0.37% | Add |
| 48 | PANW | Palo Alto Networks Inc | 0% | +110.99% | Add |
| 49 | RCL | Royal Caribbean Cruises Ltd. | 0% | +0.26% | Add |
| 50 | LULU | Lululemon Athletica Inc | 0% | -2.28% | Trim |
According to official SEC Form 13F filings, Utah Retirement Systems reported a total U.S. public equity portfolio value of $10.5B across 977 disclosed positions in Q4 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, NVDA, MSFT) accounted for 20.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $25.1M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $23.2M
During Q4 2024, Utah Retirement Systems's top holdings by market value included AAPL (6.5%)、NVDA (5.7%)、MSFT (5.7%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q4 2024, Utah Retirement Systems made 170 total portfolio adjustments, initiating 5 new buys, adding to 121 positions, trimming 37 holdings, and fully liquidating 7 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.