VIRGINIA RETIREMENT SYSTEMS ET AL

data from 30/09/2025

Capitalization

$ 15.418 B 6.38 %

Average holding period

2 ans

Performance

$ 39.044 B 86 984.21 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in VIRGINIA RETIREMENT SYSTEMS ET AL

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 6.43% 991.186 M $ 5312390 2025/03/31 150.984 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 5.75% 885.850 M $ 1710300 2025/03/31 33.692 M $ 4.13 %
2025/09/30 AAPL APPLE INC 5.68% 875.403 M $ 3437940 2025/03/31 171.469 M $ 24.11 %
2025/09/30 META META PLATFORMS INC 2.70% 415.509 M $ 565796 2025/03/31 -2.140 M $ -0.50 %
2025/09/30 AMZN AMAZON COM INC 2.60% 400.408 M $ 1823600 2025/03/31 356.220 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 1.96% 301.753 M $ 1241272 2025/03/31 83.004 M $ 37.94 %
2025/09/30 GOOG ALPHABET INC 1.57% 241.480 M $ 991500 2025/03/31 65.088 M $ 37.30 %
2025/09/30 AVGO BROADCOM INC 1.56% 240.739 M $ 729710 2025/03/31 33.962 M $ 19.68 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.39% 214.884 M $ 1158903 2025/03/31 33.709 M $ 21.39 %
2025/09/30 TSLA TESLA INC 0.97% 148.951 M $ 334931 2025/03/31 47.969 M $ 40.00 %
2025/09/30 GILD GILEAD SCIENCES INC 0.92% 142.235 M $ 1281395 2025/03/31 166.074 K $ 0.12 %
2025/09/30 MO ALTRIA GROUP INC 0.91% 139.961 M $ 2118700 2025/03/31 16.027 M $ 12.67 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.85% 130.442 M $ 413538 2025/03/31 14.440 M $ 8.80 %
2025/09/30 T AT&T INC 0.82% 126.916 M $ 4494203 2025/03/31 -1.943 M $ -2.42 %
2025/09/30 HCA HCA HEALTHCARE INC 0.82% 126.709 M $ 297300 2025/03/31 12.301 M $ 11.25 %
2025/09/30 MRK MERCK & CO INC 0.82% 126.511 M $ 1507338 2025/03/31 6.941 M $ 6.03 %
2025/09/30 VRSN VERISIGN INC 0.81% 125.021 M $ 447191 2025/03/31 -3.965 M $ -3.20 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.79% 121.421 M $ 2762705 2025/03/31 1.776 M $ 1.57 %
2025/09/30 V VISA INC 0.75% 116.111 M $ 340121 2025/03/31 -4.648 M $ -3.85 %
2025/09/30 VICI VICI PPTYS INC 0.73% 113.051 M $ 3466757 2025/03/31 33.854 K $ 0.03 %
2025/09/30 C CITIGROUP INC 0.72% 111.281 M $ 1096360 2025/03/31 15.732 M $ 19.24 %
2025/09/30 ABT ABBOTT LABS 0.72% 110.670 M $ 826268 2025/03/31 -1.202 M $ -1.52 %
2025/09/30 NFLX NETFLIX INC 0.71% 109.597 M $ 91413 2025/03/31 -11.191 M $ -10.47 %
2025/09/30 KR KROGER CO 0.71% 108.867 M $ 1615000 2025/03/31 -7.285 M $ -6.02 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.69% 106.536 M $ 1332700 2025/03/31 -10.108 M $ -12.06 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.69% 106.484 M $ 211807 2025/03/31 3.728 M $ 3.49 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.68% 105.179 M $ 132076 2025/03/31 11.702 M $ 12.52 %
2025/09/30 MS MORGAN STANLEY 0.67% 104.023 M $ 654400 2025/03/31 11.845 M $ 12.85 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.65% 100.776 M $ 2234496 2025/03/31 -1.851 M $ -2.57 %
2025/09/30 EBAY EBAY INC. 0.64% 98.218 M $ 1079908 2025/03/31 13.949 M $ 22.15 %
2025/09/30 DG DOLLAR GEN CORP NEW 0.61% 93.707 M $ 906700 2025/06/30 -4.979 M $ -9.64 %
2025/09/30 PCAR PACCAR INC 0.61% 93.615 M $ 952150 2025/03/31 2.869 M $ 3.43 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 0.60% 92.828 M $ 321371 2025/03/31 -1.469 M $ -1.56 %
2025/09/30 YUM YUM BRANDS INC 0.60% 92.522 M $ 608700 2025/03/31 1.588 M $ 2.58 %
2025/09/30 CME CME GROUP INC 0.55% 84.056 M $ 311100 2025/03/31 -1.906 M $ -1.97 %
2025/09/30 GE GE AEROSPACE 0.53% 82.395 M $ 273900 2025/03/31 11.895 M $ 16.87 %
2025/09/30 UHS UNIVERSAL HLTH SVCS INC 0.53% 82.312 M $ 402622 2025/03/31 11.233 M $ 12.86 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.53% 81.567 M $ 434630 2025/03/31 11.385 M $ 16.74 %
2025/09/30 LRCX LAM RESEARCH CORP 0.52% 80.096 M $ 598175 2025/03/31 22.169 M $ 37.56 %
2025/09/30 TXT TEXTRON INC 0.51% 79.226 M $ 937700 2025/03/31 3.476 M $ 5.23 %
2025/09/30 CBOE CBOE GLOBAL MKTS INC 0.51% 79.213 M $ 322990 2025/03/31 2.776 M $ 5.16 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.47% 72.714 M $ 448300 2025/03/31 -8.935 M $ -10.94 %
2025/09/30 ANET ARISTA NETWORKS INC 0.47% 72.561 M $ 497980 2025/03/31 25.657 M $ 42.42 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.47% 71.806 M $ 923311 2025/03/31 -381.616 K $ -0.56 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.46% 71.546 M $ 13251 2025/03/31 -5.012 M $ -6.74 %
2025/09/30 KMB KIMBERLY-CLARK CORP 0.46% 70.588 M $ 567700 2025/03/31 -3.239 M $ -3.55 %
2025/09/30 RDN RADIAN GROUP INC 0.45% 70.101 M $ 1935415 2025/03/31 387.082 K $ 0.56 %
2025/09/30 QCOM QUALCOMM INC 0.45% 69.976 M $ 420629 2025/03/31 2.660 M $ 4.46 %
2025/09/30 MLI MUELLER INDS INC 0.45% 69.792 M $ 690255 2025/03/31 14.909 M $ 27.23 %
2025/09/30 ACI ALBERTSONS COS INC 0.45% 68.611 M $ 3918400 2025/03/31 -15.149 M $ -18.60 %
2025/09/30 SYF SYNCHRONY FINANCIAL 0.44% 68.590 M $ 965370 2025/03/31 4.161 M $ 6.46 %
2025/09/30 ABBV ABBVIE INC 0.44% 67.867 M $ 293111 2025/03/31 9.042 M $ 24.74 %
2025/09/30 AKAM AKAMAI TECHNOLOGIES INC 0.43% 66.901 M $ 883064 2025/03/31 -2.850 M $ -5.02 %
2025/09/30 INCY INCYTE CORP 0.42% 65.162 M $ 768325 2025/03/31 12.287 M $ 24.54 %
2025/09/30 TMUS T-MOBILE US INC 0.42% 64.537 M $ 269600 2025/03/31 280.336 K $ 0.47 %
2025/09/30 SNA SNAP ON INC 0.41% 63.024 M $ 181872 2025/03/31 6.429 M $ 11.36 %
2025/09/30 AFL AFLAC INC 0.40% 61.544 M $ 550978 2025/03/31 3.607 M $ 5.92 %
2025/09/30 FOXA FOX CORP 0.40% 61.263 M $ 971500 2025/03/31 10.470 M $ 12.53 %
2025/09/30 KLAC KLA CORP 0.39% 60.308 M $ 55913 2025/03/31 10.937 M $ 20.41 %
2025/09/30 DBX DROPBOX INC 0.39% 60.239 M $ 1994000 2025/03/31 3.204 M $ 5.63 %
2025/09/30 LLY ELI LILLY & CO 0.39% 59.944 M $ 78564 2025/03/31 -1.540 M $ -2.12 %
2025/09/30 ORCL ORACLE CORP 0.39% 59.876 M $ 212900 2025/03/31 9.773 M $ 28.64 %
2025/09/30 OC OWENS CORNING NEW 0.39% 59.835 M $ 422985 2025/03/31 1.548 M $ 2.87 %
2025/09/30 WELL WELLTOWER INC 0.39% 59.705 M $ 335160 2025/03/31 7.217 M $ 15.88 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.39% 59.542 M $ 326400 2025/03/31 15.047 M $ 33.82 %
2025/09/30 SYY SYSCO CORP 0.38% 58.536 M $ 710900 2025/03/31 1.783 M $ 8.71 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.38% 58.378 M $ 247300 2025/03/31 29.207 M $ 63.56 %
2025/09/30 APTV APTIV PLC 0.37% 57.018 M $ 661312 2025/03/31 4.317 M $ 26.39 %
2025/09/30 XOM EXXON MOBIL CORP 0.37% 56.958 M $ 505172 2025/03/31 4.150 M $ 4.59 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.36% 56.112 M $ 112402 2025/03/31 6.998 M $ 7.79 %
2025/09/30 CLX CLOROX CO DEL 0.36% 55.584 M $ 450800 2025/03/31 5.814 K $ 2.69 %
2025/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.35% 54.535 M $ 813100 2025/03/31 -10.523 M $ -14.05 %
2025/09/30 TROW PRICE T ROWE GROUP INC 0.35% 54.245 M $ 528500 2025/03/31 2.400 M $ 6.36 %
2025/09/30 PLD PROLOGIS INC. 0.35% 53.884 M $ 470520 2025/03/31 4.124 M $ 8.94 %
2025/09/30 CF CF INDS HLDGS INC 0.35% 53.597 M $ 597518 2025/03/31 -1.578 M $ -2.50 %
2025/09/30 BK BANK NEW YORK MELLON CORP 0.35% 53.473 M $ 490759 2025/03/31 12.118 M $ 19.59 %
2025/09/30 NVR NVR INC 0.34% 52.707 M $ 6560 2025/03/31 4.316 M $ 8.79 %
2025/09/30 GDDY GODADDY INC 0.33% 51.516 M $ 376500 2025/03/31 -19.484 M $ -24.01 %
2025/09/30 CI THE CIGNA GROUP 0.33% 50.934 M $ 176700 2025/03/31 -7.480 M $ -12.80 %
2025/09/30 GM GENERAL MTRS CO 0.32% 49.917 M $ 818712 2025/03/31 11.254 M $ 23.90 %
2025/09/30 HUM HUMANA INC 0.32% 49.085 M $ 188664 2025/03/31 1.807 M $ 6.42 %
2025/09/30 IDXX IDEXX LABS INC 0.32% 49.072 M $ 76808 2025/03/31 6.082 M $ 19.12 %
2025/09/30 MCD MCDONALDS CORP 0.32% 48.987 M $ 161200 2025/03/31 2.338 M $ 4.01 %
2025/09/30 URI UNITED RENTALS INC 0.31% 47.828 M $ 50100 2025/03/31 5.998 M $ 26.71 %
2025/09/30 NEM NEWMONT CORP 0.31% 47.315 M $ 561200 2025/06/30 17.993 M $ 44.71 %
2025/09/30 STT STATE STR CORP 0.30% 46.126 M $ 397600 2025/03/31 3.845 M $ 9.09 %
2025/09/30 ULTA ULTA BEAUTY INC 0.30% 45.927 M $ 84000 2025/03/31 6.512 M $ 16.87 %
2025/09/30 MA MASTERCARD INCORPORATED 0.29% 45.369 M $ 79762 2025/03/31 574.070 K $ 1.22 %
2025/09/30 FAST FASTENAL CO 0.28% 43.709 M $ 891284 2025/03/31 7.459 M $ 16.76 %
2025/09/30 PHM PULTE GROUP INC 0.28% 43.145 M $ 326531 2025/03/31 10.042 M $ 25.29 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.27% 41.658 M $ 168928 2025/03/31 -8.012 M $ -17.49 %
2025/09/30 AMAT APPLIED MATLS INC 0.27% 41.446 M $ 202430 2025/03/31 6.233 M $ 11.84 %
2025/09/30 DIS DISNEY WALT CO 0.27% 40.991 M $ 358000 2025/03/31 -2.060 M $ -7.67 %
2025/09/30 CAT CATERPILLAR INC 0.26% 40.754 M $ 85412 2025/03/31 10.887 M $ 22.91 %
2025/09/30 CHKP CHECK POINT SOFTWARE TECH LT 0.26% 40.541 M $ 195937 2025/03/31 -2.357 M $ -6.48 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.26% 40.511 M $ 118800 2025/06/30 2.136 M $ 16.92 %
2025/09/30 GLPI GAMING & LEISURE PPTYS INC 0.26% 40.422 M $ 867229 2025/03/31 -59.516 K $ -0.15 %
2025/09/30 CRM SALESFORCE INC 0.26% 40.409 M $ 170501 2025/03/31 -6.028 M $ -13.09 %
2025/09/30 LDOS LEIDOS HOLDINGS INC 0.26% 39.719 M $ 210200 2025/03/31 5.778 M $ 19.78 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.26% 39.688 M $ 237200 2025/03/31 10.207 M $ 35.76 %