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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 10 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HPE HEWLETT PACKARD ENTERPRISE C Technology 9,927.0 $236K 0.08% +4K +80.3% $23.81 +99.1%
182 BLK BLACKROCK INC Financial Services 245.0 $236K 0.08% +108.0 +78.8% $961.71 +9.2%
183 NEM NEWMONT CORP Basic Materials 2,175.0 $235K 0.08% -1K -32.2% $108.25 -4.1%
184 PLD PROLOGIS INC. Real Estate 1,776.0 $235K 0.08% +831.0 +87.9% $132.18 +6.3%
185 DVN DEVON ENERGY CORP NEW Energy 4,628.0 $233K 0.08% +2K +80.7% $50.32 -16.3%
186 MAS MASCO CORP Industrials 3,760.0 $227K 0.08% +2K +117.2% $60.37 +23.2%
187 OXY OCCIDENTAL PETE CORP Energy 3,459.0 $225K 0.08% +2K +96.9% $65.00 -20.3%
188 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,131.0 $224K 0.08% +634.0 +127.6% $198.29 +17.5%
189 CF CF INDUSTRIES HOLD Basic Materials 1,722.0 $224K 0.08% +1K +308.1% $129.84 -20.7%
190 DHR DANAHER CORP DEL Healthcare 1,173.0 $222K 0.08% +550.0 +88.3% $189.60 -6.6%
191 GD GENERAL DYNAMICS CORP Industrials 638.0 $219K 0.07% -266.0 -29.4% $343.22 +2.0%
192 WDC WESTERN DIGITAL CORP Technology 808.0 $219K 0.07% +165.0 +25.7% $270.49 +175.9%
193 GIS GENERAL MILLS INC Consumer Defensive 5,777.0 $215K 0.07% +1K +34.4% $37.22 -10.2%
194 HUM HUMANA INC Healthcare 1,239.0 $215K 0.07% +638.0 +106.2% $173.39 +108.0%
195 IRM IRON MTN INC DEL Real Estate 2,093.0 $214K 0.07% +886.0 +73.4% $102.14 +25.2%
196 D DOMINION ENERGY INC Utilities 3,383.0 $209K 0.07% +2K +85.2% $61.82 +10.7%
197 TRV TRAVELERS COMPANIES INC Financial Services 717.0 $209K 0.07% +317.0 +79.2% $291.68 +5.5%
198 BUNGE GLOBAL SA 1,638.0 $208K 0.07% +316.0 +23.9% $127.20
199 PYPL PAYPAL HLDGS INC Financial Services 4,604.0 $208K 0.07% +3K +141.6% $45.23 -6.0%
200 TMUS T-MOBILE US INC Communication Services 978.0 $205K 0.07% -458.0 -31.9% $210.03 -13.5%
Page 10 of 26  ·  508 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%