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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 14 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Q QNITY ELECTRONICS INC Technology 863.0 $100K 0.03% +249.0 +40.5% $115.38 +46.5%
262 PPL PPL CORP Utilities 2,575.0 $98K 0.03% +1K +75.0% $38.20 -7.4%
263 WY WEYERHAEUSER CO Real Estate 4,005.0 $98K 0.03% +2K +105.3% $24.43 -0.5%
264 UBER UBER TECHNOLOGIES INC Technology 1,355.0 $97K 0.03% +727.0 +115.8% $71.93 -0.4%
265 ROST ROSS STORES INC Consumer Cyclical 449.0 $97K 0.03% +193.0 +75.4% $216.63 +7.5%
266 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,079.0 $97K 0.03% +502.0 +87.0% $90.11 +21.6%
267 ALLY ALLY FINL INC Financial Services 2,461.0 $97K 0.03% +1K +84.6% $39.23 +16.0%
268 CBRE CBRE GROUP INC Real Estate 708.0 $96K 0.03% +305.0 +75.7% $135.46 -2.9%
269 BWA BORGWARNER INC Consumer Cyclical 1,765.0 $96K 0.03% +806.0 +84.0% $54.26 +32.4%
270 ES EVERSOURCE ENERGY Utilities 1,382.0 $96K 0.03% +597.0 +76.0% $69.28 +0.4%
271 RS RELIANCE INC Basic Materials 315.0 $96K 0.03% +139.0 +79.0% $303.92 +30.4%
272 GEV GE VERNOVA INC Utilities 109.0 $95K 0.03% +39.0 +55.7% $872.90 +27.1%
273 FE FIRSTENERGY CORP Utilities 1,873.0 $95K 0.03% +852.0 +83.5% $50.66 -8.3%
274 ALB ALBEMARLE CORP Basic Materials 525.0 $94K 0.03% +204.0 +63.5% $179.53 -10.7%
275 CARR CARRIER GLOBAL CORPORATION Industrials 1,659.0 $93K 0.03% +863.0 +108.4% $56.31 +27.5%
276 OGN ORGANON & CO Healthcare 15,485.0 $93K 0.03% +8K +102.9% $5.99 +124.2%
277 MOS MOSAIC CO Basic Materials 3,632.0 $93K 0.03% +2K +86.8% $25.50 -10.2%
278 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 1,268.0 $92K 0.03% +654.0 +106.5% $72.55 +5.7%
279 WEC WEC ENERGY GROUP INC Utilities 786.0 $91K 0.03% +348.0 +79.5% $115.77 -3.1%
280 KEY KEYCORP Financial Services 4,535.0 $91K 0.03% +2K +69.8% $20.05 +12.7%
Page 14 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%