Deseret Mutual Benefit Administrators

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Deseret Mutual Benefit Administrators maintained a portfolio of 519 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 3.5%. Conversely, Deseret Mutual Benefit Administrators completely exited their position in HARMONY BIOSCIENCES .
PCA Score Concentration Risk
Risk ENB
Total Positions
519
Quarter
2025 Q4
Top Holding
OMFL (19.5%)
Top 10 Concentration
52.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 519
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
OMFL
INVESCO EXCH TR...
ETF 19.55% 20.21% #1
Prev: #1
7.8 -47,541 -6.0%
P
S
749,613 $45,823,843 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
ISHARES TR
ETF 13.68% 13.13% #2
Prev: #2
7.5 13,627 3.5%
P
S
397,793 $32,074,049 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLOI
VANECK ETF TRUS...
ETF 6.25% 6.51% #3
Prev: #3
2.5 -13,691 -4.7%
P
S
277,556 $14,657,732 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FLTR
VANECK ETF TRUS...
ETF 3.67% 5.67% #4
Prev: #4
1.6 -188,804 -35.8%
P
S
337,995 $8,612,113 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 2.51% 2.36% #5
Prev: #5
1.0 -321 -1.5%
P
S
21,673 $5,892,022 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 1.83% 1.36% #6 2
Prev: #8
2.8 3,288 18.9%
P
S
20,684 $4,280,554 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CSCO
CISCO SYS INC
Technology 1.34% 1.13% #7 2
Prev: #9
2.5 1,399 3.6%
P
S
40,748 $3,138,818 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 1.28% 1.02% #8 3
Prev: #11
0.5 -397 -4.0%
P
S
9,575 $2,996,975 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 1.27% 1.40% #9 2
Prev: #7
0.6 -1,469 -14.6%
P
S
8,612 $2,980,613 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 1.13% 0.95% #10 3
Prev: #13
2.5 1,910 19.6%
P
S
11,634 $2,658,253 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 1.08% 1.58% #11 5
Prev: #6
0.4 -396 -3.0%
P
S
12,950 $2,524,084 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GILD
GILEAD SCIENCES...
Healthcare 1.01% 0.88% #12 2
Prev: #14
2.4 468 2.5%
P
S
19,279 $2,366,304 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.99% 0.97% #13 1
Prev: #12
2.4 21 0.5%
P
S
4,599 $2,311,687 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IBM
INTERNATIONAL B...
Technology 0.87% 0.81% #14 1
Prev: #15
2.4 52 0.8%
P
S
6,893 $2,041,776 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MRK
MERCK & CO INC
Healthcare 0.81% 0.64% #15 5
Prev: #20
2.3 39 0.2%
P
S
18,035 $1,898,364 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 0.75% 0.55% #16 11
Prev: #27
0.3 -65 -3.8%
P
S
1,636 $1,758,176 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.74% 0.79% #17 1
Prev: #16
0.3 no change no change
P
S
3,611 $1,746,352 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.71% 0.78% #18 1
Prev: #17
2.3 289 6.3%
P
S
4,853 $1,669,917 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 0.69% 0.68% #19 1
Prev: #18
0.3 -1,235 -7.8%
P
S
14,558 $1,621,907 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 0.65% 1.04% #20 10
Prev: #10
0.4 -1,047 -31.1%
P
S
2,316 $1,528,769 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PEP
PEPSICO INC
Consumer Defensive 0.65% 0.60% #21
Prev: #21
2.3 371 3.6%
P
S
10,598 $1,521,025 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER AND GAM...
Consumer Defensive 0.63% 0.65% #22 3
Prev: #19
2.3 348 3.5%
P
S
10,371 $1,486,268 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LMT
LOCKHEED MARTIN...
Industrials 0.58% 0.55% #23 1
Prev: #24
2.3 197 7.5%
P
S
2,828 $1,367,819 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
T
AT&T INC
Communication Services 0.58% 0.55% #24 1
Prev: #25
2.3 8,382 18.1%
P
S
54,590 $1,356,016 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LRCX
LAM RESEARCH CO...
Technology 0.57% 0.43% #25 14
Prev: #39
2.2 178 2.3%
P
S
7,759 $1,328,186 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HRMY
HARMONY BIOSCIE...
Healthcare 0.00% 0.13%
Sold All 😨
(Was: #101)
0.3 -11,177 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.10%
Sold All 😨
(Was: #124)
0.3 -2,894 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #459)
0.3 -678 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MRP
MILLROSE PPTYS ...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #489)
0.3 -244 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GL
GLOBE LIFE INC
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #494)
0.3 -36 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGNC
AGNC INVT CORP
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #495)
0.3 -523 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADT
ADT INC DEL
Industrials 0.00% 0.00%
Sold All 😨
(Was: #499)
0.3 -488 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FBIN
FORTUNE BRANDS ...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #501)
0.3 -57 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ARMK
ARAMARK
Industrials 0.00% 0.00%
Sold All 😨
(Was: #503)
0.3 -76 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIO
BIO RAD LABS IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #505)
0.3 -10 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VLTO
VERALTO CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #506)
0.3 -26 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NAVI
NAVIENT CORPORA...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #507)
0.3 -134 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GRAL
GRAIL INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #508)
0.3 -27 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FTRE
FORTREA HLDGS I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #509)
0.3 -149 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VSTS
VESTIS CORPORAT...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #510)
0.3 -256 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FFIV
F5 INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #512)
0.3 -3 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VNO
VORNADO RLTY TR
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #513)
0.3 -23 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMTM
AMENTUM HOLDING...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #514)
0.3 -36 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOV
NOV INC
Energy 0.00% 0.00%
Sold All 😨
(Was: #515)
0.3 -47 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GNW
GENWORTH FINL I...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #516)
0.3 -52 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 519 holdings

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