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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 3 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XPO XPO INC Industrials 3,503.0 $719K 0.01% NEW $205.29 -6.5%
42 DXCM DEXCOM INC Healthcare 9,962.0 $671K 0.01% NEW $67.35 +32.4%
43 HONEYWELL INTL INC 2,854.0 $639K 0.01% NEW $223.94
44 ASTE ASTEC INDS INC Industrials 10,410.0 $637K 0.01% NEW $61.19 -28.4%
45 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 12,912.0 $611K 0.01% NEW $47.33 -43.8%
46 SPACE EXPLORATION TECHN CORP 3,569.0 $610K 0.01% NEW $170.86
47 HOG HARLEY DAVIDSON INC Consumer Cyclical 24,592.0 $602K 0.01% NEW $24.46 +12.4%
48 ON ON SEMICONDUCTOR CORP Technology 6,269.0 $593K 0.01% NEW $94.54 -23.3%
49 SF STIFEL FINL CORP Financial Services 8,385.0 $585K 0.01% NEW $69.77 +14.1%
50 DUOL DUOLINGO INC Technology 5,070.0 $583K 0.01% NEW $115.02 +27.0%
51 FEDEX FGHT HLDG CO INC 3,817.0 $576K 0.01% NEW $151.00
52 ARDX ARDELYX INC Healthcare 97,247.0 $496K 0.01% NEW $5.10 -25.9%
53 ROK ROCKWELL AUTOMATION INC Industrials 939.0 $465K 0.01% NEW $495.08 -13.3%
54 DOV DOVER CORP Industrials 2,014.0 $452K 0.01% NEW $224.28 -9.9%
55 IRIDIUM COMMUNICATIONS INC 8,134.0 $446K 0.01% NEW $54.85
56 DLR DIGITAL RLTY TR INC Real Estate 2,472.0 $444K 0.01% NEW $179.58 +7.1%
57 FRO FRONTLINE PLC Energy 12,690.0 $441K 0.01% NEW $34.79 +24.9%
58 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,283.0 $441K 0.01% NEW $193.23 +5.2%
59 FNDB SCHWAB STRATEGIC TR 13,440.0 $409K 0.01% NEW $30.46 +4.1%
60 NCNO NCINO INC Technology 24,700.0 $404K 0.01% NEW $16.35 +27.3%
Page 3 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%