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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 38 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 10,305.0 $515K 0.01% -14K -57.8% $49.98 +6.4%
742 WEST WESTROCK COFFEE CO Consumer Defensive 62,934.0 $510K 0.01% $8.11 -0.6%
743 NIC NICOLET BANKSHARES INC Financial Services 3,081.0 $510K 0.01% -223.0 -6.8% $165.39 +3.1%
744 AGX ARGAN INC Industrials 637.0 $509K 0.01% +8.0 +1.3% $798.55 -43.0%
745 DHI D R HORTON INC Consumer Cyclical 3,105.0 $506K 0.01% +172.0 +5.9% $162.88 -10.2%
746 RGLD ROYAL GOLD INC Basic Materials 2,528.0 $505K 0.01% +1K +80.4% $199.61 +34.9%
747 VMC VULCAN MATLS CO Basic Materials 1,709.0 $504K 0.01% $295.01 -7.2%
748 VCYT VERACYTE INC Healthcare 8,571.0 $503K 0.01% -9K -51.8% $58.73 -23.2%
749 TDG TRANSDIGM GROUP INC Industrials 377.0 $502K 0.01% +49.0 +14.9% $1332.04 -10.6%
750 PRCH PORCH GROUP INC Technology 33,287.0 $501K 0.01% $15.04 +15.1%
751 AMKR AMKOR TECHNOLOGY INC Technology 5,760.0 $497K 0.01% +97.0 +1.7% $86.23 -40.1%
752 ARDX ARDELYX INC Healthcare 97,247.0 $496K 0.01% NEW $5.10 -24.6%
753 BKR BAKER HUGHES COMPANY Energy 8,906.0 $494K 0.01% +390.0 +4.6% $55.50 +10.6%
754 BMO BANK MONTREAL MEDIUM Financial Services 2,784.0 $492K 0.01% -377.0 -11.9% $176.70 -2.6%
755 DAL DELTA AIR LINES INC Industrials 5,248.0 $492K 0.01% +272.0 +5.5% $93.66 -12.6%
756 TRNS TRANSCAT INC Industrials 5,295.0 $491K 0.01% -200.0 -3.6% $92.77 -1.6%
757 Q QNITY ELECTRONICS INC Technology 3,003.0 $490K 0.01% -29.0 -1.0% $163.31 -22.4%
758 MKTX MARKETAXESS HLDGS INC Financial Services 4,313.0 $489K 0.01% -1K -23.7% $113.49 +43.2%
759 NVTS NAVITAS SEMICONDUCTOR CORP Technology 27,314.0 $489K 0.01% +805.0 +3.0% $17.92 -30.0%
760 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,684.0 $488K 0.01% +36.0 +1.0% $132.52 +3.9%
Page 38 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%