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Utah Retirement Systems — 13F Holdings & Portfolio

CIK 1548392 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Utah Retirement Systems manages $10.51B in 13F-reported U.S. long-equity assets across 1,027 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.74%), AAPL (6.04%), MSFT (4.00%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 86 new positions and exited 33; 391 existing positions rose in reported value and 332 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$10.51B

Long-equity book

Holdings
1,027

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+86 / −33 / ↑391 / ↓332

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
NVDA6.7% · -7%AAPL6.0% · -6%MSFT4.0% · -6%AMZN3.3% · -6%GOOGL3.0% · -6%AVGO2.5% · -6%GOOG2.4% · -6%MU1.9% · -6%META1.8% · -6%TSLA1.8% · -3%LLY1.4% · -7%AMD1.4% · -6%JPM1.3% · -8%BRK.B1.1% · -3%INTC0.9% · -7%JNJ0.9% · -6%AMAT0.8% · -7%XOM0.8% · -8%V0.8% · -8%LRCX0.8% · -7%WMT0.7% · -6%CAT0.7% · -8%CSCO0.7% · -7%ABBV0.6% · -7%COST0.6% · -7%MA0.6% · -6%KLAC0.6% · +828%GE0.6% · -7%BAC0.5% · -6%UNH0.5% · -7%HD0.5% · -6%PG0.5% · -7%SNDK0.5% · -5%MRK0.5% · -7%GEV0.5% · -7%KO0.5% · -7%CVX0.4% · -8%NFLX0.4% · -8%GS0.4% · -8%PM0.4% · -6%PANW0.4% · -6%TXN0.4% · -6%IBM0.4% · -6%MRVL0.4% · -4%PLTR0.4% · -5%RTX0.4% · -6%WFC0.4% · -8%ORCL0.4% · -5%LIN0.3% · -8%C0.3% · -8%MS0.3% · -8%APH0.3% · -6%WDC0.3% · -7%GLW0.3% · -5%AMGN0.3% · -6%QCOM0.3% · -8%ADI0.3% · -7%MCD0.3% · -7%CRWD0.3% · -5%RY0.3% · -9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 33.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Utah Retirement Systems Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $708.7M 6.74% 3,541,864 SH
2 APPLE INC AAPL 037833100 $635.2M 6.04% 2,195,192 SH
3 MICROSOFT CORP MSFT 594918104 $420.8M 4.00% 1,128,021 SH
4 AMAZON COM INC AMZN 023135106 $351.0M 3.34% 1,472,877 SH
5 ALPHABET INC GOOGL 02079K305 $316.2M 3.01% 884,698 SH
6 BROADCOM INC AVGO 11135F101 $266.8M 2.54% 706,337 SH
7 ALPHABET INC GOOG 02079K107 $255.1M 2.43% 721,917 SH
8 MICRON TECHNOLOGY INC MU 595112103 $197.6M 1.88% 171,152 SH
9 META PLATFORMS INC META 30303M102 $188.0M 1.79% 333,746 SH
10 TESLA INC TSLA 88160R101 $186.6M 1.77% 443,539 SH
11 ELI LILLY & CO LLY 532457108 $145.4M 1.38% 121,217 SH
12 ADVANCED MICRO DEVICES INC AMD 007903107 $143.5M 1.36% 246,968 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $132.9M 1.26% 405,969 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $117.0M 1.11% 233,917 SH
15 INTEL CORP INTC 458140100 $93.0M 0.88% 665,820 SH
16 JOHNSON & JOHNSON JNJ 478160104 $92.9M 0.88% 365,854 SH
17 APPLIED MATLS INC AMAT 038222105 $87.0M 0.83% 120,367 SH
18 EXXON MOBIL CORP XOM 30231G102 $86.4M 0.82% 631,877 SH
19 VISA INC V 92826C839 $86.0M 0.82% 250,703 SH
20 LAM RESEARCH CORP LRCX 512807306 $82.2M 0.78% 189,753 SH
21 WALMART INC WMT 931142103 $75.5M 0.72% 666,457 SH
22 CATERPILLAR INC CAT 149123101 $73.4M 0.70% 68,969 SH
23 CISCO SYS INC CSCO 17275R102 $70.5M 0.67% 599,877 SH
24 ABBVIE INC ABBV 00287Y109 $67.6M 0.64% 268,819 SH
25 COSTCO WHOLESALE CORPORATION COST 22160K105 $63.0M 0.60% 67,381 SH
26 MASTERCARD INCORPORATED MA 57636Q104 $63.0M 0.60% 122,649 SH
27 KLA CORP KLAC 482480100 $59.9M 0.57% 198,605 SH
28 GE AEROSPACE GE 369604301 $58.6M 0.56% 156,823 SH
29 BANK OF AMER CORP BAC 060505104 $57.2M 0.54% 1,004,166 SH
30 UNITEDHEALTH GROUP INC UNH 91324P102 $57.0M 0.54% 137,102 SH
31 HOME DEPOT INC HD 437076102 $53.4M 0.51% 151,453 SH
32 PROCTER & GAMBLE CO PG 742718109 $51.9M 0.49% 354,060 SH
33 SANDISK CORP SNDK 80004C200 $50.2M 0.48% 22,096 SH
34 MERCK & CO INC MRK 58933Y105 $48.3M 0.46% 375,627 SH
35 GE VERNOVA INC GEV 36828A101 $48.0M 0.46% 40,853 SH
36 COCA COLA CO KO 191216100 $48.0M 0.46% 590,118 SH
37 CHEVRON CORPORATION CVX 166764100 $46.7M 0.44% 281,696 SH
38 NETFLIX INC. NFLX 64110L106 $45.5M 0.43% 637,034 SH
39 GOLDMAN SACHS GROUP INC GS 38141G104 $44.3M 0.42% 43,783 SH
40 PHILIP MORRIS INTL INC PM 718172109 $42.8M 0.41% 236,780 SH
41 PALO ALTO NETWORKS INC PANW 697435105 $41.8M 0.40% 122,434 SH
42 TEXAS INSTRS INC TXN 882508104 $41.2M 0.39% 138,069 SH
43 INTERNATIONAL BUSINESS MACHS IBM 459200101 $40.2M 0.38% 142,851 SH
44 MARVELL TECHNOLOGY INC MRVL 573874104 $39.5M 0.38% 132,438 SH
45 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $39.3M 0.37% 337,159 SH
46 RTX CORPORATION RTX 75513E101 $38.9M 0.37% 204,803 SH
47 WELLS FARGO & CO WFC 949746101 $38.4M 0.37% 465,116 SH
48 ORACLE CORP ORCL 68389X105 $38.1M 0.36% 260,201 SH
49 LINDE PLC LIN G54950103 $36.3M 0.35% 70,013 SH
50 CITIGROUP INC C 172967424 $36.2M 0.34% 258,672 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $10.51B 1,027 0001548392-26-000005
2026-03-31 2026-05-15 $9.78B 974 0001548392-26-000003
2025-12-31 2026-02-17 $10.51B 983 0001548392-26-000001
2025-09-30 2025-11-14 $10.30B 987 0001548392-25-000009
Filer Information
Address
540 EAST 200 SOUTH
SALT LAKE CITY, UT 84102
Phone
(801) 366-7460
Filing Manager
Utah Retirement Systems
SALT LAKE CITY, UT
Signatory
David Bjarnason
Chief Compliance Officer - Investments