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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 14 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VGK VANGUARD INTL EQUITY INDEX F 4,108.0 $364K 0.01% -149.0 -3.5% $88.54 +5.3%
262 ENEL SOCIETA PER AZIONI 31,135.0 $358K 0.01% -3K -10.0% $11.49
263 F FORD MTR CO Consumer Cyclical 25,642.0 $356K 0.01% -27K -51.0% $13.90 +0.4%
264 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,392.0 $346K 0.01% -579.0 -14.6% $101.88 +14.9%
265 AFRM AFFIRM HLDGS INC Technology 4,145.0 $338K 0.01% -235.0 -5.4% $81.55 -4.4%
266 AUB ATLANTIC UN BANKSHARES CORP Financial Services 7,986.0 $338K 0.01% -590.0 -6.9% $42.31 -4.2%
267 PHM PULTE GROUP INC Consumer Cyclical 2,452.0 $336K 0.01% -61.0 -2.4% $137.21 -4.6%
268 EVEREST GROUP LTD 941.0 $336K 0.01% -68.0 -6.7% $357.23
269 AA ALCOA CORP Basic Materials 6,311.0 $329K 0.01% -1K -14.7% $52.14 -1.6%
270 OXY OCCIDENTAL PETE CORP Energy 6,760.0 $328K 0.01% -20K -75.0% $48.57 +20.3%
271 BRC BRADY CORP Industrials 3,425.0 $314K 0.01% -225.0 -6.2% $91.57 +2.2%
272 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 24,260.0 $313K 0.01% -1K -5.4% $12.89 +0.8%
273 TRP TC ENERGY CORP Energy 4,660.0 $309K 0.01% -771.0 -14.2% $66.29 -6.7%
274 MANNING & NAPIER FD INC NEW 21,897.0 $307K 0.01% -8K -25.8% $14.03
275 HLN HALEON PLC Healthcare 30,794.0 $287K 0.01% -1K -4.1% $9.33 +9.1%
276 SCHV SCHWAB STRATEGIC TR 8,227.0 $286K 0.01% -487.0 -5.6% $34.81 +0.3%
277 DPZ DOMINOS PIZZA INC Consumer Cyclical 966.0 $286K 0.01% -2K -67.3% $296.04 +18.2%
278 CEG CONSTELLATION ENERGY CORP Utilities 1,143.0 $284K 0.01% -12.0 -1.0% $248.37 +12.1%
279 HSBC HSBC HLDGS PLC Financial Services 2,970.0 $282K 0.01% -625.0 -17.4% $95.09 +9.8%
280 LEN LENNAR CORP Consumer Cyclical 3,040.0 $275K 0.00% -373.0 -10.9% $90.49 -3.1%
Page 14 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%