Deseret Mutual Benefit Administrators
SEC Form 13F institutional filer · CIK 0001789351
13F-HR · 393 reported holdings · 2026-03-31
Reported long-US-equity value
$0.26B
Top-10 concentration
32.2%
Deseret Mutual Benefit Administrators — $256M AUM allocation strategy
Deseret Mutual Benefit Administrators files SEC Form 13F and reports $256M of long US equity value across 393 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.9%, followed by Financials 12.4% and Health Care 8.5%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Deseret Mutual Benefit Administrators — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$256M
total across 393 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
32% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CSCO +29.7K sh · +$2.33M+$HPQ +25.7K sh · +$432K+$AAPL +23.2K sh · +$5.5M
Biggest trims (shares)
−$T −15.7K sh · −$230K−$PFE −8.8K sh · −$90.3K−$AMCR −8.45K sh · +$129K
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks12.4%—
- Pharmaceuticals5.1%—
- Technology Hardware, Storage & Peripherals4.4%—
- Biotechnology3.3%—
- Interactive Media & Services2.9%—
- Semiconductor Materials & Equipment2.9%—
- Semiconductors2.4%—
- Communications Equipment2.1%—
- Other holdings64.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BLK | BlackRock Inc | 396K | $31.7M | -2.23K | 12.4% |
| $AAPL | Apple Inc | 44.9K | $11.4M | +23.2K | 4.5% |
| $JNJ | Johnson & Johnson | 29.4K | $7.18M | +8.69K | 2.8% |
| $AVGO | Broadcom Inc | 19.4K | $6M | +10.8K | 2.3% |
| $CSCO | Cisco Systems Inc | 70.5K | $5.47M | +29.7K | 2.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 16.3K | $4.7M | +6.76K | 1.8% |
| $GILD | Gilead Sciences Inc | 32.8K | $4.57M | +13.5K | 1.8% |
| $ABBV | AbbVie Inc | 18K | $3.92M | +6.41K | 1.5% |
| $LRCX | Lam Research Corporation | 17.3K | $3.7M | +9.55K | 1.4% |
| $AMAT | Applied Materials Inc | 10.6K | $3.64M | +5.86K | 1.4% |
…and 383 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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