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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 22 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LAD LITHIA MTRS INC Consumer Cyclical 195.0 $49K 0.02% +89.0 +84.0% $249.72 +18.1%
422 HSIC SCHEIN HENRY INC Healthcare 657.0 $48K 0.02% -150.0 -18.6% $73.70 +8.4%
423 EXR EXTRA SPACE STORAGE INC Real Estate 369.0 $48K 0.02% +172.0 +87.3% $131.13 +10.8%
424 SWKS SKYWORKS SOLUTIONS INC Technology 898.0 $48K 0.02% +452.0 +101.3% $53.55 +35.3%
425 FNF FIDELITY NATL FINL INC Financial Services 1,029.0 $48K 0.02% +440.0 +74.7% $46.38 +0.9%
426 WHR WHIRLPOOL CORP Consumer Cyclical 884.0 $48K 0.02% +405.0 +84.5% $53.92 -27.9%
427 NXST NEXSTAR MEDIA GROUP INC Communication Services 263.0 $48K 0.02% NEW $180.83 -9.2%
428 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 1,018.0 $47K 0.02% +479.0 +88.9% $46.42 +9.9%
429 AR ANTERO RESOURCES CORP Energy 1,112.0 $47K 0.02% +506.0 +83.5% $42.44 -21.7%
430 ACI ALBERTSONS COS INC Consumer Defensive 2,749.0 $47K 0.02% -438.0 -13.7% $17.04 -21.1%
431 NDAQ NASDAQ INC Financial Services 545.0 $46K 0.02% +147.0 +36.9% $84.89 -3.1%
432 UNM UNUM GROUP Financial Services 633.0 $46K 0.02% +237.0 +59.9% $73.03 +23.2%
433 NWSA NEWS CORP NEW Communication Services 1,829.0 $46K 0.02% +898.0 +96.5% $24.93 +1.4%
434 TDG TRANSDIGM GROUP INC Industrials 39.0 $45K 0.01% +19.0 +95.0% $1158.95 +14.6%
435 RGA REINSURANCE GROUP AMER INC Financial Services 221.0 $45K 0.01% +101.0 +84.2% $204.16 +3.1%
436 PNW PINNACLE WEST CAP CORP Utilities 447.0 $45K 0.01% +154.0 +52.6% $100.75 +1.6%
437 XYL XYLEM INC Industrials 374.0 $45K 0.01% +177.0 +89.8% $119.50 -6.8%
438 LNC LINCOLN NATL CORP IND Financial Services 1,243.0 $44K 0.01% +492.0 +65.5% $35.50 +4.7%
439 FTV FORTIVE CORP Technology 798.0 $44K 0.01% +369.0 +86.0% $55.28 +10.4%
440 MOH MOLINA HEALTHCARE INC Healthcare 330.0 $44K 0.01% +151.0 +84.4% $133.30 +46.6%
Page 22 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%