Filed: 5/15/2025ACC: 0001085146-25-003174
📋 What this filing means
UTAH RETIREMENT SYSTEMS filed this quarterly 13F‑HR report disclosing 960 equity positions with a total reported market value of $8.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
960
Positions
$8.67B
Total AUM (reported)
77.76M
Total Shares
Allocation by class
COM$6.85B79.0%
CL A$594.35M6.9%
COM NEW$239.70M2.8%
COM CL A$154.12M1.8%
CAP STK CL A$150.50M1.7%
SHS$140.74M1.6%
CL B NEW$130.35M1.5%
Portfolio Concentration
Top 3$1.42B16.4%
4–10$1.16B13.4%
11–25$1.11B12.8%
Rest$4.97B57.4%
Top 3 weight
16.4%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 77.76M
Sole
Full voting authority
77.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole960
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings960
Rows:
APPLE INC
SOLEShares2.44M
TypeSH
Market value$542.17M
6.25%
Sole
2.44M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.23M
TypeSH
Market value$462.47M
5.33%
Sole
1.23M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.88M
TypeSH
Market value$420.14M
4.85%
Sole
3.88M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.55M
TypeSH
Market value$295.82M
3.41%
Sole
1.55M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares362.92K
TypeSH
Market value$209.17M
2.41%
Sole
362.92K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares973.23K
TypeSH
Market value$150.50M
1.74%
Sole
973.23K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares244.75K
TypeSH
Market value$130.35M
1.50%
Sole
244.75K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares761.79K
TypeSH
Market value$127.55M
1.47%
Sole
761.79K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares804.11K
TypeSH
Market value$125.63M
1.45%
Sole
804.11K
Shared
0.00
None
0.00
TESLA INC
SOLEShares460.34K
TypeSH
Market value$119.30M
1.38%
Sole
460.34K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares465.34K
TypeSH
Market value$114.15M
1.32%
Sole
465.34K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares132.62K
TypeSH
Market value$109.54M
1.26%
Sole
132.62K
Shared
0.00
None
0.00
VISA INC
SOLEShares285.72K
TypeSH
Market value$100.13M
1.16%
Sole
285.72K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares728.23K
TypeSH
Market value$86.61M
1.00%
Sole
728.23K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares152.34K
TypeSH
Market value$79.79M
0.92%
Sole
152.34K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares135.06K
TypeSH
Market value$74.03M
0.85%
Sole
135.06K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares73.43K
TypeSH
Market value$69.45M
0.80%
Sole
73.43K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares390.82K
TypeSH
Market value$66.60M
0.77%
Sole
390.82K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares399.64K
TypeSH
Market value$66.28M
0.76%
Sole
399.64K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares70.87K
TypeSH
Market value$66.09M
0.76%
Sole
70.87K
Shared
0.00
None
0.00
WALMART INC
SOLEShares719.07K
TypeSH
Market value$63.13M
0.73%
Sole
719.07K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares293.52K
TypeSH
Market value$61.50M
0.71%
Sole
293.52K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares164.29K
TypeSH
Market value$60.21M
0.69%
Sole
164.29K
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC
SOLEShares226.70K
TypeSH
Market value$48.65M
0.56%
Sole
226.70K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares643.22K
TypeSH
Market value$46.07M
0.53%
Sole
643.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 2.44M | SH | $542.17M 6.25% | 2.44M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.23M | SH | $462.47M 5.33% | 1.23M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.88M | SH | $420.14M 4.85% | 3.88M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.55M | SH | $295.82M 3.41% | 1.55M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 362.92K | SH | $209.17M 2.41% | 362.92K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 973.23K | SH | $150.50M 1.74% | 973.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 244.75K | SH | $130.35M 1.50% | 244.75K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 761.79K | SH | $127.55M 1.47% | 761.79K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 804.11K | SH | $125.63M 1.45% | 804.11K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 460.34K | SH | $119.30M 1.38% | 460.34K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 465.34K | SH | $114.15M 1.32% | 465.34K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 132.62K | SH | $109.54M 1.26% | 132.62K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 285.72K | SH | $100.13M 1.16% | 285.72K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 728.23K | SH | $86.61M 1.00% | 728.23K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 152.34K | SH | $79.79M 0.92% | 152.34K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 135.06K | SH | $74.03M 0.85% | 135.06K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 73.43K | SH | $69.45M 0.80% | 73.43K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 390.82K | SH | $66.60M 0.77% | 390.82K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 399.64K | SH | $66.28M 0.76% | 399.64K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 70.87K | SH | $66.09M 0.76% | 70.87K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 719.07K | SH | $63.13M 0.73% | 719.07K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 293.52K | SH | $61.50M 0.71% | 293.52K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 164.29K | SH | $60.21M 0.69% | 164.29K | 0.00 | 0.00 |
AVALONBAY CMNTYS INCSOLE | COM | 226.70K | SH | $48.65M 0.56% | 226.70K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 643.22K | SH | $46.07M 0.53% | 643.22K | 0.00 | 0.00 |
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