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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 4 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SAIA SAIA INC Industrials 951.0 $401K 0.01% NEW $421.16 -18.1%
62 IRTC IRHYTHM HOLDINGS INC Healthcare 3,362.0 $400K 0.01% NEW $118.95 +4.9%
63 DVN DEVON ENERGY CORP NEW Energy 9,316.0 $385K 0.01% NEW $41.32 +14.4%
64 ASX ASE TECHNOLOGY HLDG CO LTD Technology 8,451.0 $381K 0.01% NEW $45.12 -18.1%
65 DT DYNATRACE INC Technology 8,670.0 $381K 0.01% NEW $43.91 +14.8%
66 TDC TERADATA CORP DEL Technology 10,953.0 $380K 0.01% NEW $34.65 -21.2%
67 KEYENCE CORP 714.0 $375K 0.01% NEW $524.64
68 JBHT HUNT J B TRANS SVCS INC Industrials 1,290.0 $373K 0.01% NEW $289.43 -9.2%
69 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,413.0 $369K 0.01% NEW $152.96 -24.3%
70 AIR AAR CORP Industrials 2,488.0 $356K 0.01% NEW $142.93 -5.6%
71 ANNX ANNEXON INC Healthcare 61,797.0 $353K 0.01% NEW $5.71 -10.6%
72 SNDR SCHNEIDER NATIONAL INC Industrials 9,641.0 $352K 0.01% NEW $36.53 -4.6%
73 NTRA NATERA INC Healthcare 1,297.0 $352K 0.01% NEW $271.45 +23.2%
74 CBL CBL & ASSOC PPTYS INC Real Estate 6,608.0 $351K 0.01% NEW $53.09 +5.0%
75 VTES VANGUARD WELLINGTON FD 3,429.0 $347K 0.01% NEW $101.31 -0.4%
76 XLI SELECT SECTOR SPDR TR 1,868.0 $346K 0.01% NEW $185.23 -3.7%
77 IPGP IPG PHOTONICS CORP Technology 2,930.0 $344K 0.01% NEW $117.32 -39.2%
78 HELE HELEN OF TROY LTD Consumer Defensive 11,796.0 $343K 0.01% NEW $29.07 -1.9%
79 HRB BLOCK H & R INC Consumer Cyclical 8,905.0 $339K 0.01% NEW $38.08 +39.4%
80 BBSI BARRETT BUSINESS SVCS INC Industrials 9,424.0 $335K 0.01% NEW $35.52 -5.3%
Page 4 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%