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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 25 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CG CARLYLE GROUP INC Financial Services 584.0 $28K 0.01% +272.0 +87.2% $48.39 -7.4%
482 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 683.0 $28K 0.01% +321.0 +88.7% $41.27 +50.5%
483 NWL NEWELL BRANDS INC Consumer Defensive 7,697.0 $26K 0.01% +4K +91.5% $3.43 +43.4%
484 DAL DELTA AIR LINES INC Industrials 390.0 $26K 0.01% +110.0 +39.3% $66.48 +26.6%
485 WDAY WORKDAY INC Technology 196.0 $25K 0.01% +92.0 +88.5% $129.92 -10.0%
486 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 329.0 $25K 0.01% +92.0 +38.8% $76.16 +12.4%
487 ACGL ARCH CAP GROUP LTD Financial Services 245.0 $24K 0.01% NEW $95.99 -5.0%
488 TT TRANE TECHNOLOGIES PLC Industrials 50.0 $21K 0.01% NEW $416.74 +16.0%
489 DXC DXC TECHNOLOGY CO Technology 1,649.0 $21K 0.01% +800.0 +94.2% $12.57 -31.6%
490 LUV SOUTHWEST AIRLS CO Industrials 540.0 $20K 0.01% +135.0 +33.3% $37.57 +27.7%
491 CHRD CHORD ENERGY CORPORATION Energy 135.0 $19K 0.01% NEW $142.18 -13.4%
492 SMURFIT WESTROCK PLC 454.0 $18K 0.01% NEW $39.85
493 WKC WORLD KINECT CORPORATION Energy 776.0 $18K 0.01% +462.0 +147.1% $23.07 +34.9%
494 KD KYNDRYL HLDGS INC Technology 1,334.0 $18K 0.01% +598.0 +81.2% $13.12 -16.2%
495 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 116.0 $17K 0.01% +39.0 +50.6% $149.52 +17.2%
496 SANDISK CORP 26.0 $17K 0.01% -58.0 -69.0% $635.35
497 UAL UNITED AIRLS HLDGS INC Industrials 175.0 $16K 0.01% +74.0 +73.3% $92.07 +28.5%
498 GFS GLOBALFOUNDRIES INC Technology 267.0 $12K 0.00% NEW $44.48 +93.0%
499 J P MORGAN EXCHANGE TRADED F 195.0 $10K 0.00% $50.61
500 INGRAM MICRO HLDG CORP 266.0 $6K 0.00% NEW $23.31
Page 25 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%