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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 4 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 12,681.0 $1.0M 0.35% +7K +124.2% $80.56 -25.4%
62 NUE NUCOR CORP Basic Materials 5,844.0 $988K 0.34% +3K +134.6% $169.10 +44.2%
63 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,569.0 $986K 0.34% +2K +77.3% $215.88 -41.5%
64 COP CONOCOPHILLIPS Energy 6,870.0 $907K 0.31% +3K +81.2% $132.00 -18.4%
65 REGN REGENERON PHARMACEUTICALS Healthcare 1,158.0 $895K 0.30% +414.0 +55.6% $772.64 -21.1%
66 HPQ HP INC Technology 45,473.0 $874K 0.30% +26K +129.4% $19.21 +22.3%
67 TER TERADYNE INC Technology 2,887.0 $856K 0.29% +2K +118.4% $296.46 +47.7%
68 ITW ILLINOIS TOOL WKS INC Industrials 3,258.0 $848K 0.29% +2K +114.6% $260.29 +1.5%
69 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,968.0 $847K 0.29% -4K -22.8% $60.65 -11.0%
70 EBAY EBAY INC. Consumer Cyclical 9,169.0 $835K 0.28% +1K +13.5% $91.02 +18.9%
71 ANGL VANECK ETF TRUST 27,810.0 $799K 0.27% +278.0 +1.0% $28.72 +1.6%
72 TPR TAPESTRY INC Consumer Cyclical 5,614.0 $792K 0.27% +3K +124.0% $141.11 +1.7%
73 GM GENERAL MTRS CO Consumer Cyclical 10,614.0 $791K 0.27% +4K +66.6% $74.50 +6.4%
74 MU MICRON TECHNOLOGY INC Technology 2,273.0 $768K 0.26% +676.0 +42.3% $337.84 +235.7%
75 NKE NIKE INC Consumer Cyclical 14,305.0 $756K 0.26% +8K +118.8% $52.82 -14.4%
76 VLO VALERO ENERGY CORP Energy 3,022.0 $747K 0.25% +1K +69.3% $247.08 -4.4%
77 CL COLGATE PALMOLIVE CO Consumer Defensive 8,357.0 $712K 0.24% +3K +66.2% $85.23 +5.0%
78 CMCSA COMCAST CORP NEW Communication Services 24,529.0 $704K 0.24% +4K +22.1% $28.71 -21.9%
79 BBY BEST BUY INC Consumer Cyclical 10,901.0 $700K 0.24% +6K +127.8% $64.20 +16.4%
80 GS GOLDMAN SACHS GROUP INC Financial Services 821.0 $695K 0.24% +352.0 +75.0% $845.99 +29.6%
Page 4 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%