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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 13 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DINO HF SINCLAIR CORP Energy 1,956.0 $122K 0.04% +861.0 +78.6% $62.39 +3.4%
242 FISV FISERV INC Technology 2,136.0 $119K 0.04% +1K +209.6% $55.80 -14.2%
243 FIS FIDELITY NATL INFORMATION SV Technology 2,426.0 $114K 0.04% +1K +134.6% $46.91 -18.5%
244 DLR DIGITAL RLTY TR INC Real Estate 627.0 $113K 0.04% +287.0 +84.4% $180.21 +4.4%
245 O REALTY INCOME CORP Real Estate 1,834.0 $112K 0.04% +834.0 +83.4% $61.18 -1.5%
246 FANG DIAMONDBACK ENERGY INC Energy 567.0 $112K 0.04% +293.0 +106.9% $197.79 -7.2%
247 J JACOBS SOLUTIONS INC Industrials 878.0 $112K 0.04% +628.0 +251.2% $127.28 -5.0%
248 MRVL MARVELL TECHNOLOGY INC Technology 1,118.0 $111K 0.04% +554.0 +98.2% $99.05 +213.6%
249 PHM PULTE GROUP INC Consumer Cyclical 932.0 $110K 0.04% +455.0 +95.4% $117.61 +7.9%
250 GEN GEN DIGITAL INC Technology 5,818.0 $110K 0.04% +2K +39.9% $18.83 +28.4%
251 MTB M & T BK CORP Financial Services 523.0 $108K 0.04% +226.0 +76.1% $206.72 +8.9%
252 HIG HARTFORD INSURANCE GROUP INC Financial Services 795.0 $108K 0.04% +341.0 +75.1% $135.23 -5.2%
253 PBF PBF ENERGY INC Energy 2,225.0 $106K 0.04% +1K +94.2% $47.62 -21.7%
254 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,302.0 $105K 0.04% +625.0 +92.3% $80.95 -1.3%
255 EQIX EQUINIX INC Real Estate 104.0 $102K 0.04% +52.0 +100.0% $980.24 +11.4%
256 GAP GAP INC Consumer Cyclical 4,191.0 $101K 0.04% +2K +107.9% $24.20 -12.6%
257 CDW CDW CORP Technology 838.0 $101K 0.04% +453.0 +117.7% $121.02 +6.1%
258 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,557.0 $101K 0.03% +629.0 +67.8% $64.61 +54.4%
259 KEYS KEYSIGHT TECHNOLOGIES INC Technology 354.0 $100K 0.03% +172.0 +94.5% $282.37 +28.8%
260 BLOCK INC 1,660.0 $100K 0.03% +949.0 +133.5% $60.18
Page 13 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%