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Portfolio (Quarterly) Guide ↗

Deseret Mutual Benefit Administrators

· CIK 0001789351
13F Portfolio $234M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 499 New
Page 17 of 25  ·  499 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,221.0 $48K 0.02% NEW $39.39 -6.5%
322 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 534.0 $48K 0.02% NEW $89.92 -2.2%
323 MRVL MARVELL TECHNOLOGY INC Technology 564.0 $48K 0.02% NEW $84.98 +265.5%
324 IQVIA HLDGS INC 210.0 $47K 0.02% NEW $225.41
325 MOS MOSAIC CO NEW Basic Materials 1,944.0 $47K 0.02% NEW $24.09 -4.9%
326 SATS ECHOSTAR CORP Technology 427.0 $46K 0.02% NEW $108.70 +0.4%
327 FISV FISERV INC Technology 690.0 $46K 0.02% NEW $67.17 -28.7%
328 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 3,486.0 $46K 0.02% NEW $13.28 -7.5%
329 BLOCK INC 711.0 $46K 0.02% NEW $65.09
330 WY WEYERHAEUSER CO MTN BE Real Estate 1,951.0 $46K 0.02% NEW $23.69 +2.7%
331 WEC WEC ENERGY GROUP INC Utilities 438.0 $46K 0.02% NEW $105.46 +6.4%
332 ROST ROSS STORES INC Consumer Cyclical 256.0 $46K 0.02% NEW $180.14 +29.2%
333 ECL ECOLAB INC Basic Materials 175.0 $46K 0.02% NEW $262.52 +2.5%
334 GEV GE VERNOVA INC Utilities 70.0 $46K 0.02% NEW $653.57 +69.8%
335 FE FIRSTENERGY CORP Utilities 1,021.0 $46K 0.02% NEW $44.77 +3.8%
336 ALB ALBEMARLE CORP Basic Materials 321.0 $45K 0.02% NEW $141.44 +13.4%
337 A AGILENT TECHNOLOGIES INC Healthcare 324.0 $44K 0.02% NEW $136.07 -6.6%
338 RHI ROBERT HALF INC. Industrials 1,599.0 $43K 0.02% NEW $27.16 +16.3%
339 NTRS NORTHERN TR CORP Financial Services 317.0 $43K 0.02% NEW $136.59 +26.0%
340 BWA BORGWARNER INC Consumer Cyclical 959.0 $43K 0.02% NEW $45.06 +59.4%
Page 17 of 25  ·  499 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 24.2%
Healthcare 18.5%
Financial Services 10.6%
Industrials 10.6%
Consumer Cyclical 10.1%
Consumer Defensive 8.8%
Communication Services 8.3%
Energy 3.8%
Basic Materials 2.2%
Utilities 1.7%