Deseret Mutual Benefit Administrators
•CIK: 1789351•Filing: Q4 2025
**Deseret Mutual Benefit Administrators** manages $234M across a diversified portfolio of 499 positions. The fund exhibits significant concentration in select names, notably holding OMFL at $45.8M and HYG at $32.1M. Further top allocations include CLOI ($14.7M) and FLTR ($8.6M), indicating a focused, high-conviction approach to asset allocation. This structure suggests an active, bottom-up strategy targeting specific sector opportunities.
Total AUM
$234.4M
QoQ Performance
-1.3%
Positions
497
Top 10 Concentration
55.9%
Latest Filing
Q4 2025
Top Holdings Allocation
OMFL
HYG
CLOI
OMFL19.5%
HYG13.7%
CLOI6.3%
FLTR3.7%
AAPL2.5%
JNJ1.8%
CSCO1.3%
GOOGL1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.9%
Technology13.2%
Healthcare8.8%
Financial4.6%
Consumer4.3%
Industrial2.8%
Communication1.7%
Consumer Staples1.6%
🚪 Exited Positionssold since Q3 2025
+311 more exited positions
Changes from Q3 2025
↑107 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023