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CIK: 0001548392
Total reported value
$10.5B
$10.5B
983 檔
25.1%
The Q4 2025 SEC filing reveals that Utah Retirement Systems held a total portfolio value of $10.5B, covering 983 public equity positions.
In Q4 2025, Utah Retirement Systems adopted a defensive or profit-taking posture, trimming 94 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 983 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.86% | -0.04% | -0.02% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.23% | -0.04% | -0.02% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.64% | -0.56% | -0.01% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.48% | +0.02% | -0.01% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +0.23% | -0.01% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.51% | +0.16% | -0.01% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.33% | +0.17% | -0.01% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.27% | -0.29% | +0.01% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.99% | +0.03% | +0.10% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.07% | -0.70% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.16% | -0.02% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.07% | +0.02% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.03% | -0.36% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.37% | -0.81% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.10% | +0.00% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.18% | -0.01% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.07% | -0.38% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | — | +0.01% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.25% | +899.80% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.16% | +0.01% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.14% | -0.02% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.01% | -0.47% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.54% | +0.82% | +0.02% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.03% | -0.02% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.07% | +0.01% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.05% | +0.55% | |
| 27 | GE | General Electric | Stock-Industrials | 0.51% | +0.07% | -0.31% | |
| 28 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.50% | — | +29.13% | |
| 29 | MU | Micron Technology Inc | Stock-Tech | 0.50% | +1.25% | +0.03% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.16% | -0.01% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.13% | -0.02% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.47% | -0.04% | -0.81% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.20% | -0.78% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.01% | -0.02% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.03% | -0.01% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | +0.15% | -0.02% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | -0.04% | +0.00% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.41% | +0.01% | -0.75% | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | -0.02% | +0.02% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.39% | -0.10% | -0.02% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.39% | -0.06% | +0.02% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | -0.04% | -0.02% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.34% | -0.09% | -0.02% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.34% | +0.33% | -0.55% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.07% | +0.01% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.33% | +0.01% | -0.89% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.32% | +0.38% | -0.04% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.32% | -0.03% | +0.01% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.32% | +0.03% | +0.03% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.32% | -0.01% | -0.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.01% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -0.01% | Trim |
| 3 | LLY | Eli Lilly & Co | +0.4% | -0.02% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | -0.02% | Trim |
| 5 | MU | Micron Technology Inc | +0.2% | +0.03% | Add |
| 6 | AMD | Advanced Micro Devices | +0.1% | +0.02% | Add |
| 7 | MAA | Mid-america Apartment Comm | +0.1% | +460.83% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | -0.01% | Trim |
| 9 | MRK | Merck & Co. Inc. | +0.1% | +0.00% | Add |
| 10 | AVB | Avalonbay Communities Inc | +0.1% | +29.13% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | -0.55% | Trim |
| 12 | CAT | Caterpillar Inc | +0.1% | -0.02% | Trim |
| 13 | AVGO | Broadcom Inc | +0.1% | -0.01% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | +0.00% | Add |
| 15 | AMAT | Applied Materials Inc | +0.1% | -0.04% | Trim |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | -0.37% | Trim |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.02% | Trim |
| 18 | WMT | Walmart Inc | 0% | -0.01% | Trim |
| 19 | CSCO | Cisco Systems Inc | 0% | -0.01% | Trim |
| 20 | WFC | Wells Fargo & Co | 0% | -0.81% | Trim |
| 21 | AMGN | Amgen Inc | 0% | -0.02% | Trim |
| 22 | WBD | Warner Bros Discovery Inc | 0% | +0.11% | Add |
| 23 | REGN | Regeneron Pharmaceuticals | 0% | -0.89% | Trim |
| 24 | XOM | Exxon Mobil CORP | 0% | -0.81% | Trim |
| 25 | CRM | Salesforce Inc | 0% | -0.02% | Trim |
| 26 | C | Citigroup Inc | 0% | -0.89% | Trim |
| 27 | GS | Goldman Sachs Group Inc | 0% | -0.75% | Trim |
| 28 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 29 | RTX | Rtx CORP | 0% | +0.02% | Add |
| 30 | MS | Morgan Stanley | 0% | +0.03% | Add |
| 31 | AXP | American Express Co | 0% | -0.56% | Trim |
| 32 | DHR | Danaher CORP | 0% | -0.44% | Trim |
| 33 | GM | General Motors Co | 0% | -0.58% | Trim |
| 34 | COF | Capital One Financial CORP | 0% | -0.02% | Trim |
| 35 | CRCL | Circle Internet Group Inc | 0% | +1384.76% | Add |
| 36 | BAC | Bank Of America CORP | 0% | -0.47% | Trim |
| 37 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 38 | WDC | Western Digital CORP | 0% | -0.44% | Trim |
| 39 | KLAC | Kla CORP | 0% | -0.38% | Trim |
| 40 | NEM | Newmont CORP | 0% | -0.01% | Trim |
| 41 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 42 | SUI | Sun Communities Inc | 0% | +110.06% | Add |
| 43 | FCX | Freeport-mcmoran Inc | 0% | — | Unchanged |
| 44 | VRTX | Vertex Pharmaceuticals Inc | 0% | -0.02% | Trim |
| 45 | PLD | Prologis Inc | 0% | +2.30% | Add |
| 46 | PH | Parker Hannifin CORP | 0% | -0.57% | Trim |
| 47 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 48 | APH | Amphenol Corp-cl A | 0% | +0.41% | Add |
| 49 | KO | Coca-cola Co/the | 0% | -0.01% | Trim |
| 50 | B | Barrick Mining CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Utah Retirement Systems reported a total U.S. public equity portfolio value of $10.5B across 983 disclosed positions in Q4 2025.
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 NVDA, AAPL, MSFT) accounted for 25.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
IWB
市值: $6.2M
Top Position Liquidated / Trimmed
KEL
前期市值: $3.8M
During Q4 2025, Utah Retirement Systems's top holdings by market value included NVDA (6.9%)、AAPL (6.2%)、MSFT (5.6%). The largest single position, NVDA, represented 6.9% of total portfolio value.
In Q4 2025, Utah Retirement Systems made 141 total portfolio adjustments, initiating 4 new buys, adding to 41 positions, trimming 94 holdings, and fully liquidating 2 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.
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