Deseret Mutual Benefit Administrators
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$293.6M
Holdings
507
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HYG
ISHARES TR
Held since at least Q1 2024
10.7%
02
$CLOI
VANECK ETF TRUST
Held since at least Q1 2024
6.0%
03
$FLTR
VANECK ETF TRUST
Held since at least Q1 2024
4.0%
04
$AAPL
APPLE INC
Q4 2025: New position (47.8k shares)
3.9%
05
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
2.4%
06
$AVGO
BROADCOM INC
Held since at least Q1 2024
2.0%
07
$CSCO
CISCO SYS INC
Held since at least Q1 2024
1.9%
08
$GOOGL
ALPHABET INC
Q1 2026: Sold 2.2% (81.2k → 79.4k shares)
1.6%
09
$GILD
GILEAD SCIENCES INC
Held since at least Q1 2024
1.6%
10
$ABBV
ABBVIE INC
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.