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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 9 of 23  ·  451 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 OTIS OTIS WORLDWIDE CORP Industrials 3,300.0 $254K 0.09% +1K +79.3% $77.08 -4.9%
162 MRNA MODERNA INC Healthcare 4,942.0 $251K 0.09% +2K +87.2% $50.80 +25.9%
163 APA APA CORPORATION Energy 5,872.0 $249K 0.09% +3K +99.2% $42.44 -22.2%
164 DVA DAVITA INC Healthcare 1,602.0 $246K 0.08% +617.0 +62.6% $153.69 +35.3%
165 AXP AMERICAN EXPRESS CO Financial Services 813.0 $246K 0.08% +353.0 +76.7% $302.48 +11.7%
166 KMI KINDER MORGAN INC DEL Energy 7,164.0 $240K 0.08% +3K +76.7% $33.53 -5.8%
167 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,927.0 $236K 0.08% +4K +80.3% $23.81 +99.1%
168 BLK BLACKROCK INC Financial Services 245.0 $236K 0.08% +108.0 +78.8% $961.71 +9.2%
169 PLD PROLOGIS INC. Real Estate 1,776.0 $235K 0.08% +831.0 +87.9% $132.18 +6.3%
170 DVN DEVON ENERGY CORP NEW Energy 4,628.0 $233K 0.08% +2K +80.7% $50.32 -16.3%
171 MAS MASCO CORP Industrials 3,760.0 $227K 0.08% +2K +117.2% $60.37 +23.2%
172 OXY OCCIDENTAL PETE CORP Energy 3,459.0 $225K 0.08% +2K +96.9% $65.00 -20.3%
173 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,131.0 $224K 0.08% +634.0 +127.6% $198.29 +17.5%
174 CF CF INDUSTRIES HOLD Basic Materials 1,722.0 $224K 0.08% +1K +308.1% $129.84 -20.7%
175 DHR DANAHER CORP DEL Healthcare 1,173.0 $222K 0.08% +550.0 +88.3% $189.60 -6.6%
176 WDC WESTERN DIGITAL CORP Technology 808.0 $219K 0.07% +165.0 +25.7% $270.49 +175.9%
177 GIS GENERAL MILLS INC Consumer Defensive 5,777.0 $215K 0.07% +1K +34.4% $37.22 -10.2%
178 HUM HUMANA INC Healthcare 1,239.0 $215K 0.07% +638.0 +106.2% $173.39 +108.0%
179 IRM IRON MTN INC DEL Real Estate 2,093.0 $214K 0.07% +886.0 +73.4% $102.14 +25.2%
180 D DOMINION ENERGY INC Utilities 3,383.0 $209K 0.07% +2K +85.2% $61.82 +10.7%
Page 9 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%