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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 3 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BKNG BOOKING HOLDINGS INC Consumer Cyclical 385.0 $1.6M 0.55% +171.0 +79.9% $4210.32 -95.9%
42 MA MASTERCARD INCORPORATED Financial Services 3,235.0 $1.6M 0.55% +2K +130.7% $499.66 -2.0%
43 INTC INTEL CORP Technology 36,331.0 $1.6M 0.55% +13K +55.5% $44.13 +203.6%
44 TJX TJX COS INC NEW Consumer Cyclical 9,917.0 $1.6M 0.54% +6K +126.3% $159.70 +2.6%
45 NFLX NETFLIX INC. Communication Services 16,230.0 $1.6M 0.53% +9K +136.9% $96.15 -19.5%
46 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,942.0 $1.5M 0.53% +2K +108.9% $391.76 +173.2%
47 ACN ACCENTURE PLC IRELAND Technology 7,353.0 $1.5M 0.50% +4K +130.9% $198.29 -35.5%
48 HCA HCA HEALTHCARE INC Healthcare 2,871.0 $1.4M 0.46% +2K +122.4% $473.24 -20.7%
49 BAC BANK AMERICA CORP Financial Services 27,696.0 $1.4M 0.46% +12K +80.5% $48.75 +15.3%
50 CSX CSX CORP Industrials 30,989.0 $1.3M 0.43% +17K +123.9% $41.05 +11.2%
51 C CITIGROUP INC Financial Services 10,375.0 $1.2M 0.40% +4K +71.2% $113.41 +26.1%
52 UPS UNITED PARCEL SVCS INC Industrials 11,770.0 $1.2M 0.39% +6K +105.9% $98.38 +6.6%
53 UNH UNITEDHEALTH GROUP INC Healthcare 4,148.0 $1.1M 0.38% +2K +114.4% $270.59 +48.2%
54 WFC WELLS FARGO & CO Financial Services 13,004.0 $1.0M 0.35% +6K +79.8% $79.61 +3.3%
55 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 12,681.0 $1.0M 0.35% +7K +124.2% $80.56 -25.4%
56 NUE NUCOR CORP Basic Materials 5,844.0 $988K 0.34% +3K +134.6% $169.10 +44.2%
57 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,569.0 $986K 0.34% +2K +77.3% $215.88 -41.5%
58 COP CONOCOPHILLIPS Energy 6,870.0 $907K 0.31% +3K +81.2% $132.00 -18.4%
59 REGN REGENERON PHARMACEUTICALS Healthcare 1,158.0 $895K 0.30% +414.0 +55.6% $772.64 -21.1%
60 HPQ HP INC Technology 45,473.0 $874K 0.30% +26K +129.4% $19.21 +22.3%
Page 3 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%