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CIK: 0001789351
Total reported value
$306.1M
$306.1M
508 檔
26.0%
The Q1 2026 SEC filing reveals that Deseret Mutual Benefit Administrators held a total portfolio value of $306.1M, covering 508 public equity positions.
In Q1 2026, Deseret Mutual Benefit Administrators displayed an active expansion posture, initiating 3 new positions and adding to 183 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 508 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 10.72% | -0.23% | -0.59% | |
| 2 | CLOI | Vaneck Clo ETF | ETF-Other | 6.05% | +0.84% | +21.37% | |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 3.98% | +0.89% | +35.60% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.88% | -0.26% | +107.11% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.45% | -0.47% | +42.00% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.04% | -0.22% | +125.08% | |
| 7 | CSCO | Cisco Systems Inc | Stock-Tech | 1.86% | +0.40% | +72.94% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | -0.14% | +70.56% | |
| 9 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.56% | -0.47% | +70.12% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.34% | -0.01% | +55.11% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 1.26% | +0.91% | +123.10% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.24% | +1.01% | +122.41% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.05% | +110.61% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.10% | +0.33% | +148.59% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.07% | -0.10% | +44.61% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.31% | +75.91% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.99% | -0.28% | +69.48% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.10% | +112.39% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.95% | -0.36% | +47.14% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.08% | +84.96% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.92% | -0.24% | +63.80% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.88% | -0.03% | +168.64% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.88% | -0.04% | +93.52% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.82% | -0.16% | +102.06% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.01% | +128.90% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | — | +107.70% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.05% | +3.46% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.76% | +0.07% | +76.68% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.76% | -0.05% | +111.73% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.75% | +0.25% | +101.40% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | -0.07% | +58.75% | |
| 32 | TGT | Target CORP | Stock-Consumer Disc | 0.73% | -0.05% | +112.04% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | +0.09% | +131.28% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.21% | +79.78% | |
| 35 | GLW | Corning Inc | Stock-Tech | 0.65% | +0.35% | +111.02% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.02% | +83.32% | |
| 37 | MMM | 3m Co | Stock-Industrials | 0.63% | -0.13% | +60.68% | |
| 38 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.63% | +0.01% | +139.00% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.02% | +18.76% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.58% | +0.44% | +122.80% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.13% | +57.38% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.55% | -0.16% | +79.91% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.04% | +130.74% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.55% | +0.54% | +55.48% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.54% | -0.15% | +126.26% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | — | -5.69% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.17% | +136.93% | |
| 48 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.53% | +0.50% | +108.90% | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.21% | +130.86% | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.46% | -0.14% | +122.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.4% | +107.11% | Add |
| 2 | AVGO | Broadcom Inc | +0.8% | +125.08% | Add |
| 3 | AMAT | Applied Materials Inc | +0.7% | +122.41% | Add |
| 4 | LRCX | Lam Research CORP | +0.7% | +123.10% | Add |
| 5 | CAT | Caterpillar Inc | +0.7% | +148.59% | Add |
| 6 | JNJ | Johnson & Johnson | +0.6% | +42.00% | Add |
| 7 | MPC | Marathon Petroleum CORP | +0.6% | +168.64% | Add |
| 8 | GILD | Gilead Sciences Inc | +0.6% | +70.12% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.5% | +72.94% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.5% | +75.91% | Add |
| 11 | HD | Home Depot Inc | +0.4% | +110.61% | Add |
| 12 | LMT | Lockheed Martin CORP | +0.4% | +69.48% | Add |
| 13 | GLW | Corning Inc | +0.4% | +111.02% | Add |
| 14 | TGT | Target CORP | +0.4% | +112.04% | Add |
| 15 | HWM | Howmet Aerospace Inc | +0.3% | +139.00% | Add |
| 16 | TXN | Texas Instruments Inc | +0.3% | +101.40% | Add |
| 17 | UNP | Union Pacific CORP | +0.3% | +111.73% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.3% | +70.56% | Add |
| 19 | CVX | Chevron CORP | +0.3% | +79.78% | Add |
| 20 | FLTR | Vaneck Ig Floating Rate ETF | +0.3% | +35.60% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.3% | +112.39% | Add |
| 22 | KLAC | Kla CORP | +0.3% | +122.80% | Add |
| 23 | STX | Seagate Technology Holdings plc | +0.3% | +108.90% | Add |
| 24 | LOW | Lowe's Cos Inc | +0.3% | +102.06% | Add |
| 25 | V | Visa Inc-class A Shares | +0.3% | +128.90% | Add |
| 26 | AMZN | Amazon.com Inc | +0.3% | +107.70% | Add |
| 27 | PEP | Pepsico Inc | +0.3% | +63.80% | Add |
| 28 | MRK | Merck & Co. Inc. | +0.3% | +44.61% | Add |
| 29 | AMGN | Amgen Inc | +0.3% | +76.68% | Add |
| 30 | NFLX | Netflix Inc | +0.3% | +136.93% | Add |
| 31 | TJX | Tjx Companies Inc | +0.3% | +126.26% | Add |
| 32 | LYB | LyondellBasell Industries N.V. | +0.3% | +124.16% | Add |
| 33 | CSX | Csx CORP | +0.2% | +123.93% | Add |
| 34 | ABBV | Abbvie Inc | +0.2% | +55.11% | Add |
| 35 | KO | Coca-cola Co/the | +0.2% | +58.75% | Add |
| 36 | MA | Mastercard Inc - A | +0.2% | +130.74% | Add |
| 37 | LLY | Eli Lilly & Co | +0.2% | +84.96% | Add |
| 38 | QCOM | Qualcomm Inc | +0.2% | +131.28% | Add |
| 39 | HCA | Hca Healthcare Inc | +0.2% | +122.39% | Add |
| 40 | INTC | Intel CORP | +0.2% | +55.48% | Add |
| 41 | TER | Teradyne Inc | +0.2% | +118.38% | Add |
| 42 | NUE | Nucor CORP | +0.2% | +134.60% | Add |
| 43 | JPM | Jpmorgan Chase & Co | +0.2% | +83.32% | Add |
| 44 | COP | Conocophillips | +0.2% | +81.22% | Add |
| 45 | UPS | United Parcel Service-cl B | +0.2% | +105.91% | Add |
| 46 | MSFT | Microsoft CORP | +0.1% | +93.52% | Add |
| 47 | ACN | Accenture plc | +0.1% | +130.86% | Add |
| 48 | LNG | Cheniere Energy Inc | +0.1% | +129.79% | Add |
| 49 | MCD | Mcdonald's CORP | +0.1% | +57.38% | Add |
| 50 | ITW | Illinois Tool Works | +0.1% | +114.62% | 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 508 disclosed positions in Q1 2026.
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 HYG, CLOI, FLTR) accounted for 26.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMCR
市值: $251.8K
Top Position Liquidated / Trimmed
OMFL
前期市值: $45.8M
During Q1 2026, Deseret Mutual Benefit Administrators's top holdings by market value included HYG (10.7%)、CLOI (6.0%)、FLTR (4.0%). The largest single position, HYG, represented 10.7% of total portfolio value.
In Q1 2026, Deseret Mutual Benefit Administrators made 200 total portfolio adjustments, initiating 3 new buys, adding to 183 positions, trimming 12 holdings, and fully liquidating 2 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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