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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 7 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DG DOLLAR GEN CORP Consumer Defensive 3,243.0 $385K 0.13% +743.0 +29.7% $118.73 -4.4%
122 YUM YUM BRANDS INC Consumer Cyclical 2,475.0 $385K 0.13% +979.0 +65.4% $155.48 -2.2%
123 TMO THERMO FISHER SCIENTIFIC INC Healthcare 775.0 $381K 0.13% +383.0 +97.7% $491.53 -5.5%
124 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,939.0 $380K 0.13% +1K +109.4% $196.04 +8.9%
125 TSLA TESLA INC Consumer Cyclical 1,012.0 $376K 0.13% +474.0 +88.1% $371.75 +7.7%
126 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,144.0 $374K 0.13% +634.0 +124.3% $327.07 +21.1%
127 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,618.0 $374K 0.13% +852.0 +111.2% $230.89 +4.3%
128 EOG EOG RES INC Energy 2,572.0 $372K 0.13% +1K +94.0% $144.57 -10.1%
129 HON HONEYWELL INTL INC Industrials 1,644.0 $372K 0.13% +693.0 +72.9% $226.03 +1.3%
130 SHW SHERWIN WILLIAMS CO Basic Materials 1,126.0 $361K 0.12% +599.0 +113.7% $320.55 +0.1%
131 ABT ABBOTT LABORATORIES Healthcare 3,513.0 $361K 0.12% +2K +101.5% $102.67 -13.9%
132 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,046.0 $359K 0.12% +3K +125.8% $71.18 -13.5%
133 NEE NEXTERA ENERGY INC Utilities 3,851.0 $358K 0.12% +2K +78.0% $92.88 -6.6%
134 DE DEERE & CO Industrials 632.0 $356K 0.12% +290.0 +84.8% $563.30 +4.6%
135 ZTS ZOETIS INC Healthcare 2,981.0 $352K 0.12% +2K +135.3% $118.21 -33.4%
136 FERG FERGUSON ENTERPRISES INC Industrials 1,508.0 $352K 0.12% +612.0 +68.3% $233.26 +2.2%
137 VST VISTRA CORP Utilities 2,324.0 $349K 0.12% +1K +126.5% $150.33 +8.9%
138 AMT AMERICAN TOWER CORP Real Estate 2,020.0 $349K 0.12% +1K +113.5% $172.58 +2.0%
139 EA ELECTRONIC ARTS INC Communication Services 1,688.0 $344K 0.12% +626.0 +59.0% $203.87 -0.8%
140 DUK DUKE ENERGY CORP NEW Utilities 2,614.0 $342K 0.12% +1K +80.5% $130.94 -5.4%
Page 7 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%