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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 2 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 121,325.0 $42.9M 0.69% -1K -1.2% $353.33
22 IJH ISHARES TR 552,240.0 $42.6M 0.68% $77.11 -1.3%
23 META META PLATFORMS INC Communication Services 72,894.0 $41.1M 0.66% -529.0 -0.7% $563.29 +1.2%
24 VIG VANGUARD SPECIALIZED FUNDS 171,297.0 $40.5M 0.65% +3K +1.8% $236.62 +3.2%
25 SGOV ISHARES TR 364,766.0 $36.7M 0.59% +13K +3.8% $100.67 -0.0%
26 LLY ELI LILLY & CO Healthcare 29,940.0 $35.9M 0.58% +3K +10.1% $1199.45 +2.8%
27 BERKSHIRE HATHAWAY INC DEL 70,140.0 $35.1M 0.56% +2K +3.5% $500.39
28 IVV ISHARES TR 44,459.0 $33.3M 0.53% +1K +3.3% $748.90 +2.7%
29 KLAC KLA CORP Technology 109,953.0 $33.2M 0.53% +98K +848.7% $301.71 -39.2%
30 JPM JPMORGAN CHASE & CO Financial Services 101,235.0 $33.1M 0.53% +724.0 +0.7% $327.33 +9.0%
31 V VISA INC Financial Services 90,119.0 $30.9M 0.50% +8K +9.9% $343.09 +11.9%
32 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 62,707.0 $29.9M 0.48% -4K -6.3% $477.57 -12.6%
33 JNJ JOHNSON & JOHNSON Healthcare 112,529.0 $28.6M 0.46% +3K +2.6% $253.97 +7.5%
34 MU MICRON TECHNOLOGY INC Technology 24,456.0 $28.2M 0.45% +3K +15.7% $1154.29 -19.2%
35 AMAT APPLIED MATLS INC Technology 37,277.0 $27.0M 0.43% +685.0 +1.9% $723.00 -33.6%
36 VTHR VANGUARD SCOTTSDALE FDS 80,244.0 $26.6M 0.43% $331.43 +2.2%
37 AGG ISHARES TR 254,098.0 $25.2M 0.40% +13K +5.5% $98.98 -1.0%
38 MRK MERCK & CO INC Healthcare 194,020.0 $24.9M 0.40% -1K -0.6% $128.50 +21.7%
39 ARTISAN PARTNERS FDS INC 757,718.0 $21.7M 0.35% NEW $28.60
40 UNH UNITEDHEALTH GROUP INC Healthcare 51,431.0 $21.4M 0.34% -1K -2.6% $415.63 -4.6%
Page 2 of 56  ·  1,115 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%