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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 17 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ISRG INTUITIVE SURGICAL INC Healthcare 185.0 $85K 0.03% +98.0 +112.6% $460.99 -11.8%
322 EW EDWARDS LIFESCIENCES CORP Healthcare 1,063.0 $85K 0.03% +558.0 +110.5% $80.08 +9.1%
323 IP INTERNATIONAL PAPER CO Consumer Cyclical 2,349.0 $84K 0.03% +1K +92.4% $35.70 +3.1%
324 LEA LEAR CORP Consumer Cyclical 692.0 $84K 0.03% +341.0 +97.2% $121.08 +15.4%
325 EQT EQT CORP Energy 1,304.0 $83K 0.03% +584.0 +81.1% $63.64 -20.3%
326 ARW ARROW ELECTRS INC Technology 578.0 $83K 0.03% +283.0 +95.9% $143.41 +62.3%
327 SWK STANLEY BLACK & DECKER INC Industrials 1,164.0 $83K 0.03% +594.0 +104.2% $71.06 +22.1%
328 ON ON SEMICONDUCTOR CORP Technology 1,333.0 $83K 0.03% +605.0 +83.1% $61.92 +96.4%
329 SNX TD SYNNEX CORPORATION Technology 482.0 $81K 0.03% +261.0 +118.1% $168.71 +68.7%
330 RHI ROBERT HALF INC. Industrials 3,192.0 $81K 0.03% +2K +99.6% $25.40 +24.4%
331 BSX BOSTON SCIENTIFIC CORP Healthcare 1,291.0 $81K 0.03% +206.0 +19.0% $62.75 -27.8%
332 PWR QUANTA SVCS INC Industrials 147.0 $81K 0.03% +53.0 +56.4% $549.02 +27.9%
333 HBAN HUNTINGTON BANCSHARES INC Financial Services 5,106.0 $80K 0.03% +2K +83.7% $15.65 +7.7%
334 EVRG EVERGY INC Utilities 975.0 $80K 0.03% +427.0 +77.9% $81.92 +0.7%
335 USFD US FOODS HLDG CORP Consumer Defensive 865.0 $80K 0.03% +380.0 +78.3% $92.21 -0.3%
336 ECL ECOLAB INC Basic Materials 297.0 $79K 0.03% +122.0 +69.7% $266.02 +1.2%
337 NTRS NORTHERN TR CORP Financial Services 564.0 $79K 0.03% +247.0 +77.9% $139.57 +23.3%
338 DTE DTE ENERGY CO Utilities 537.0 $79K 0.03% +254.0 +89.8% $146.22 +0.9%
339 EMN EASTMAN CHEM CO Basic Materials 1,020.0 $78K 0.03% +539.0 +112.1% $76.32 -5.0%
340 VTR VENTAS INC Real Estate 939.0 $77K 0.03% +381.0 +68.3% $81.78 -0.2%
Page 17 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%