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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 15 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HIG HARTFORD INSURANCE GROUP INC Financial Services 795.0 $108K 0.04% +341.0 +75.1% $135.23 -5.2%
282 MDT MEDTRONIC PLC Healthcare 1,228.0 $106K 0.04% NEW $86.65 -8.4%
283 PBF PBF ENERGY INC Energy 2,225.0 $106K 0.04% +1K +94.2% $47.62 -21.7%
284 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 1,302.0 $105K 0.04% +625.0 +92.3% $80.95 -1.3%
285 EQIX EQUINIX INC Real Estate 104.0 $102K 0.04% +52.0 +100.0% $980.24 +11.4%
286 GAP GAP INC Consumer Cyclical 4,191.0 $101K 0.04% +2K +107.9% $24.20 -12.6%
287 CDW CDW CORP Technology 838.0 $101K 0.04% +453.0 +117.7% $121.02 +6.1%
288 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,557.0 $101K 0.03% +629.0 +67.8% $64.61 +54.4%
289 KEYS KEYSIGHT TECHNOLOGIES INC Technology 354.0 $100K 0.03% +172.0 +94.5% $282.37 +28.8%
290 BLOCK INC 1,660.0 $100K 0.03% +949.0 +133.5% $60.18
291 Q QNITY ELECTRONICS INC Technology 863.0 $100K 0.03% +249.0 +40.5% $115.38 +46.5%
292 PPL PPL CORP Utilities 2,575.0 $98K 0.03% +1K +75.0% $38.20 -7.4%
293 WY WEYERHAEUSER CO Real Estate 4,005.0 $98K 0.03% +2K +105.3% $24.43 -0.5%
294 UBER UBER TECHNOLOGIES INC Technology 1,355.0 $97K 0.03% +727.0 +115.8% $71.93 -0.4%
295 ROST ROSS STORES INC Consumer Cyclical 449.0 $97K 0.03% +193.0 +75.4% $216.63 +7.5%
296 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,079.0 $97K 0.03% +502.0 +87.0% $90.11 +21.6%
297 ALLY ALLY FINL INC Financial Services 2,461.0 $97K 0.03% +1K +84.6% $39.23 +16.0%
298 CBRE CBRE GROUP INC Real Estate 708.0 $96K 0.03% +305.0 +75.7% $135.46 -2.9%
299 BWA BORGWARNER INC Consumer Cyclical 1,765.0 $96K 0.03% +806.0 +84.0% $54.26 +32.4%
300 ES EVERSOURCE ENERGY Utilities 1,382.0 $96K 0.03% +597.0 +76.0% $69.28 +0.4%
Page 15 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%