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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 15 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KVUE KENVUE INC Consumer Defensive 5,263.0 $91K 0.03% +1K +34.0% $17.24 +5.1%
282 SATS ECHOSTAR CORP Technology 774.0 $91K 0.03% +347.0 +81.3% $117.07 -6.7%
283 APH AMPHENOL CORP Technology 712.0 $90K 0.03% +267.0 +60.0% $126.35 +29.8%
284 CCI CROWN CASTLE INC Real Estate 1,089.0 $89K 0.03% +523.0 +92.4% $81.31 +0.9%
285 AA ALCOA CORP Basic Materials 1,324.0 $88K 0.03% +634.0 +91.9% $66.33 -10.5%
286 WAB WABTEC Industrials 351.0 $88K 0.03% +157.0 +80.9% $249.91 +9.6%
287 CRBG COREBRIDGE FINL INC Financial Services 3,676.0 $88K 0.03% +2K +101.2% $23.86 +22.3%
288 RF REGIONS FINANCIAL CORP NEW Financial Services 3,311.0 $86K 0.03% +2K +85.5% $26.12 +9.6%
289 URI UNITED RENTALS INC Industrials 118.0 $86K 0.03% +57.0 +93.4% $728.56 +47.8%
290 ISRG INTUITIVE SURGICAL INC Healthcare 185.0 $85K 0.03% +98.0 +112.6% $460.99 -11.8%
291 EW EDWARDS LIFESCIENCES CORP Healthcare 1,063.0 $85K 0.03% +558.0 +110.5% $80.08 +9.1%
292 IP INTERNATIONAL PAPER CO Consumer Cyclical 2,349.0 $84K 0.03% +1K +92.4% $35.70 +3.1%
293 LEA LEAR CORP Consumer Cyclical 692.0 $84K 0.03% +341.0 +97.2% $121.08 +15.4%
294 EQT EQT CORP Energy 1,304.0 $83K 0.03% +584.0 +81.1% $63.64 -20.3%
295 ARW ARROW ELECTRS INC Technology 578.0 $83K 0.03% +283.0 +95.9% $143.41 +62.3%
296 SWK STANLEY BLACK & DECKER INC Industrials 1,164.0 $83K 0.03% +594.0 +104.2% $71.06 +22.1%
297 ON ON SEMICONDUCTOR CORP Technology 1,333.0 $83K 0.03% +605.0 +83.1% $61.92 +96.4%
298 SNX TD SYNNEX CORPORATION Technology 482.0 $81K 0.03% +261.0 +118.1% $168.71 +68.7%
299 RHI ROBERT HALF INC. Industrials 3,192.0 $81K 0.03% +2K +99.6% $25.40 +24.4%
300 BSX BOSTON SCIENTIFIC CORP Healthcare 1,291.0 $81K 0.03% +206.0 +19.0% $62.75 -27.8%
Page 15 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%