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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 11 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LTH LIFE TIME GROUP HOLDINGS INC Consumer Cyclical 17,581.0 $718K 0.01% -12K -39.8% $40.84 +9.7%
202 THE BALDWIN INSURANCE GRP IN 26,734.0 $711K 0.01% -7K -20.2% $26.58
203 GLOBUS MED INC 8,901.0 $703K 0.01% -239.0 -2.6% $79.01
204 SHW SHERWIN WILLIAMS CO Basic Materials 2,015.0 $694K 0.01% -817.0 -28.9% $344.32 +1.3%
205 NDSN NORDSON CORP Industrials 2,296.0 $693K 0.01% -588.0 -20.4% $301.69 +10.9%
206 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,351.0 $683K 0.01% -29.0 -1.2% $290.59 -9.5%
207 IDXX IDEXX LABS INC Healthcare 1,293.0 $681K 0.01% -226.0 -14.9% $526.44 +5.1%
208 ELF E L F BEAUTY INC Consumer Defensive 9,156.0 $678K 0.01% -10K -52.0% $74.00 +44.6%
209 CLH CLEAN HARBORS INC Industrials 2,263.0 $676K 0.01% -25.0 -1.1% $298.75 +5.0%
210 PRCT PROCEPT BIOROBOTICS CORP Healthcare 29,608.0 $669K 0.01% -2K -7.4% $22.58 -6.7%
211 LECO LINCOLN ELEC HLDGS INC Industrials 2,489.0 $661K 0.01% -122.0 -4.7% $265.51 +9.3%
212 ABB LTD 6,007.0 $652K 0.01% -271.0 -4.3% $108.57
213 ZTS ZOETIS INC Healthcare 9,027.0 $649K 0.01% -2K -19.9% $71.86 +7.9%
214 SYBT STOCK YDS BANCORP INC Financial Services 8,367.0 $640K 0.01% -595.0 -6.6% $76.47 +4.6%
215 MOD MODINE MFG CO Consumer Cyclical 2,382.0 $636K 0.01% -2K -39.3% $267.02 -29.9%
216 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,339.0 $634K 0.01% -73K -92.0% $100.07 +8.9%
217 FCX FREEPORT MCMORAN INC Basic Materials 9,819.0 $618K 0.01% -20K -66.8% $62.89 +25.6%
218 UNILEVER PLC 10,231.0 $615K 0.01% -527.0 -4.9% $60.13
219 MLPB UBS AG LONDON BRANCH Financial Services 21,171.0 $610K 0.01% -2K -7.0% $28.80 +8.3%
220 PBR PETROLEO BRASILEIRO S A Energy 37,603.0 $608K 0.01% -17K -31.7% $16.16 +9.9%
Page 11 of 16  ·  307 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%