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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 6 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPGI S&P GLOBAL INC Financial Services 1,113.0 $473K 0.16% +658.0 +144.6% $425.34 -3.4%
102 GE GE AEROSPACE Industrials 1,637.0 $465K 0.16% +1K +317.6% $283.77 +26.0%
103 SPG SIMON PPTY GROUP INC NEW Real Estate 2,480.0 $463K 0.16% +1K +103.0% $186.53 +13.3%
104 CENCORA INC 1,456.0 $457K 0.16% +651.0 +80.9% $314.14
105 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,544.0 $452K 0.15% +726.0 +88.8% $292.75 +32.7%
106 DIS DISNEY WALT CO Communication Services 4,644.0 $448K 0.15% +2K +89.6% $96.38 +7.8%
107 CTAS CINTAS CORP Industrials 2,601.0 $440K 0.15% +1K +130.6% $169.14 +1.0%
108 DOW DOW HLDGS INC Basic Materials 10,433.0 $435K 0.15% +5K +89.9% $41.65 -23.8%
109 OMC OMNICOM GROUP INC Communication Services 5,624.0 $424K 0.14% +3K +120.0% $75.31 -5.3%
110 NVR NVR INC Consumer Cyclical 64.0 $422K 0.14% +35.0 +120.7% $6589.83 -1.5%
111 LUMN LUMEN TECHNOLOGIES INC Communication Services 60,320.0 $419K 0.14% +31K +109.1% $6.95 +18.0%
112 ADBE ADOBE INC Technology 1,684.0 $409K 0.14% +1K +146.9% $243.08 -19.7%
113 COF CAPITAL ONE FINL CORP Financial Services 2,229.0 $407K 0.14% +966.0 +76.5% $182.43 +10.5%
114 FDX FEDEX CORP Industrials 1,133.0 $404K 0.14% +499.0 +78.7% $356.18 -8.4%
115 WBD WARNER BROS DISCOVERY INC Communication Services 14,674.0 $403K 0.14% +5K +49.2% $27.46 -4.6%
116 MSI MOTOROLA SOLUTIONS INC Technology 927.0 $402K 0.14% +444.0 +91.9% $433.97 -8.9%
117 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 5,504.0 $399K 0.14% +3K +91.0% $72.46 +26.1%
118 CMI CUMMINS INC Industrials 738.0 $397K 0.14% +348.0 +89.2% $538.02 +33.2%
119 NRG NRG ENERGY INC Utilities 2,698.0 $394K 0.13% +2K +152.2% $146.14 -7.6%
120 LIN LINDE PLC Basic Materials 789.0 $391K 0.13% +350.0 +79.7% $495.76 +3.3%
Page 6 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%