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CIK: 0001789351
Total reported value
$306.1M
$306.1M
499 檔
35.0%
In Q4 2025, Deseret Mutual Benefit Administrators's U.S. equity holdings reached a combined market value of $306.1M, distributed across 499 disclosed stock positions.
In Q4 2025, Deseret Mutual Benefit Administrators displayed an active expansion posture, initiating 1 new positions and adding to 103 existing holdings, outstripping position reductions.
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 | 19.55% | — | -5.96% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 13.68% | -0.23% | +3.55% | |
| 3 | CLOI | Vaneck Clo ETF | ETF-Other | 6.25% | +0.84% | -4.70% | |
| 4 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 3.67% | +0.89% | -35.84% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.51% | -0.26% | -1.46% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | -0.47% | +18.90% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 1.34% | +0.40% | +3.56% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | -0.14% | -3.98% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | -0.22% | -14.57% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.13% | -0.01% | +19.64% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.36% | -2.97% | |
| 12 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.01% | -0.47% | +2.49% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | -0.05% | +0.46% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | — | +0.76% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.10% | +0.22% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.08% | -3.82% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.04% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.05% | +6.33% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.09% | -7.82% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.10% | -31.13% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.24% | +3.63% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.02% | +3.47% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.28% | +7.49% | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.58% | -0.14% | +18.14% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 0.57% | +0.91% | +2.35% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | — | +3.23% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.07% | -4.20% | |
| 28 | MMM | 3m Co | Stock-Industrials | 0.54% | -0.13% | -11.79% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.52% | +1.01% | +4.89% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.11% | +4.65% | |
| 31 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.52% | -0.16% | +6.35% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.01% | +2.73% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.10% | +0.44% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.51% | +0.09% | -0.10% | |
| 35 | CVS | Cvs Health CORP | Stock-Healthcare | 0.51% | +0.02% | -3.16% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | +0.07% | +1.61% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.31% | -1.76% | |
| 38 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.49% | -0.16% | -19.25% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.02% | -4.42% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.13% | -4.42% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.33% | -0.33% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | -0.05% | -3.08% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.42% | +0.25% | +8.43% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.42% | -0.07% | +3.14% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.37% | +0.54% | -11.69% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.36% | -0.21% | +8.67% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | — | -2.29% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 0.35% | -0.05% | +2.52% | |
| 49 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.34% | — | +2.08% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.04% | +1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.6% | +3.55% | Add |
| 2 | JNJ | Johnson & Johnson | +0.5% | +18.90% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.98% | Trim |
| 4 | CSCO | Cisco Systems Inc | +0.2% | +3.56% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | -3.82% | Trim |
| 6 | ABBV | Abbvie Inc | +0.2% | +19.64% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +0.22% | Add |
| 8 | AAPL | Apple Inc | +0.2% | -1.46% | Trim |
| 9 | LRCX | Lam Research CORP | +0.1% | +2.35% | Add |
| 10 | AMAT | Applied Materials Inc | +0.1% | +4.89% | Add |
| 11 | GILD | Gilead Sciences Inc | +0.1% | +2.49% | Add |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +3.14% | Add |
| 13 | REGN | Regeneron Pharmaceuticals | +0.1% | +9.25% | Add |
| 14 | AMGN | Amgen Inc | +0.1% | +1.61% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.33% | Trim |
| 16 | MU | Micron Technology Inc | +0.1% | -15.32% | Trim |
| 17 | ACN | Accenture plc | +0.1% | +8.67% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +0.76% | Add |
| 19 | UPS | United Parcel Service-cl B | +0.1% | +7.22% | Add |
| 20 | GM | General Motors Co | +0.1% | -3.10% | Trim |
| 21 | PEP | Pepsico Inc | +0.1% | +3.63% | Add |
| 22 | CI | THE Cigna Group | 0% | +32.37% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +3.23% | Add |
| 24 | KLAC | Kla CORP | 0% | +3.78% | Add |
| 25 | TER | Teradyne Inc | 0% | +8.63% | Add |
| 26 | DG | Dollar General CORP | 0% | +5.44% | Add |
| 27 | LUMN | Lumen Technologies Inc | 0% | +27.93% | Add |
| 28 | TGT | Target CORP | 0% | +2.52% | Add |
| 29 | GLW | Corning Inc | 0% | +9.62% | Add |
| 30 | HCA | Hca Healthcare Inc | 0% | +5.30% | Add |
| 31 | FERG | Ferguson Enterprises Inc | 0% | +66.54% | Add |
| 32 | V | Visa Inc-class A Shares | 0% | +2.73% | Add |
| 33 | EXPE | Expedia Group Inc | 0% | +20.06% | Add |
| 34 | WBD | Warner Bros Discovery Inc | 0% | -6.22% | Trim |
| 35 | UNH | Unitedhealth Group Inc | 0% | +19.15% | Add |
| 36 | STX | Seagate Technology Holdings plc | 0% | +0.37% | Add |
| 37 | NUE | Nucor CORP | 0% | +0.32% | Add |
| 38 | MPC | Marathon Petroleum CORP | 0% | +32.73% | Add |
| 39 | CHRW | C.h. Robinson Worldwide Inc | 0% | +0.56% | Add |
| 40 | COR | Cencora Inc | 0% | +17.86% | Add |
| 41 | XOM | Exxon Mobil CORP | 0% | -1.76% | Trim |
| 42 | LMT | Lockheed Martin CORP | 0% | +7.49% | Add |
| 43 | EXE | Expand Energy CORP | 0% | +34.82% | Add |
| 44 | TPR | Tapestry Inc | 0% | +5.56% | Add |
| 45 | T | At&t Inc | 0% | +18.14% | Add |
| 46 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 47 | CNC | Centene CORP | 0% | +19.74% | Add |
| 48 | AMT | American Tower CORP | 0% | +57.40% | Add |
| 49 | ELV | Elevance Health Inc | 0% | +11.14% | Add |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +14.14% | Add |
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 Q4 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, CLOI) accounted for 35.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $50.1K
Top Position Liquidated / Trimmed
HRMY
前期市值: $308.0K
During Q4 2025, Deseret Mutual Benefit Administrators's top holdings by market value included OMFL (19.6%)、HYG (13.7%)、CLOI (6.3%). The largest single position, OMFL, represented 19.6% of total portfolio value.
In Q4 2025, Deseret Mutual Benefit Administrators made 172 total portfolio adjustments, initiating 1 new buys, adding to 103 positions, trimming 65 holdings, and fully liquidating 3 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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