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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 5 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CHRW C H ROBINSON WORLDWIDE IN Industrials 3,746.0 $622K 0.21% +2K +73.1% $166.07 +11.4%
82 SYF SYNCHRONY FINANCIAL Financial Services 9,018.0 $613K 0.21% +5K +131.8% $68.02 +10.6%
83 RTX RTX CORPORATION Industrials 3,072.0 $593K 0.20% +1K +68.4% $192.90 -3.8%
84 SCHW SCHWAB CHARLES CORP Financial Services 6,297.0 $592K 0.20% +3K +100.1% $93.98 -2.4%
85 KR KROGER CO Consumer Defensive 7,957.0 $576K 0.20% +3K +52.9% $72.36 -21.8%
86 NOC NORTHROP GRUMMAN CORP Industrials 840.0 $573K 0.20% +76.0 +9.9% $682.24 -23.6%
87 CTVA CORTEVA INC Basic Materials 6,670.0 $558K 0.19% +3K +108.6% $83.71 -6.1%
88 BX BLACKSTONE INC Financial Services 4,836.0 $556K 0.19% +3K +135.7% $114.99 +7.7%
89 AON AON PLC Financial Services 1,710.0 $552K 0.19% +439.0 +34.5% $322.78 -1.6%
90 DELL DELL TECHNOLOGIES INC Technology 3,256.0 $534K 0.18% +2K +118.8% $164.13 +149.5%
91 F FORD MTR CO Consumer Cyclical 45,325.0 $523K 0.18% +19K +71.9% $11.54 +21.8%
92 SYY SYSCO CORP Consumer Defensive 7,166.0 $511K 0.17% +4K +114.7% $71.33 +10.3%
93 EXPD EXPEDITORS INTL WASH INC Industrials 3,568.0 $511K 0.17% +1K +68.1% $143.23 +12.6%
94 PSX PHILLIPS 66 Energy 2,786.0 $508K 0.17% +1K +68.3% $182.18 -8.8%
95 MS MORGAN STANLEY Financial Services 3,021.0 $497K 0.17% +1K +78.4% $164.57 +35.6%
96 MRSH MARSH & MCLENNAN COS INC Financial Services 2,844.0 $493K 0.17% +1K +66.7% $173.45 -6.4%
97 PPG PPG INDS INC Basic Materials 4,591.0 $491K 0.17% +3K +161.2% $106.88 +10.6%
98 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,004.0 $483K 0.16% +2K +84.3% $96.47 +6.3%
99 FAST FASTENAL CO Industrials 10,394.0 $482K 0.16% +5K +103.3% $46.40 -1.1%
100 GWW WW GRAINGER INC Industrials 439.0 $479K 0.16% +230.0 +110.0% $1090.81 +25.2%
Page 5 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%