Sign In
test

Jon Williams

Deseret Mutual Benefit Administrators

Assets Managed
$293.602M
Holdings
508
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
25.24%(2Q avg: 11.95%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Deseret Mutual Benefit Administrators's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 508 positions.

Assets under management

The assets under management (AUM) of Deseret Mutual Benefit Administrators over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 293.602M in assets, with a quarterly growth rate of 25.24% and a 2-quarter average growth rate of 11.95%. The portfolio is managed by Jon Williams, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Decreased -0.58%
10.72%
$31.462M
395,455 shares@ $79.57 avg price
CLOI
Vaneck Clo Etf
Recent Activity
Increased 21.37%
6.05%
$17.753M
336,862 shares@ $52.7 avg price
FLTR
Vaneck Ig Floating Rate Etf
Recent Activity
Increased 35.61%
3.98%
$11.678M
458,322 shares@ $25.49 avg price
AAPL
Apple Inc
Recent Activity
Increased 107.11%
3.88%
$11.392M
44,886 shares@ $253.8 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 42.01%
2.45%
$7.18M
29,372 shares@ $244.45 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 125.09%
2.05%
$6M
19,384 shares@ $309.52 avg price
CSCO
Cisco Systems Inc
Recent Activity
Increased 72.95%
1.87%
$5.468M
70,470 shares@ $77.59 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 70.56%
1.6%
$4.696M
16,331 shares@ $287.56 avg price
GILD
Gilead Sciences Inc
Recent Activity
Increased 70.12%
1.56%
$4.571M
32,797 shares@ $139.38 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 55.12%
1.34%
$3.925M
18,046 shares@ $217.5 avg price

1-10 of 508