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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 16 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PWR QUANTA SVCS INC Industrials 147.0 $81K 0.03% +53.0 +56.4% $549.02 +27.9%
302 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,106.0 $80K 0.03% +2K +83.7% $15.65 +7.7%
303 EVRG EVERGY INC Utilities 975.0 $80K 0.03% +427.0 +77.9% $81.92 +0.7%
304 USFD US FOODS HLDG CORP Consumer Defensive 865.0 $80K 0.03% +380.0 +78.3% $92.21 -0.3%
305 ECL ECOLAB INC Basic Materials 297.0 $79K 0.03% +122.0 +69.7% $266.02 +1.2%
306 NTRS NORTHERN TR CORP Financial Services 564.0 $79K 0.03% +247.0 +77.9% $139.57 +23.3%
307 DTE DTE ENERGY CO Utilities 537.0 $79K 0.03% +254.0 +89.8% $146.22 +0.9%
308 EMN EASTMAN CHEM CO Basic Materials 1,020.0 $78K 0.03% +539.0 +112.1% $76.32 -5.0%
309 VTR VENTAS INC Real Estate 939.0 $77K 0.03% +381.0 +68.3% $81.78 -0.2%
310 M MACYS INC Consumer Cyclical 4,198.0 $76K 0.03% +2K +77.6% $18.09 +33.4%
311 AEE AMEREN CORP Utilities 686.0 $75K 0.03% +256.0 +59.5% $109.92 -1.1%
312 CINF CINCINNATI FINL CORP Financial Services 479.0 $75K 0.03% +218.0 +83.5% $157.35 +8.2%
313 BA BOEING CO Industrials 376.0 $75K 0.03% +140.0 +59.3% $199.03 +11.9%
314 CEG CONSTELLATION ENERGY CORP Utilities 265.0 $74K 0.03% +112.0 +73.2% $279.25 -1.9%
315 CNP CENTERPOINT ENERGY INC Utilities 1,684.0 $73K 0.03% +701.0 +71.3% $43.16 -0.8%
316 IQVIA HLDGS INC 424.0 $72K 0.03% +214.0 +101.9% $170.54
317 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 776.0 $70K 0.02% +242.0 +45.3% $90.42 -2.7%
318 VICI VICI PPTYS INC Real Estate 2,555.0 $70K 0.02% +1K +99.0% $27.32 -3.8%
319 A AGILENT TECHNOLOGIES INC Healthcare 608.0 $69K 0.02% +284.0 +87.7% $113.98 +11.5%
320 WAT WATERS CORP Healthcare 231.0 $69K 0.02% +172.0 +291.5% $297.80 +19.4%
Page 16 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%