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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 4 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TER TERADYNE INC Technology 2,887.0 $856K 0.29% +2K +118.4% $296.46 +47.7%
62 ITW ILLINOIS TOOL WKS INC Industrials 3,258.0 $848K 0.29% +2K +114.6% $260.29 +1.5%
63 EBAY EBAY INC. Consumer Cyclical 9,169.0 $835K 0.28% +1K +13.5% $91.02 +18.9%
64 ANGL VANECK ETF TRUST 27,810.0 $799K 0.27% +278.0 +1.0% $28.72 +1.6%
65 TPR TAPESTRY INC Consumer Cyclical 5,614.0 $792K 0.27% +3K +124.0% $141.11 +1.7%
66 GM GENERAL MTRS CO Consumer Cyclical 10,614.0 $791K 0.27% +4K +66.6% $74.50 +6.4%
67 MU MICRON TECHNOLOGY INC Technology 2,273.0 $768K 0.26% +676.0 +42.3% $337.84 +235.7%
68 NKE NIKE INC Consumer Cyclical 14,305.0 $756K 0.26% +8K +118.8% $52.82 -14.4%
69 VLO VALERO ENERGY CORP Energy 3,022.0 $747K 0.25% +1K +69.3% $247.08 -4.4%
70 CL COLGATE PALMOLIVE CO Consumer Defensive 8,357.0 $712K 0.24% +3K +66.2% $85.23 +5.0%
71 CMCSA COMCAST CORP NEW Communication Services 24,529.0 $704K 0.24% +4K +22.1% $28.71 -21.9%
72 BBY BEST BUY INC Consumer Cyclical 10,901.0 $700K 0.24% +6K +127.8% $64.20 +16.4%
73 GS GOLDMAN SACHS GROUP INC Financial Services 821.0 $695K 0.24% +352.0 +75.0% $845.99 +29.6%
74 LNG CHENIERE ENERGY INC Energy 2,422.0 $687K 0.23% +1K +129.8% $283.76 -20.0%
75 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,376.0 $686K 0.23% +2K +132.5% $203.18 +7.5%
76 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,364.0 $680K 0.23% +3K +60.2% $92.31 -5.9%
77 TROW PRICE T ROWE GROUP INC Financial Services 7,367.0 $664K 0.23% +4K +125.2% $90.14 +19.4%
78 NVDA NVIDIA CORPORATION Technology 3,712.0 $647K 0.22% +2K +117.1% $174.40 +20.8%
79 AFL AFLAC INC Financial Services 5,870.0 $644K 0.22% +2K +53.4% $109.71 +5.3%
80 AMP AMERIPRISE FINL INC Financial Services 1,400.0 $622K 0.21% +784.0 +127.3% $444.40 +5.2%
Page 4 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%