Deseret Mutual Benefit Administrators Top Holdings and 13F Report (2026)

About Deseret Mutual Benefit Administrators

Investment Activity

Deseret Mutual Benefit Administrators has $293.60 million in total holdings as of March 31, 2026.
Deseret Mutual Benefit Administrators owns shares of 508 different stocks, but just 101 companies or ETFs make up 80% of its holdings.
Approximately 36.75% of the portfolio was purchased this quarter.
About 17.26% of the portfolio was sold this quarter.
This quarter, Deseret Mutual Benefit Administrators has purchased 499 new stocks and bought additional shares in 451 stocks.
Deseret Mutual Benefit Administrators sold shares of 42 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares iBoxx $ High Yield Corporate Bond ETF: $31,462,400
VanEck CLO ETF: $17,752,627
VanEck IG Floating Rate ETF: $11,678,045
Apple: $11,391,618
Johnson & Johnson: $7,179,692

Largest New Holdings this Quarter

G0250X149 - AMCOR PLC: $251,808 Holding
G3265R107 - APTIV PLC: $149,018 Holding
G5960L103 - Medtronic: $106,406 Holding
65336K103 - Nexstar Media Group: $47,558 Holding
G61188101 - LIBERTY GLOBAL LTD: $37,044 Holding

Largest Purchases this Quarter

Apple: 23,213 shares (about $5.89M)
Broadcom: 10,772 shares (about $3.33M)
VanEck CLO ETF: 59,306 shares (about $3.13M)
VanEck IG Floating Rate ETF: 120,327 shares (about $3.07M)
Cisco Systems: 29,722 shares (about $2.31M)

Largest Sales this Quarter

WALMART INC: 5,210 shares (about $647.50K)
AT&T: 15,734 shares (about $456.13K)
CVS Health: 5,843 shares (about $419.64K)
Verizon Communications: 7,827 shares (about $392.92K)
Bristol Myers Squibb: 4,113 shares (about $249.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$31,462,400	$186,011 â–¼	-0.6%	395,455	10.7%	ETF
CLOI VanEck CLO ETF	$17,752,627	$3,125,426 â–²	21.4%	336,862	6.0%	ETF
FLTR VanEck IG Floating Rate ETF	$11,678,045	$3,065,932 â–²	35.6%	458,322	4.0%	ETF
AAPL Apple	$11,391,618	$5,891,227 â–²	107.1%	44,886	3.9%	Computer and Technology
JNJ Johnson & Johnson	$7,179,692	$2,123,695 â–²	42.0%	29,372	2.4%	Medical
AVGO Broadcom	$5,999,542	$3,334,042 â–²	125.1%	19,384	2.0%	Computer and Technology
CSCO Cisco Systems	$5,467,767	$2,306,130 â–²	72.9%	70,470	1.9%	Computer and Technology
GOOGL Alphabet	$4,696,142	$1,942,755 â–²	70.6%	16,331	1.6%	Computer and Technology
GILD Gilead Sciences	$4,570,918	$1,884,004 â–²	70.1%	32,797	1.6%	Medical
ABBV AbbVie	$3,924,825	$1,394,546 â–²	55.1%	18,046	1.3%	Medical
LAM RESEARCH CORP	$3,698,455	$2,040,667 â–²	123.1%	17,310	1.3%	COM NEW
AMAT Applied Materials	$3,639,038	$2,002,889 â–²	122.4%	10,647	1.2%	Computer and Technology
HD Home Depot	$3,361,585	$1,765,482 â–²	110.6%	10,221	1.1%	Retail/Wholesale
CAT Caterpillar	$3,240,496	$1,936,930 â–²	148.6%	4,574	1.1%	Industrials
MRK Merck & Co., Inc.	$3,137,163	$967,733 â–²	44.6%	26,080	1.1%	Medical
XOM ExxonMobil	$2,923,242	$1,261,422 â–²	75.9%	17,230	1.0%	Energy
LMT Lockheed Martin	$2,896,841	$1,187,626 â–²	69.5%	4,793	1.0%	Aerospace
META Meta Platforms	$2,814,308	$1,489,255 â–²	112.4%	4,919	1.0%	Computer and Technology
ORCL Oracle	$2,803,181	$898,107 â–²	47.1%	19,055	1.0%	Computer and Technology
LLY Eli Lilly and Company	$2,783,224	$1,278,480 â–²	85.0%	3,026	0.9%	Medical
PEP PepsiCo	$2,695,679	$1,049,916 â–²	63.8%	17,359	0.9%	Consumer Staples
MPC Marathon Petroleum	$2,593,680	$1,628,192 â–²	168.6%	10,622	0.9%	Energy
MSFT Microsoft	$2,586,748	$1,250,064 â–²	93.5%	6,988	0.9%	Computer and Technology
LOW Lowe's Companies	$2,414,309	$1,219,441 â–²	102.1%	10,218	0.8%	Retail/Wholesale
V Visa	$2,396,461	$1,349,502 â–²	128.9%	7,929	0.8%	Business Services
AMZN Amazon.com	$2,393,439	$1,241,081 â–²	107.7%	11,492	0.8%	Retail/Wholesale
BRK.B Berkshire Hathaway	$2,280,034	$76,193 â–²	3.5%	4,758	0.8%	Finance
AMGN Amgen	$2,241,636	$972,865 â–²	76.7%	6,371	0.8%	Medical
UNP Union Pacific	$2,229,920	$1,176,707 â–²	111.7%	9,191	0.8%	Transportation
TXN Texas Instruments	$2,213,778	$1,114,558 â–²	101.4%	11,403	0.8%	Computer and Technology
KO CocaCola	$2,201,876	$814,876 â–²	58.8%	28,953	0.7%	Consumer Staples
TGT Target	$2,157,724	$1,140,129 â–²	112.0%	17,803	0.7%	Retail/Wholesale
QCOM Qualcomm	$2,070,267	$1,175,117 â–²	131.3%	16,076	0.7%	Computer and Technology
CVX Chevron	$1,942,377	$861,945 â–²	79.8%	9,388	0.7%	Energy
GLW Corning	$1,916,089	$1,008,081 â–²	111.0%	14,092	0.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$1,913,805	$869,831 â–²	83.3%	6,506	0.7%	Finance
MMM 3M	$1,855,458	$700,735 â–²	60.7%	12,776	0.6%	Multi-Sector Conglomerates
HWM Howmet Aerospace	$1,841,836	$1,071,178 â–²	139.0%	7,992	0.6%	Aerospace
PG Procter & Gamble	$1,779,067	$281,080 â–²	18.8%	12,317	0.6%	Consumer Staples
KLAC KLA	$1,712,413	$943,815 â–²	122.8%	1,163	0.6%	Computer and Technology
MCD McDonald's	$1,704,062	$621,269 â–²	57.4%	5,483	0.6%	Retail/Wholesale
BKNG Booking	$1,620,973	$719,965 â–²	79.9%	385	0.6%	Retail/Wholesale
MA Mastercard	$1,616,400	$915,877 â–²	130.7%	3,235	0.6%	Business Services
INTC Intel	$1,603,287	$572,101 â–²	55.5%	36,331	0.5%	Computer and Technology
TJX TJX Companies	$1,583,745	$883,780 â–²	126.3%	9,917	0.5%	Retail/Wholesale
IBM International Business Machines	$1,575,777	$95,017 â–¼	-5.7%	6,501	0.5%	Computer and Technology
NFLX Netflix	$1,560,515	$901,887 â–²	136.9%	16,230	0.5%	Consumer Discretionary
STX Seagate Technology	$1,544,318	$805,067 â–²	108.9%	3,942	0.5%	Computer and Technology
ACN Accenture	$1,458,026	$826,473 â–²	130.9%	7,353	0.5%	Computer and Technology
HCA HCA Healthcare	$1,358,672	$747,719 â–²	122.4%	2,871	0.5%	Medical
BAC Bank of America	$1,350,180	$602,160 â–²	80.5%	27,696	0.5%	Finance
CSX CSX	$1,272,098	$704,007 â–²	123.9%	30,989	0.4%	Transportation
C Citigroup	$1,176,629	$489,137 â–²	71.1%	10,375	0.4%	Financial Services
WALMART INC	$1,161,769	$647,499 â–¼	-35.8%	9,348	0.4%	COM
UPS United Parcel Service	$1,157,933	$595,593 â–²	105.9%	11,770	0.4%	Transportation
PFE Pfizer	$1,137,408	$247,104 â–¼	-17.8%	40,506	0.4%	Medical
T AT&T	$1,126,435	$456,128 â–¼	-28.8%	38,856	0.4%	Computer and Technology
UNH UnitedHealth Group	$1,122,407	$598,815 â–²	114.4%	4,148	0.4%	Medical
VZ Verizon Communications	$1,101,438	$392,915 â–¼	-26.3%	21,941	0.4%	Computer and Technology
WFC Wells Fargo & Company	$1,035,248	$459,429 â–²	79.8%	13,004	0.4%	Finance
LYB LyondellBasell Industries	$1,021,581	$565,853 â–²	124.2%	12,681	0.3%	Basic Materials
NUE Nucor	$988,220	$566,992 â–²	134.6%	5,844	0.3%	Basic Materials
CHTR Charter Communications	$986,356	$430,033 â–²	77.3%	4,569	0.3%	Consumer Discretionary
COP ConocoPhillips	$906,840	$406,428 â–²	81.2%	6,870	0.3%	Energy
REGN Regeneron Pharmaceuticals	$894,717	$319,873 â–²	55.6%	1,158	0.3%	Medical
HPQ HP	$873,536	$492,813 â–²	129.4%	45,473	0.3%	Computer and Technology
TER Teradyne	$855,880	$463,960 â–²	118.4%	2,887	0.3%	Computer and Technology
ITW Illinois Tool Works	$848,025	$452,905 â–²	114.6%	3,258	0.3%	Industrials
BMY Bristol Myers Squibb	$847,159	$249,453 â–¼	-22.7%	13,968	0.3%	Medical
EBAY eBay	$834,562	$99,212 â–²	13.5%	9,169	0.3%	Retail/Wholesale
ANGL VanEck Fallen Angel High Yield Bond ETF	$798,703	$7,984 â–²	1.0%	27,810	0.3%	Manufacturing
TPR Tapestry	$792,192	$438,570 â–²	124.0%	5,614	0.3%	Retail/Wholesale
GM General Motors	$790,743	$316,029 â–²	66.6%	10,614	0.3%	Auto/Tires/Trucks
MU Micron Technology	$767,910	$228,380 â–²	42.3%	2,273	0.3%	Computer and Technology
NKE NIKE	$755,590	$410,306 â–²	118.8%	14,305	0.3%	Consumer Discretionary
VLO Valero Energy	$746,676	$305,638 â–²	69.3%	3,022	0.3%	Energy
CL Colgate-Palmolive	$712,267	$283,731 â–²	66.2%	8,357	0.2%	Consumer Staples
CMCSA Comcast	$704,228	$127,587 â–²	22.1%	24,529	0.2%	Consumer Discretionary
BBY Best Buy	$699,844	$392,647 â–²	127.8%	10,901	0.2%	Retail/Wholesale
GS The Goldman Sachs Group	$694,558	$297,789 â–²	75.1%	821	0.2%	Finance
CHENIERE ENERGY INC	$687,267	$388,184 â–²	129.8%	2,422	0.2%	COM NEW
ADP Automatic Data Processing	$685,936	$390,919 â–²	132.5%	3,376	0.2%	Computer and Technology
ORLY O'Reilly Automotive	$679,771	$255,330 â–²	60.2%	7,364	0.2%	Retail/Wholesale
TROW T. Rowe Price Group	$664,061	$369,213 â–²	125.2%	7,367	0.2%	Finance
CVS CVS Health	$655,573	$419,644 â–¼	-39.0%	9,128	0.2%	Medical
NVDA NVIDIA	$647,373	$349,149 â–²	117.1%	3,712	0.2%	Computer and Technology
AFL Aflac	$643,998	$224,247 â–²	53.4%	5,870	0.2%	Finance
AMP Ameriprise Financial	$622,160	$348,410 â–²	127.3%	1,400	0.2%	Finance
CHRW C.H. Robinson Worldwide	$622,098	$262,723 â–²	73.1%	3,746	0.2%	Transportation
SYF Synchrony Financial	$613,404	$348,806 â–²	131.8%	9,018	0.2%	Finance
RTX RTX	$592,589	$240,739 â–²	68.4%	3,072	0.2%	Aerospace
SCHW Charles Schwab	$591,792	$296,037 â–²	100.1%	6,297	0.2%	Finance
COST Costco Wholesale	$577,929	$246,118 â–¼	-29.9%	580	0.2%	Retail/Wholesale
KR Kroger	$575,768	$199,279 â–²	52.9%	7,957	0.2%	Retail/Wholesale
NOC Northrop Grumman	$573,082	$51,850 â–²	9.9%	840	0.2%	Aerospace
CTVA Corteva	$558,346	$290,641 â–²	108.6%	6,670	0.2%	Consumer Staples
BX Blackstone	$556,092	$320,132 â–²	135.7%	4,836	0.2%	Finance
AON AON	$551,954	$141,700 â–²	34.5%	1,710	0.2%	Finance
DELL Dell Technologies	$534,407	$290,182 â–²	118.8%	3,256	0.2%	Computer and Technology
F Ford Motor	$523,051	$218,776 â–²	71.9%	45,325	0.2%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

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Deseret Mutual Benefit Administrators Top Holdings and 13F Report (2026)

About Deseret Mutual Benefit Administrators

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Deseret Mutual Benefit Administrators Top Holdings and 13F Report (2026)

About Deseret Mutual Benefit Administrators

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDeseret Mutual Benefit Administrators

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools