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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 13 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STLD STEEL DYNAMICS INC Basic Materials 841.0 $151K 0.05% +391.0 +86.9% $180.00 +38.8%
242 HAL HALLIBURTON CO Energy 3,822.0 $149K 0.05% +2K +90.9% $38.99 -10.4%
243 APTIV PLC 2,146.0 $149K 0.05% NEW $69.44
244 VTRS VIATRIS INC Healthcare 10,899.0 $147K 0.05% -5K -30.5% $13.51 +13.8%
245 ED CONSOLIDATED EDISON INC Utilities 1,274.0 $144K 0.05% +551.0 +76.2% $113.18 -6.0%
246 EIX EDISON INTL Utilities 1,962.0 $144K 0.05% +834.0 +73.9% $73.18 -1.8%
247 BDX BECTON DICKINSON & CO Healthcare 906.0 $142K 0.05% -93.0 -9.3% $157.23 -8.4%
248 SIRI SIRIUSXM HOLDINGS INC Communication Services 6,159.0 $142K 0.05% +3K +77.0% $23.08 +21.4%
249 OVV OVINTIV INC Energy 2,385.0 $142K 0.05% +1K +79.6% $59.36 -11.7%
250 WELL WELLTOWER INC Real Estate 704.0 $139K 0.05% +310.0 +78.7% $197.71 +4.5%
251 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 469.0 $136K 0.05% +238.0 +103.0% $290.49 -3.5%
252 WM WASTE MGMT INC DEL Industrials 589.0 $135K 0.05% -187.0 -24.1% $229.79 -6.6%
253 SYK STRYKER CORPORATION Healthcare 410.0 $135K 0.05% +199.0 +94.3% $328.59 -6.3%
254 INTU INTUIT Technology 310.0 $134K 0.05% +173.0 +126.3% $432.38 -38.2%
255 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 849.0 $134K 0.04% -387.0 -31.3% $157.28 -14.9%
256 TEL TE CONNECTIVITY PLC Technology 633.0 $132K 0.04% +257.0 +68.3% $209.02 +4.1%
257 LEN LENNAR CORP Consumer Cyclical 1,469.0 $128K 0.04% +717.0 +95.3% $86.84 +3.3%
258 CTRA COTERRA ENERGY INC Energy 3,627.0 $127K 0.04% +2K +82.9% $35.14 -7.3%
259 XEL XCEL ENERGY INC Utilities 1,593.0 $127K 0.04% +673.0 +73.2% $79.44 -2.6%
260 ENTERGY CORP NEW 1,122.0 $126K 0.04% +480.0 +74.8% $112.36
Page 13 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%