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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 5 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AYI ACUITY INC Industrials 6,083.0 $2.3M 0.04% -218.0 -3.5% $376.66 -9.7%
82 ITT ITT INC Industrials 11,486.0 $2.3M 0.04% -2K -11.7% $197.76 +4.2%
83 PEN PENUMBRA INC Healthcare 7,190.0 $2.3M 0.04% -258.0 -3.5% $315.75 +2.7%
84 ED CONSOLIDATED EDISON INC Utilities 19,826.0 $2.2M 0.04% -12K -37.1% $110.63 -3.2%
85 SYY SYSCO CORP Consumer Defensive 24,677.0 $2.1M 0.03% -10K -29.6% $83.58 -0.1%
86 GM GENERAL MTRS CO Consumer Cyclical 26,696.0 $2.1M 0.03% -8K -22.6% $77.08 +11.3%
87 URI UNITED RENTALS INC Industrials 1,812.0 $2.1M 0.03% -18.0 -1.0% $1132.89 -7.0%
88 NESTLE S A 19,573.0 $2.0M 0.03% -648.0 -3.2% $102.99
89 MET METLIFE INC Financial Services 23,613.0 $2.0M 0.03% -3K -12.2% $84.61 +13.3%
90 MCK MCKESSON CORP Healthcare 2,640.0 $2.0M 0.03% -3K -54.7% $755.64 +19.8%
91 NOC NORTHROP GRUMMAN CORP Industrials 3,894.0 $2.0M 0.03% -2K -30.6% $509.33 +6.5%
92 PH PARKER-HANNIFIN CORP Industrials 2,001.0 $2.0M 0.03% -3K -63.4% $978.20 +3.9%
93 BAP CREDICORP LTD Financial Services 4,851.0 $1.9M 0.03% -6K -55.7% $389.58 -1.6%
94 CFR CULLEN FROST BANKERS INC Financial Services 12,119.0 $1.9M 0.03% -824.0 -6.4% $154.52 +5.7%
95 FAST FASTENAL CO Industrials 38,074.0 $1.8M 0.03% -1K -3.8% $48.03 +4.7%
96 USMV ISHARES TR 18,922.0 $1.8M 0.03% -3K -15.3% $96.46 +5.2%
97 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 30,685.0 $1.8M 0.03% -2K -5.4% $59.36 -8.5%
98 RSG REPUBLIC SVCS INC Industrials 8,538.0 $1.8M 0.03% -4K -33.8% $213.08 +3.7%
99 CBSH COMMERCE BANCSHARES INC Financial Services 31,364.0 $1.8M 0.03% -2K -6.1% $57.75 +0.8%
100 EW EDWARDS LIFESCIENCES CORP Healthcare 19,839.0 $1.8M 0.03% -218.0 -1.1% $90.46 +0.5%
Page 5 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%