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Portfolio (Quarterly) Guide ↗

DIVERSIFIED TRUST CO

· CIK 0001479844
13F Portfolio $6.2B AUM 1,285 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 169 New 455 Added 307 Reduced 103 Exited
Page 6 of 23  ·  455 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EQIX EQUINIX INC Real Estate 3,131.0 $3.3M 0.05% +1K +82.7% $1042.39 +3.0%
102 TT TRANE TECHNOLOGIES PLC Industrials 6,641.0 $3.3M 0.05% +313.0 +5.0% $491.23 -7.3%
103 AON AON PLC Financial Services 9,820.0 $3.3M 0.05% +305.0 +3.2% $331.69 +7.0%
104 SPYG SPDR SERIES TRUST 26,822.0 $3.2M 0.05% +735.0 +2.8% $118.99 +1.0%
105 TMUS T-MOBILE US INC Communication Services 18,930.0 $3.2M 0.05% +9K +91.8% $167.74 +8.3%
106 ADI ANALOG DEVICES INC Technology 7,901.0 $3.1M 0.05% +374.0 +5.0% $397.17 -5.9%
107 NET CLOUDFLARE INC Technology 12,629.0 $3.1M 0.05% +11K +1014.6% $245.28 +13.2%
108 CSX CSX CORP Industrials 63,990.0 $3.0M 0.05% +52K +427.3% $47.53 +8.4%
109 ESGD ISHARES TR 27,792.0 $2.9M 0.05% +1K +4.0% $102.81 +4.8%
110 MTRN MATERION CORP Basic Materials 9,551.0 $2.8M 0.05% +7K +273.8% $297.39 -21.8%
111 KNSL KINSALE CAP GROUP INC Financial Services 8,519.0 $2.8M 0.04% +3K +62.5% $329.81 +17.6%
112 CNC CENTENE CORP DEL Healthcare 43,491.0 $2.8M 0.04% +18K +72.6% $64.19 +1.3%
113 MTD METTLER TOLEDO INTERNATIONAL Healthcare 2,139.0 $2.7M 0.04% +1K +102.9% $1277.51 +9.8%
114 APG API GROUP CORP Industrials 63,559.0 $2.7M 0.04% +3K +5.8% $42.35 -4.7%
115 CRWD CROWDSTRIKE HLDGS INC Technology 3,469.0 $2.6M 0.04% +2K +129.7% $190.78 -2.8%
116 SNPS SYNOPSYS INC Technology 5,857.0 $2.6M 0.04% +204.0 +3.6% $446.07 -8.4%
117 SRE SEMPRA Utilities 28,140.0 $2.6M 0.04% +312.0 +1.1% $92.71 -9.4%
118 DIOD DIODES INC Technology 23,323.0 $2.6M 0.04% +11K +94.9% $109.44 -15.1%
119 CARR CARRIER GLOBAL CORPORATION Industrials 34,061.0 $2.5M 0.04% +16K +84.5% $73.35 -20.2%
120 DOW DOW HLDGS INC Basic Materials 91,176.0 $2.5M 0.04% +14K +18.1% $27.36 +10.2%
Page 6 of 23  ·  455 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 30.3%
Financial Services 15.8%
Consumer Defensive 14.7%
Healthcare 10.0%
Industrials 8.4%
Consumer Cyclical 6.6%
Communication Services 6.3%
Energy 2.9%
Basic Materials 2.5%
Real Estate 1.3%