BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMD ADVANCED MICRO DEVICES INC Technology 1,668.0 $339K 0.12% +658.0 +65.2% $203.43 +164.2%
142 HSY HERSHEY CO Consumer Defensive 1,555.0 $323K 0.11% +717.0 +85.6% $207.89 -17.0%
143 USB US BANCORP Financial Services 6,104.0 $317K 0.11% +3K +79.3% $52.01 +11.8%
144 ADI ANALOG DEVICES INC Technology 995.0 $317K 0.11% +423.0 +74.0% $318.14 +36.6%
145 NTAP NETAPP INC Technology 3,040.0 $311K 0.11% +2K +110.7% $102.39 +56.0%
146 PNC PNC FINL SVCS GROUP INC Financial Services 1,460.0 $304K 0.10% +677.0 +86.5% $208.09 +11.5%
147 AN AUTONATION INC Consumer Cyclical 1,534.0 $300K 0.10% +788.0 +105.6% $195.26 -3.3%
148 AIG AMERICAN INTL GROUP INC Financial Services 3,948.0 $297K 0.10% +2K +83.3% $75.25 -1.6%
149 CB CHUBB LTD SWITZ Financial Services 904.0 $295K 0.10% +388.0 +75.2% $325.93 -0.8%
150 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,502.0 $293K 0.10% +857.0 +132.9% $195.40 +13.1%
151 CRM SALESFORCE INC Technology 1,546.0 $289K 0.10% +882.0 +132.8% $186.67 -18.7%
152 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,446.0 $284K 0.10% +2K +128.8% $82.33 -2.1%
153 CNC CENTENE CORP DEL Healthcare 8,623.0 $282K 0.10% +4K +92.6% $32.74 +86.4%
154 TFC TRUIST FINL CORP Financial Services 6,067.0 $279K 0.10% +3K +87.6% $45.97 +5.1%
155 SLB SLB LIMITED Energy 5,367.0 $276K 0.09% +2K +79.9% $51.39 -6.4%
156 EXPAND ENERGY CORPORATION 2,476.0 $272K 0.09% +842.0 +51.5% $109.78
157 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,907.0 $271K 0.09% +1K +79.8% $93.32 +2.5%
158 BK BANK NEW YORK MELLON CORP Financial Services 2,260.0 $268K 0.09% +951.0 +72.7% $118.63 +20.1%
159 SO SOUTHERN CO Utilities 2,760.0 $266K 0.09% +1K +77.2% $96.52 -3.6%
160 JBHT HUNT J B TRANS SVCS INC Industrials 1,248.0 $264K 0.09% +675.0 +117.8% $211.90 +28.0%
Page 8 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%