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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 2 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IRM IRON MTN INC DEL Real Estate 9,490.0 $1.2M 0.02% NEW $126.31 -3.3%
22 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 9,240.0 $1.2M 0.02% NEW $127.90 -3.2%
23 ATR APTARGROUP INC Healthcare 9,423.0 $1.2M 0.02% NEW $125.20 +7.3%
24 MCY MERCURY GENL CORP NEW Financial Services 10,983.0 $1.2M 0.02% NEW $106.62 -2.1%
25 ARW ARROW ELECTRS INC Technology 5,137.0 $1.1M 0.02% NEW $213.41 -5.7%
26 AVT AVNET INC Technology 12,307.0 $1.1M 0.02% NEW $88.82 -2.8%
27 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 19,527.0 $1.0M 0.02% NEW $52.85 -0.3%
28 EXEL EXELIXIS INC Healthcare 18,146.0 $987K 0.02% NEW $54.41 +3.3%
29 R RYDER SYS INC Industrials 3,642.0 $961K 0.01% NEW $263.77 -7.1%
30 CTS CTS CORP Technology 14,318.0 $933K 0.01% NEW $65.19 -14.0%
31 PAYC PAYCOM SOFTWARE INC Technology 7,393.0 $929K 0.01% NEW $125.68 +83.8%
32 STLD STEEL DYNAMICS INC Basic Materials 4,036.0 $926K 0.01% NEW $229.46 +0.1%
33 SRPT SAREPTA THERAPEUTICS INC Healthcare 49,350.0 $887K 0.01% NEW $17.97 +4.8%
34 MTZ MASTEC INC Industrials 2,122.0 $883K 0.01% NEW $416.06 -40.7%
35 LOPE GRAND CANYON ED INC Consumer Defensive 5,992.0 $858K 0.01% NEW $143.11 +4.4%
36 ECG EVERUS CONSTR GROUP Industrials 4,984.0 $827K 0.01% NEW $165.95 -27.6%
37 ALHC ALIGNMENT HEALTHCARE INC Healthcare 33,138.0 $789K 0.01% NEW $23.81 -44.1%
38 GFS GLOBALFOUNDRIES INC Technology 9,218.0 $760K 0.01% NEW $82.41 -44.5%
39 BW BABCOCK & WILCOX ENTERPRISES Industrials 52,189.0 $736K 0.01% NEW $14.10 -44.0%
40 NWPX NWPX INFRASTRUCTURE INC Industrials 4,872.0 $731K 0.01% NEW $149.94 -26.5%
Page 2 of 9  ·  169 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%