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Portfolio (Quarterly) Guide ↗

DIVERSIFIED TRUST CO

· CIK 0001479844
13F Portfolio $5.4B AUM 1,219 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 124 New 466 Added 261 Reduced
Page 2 of 24  ·  466 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 70,121.0 $15.3M 0.28% +8K +13.7% $217.49 +22.2%
22 UNH UNITEDHEALTH GROUP INC Healthcare 52,833.0 $14.3M 0.27% +5K +11.2% $270.59 +46.6%
23 CVX CHEVRON CORPORATION Energy 67,811.0 $14.0M 0.26% +21K +44.0% $206.90 -3.4%
24 PEP PEPSICO INC Consumer Defensive 89,115.0 $13.8M 0.26% +12K +15.1% $155.29 -8.4%
25 VXUS VANGUARD STAR FDS 177,419.0 $13.7M 0.25% +3K +1.4% $77.11 +14.3%
26 WMT WALMART INC Consumer Defensive 107,178.0 $13.3M 0.25% +8K +7.6% $124.28 -15.2%
27 AXP AMERICAN EXPRESS CO Financial Services 41,956.0 $12.7M 0.23% +5K +12.7% $302.48 +11.1%
28 AMAT APPLIED MATLS INC Technology 36,592.0 $12.5M 0.23% +6K +20.3% $341.79 +40.4%
29 PM PHILIP MORRIS INTL INC Consumer Defensive 73,044.0 $12.1M 0.22% +18K +31.9% $165.34 +17.3%
30 GEV GE VERNOVA INC Utilities 12,363.0 $10.8M 0.20% +2K +18.1% $872.90 +6.2%
31 CENCORA INC 33,469.0 $10.5M 0.20% +233.0 +0.7% $314.14
32 MDT MEDTRONIC PLC Healthcare 111,780.0 $9.7M 0.18% +601.0 +0.5% $86.65 +5.2%
33 NFLX NETFLIX INC. Communication Services 99,646.0 $9.6M 0.18% +27K +37.9% $96.15 -14.5%
34 TJX TJX COS INC NEW Consumer Cyclical 57,537.0 $9.2M 0.17% +3K +5.4% $159.70 -12.7%
35 RTX RTX CORPORATION Industrials 47,075.0 $9.1M 0.17% +740.0 +1.6% $192.90 +9.0%
36 CL COLGATE PALMOLIVE CO Consumer Defensive 102,581.0 $8.7M 0.16% +9K +10.2% $85.23 +7.2%
37 EBAY EBAY INC. Consumer Cyclical 95,615.0 $8.7M 0.16% +3K +3.5% $91.02 +16.5%
38 CAT CATERPILLAR INC Industrials 11,739.0 $8.3M 0.15% +2K +14.7% $708.46 +14.5%
39 WAB WABTEC Industrials 32,984.0 $8.2M 0.15% +1K +4.1% $249.91 +18.8%
40 HCA HCA HEALTHCARE INC Healthcare 17,087.0 $8.1M 0.15% +202.0 +1.2% $473.24 -9.4%
Page 2 of 24  ·  466 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.8%
Consumer Defensive 16.9%
Financial Services 16.2%
Healthcare 10.0%
Industrials 8.6%
Consumer Cyclical 7.1%
Communication Services 6.2%
Energy 3.8%
Basic Materials 1.9%
Utilities 1.5%