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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 14 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DD DUPONT DE NEMOURS INC Basic Materials 2,748.0 $126K 0.04% +1K +70.2% $45.80 +4.2%
262 CFG CITIZENS FINL GROUP INC Financial Services 2,097.0 $126K 0.04% +868.0 +70.6% $59.97 +11.9%
263 CORPAY INC 432.0 $126K 0.04% +235.0 +119.3% $290.99
264 GPN GLOBAL PMTS INC Industrials 1,856.0 $125K 0.04% +919.0 +98.1% $67.30 -0.6%
265 LH LABCORP HOLDINGS INC Healthcare 468.0 $125K 0.04% +36.0 +8.3% $266.81 -4.1%
266 PCG PG&E CORP Utilities 7,089.0 $125K 0.04% +3K +80.5% $17.57 -6.2%
267 INCY INCYTE CORP Healthcare 1,309.0 $123K 0.04% +518.0 +65.5% $94.12 +4.4%
268 PH PARKER-HANNIFIN CORP Industrials 137.0 $123K 0.04% +59.0 +75.6% $895.24 +6.5%
269 DINO HF SINCLAIR CORP Energy 1,956.0 $122K 0.04% +861.0 +78.6% $62.39 +3.4%
270 FISV FISERV INC Technology 2,136.0 $119K 0.04% +1K +209.6% $55.80 -14.2%
271 FIS FIDELITY NATL INFORMATION SV Technology 2,426.0 $114K 0.04% +1K +134.6% $46.91 -18.5%
272 DLR DIGITAL RLTY TR INC Real Estate 627.0 $113K 0.04% +287.0 +84.4% $180.21 +4.4%
273 CAH CARDINAL HEALTH INC Healthcare 532.0 $112K 0.04% -546.0 -50.6% $211.31 +4.9%
274 O REALTY INCOME CORP Real Estate 1,834.0 $112K 0.04% +834.0 +83.4% $61.18 -1.5%
275 FANG DIAMONDBACK ENERGY INC Energy 567.0 $112K 0.04% +293.0 +106.9% $197.79 -7.2%
276 J JACOBS SOLUTIONS INC Industrials 878.0 $112K 0.04% +628.0 +251.2% $127.28 -5.0%
277 MRVL MARVELL TECHNOLOGY INC Technology 1,118.0 $111K 0.04% +554.0 +98.2% $99.05 +213.6%
278 PHM PULTE GROUP INC Consumer Cyclical 932.0 $110K 0.04% +455.0 +95.4% $117.61 +7.9%
279 GEN GEN DIGITAL INC Technology 5,818.0 $110K 0.04% +2K +39.9% $18.83 +28.4%
280 MTB M & T BK CORP Financial Services 523.0 $108K 0.04% +226.0 +76.1% $206.72 +8.9%
Page 14 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%