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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CME CME GROUP INC Financial Services 534.0 $158K 0.05% -233.0 -30.4% $295.35 -16.6%
22 VRTX VERTEX PHARMACEUTICALS INC Healthcare 342.0 $153K 0.05% -54.0 -13.6% $446.54 +1.1%
23 VTRS VIATRIS INC Healthcare 10,899.0 $147K 0.05% -5K -30.5% $13.51 +13.8%
24 BDX BECTON DICKINSON & CO Healthcare 906.0 $142K 0.05% -93.0 -9.3% $157.23 -8.4%
25 WM WASTE MGMT INC DEL Industrials 589.0 $135K 0.05% -187.0 -24.1% $229.79 -6.6%
26 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 849.0 $134K 0.04% -387.0 -31.3% $157.28 -14.9%
27 CAH CARDINAL HEALTH INC Healthcare 532.0 $112K 0.04% -546.0 -50.6% $211.31 +4.9%
28 FOXA FOX CORP Communication Services 1,490.0 $87K 0.03% -1K -45.6% $58.40 -10.6%
29 BALL BALL CORP Consumer Cyclical 1,124.0 $66K 0.02% -263.0 -19.0% $59.11 -2.4%
30 DGX QUEST DIAGNOSTICS INC Healthcare 338.0 $66K 0.02% -180.0 -34.8% $195.98 -0.5%
31 AKAM AKAMAI TECHNOLOGIES INC Technology 532.0 $61K 0.02% -86.0 -13.9% $114.85 +8.8%
32 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 206.0 $60K 0.02% -67.0 -24.5% $290.70 -12.2%
33 HOLOGIC INC 777.0 $59K 0.02% -60.0 -7.2% $75.59
34 PKG PACKAGING CORP AMER Consumer Cyclical 270.0 $57K 0.02% -101.0 -27.2% $212.22 +7.9%
35 LEIDOS HOLDINGS INC 354.0 $55K 0.02% -125.0 -26.1% $155.52
36 RSG REPUBLIC SVCS INC Industrials 246.0 $54K 0.02% -184.0 -42.8% $219.02 -6.4%
37 HSIC SCHEIN HENRY INC Healthcare 657.0 $48K 0.02% -150.0 -18.6% $73.70 +8.4%
38 ACI ALBERTSONS COS INC Consumer Defensive 2,749.0 $47K 0.02% -438.0 -13.7% $17.04 -21.1%
39 AJG GALLAGHER ARTHUR J & CO Financial Services 203.0 $44K 0.01% -86.0 -29.8% $216.58 -1.2%
40 DOX AMDOCS LTD Technology 592.0 $39K 0.01% -173.0 -22.6% $65.26 -21.1%
Page 2 of 3  ·  42 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%