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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 22 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 MAA MID-AMER APT CMNTYS INC Real Estate 279.0 $34K 0.01% +142.0 +103.7% $122.12 +8.5%
422 BXP BXP INC Real Estate 652.0 $34K 0.01% +372.0 +132.9% $51.90 +24.7%
423 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,234.0 $34K 0.01% +1K +93.1% $15.05 +9.8%
424 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 5,059.0 $34K 0.01% +2K +97.5% $6.63 -6.6%
425 HTZ HERTZ GLOBAL HLDGS INC Industrials 7,250.0 $33K 0.01% +5K +222.2% $4.61 +9.5%
426 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,001.0 $32K 0.01% +460.0 +85.0% $32.01 +1.5%
427 RL RALPH LAUREN CORP Consumer Cyclical 93.0 $32K 0.01% +33.0 +55.0% $343.99 +20.1%
428 NOW SERVICENOW INC Technology 297.0 $31K 0.01% +140.0 +89.2% $104.55 -9.1%
429 MAN MANPOWERGROUP INC WIS Industrials 1,049.0 $31K 0.01% +632.0 +151.6% $29.46 +13.9%
430 ABNB AIRBNB INC Consumer Cyclical 242.0 $31K 0.01% +136.0 +128.3% $126.28 +12.8%
431 MKC MCCORMICK & CO INC Consumer Defensive 593.0 $30K 0.01% +187.0 +46.1% $50.44 -7.5%
432 WLK WESTLAKE CORPORATION Basic Materials 248.0 $29K 0.01% +115.0 +86.5% $116.82 -31.3%
433 FMC FMC CORP Basic Materials 1,672.0 $29K 0.01% +796.0 +90.9% $17.22 -32.9%
434 CG CARLYLE GROUP INC Financial Services 584.0 $28K 0.01% +272.0 +87.2% $48.39 -7.4%
435 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 683.0 $28K 0.01% +321.0 +88.7% $41.27 +50.5%
436 NWL NEWELL BRANDS INC Consumer Defensive 7,697.0 $26K 0.01% +4K +91.5% $3.43 +43.4%
437 DAL DELTA AIR LINES INC Industrials 390.0 $26K 0.01% +110.0 +39.3% $66.48 +26.6%
438 WDAY WORKDAY INC Technology 196.0 $25K 0.01% +92.0 +88.5% $129.92 -10.0%
439 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 329.0 $25K 0.01% +92.0 +38.8% $76.16 +12.4%
440 DXC DXC TECHNOLOGY CO Technology 1,649.0 $21K 0.01% +800.0 +94.2% $12.57 -31.6%
Page 22 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%