Deseret Mutual Benefit Administrators
CIK
1789351
Location
SALT LAKE CITY, UT
Portfolio Value
Small
$226,043,741
Diversification
Diversified
Filing Date
Global Rank
#3,927
/ 8,603
▲ 1381
· as of Mar 2026
Top Industry
Drug Manufacturers - General
11.5%
3Y Alpha vs SPY
-1.4%
Period ended 3 months ago
Filed May 8, 2026 · 2mo
20 quarters · since Jun 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.8%
SPY
+76.0%
Annualised alpha
-1.0%
Max drawdown
−15.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
501 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.0%
+0.5 pts
Top 5
15.4%
+0.5 pts
Top 10
23.9%
−0.2 pts
HHI
110
Diversified+2
Portfolio Trend
20 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 25.8% | $58,430,828 |
| Healthcare | 16.1% | $36,451,489 |
| Industrials | 11.8% | $26,670,281 |
| Financial Services | 11.0% | $24,927,247 |
| Consumer Cyclical | 9.8% | $22,103,919 |
| Consumer Defensive | 7.2% | $16,281,563 |
| Communication Services | 7.0% | $15,766,334 |
| Energy | 4.8% | $10,865,292 |
| Basic Materials | 3.1% | $7,102,604 |
| Utilities | 2.0% | $4,423,388 |
| Real Estate | 1.3% | $2,901,608 |
| Unclassified | 0.1% | $119,188 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LUMN | Lumen Technologies, Inc. | +31,476 | 60,320 | $419,224 | |
| CSCO | Cisco Systems, Inc. | +29,722 | 70,470 | $5,467,767 | |
| HPQ | Hp Inc | +25,654 | 45,473 | $873,536 | |
| AAPL | Apple Inc. | +23,213 | 44,886 | $11,391,617 | |
| F | Ford Motor Co | +18,958 | 45,325 | $523,050 | |
| CSX | Csx Corp | +17,150 | 30,989 | $1,272,098 | |
| GILD | Gilead Sciences, Inc. | +13,518 | 32,797 | $4,570,917 | |
| INTC | Intel Corp | +12,964 | 36,331 | $1,603,287 | |
| BAC | Bank Of America Corp /De/ | +12,352 | 27,696 | $1,350,180 | |
| AVGO | Broadcom Inc. | +10,772 | 19,384 | $5,999,541 | |
| KO | Coca Cola Co | +10,715 | 28,953 | $2,201,875 | |
| LRCX | Lam Research Corp | +9,551 | 17,310 | $3,698,454 | |
| TGT | Target Corp | +9,407 | 17,803 | $2,157,723 | |
| NFLX | Netflix Inc | +9,380 | 16,230 | $1,560,514 | |
| QCOM | Qualcomm Inc/De | +9,125 | 16,076 | $2,070,267 | |
| JNJ | Johnson & Johnson | +8,688 | 29,372 | $7,179,691 | |
| MRK | Merck & Co., Inc. | +8,045 | 26,080 | $3,137,163 | |
| OGN | Organon & Co. | +7,853 | 15,485 | $92,755 | |
| NKE | NIKE, Inc. | +7,768 | 14,305 | $755,590 | |
| GLW | Corning Inc /Ny | +7,414 | 14,092 | $1,916,089 | |
| LYB | LyondellBasell Industries N.V. | +7,024 | 12,681 | $1,021,581 | |
| PEP | Pepsico Inc | +6,761 | 17,359 | $2,695,679 | |
| GOOGL | Alphabet Inc. | +6,756 | 16,331 | $4,696,142 | |
| MPC | Marathon Petroleum Corp | +6,668 | 10,622 | $2,593,679 | |
| ABBV | AbbVie Inc. | +6,412 | 18,046 | $3,924,824 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −15,734 | 38,856 | $1,126,435 | |
| PFE | Pfizer Inc | −8,800 | 40,506 | $1,137,408 | |
| VZ | Verizon Communications Inc | −7,827 | 21,941 | $1,101,438 | |
| CVS | CVS HEALTH Corp | −5,843 | 9,128 | $655,572 | |
| WMT | Walmart Inc. | −5,210 | 9,348 | $1,161,769 | |
| VTRS | Viatris Inc | −4,783 | 10,899 | $147,245 | |
| BMY | Bristol Myers Squibb Co | −4,113 | 13,968 | $847,159 | |
| ADM | Archer-Daniels-Midland Co | −1,757 | 3,772 | $274,186 | |
| FOXA | Fox Corp | −1,249 | 1,490 | $87,016 | |
| MDLZ | Mondelez International, Inc. | −1,051 | 4,580 | $263,991 | |
| NEM | NEWMONT Corp /DE/ | −1,035 | 2,175 | $235,443 | |
| TSN | Tyson Foods, Inc. | −1,006 | 2,936 | $188,109 | |
| PGR | Progressive Corp/Oh/ | −615 | 842 | $166,918 | |
| CAH | Cardinal Health Inc | −546 | 532 | $112,416 | |
| KHC | Kraft Heinz Co | −458 | 7,823 | $175,939 | |
| TMUS | T-Mobile US, Inc. | −458 | 978 | $205,409 | |
| ACI | Albertsons Companies, Inc. | −438 | 2,749 | $46,842 | |
| IBM | International Business Machines Corp | −392 | 6,501 | $1,575,777 | |
| ICE | Intercontinental Exchange, Inc. | −387 | 849 | $133,530 | |
| LHX | L3harris Technologies, Inc. /De/ | −358 | 727 | $250,924 | |
| GD | General Dynamics Corp | −266 | 638 | $218,974 | |
| BALL | BALL Corp | −263 | 1,124 | $66,439 | |
| COST | Costco Wholesale Corp /New | −247 | 580 | $577,929 | |
| CME | Cme Group Inc. | −233 | 534 | $157,716 | |
| MCK | Mckesson Corp | −208 | 184 | $159,226 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMCR | Amcor plc | 6,335 | $251,816 | |
| APTV | Aptiv PLC | 2,146 | $149,018 | |
| MDT | Medtronic plc | 1,228 | $106,406 | |
| NXST | Nexstar Media Group, Inc. | 263 | $47,558 | |
| LBTYA | Liberty Global Ltd. | 3,064 | $37,043 | |
| VSNT | Versant Media Group, Inc. | 960 | $35,539 | |
| ACGL | Arch Capital Group Ltd. | 245 | $23,517 | |
| TT | Trane Technologies plc | 50 | $20,837 | |
| CHRD | Chord Energy Corp | 135 | $19,194 | |
| SW | Smurfit Westrock plc | 454 | $18,091 | |
| GFS | GLOBALFOUNDRIES Inc. | 267 | $11,876 | |
| INGM | Ingram Micro Holding Corp | 266 | $6,200 | |
| RKT | Rocket Companies, Inc. | 283 | $4,032 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WU | Western Union CO | 42 | $391 | |
| No positions match the current search. | ||||
501 positions ·
$226,043,741 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 501 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 44,886 | $11,391,617 | 5.04% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 29,372 | $7,179,691 | 3.18% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 19,384 | $5,999,541 | 2.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 70,470 | $5,467,767 | 2.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 16,331 | $4,696,142 | 2.08% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 32,797 | $4,570,917 | 2.02% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 18,046 | $3,924,824 | 1.74% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 17,310 | $3,698,454 | 1.64% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 10,647 | $3,639,038 | 1.61% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 10,221 | $3,361,584 | 1.49% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 4,574 | $3,240,496 | 1.43% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 26,080 | $3,137,163 | 1.39% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 4,793 | $2,896,841 | 1.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,919 | $2,814,307 | 1.25% | |
| ORCL |
Oracle Corp
Technology
|
Added | 19,055 | $2,803,181 | 1.24% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 3,026 | $2,783,224 | 1.23% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 17,359 | $2,695,679 | 1.19% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 10,622 | $2,593,679 | 1.15% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,988 | $2,586,747 | 1.14% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 10,218 | $2,414,309 | 1.07% | |
| V |
Visa Inc.
Financial Services
|
Added | 7,929 | $2,396,460 | 1.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,492 | $2,393,438 | 1.06% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,758 | $2,280,033 | 1.01% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 6,371 | $2,241,636 | 0.99% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 9,191 | $2,229,920 | 0.99% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 11,403 | $2,213,778 | 0.98% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 28,953 | $2,201,875 | 0.97% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 17,803 | $2,157,723 | 0.95% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 16,076 | $2,070,267 | 0.92% | |
| CVX |
Chevron Corp
Energy
|
Added | 9,388 | $1,942,377 | 0.86% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 14,092 | $1,916,089 | 0.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,506 | $1,913,804 | 0.85% | |
| MMM |
3M Co
Industrials
|
Added | 12,776 | $1,855,458 | 0.82% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Added | 7,992 | $1,841,836 | 0.81% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 12,317 | $1,779,067 | 0.79% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,483 | $1,704,061 | 0.75% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,235 | $1,616,400 | 0.72% | |
| INTC |
Intel Corp
Technology
|
Added | 36,331 | $1,603,287 | 0.71% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 9,917 | $1,583,744 | 0.70% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 6,501 | $1,575,777 | 0.70% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 16,230 | $1,560,514 | 0.69% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 3,942 | $1,544,317 | 0.68% | |
| ACN |
Accenture plc
Technology
|
Added | 7,353 | $1,458,026 | 0.65% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 2,871 | $1,358,672 | 0.60% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 27,696 | $1,350,180 | 0.60% | |
| CSX |
Csx Corp
Industrials
|
Added | 30,989 | $1,272,098 | 0.56% | |
| C |
Citigroup Inc
Financial Services
|
Added | 10,375 | $1,176,628 | 0.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 9,348 | $1,161,769 | 0.51% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 11,770 | $1,157,932 | 0.51% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 40,506 | $1,137,408 | 0.50% |