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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 18 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 M MACYS INC Consumer Cyclical 4,198.0 $76K 0.03% +2K +77.6% $18.09 +33.4%
342 AEE AMEREN CORP Utilities 686.0 $75K 0.03% +256.0 +59.5% $109.92 -1.1%
343 CINF CINCINNATI FINL CORP Financial Services 479.0 $75K 0.03% +218.0 +83.5% $157.35 +8.2%
344 BA BOEING CO Industrials 376.0 $75K 0.03% +140.0 +59.3% $199.03 +11.9%
345 CEG CONSTELLATION ENERGY CORP Utilities 265.0 $74K 0.03% +112.0 +73.2% $279.25 -1.9%
346 CNP CENTERPOINT ENERGY INC Utilities 1,684.0 $73K 0.03% +701.0 +71.3% $43.16 -0.8%
347 IQVIA HLDGS INC 424.0 $72K 0.03% +214.0 +101.9% $170.54
348 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 776.0 $70K 0.02% +242.0 +45.3% $90.42 -2.7%
349 VICI VICI PPTYS INC Real Estate 2,555.0 $70K 0.02% +1K +99.0% $27.32 -3.8%
350 A AGILENT TECHNOLOGIES INC Healthcare 608.0 $69K 0.02% +284.0 +87.7% $113.98 +11.5%
351 WAT WATERS CORP Healthcare 231.0 $69K 0.02% +172.0 +291.5% $297.80 +19.4%
352 TXT TEXTRON INC Industrials 778.0 $68K 0.02% +387.0 +99.0% $87.56 +2.2%
353 ROP ROPER TECHNOLOGIES INC Industrials 190.0 $67K 0.02% +2.0 +1.1% $353.86 -6.7%
354 BALL BALL CORP Consumer Cyclical 1,124.0 $66K 0.02% -263.0 -19.0% $59.11 -2.4%
355 DGX QUEST DIAGNOSTICS INC Healthcare 338.0 $66K 0.02% -180.0 -34.8% $195.98 -0.5%
356 ROK ROCKWELL AUTOMATION INC Industrials 184.0 $66K 0.02% +82.0 +80.4% $358.88 +32.0%
357 KSS KOHLS CORP Consumer Cyclical 5,114.0 $66K 0.02% +2K +80.6% $12.90 +33.7%
358 FLEX FLEXTRONICS INTL LTD Technology 992.0 $65K 0.02% +440.0 +79.7% $65.46 +125.5%
359 EL LAUDER ESTEE COS INC Consumer Defensive 894.0 $64K 0.02% +360.0 +67.4% $71.77 +18.2%
360 BAX BAXTER INTL INC Healthcare 3,793.0 $64K 0.02% +106.0 +2.9% $16.80 +18.4%
Page 18 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%