StockDriftsStockDriftsTop 50 Deseret Mutual Benefit Administrators Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | 10.49% | 401.5K | $32.1M | +1.52%(+6.03K) | $80.06(-0.44%) | 2026-06-30 | |
| CLOI | VANECK ETF TRUST | 6.89% | 398.5K | $21.1M | +18.29%(+61.61K) | $52.87(+0.01%) | 2026-06-30 | |
| FLTR | VANECK ETF TRUST | 4.87% | 581.6K | $14.9M | +26.91%(+123.32K) | $25.38(+0.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.62% | 38.3K | $11.1M | -14.64%(-6.57K) | $204.52(+49.32%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.26% | 58.9K | $6.9M | -16.36%(-11.53K) | $63.98(+77.47%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.25% | 9.5K | $6.9M | -10.53%(-1.12K) | $230.02(+131.21%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.17% | 15.3K | $6.7M | -11.33%(-1.96K) | $136.79(+146.67%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.98% | 23.8K | $6.1M | -18.81%(-5.52K) | $185.76(+40.21%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.82% | 14.8K | $5.6M | -23.89%(-4.63K) | $222.03(+77.34%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.46% | 12.5K | $4.5M | -23.34%(-3.81K) | $195.21(+76.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.07% | +37.03% | +5.97% | +33.63% |
| Top 20 Holdings Unweighted | +17.17% | +60.85% | +10.84% | +67.30% |
Deseret Mutual Benefit Administrators reports $306.11M in US-listed equity holdings across 518 positions in its most recent 13F filing. Its largest disclosed positions are HYG (10.5%), CLOI (6.9%) and FLTR (4.9%). The top 20 holdings account for 48.92% of reported assets. Its disclosed equity book has returned +37.03% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Deseret Mutual Benefit Administrators’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1789351). View Deseret Mutual Benefit Administrators’s 13F filings on SEC