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CIK: 0001789351
Total reported value
$306.1M
$306.1M
502 檔
29.2%
In Q1 2025, Deseret Mutual Benefit Administrators's U.S. equity holdings reached a combined market value of $306.1M, distributed across 502 disclosed stock positions.
In Q1 2025, Deseret Mutual Benefit Administrators displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 502 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 20.98% | — | — | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 8.95% | -0.23% | +0.92% | |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 7.50% | +0.89% | -16.01% | |
| 4 | CLOI | Vaneck Clo ETF | ETF-Other | 4.50% | +0.84% | +125.58% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.26% | -2.02% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.10% | -1.48% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | -0.05% | -0.67% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.08% | -6.44% | |
| 9 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | +0.40% | +2.65% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.12% | -0.47% | +5.98% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.08% | -0.01% | +7.90% | |
| 12 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.99% | -0.47% | +4.59% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | — | -17.22% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 0.93% | -0.36% | -14.80% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.05% | +7.28% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.85% | — | +1.01% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.02% | +1.67% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.09% | -8.26% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | -0.22% | +15.22% | |
| 20 | MMM | 3m Co | Stock-Industrials | 0.73% | -0.13% | +5.19% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | -0.07% | +0.72% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | -0.14% | +1.86% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.24% | +5.45% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | -0.10% | +4.67% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.69% | -0.10% | +0.00% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.04% | +6.70% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.67% | +0.07% | -12.80% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.01% | +8.53% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.57% | -0.16% | +4.18% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.31% | -0.40% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | +0.09% | -3.80% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.56% | -0.13% | +5.53% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.54% | -0.28% | +4.75% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.53% | -0.11% | +8.17% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.16% | +8.68% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | — | +6.72% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.02% | -7.44% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | — | -83.59% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.49% | -0.05% | -2.11% | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.48% | +0.02% | +5.37% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.03% | — | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.25% | +5.88% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.14% | +33.55% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.43% | -0.07% | +9.63% | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 0.42% | -0.05% | +3.45% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.21% | +7.10% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.21% | +3.04% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | -0.04% | -8.24% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.36% | +1.01% | +1.02% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.34% | — | -5.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | — | NEW | New buy |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | — | NEW | New buy |
| 4 | CLOI | Vaneck Clo ETF | — | NEW | New buy |
| 5 | AAPL | Apple Inc | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 10 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 11 | ABBV | Abbvie Inc | — | NEW | New buy |
| 12 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 13 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 14 | ORCL | Oracle CORP | — | NEW | New buy |
| 15 | HD | Home Depot Inc | — | NEW | New buy |
| 16 | ANGL | Vaneck Fallen Angel High Yld | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | WMT | Walmart Inc | — | NEW | New buy |
| 19 | AVGO | Broadcom Inc | — | NEW | New buy |
| 20 | MMM | 3m Co | — | NEW | New buy |
| 21 | KO | Coca-cola Co/the | — | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 23 | PEP | Pepsico Inc | — | NEW | New buy |
| 24 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 25 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 26 | MSFT | Microsoft CORP | — | NEW | New buy |
| 27 | AMGN | Amgen Inc | — | NEW | New buy |
| 28 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 29 | BKNG | Booking Holdings Inc | — | NEW | New buy |
| 30 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 31 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 32 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 33 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 34 | PFE | Pfizer Inc | — | NEW | New buy |
| 35 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 36 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 37 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 38 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 39 | UNP | Union Pacific CORP | — | NEW | New buy |
| 40 | CVS | Cvs Health CORP | — | NEW | New buy |
| 41 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 42 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 43 | T | At&t Inc | — | NEW | New buy |
| 44 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 45 | TGT | Target CORP | — | NEW | New buy |
| 46 | ACN | Accenture plc | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | MA | Mastercard Inc - A | — | NEW | New buy |
| 49 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 50 | BAC | Bank Of America CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Deseret Mutual Benefit Administrators reported a total U.S. public equity portfolio value of $306.1M across 502 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including OMFL, HYG, FLTR) accounted for 29.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
OMFL
市值: $42.3M
During Q1 2025, Deseret Mutual Benefit Administrators's top holdings by market value included OMFL (21.0%)、HYG (8.9%)、FLTR (7.5%). The largest single position, OMFL, represented 21.0% of total portfolio value.
In Q1 2025, Deseret Mutual Benefit Administrators made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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