Arkolith/Funds/Utah Retirement Systems

Utah Retirement Systems

CIK 1548392
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Utah Retirement Systems holds a diversified book of 1027 reported positions worth $10.5B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2013 would be +340% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
82
bought for the first time
+79 more · largest first
4 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Trimmed
767
sold some, still holds it
+764 more · largest first
Sold out
33
exited the position entirely
+30 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+340.0%
+12.2%/yr · since Nov '13
Their reported book
+354.4%
held from quarter-end
S&P 500
+435.2%
same window
$10K$21K$32K$43K$54KNov '13Jun '16Dec '18Aug '21Mar '24Sep '26
Utah Retirement Systems (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +354.4%, a 14.3-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Utah Retirement Systems's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
34%
Top 20 holdings
44%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

99% mapped to company sectors

Information Technology
43%
Financials
12%
Industrials
10%
Consumer Discretionary
10%
Health Care
8%
Materials
4%
Utilities
3%
Consumer Staples
2%

+5 sectors below the cut, 7% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Utah Retirement Systems

Manager / fundShared namesTheir $ in those
Prospect Hill Management, LLC13 / 80$251.6M
Mirae Asset Global Investments Co., Ltd.78 / 80$285.1B
Uhlmann Price Securities, LLC56 / 80$2.5B
Hoey Investments, Inc71 / 80$709.5M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Oriental Harbor Investment Master Fund10 / 80$1.5B
VUB Generali dochodkova spravcovska spolocnost, a.s.67 / 80$132.4M
Cardano Risk Management B.V.41 / 80$11.8B

Ranked by the share of each fund's own book sitting in the names it shares with Utah Retirement Systems: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

1,027 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$708.7M3.54M
6.7%
−6.9%
Reduced · −263K sh
2Apple Inc
COM
$635.2M2.20M
6.0%
−6.3%
Reduced · −147K sh
3Microsoft Corp
COM
$420.8M1.13M
4.0%
−6.5%
Reduced · −78K sh
4Amazon Com Inc
COM
$351.0M1.47M
3.3%
−5.6%
Reduced · −87K sh
5Alphabet Inc
CAP STK CL A
$316.2M884.7K
3.0%
−6.4%
Reduced · −60K sh
6Broadcom Inc
COM
$266.8M706.3K
2.5%
−5.9%
Reduced · −45K sh
7Alphabet Inc
CAP STK CL C
$255.1M721.9K
2.4%
−6.2%
Reduced · −48K sh
8Micron Technology Inc
COM
$197.6M171.2K
1.9%
−5.8%
Reduced · −11K sh
9Meta Platforms Inc
CL A
$188.0M333.7K
1.8%
−6.0%
Reduced · −21K sh
10Tesla Inc
COM
$186.6M443.5K
1.8%
−3.3%
Reduced · −15K sh
11Eli Lilly & Co
COM
$145.4M121.2K
1.4%
−6.9%
Reduced · −9K sh
12Advanced Micro Devices Inc
COM
$143.5M247.0K
1.4%
−5.7%
Reduced · −15K sh
13JPMorgan Chase & Co
COM
$132.9M406.0K
1.3%
−8.1%
Reduced · −36K sh
14Berkshire Hathaway Inc Del
CL B NEW
$117.0M233.9K
1.1%
−2.7%
Reduced · −6K sh
15Intel Corp
COM
$93.0M665.8K
0.9%
−7.3%
Reduced · −53K sh
16Johnson & Johnson
COM
$92.9M365.9K
0.9%
−6.5%
Reduced · −25K sh
17Applied Matls Inc
COM
$87.0M120.4K
0.8%
−6.7%
Reduced · −9K sh
18Exxon Mobil Corp
COM
$86.4M631.9K
0.8%
−8.0%
Reduced · −55K sh
19Visa Inc
COM CL A
$86.0M250.7K
0.8%
−8.4%
Reduced · −23K sh
20Lam Research Corp
COM NEW
$82.2M189.8K
0.8%
−7.0%
Reduced · −14K sh
21Walmart Inc
COM
$75.5M666.5K
0.7%
−5.8%
Reduced · −41K sh
22Caterpillar Inc
COM
$73.4M69.0K
0.7%
−8.4%
Reduced · −6K sh
23Cisco Sys Inc
COM
$70.5M599.9K
0.7%
−7.3%
Reduced · −47K sh
24Abbvie Inc
COM
$67.6M268.8K
0.6%
−6.7%
Reduced · −19K sh
25Costco Wholesale Corporation
COM
$63.0M67.4K
0.6%
−6.6%
Reduced · −5K sh
26Mastercard Incorporated
CL A
$63.0M122.6K
0.6%
−6.2%
Reduced · −8K sh
27Kla Corp
COM NEW
$59.9M198.6K
0.6%
+828%
Added · +177K sh
28Ge Aerospace
COM NEW
$58.6M156.8K
0.6%
−7.3%
Reduced · −12K sh
29Bank Of Amer Corp
COM
$57.2M1.00M
0.5%
−6.0%
Reduced · −64K sh
30Unitedhealth Group Inc
COM
$57.0M137.1K
0.5%
−7.3%
Reduced · −11K sh
31Home Depot Inc
COM
$53.4M151.5K
0.5%
−6.4%
Reduced · −10K sh
32Procter & Gamble Co
COM
$51.9M354.1K
0.5%
−7.3%
Reduced · −28K sh
33Sandisk Corp
COM
$50.2M22.1K
0.5%
−4.7%
Reduced · −1K sh
34Merck & Co Inc
COM
$48.3M375.6K
0.5%
−7.0%
Reduced · −28K sh
35Ge Vernova Inc
COM
$48.0M40.9K
0.5%
−6.9%
Reduced · −3K sh
36Coca Cola Co
COM
$48.0M590.1K
0.5%
−6.7%
Reduced · −42K sh
37Chevron Corporation
COM
$46.7M281.7K
0.4%
−7.5%
Reduced · −23K sh
38Netflix Inc.
COM
$45.5M637.0K
0.4%
−7.5%
Reduced · −52K sh
39Goldman Sachs Group Inc
COM
$44.3M43.8K
0.4%
−8.3%
Reduced · −4K sh
40Philip Morris Intl Inc
COM
$42.8M236.8K
0.4%
−6.5%
Reduced · −17K sh
41Palo Alto Networks Inc
COM
$41.8M122.4K
0.4%
−5.9%
Reduced · −8K sh
42Texas Instrs Inc
COM
$41.2M138.1K
0.4%
−6.1%
Reduced · −9K sh
43International Business Machs
COM
$40.2M142.9K
0.4%
−5.6%
Reduced · −8K sh
44Marvell Technology Inc
COM
$39.5M132.4K
0.4%
−3.8%
Reduced · −5K sh
45Palantir Technologies Inc
CL A
$39.3M337.2K
0.4%
−5.1%
Reduced · −18K sh
46RTX Corporation
COM
$38.9M204.8K
0.4%
−5.8%
Reduced · −13K sh
47Wells Fargo & Co
COM
$38.4M465.1K
0.4%
−7.6%
Reduced · −38K sh
48Oracle Corp
COM
$38.1M260.2K
0.4%
−4.9%
Reduced · −13K sh
49Linde PLC
SHS
$36.3M70.0K
0.3%
−8.3%
Reduced · −6K sh
50Citigroup Inc
COM NEW
$36.2M258.7K
0.3%
−8.2%
Reduced · −23K sh
Showing 50 of 1,027 positions
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Filing history

As-of date vs the date the SEC received each filing

$10.5B · Q2 2026Q3 2020 · $6.0BQ2 2026 · $10.5B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d1,027$10.5B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d974$9.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d983$10.5B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d987$10.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d992$9.6B13F-HR
Q1 2025Mar 31, 2025May 15, 202545d960$8.7B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d977$9.1B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202445d986$8.9B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202445d973$8.4B13F-HR
Q1 2024Mar 31, 2024May 15, 202445d972$8.6B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202445d986$7.9B13F-HR
Q3 2023Sep 30, 2023Nov 14, 202345d972$7.0B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d990$7.2B13F-HR
Q1 2023Mar 31, 2023May 16, 202346d969$6.9B13F-HR
Q4 2022Dec 31, 2022Feb 15, 202346d957$6.3B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d956$6.0B13F-HR
Q2 2022Jun 30, 2022Aug 16, 202247d984$6.2B13F-HR
Q1 2022Mar 31, 2022May 13, 202243d984$7.5B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d994$8.1B13F-HR
Q3 2021Sep 30, 2021Nov 16, 202147d986$7.4B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202147d992$7.8B13F-HR
Q1 2021Mar 31, 2021May 17, 202147d952$7.2B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202147d928$7.0B13F-HR
Q3 2020Sep 30, 2020Nov 16, 202047d928$6.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.