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CIK: 0001789351
Total reported value
$306.1M
$306.1M
499 檔
30.8%
During the Q2 2025 filing period, Deseret Mutual Benefit Administrators (CIK: 0001789351) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $306.1M across 499 reported positions.
During Q2 2025, Deseret Mutual Benefit Administrators's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 499 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 21.48% | — | — | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 8.77% | -0.23% | +1.49% | |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 6.68% | +0.89% | -5.46% | |
| 4 | CLOI | Vaneck Clo ETF | ETF-Other | 5.26% | +0.84% | +23.46% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.07% | -0.26% | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | -0.10% | — | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 1.37% | -0.36% | — | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 1.24% | +0.40% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | -0.22% | — | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | — | — | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.05% | — | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.08% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.47% | — | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.95% | — | +102.52% | |
| 15 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.93% | -0.47% | — | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | -0.01% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.04% | — | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.83% | — | +1.63% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.09% | — | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.05% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.14% | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.02% | — | |
| 23 | MMM | 3m Co | Stock-Industrials | 0.71% | -0.13% | — | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.68% | -0.16% | — | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.67% | -0.07% | — | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.10% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.24% | — | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.10% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.02% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | +0.07% | — | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | +0.09% | — | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.01% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | -5.27% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.53% | -0.28% | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.50% | -0.13% | — | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.25% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.31% | — | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.48% | -0.11% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.03% | — | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.16% | — | |
| 41 | CVS | Cvs Health CORP | Stock-Healthcare | 0.46% | +0.02% | — | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.05% | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.43% | -0.14% | — | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.42% | +1.01% | — | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 0.38% | -0.05% | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.37% | — | — | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.37% | -0.21% | — | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.04% | — | |
| 49 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.35% | -0.13% | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.34% | -0.03% | — |
According to official SEC Form 13F filings, Deseret Mutual Benefit Administrators reported a total U.S. public equity portfolio value of $306.1M across 499 disclosed positions in Q2 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 30.8% of total reported equity market value during Q2 2025.
During Q2 2025, Deseret Mutual Benefit Administrators's top holdings by market value included OMFL (21.5%)、HYG (8.8%)、FLTR (6.7%). The largest single position, OMFL, represented 21.5% of total portfolio value.
In Q2 2025, Deseret Mutual Benefit Administrators made 0 total portfolio adjustments, initiating 0 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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