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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 35 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 MOD MODINE MFG CO Consumer Cyclical 2,382.0 $636K 0.01% -2K -39.3% $267.02 -28.8%
682 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 6,339.0 $634K 0.01% -73K -92.0% $100.07 +7.4%
683 KKR KKR & CO INC 6,795.0 $624K 0.01% +1K +22.5% $91.78
684 TBIL RBB FD INC 12,503.0 $623K 0.01% $49.86 -0.0%
685 VISN VISTANCE NETWORKS INC Technology 48,325.0 $618K 0.01% +1K +2.9% $12.78 -10.2%
686 FCX FREEPORT MCMORAN INC Basic Materials 9,819.0 $618K 0.01% -20K -66.8% $62.89 +25.7%
687 ADVANTEST CORP 3,095.0 $616K 0.01% +205.0 +7.1% $198.98
688 UNILEVER PLC 10,231.0 $615K 0.01% -527.0 -4.9% $60.13
689 ITW ILLINOIS TOOL WKS INC Industrials 2,272.0 $615K 0.01% +430.0 +23.3% $270.47 +3.9%
690 AOSL ALPHA & OMEGA SEMICONDUCTOR Technology 12,912.0 $611K 0.01% NEW $47.33 -44.8%
691 CVNA CARVANA CO Consumer Cyclical 9,274.0 $610K 0.01% +7K +408.4% $65.82 +15.0%
692 SPACE EXPLORATION TECHN CORP 3,569.0 $610K 0.01% NEW $170.86
693 MLPB UBS AG LONDON BRANCH Financial Services 21,171.0 $610K 0.01% -2K -7.0% $28.80 +7.7%
694 HLX HELIX ENERGY SOLUTIONS GRP I Energy 69,684.0 $609K 0.01% $8.74 +13.4%
695 PBR PETROLEO BRASILEIRO S A Energy 37,603.0 $608K 0.01% -17K -31.7% $16.16 +11.1%
696 DGRO ISHARES TR 7,998.0 $606K 0.01% $75.79 +4.8%
697 UPBOUND GROUP INC 28,489.0 $605K 0.01% +8K +38.2% $21.22
698 TTI TETRA TECHNOLOGIES INC DEL Energy 53,134.0 $602K 0.01% +3K +7.0% $11.33 -39.7%
699 HOG HARLEY DAVIDSON INC Consumer Cyclical 24,592.0 $602K 0.01% NEW $24.46 +14.8%
700 SENEA SENECA FOODS CORP NEW Consumer Defensive 3,453.0 $601K 0.01% +424.0 +14.0% $173.94 +10.7%
Page 35 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%