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Portfolio (Quarterly) Guide ↗

Deseret Mutual Benefit Administrators

· CIK 0001789351
13F Portfolio $294M AUM 508 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 451 Added 42 Reduced 5 Exited
Page 10 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TRV TRAVELERS COMPANIES INC Financial Services 717.0 $209K 0.07% +317.0 +79.2% $291.68 +5.5%
182 BUNGE GLOBAL SA 1,638.0 $208K 0.07% +316.0 +23.9% $127.20
183 PYPL PAYPAL HLDGS INC Financial Services 4,604.0 $208K 0.07% +3K +141.6% $45.23 -6.0%
184 CE CELANESE CORP DEL Basic Materials 3,076.0 $202K 0.07% +2K +119.9% $65.77 -22.2%
185 MCO MOODYS CORP Financial Services 463.0 $202K 0.07% +269.0 +138.7% $436.25 +3.3%
186 BKR BAKER HUGHES COMPANY Energy 3,308.0 $202K 0.07% +1K +75.6% $61.05 -4.3%
187 MET METLIFE INC Financial Services 2,852.0 $202K 0.07% +1K +85.9% $70.72 +21.0%
188 NSC NORFOLK SOUTHN CORP Industrials 695.0 $199K 0.07% +292.0 +72.5% $287.00 +4.6%
189 AEP AMERICAN ELEC PWR CO INC Utilities 1,518.0 $199K 0.07% +679.0 +80.9% $131.08 -2.6%
190 PAYX PAYCHEX INC Industrials 2,156.0 $199K 0.07% +961.0 +80.4% $92.12 +6.6%
191 ALL ALLSTATE CORP Financial Services 946.0 $196K 0.07% +424.0 +81.2% $207.34 +6.7%
192 ACM AECOM Industrials 2,281.0 $193K 0.07% +1K +128.8% $84.82 -18.9%
193 FCX FREEPORT MCMORAN INC Basic Materials 3,277.0 $193K 0.07% +1K +71.1% $58.78 +16.8%
194 DLTR DOLLAR TREE INC Consumer Defensive 1,749.0 $192K 0.07% +541.0 +44.8% $109.51 +2.0%
195 FORTINET INC 2,308.0 $189K 0.06% +1K +127.8% $81.72
196 SCCO SOUTHERN COPPER CORP Basic Materials 1,091.0 $188K 0.06% +624.0 +133.6% $172.06 +12.1%
197 EMR EMERSON ELEC CO Industrials 1,426.0 $187K 0.06% +635.0 +80.3% $131.02 +15.0%
198 PSA PUBLIC STORAGE OPER CO Real Estate 681.0 $184K 0.06% +371.0 +119.7% $270.88 +17.4%
199 PCAR PACCAR INC Industrials 1,595.0 $184K 0.06% +708.0 +79.8% $115.50 +3.0%
200 CRH PLC 1,734.0 $182K 0.06% +756.0 +77.3% $105.12
Page 10 of 23  ·  451 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.8%
Healthcare 15.8%
Industrials 12.1%
Consumer Cyclical 10.2%
Financial Services 10.0%
Consumer Defensive 7.1%
Communication Services 6.9%
Energy 6.0%
Basic Materials 2.9%
Utilities 1.9%