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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 20 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HOLOGIC INC 777.0 $59K 0.02% -60.0 -7.2% $75.59
382 ATO ATMOS ENERGY CORP Utilities 312.0 $58K 0.02% +129.0 +70.5% $184.72 -7.9%
383 PKG PACKAGING CORP AMER Consumer Cyclical 270.0 $57K 0.02% -101.0 -27.2% $212.22 +7.9%
384 GPC GENUINE PARTS CO Consumer Cyclical 536.0 $57K 0.02% +90.0 +20.2% $105.75 +2.8%
385 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 1,054.0 $56K 0.02% +433.0 +69.7% $52.75 +13.9%
386 OMF ONEMAIN HLDGS INC Financial Services 1,038.0 $56K 0.02% +474.0 +84.0% $53.49 +8.8%
387 QRVO QORVO INC Technology 715.0 $55K 0.02% +308.0 +75.7% $77.40 +27.2%
388 LEIDOS HOLDINGS INC 354.0 $55K 0.02% -125.0 -26.1% $155.52
389 NI NISOURCE INC Utilities 1,179.0 $55K 0.02% +528.0 +81.1% $46.66 +1.3%
390 SNA SNAP ON INC Industrials 151.0 $55K 0.02% +74.0 +96.1% $363.22 +6.6%
391 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 6,449.0 $54K 0.02% +3K +85.0% $8.45 +45.3%
392 AVT AVNET INC Technology 882.0 $54K 0.02% +419.0 +90.5% $61.62 +48.4%
393 AES AES CORP Utilities 3,849.0 $54K 0.02% +2K +125.2% $14.09 +3.8%
394 HST HOST HOTELS & RESORTS INC Real Estate 2,825.0 $54K 0.02% +1K +111.5% $19.16 +30.5%
395 RSG REPUBLIC SVCS INC Industrials 246.0 $54K 0.02% -184.0 -42.8% $219.02 -6.4%
396 CDNS CADENCE DESIGN SYSTEM INC Technology 193.0 $54K 0.02% +95.0 +96.9% $277.87 +39.4%
397 BEN FRANKLIN RESOURCES INC Financial Services 2,260.0 $53K 0.02% +1K +82.7% $23.62 +39.9%
398 CNH INDL N V 4,832.0 $53K 0.02% +2K +91.7% $11.00
399 SNPS SYNOPSYS INC Technology 134.0 $53K 0.02% +62.0 +86.1% $396.48 +14.9%
400 KKR KKR & CO INC Financial Services 571.0 $53K 0.02% +283.0 +98.3% $92.50 +4.9%
Page 20 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%