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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 44 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 LDUR PIMCO ETF TR 3,703.0 $354K 0.01% +34.0 +0.9% $95.61 -0.1%
862 ANNX ANNEXON INC Healthcare 61,797.0 $353K 0.01% NEW $5.71 -12.6%
863 SNDR SCHNEIDER NATIONAL INC Industrials 9,641.0 $352K 0.01% NEW $36.53 -3.6%
864 NTRA NATERA INC Healthcare 1,297.0 $352K 0.01% NEW $271.45 +24.7%
865 CBL CBL & ASSOC PPTYS INC Real Estate 6,608.0 $351K 0.01% NEW $53.09 +3.8%
866 UAL UNITED AIRLS HLDGS INC Industrials 2,578.0 $351K 0.01% +51.0 +2.0% $135.99 -15.6%
867 LQDT LIQUIDITY SVCS INC Consumer Cyclical 8,955.0 $350K 0.01% $39.12 +7.1%
868 VTES VANGUARD WELLINGTON FD 3,429.0 $347K 0.01% NEW $101.31 -0.4%
869 XLI SELECT SECTOR SPDR TR 1,868.0 $346K 0.01% NEW $185.23 -2.6%
870 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 3,392.0 $346K 0.01% -579.0 -14.6% $101.88 +12.7%
871 IPGP IPG PHOTONICS CORP Technology 2,930.0 $344K 0.01% NEW $117.32 -36.7%
872 HELE HELEN OF TROY LTD Consumer Defensive 11,796.0 $343K 0.01% NEW $29.07 +0.2%
873 HRB BLOCK H & R INC Consumer Cyclical 8,905.0 $339K 0.01% NEW $38.08 +38.3%
874 AFRM AFFIRM HLDGS INC Technology 4,145.0 $338K 0.01% -235.0 -5.4% $81.55 -6.2%
875 AUB ATLANTIC UN BANKSHARES CORP Financial Services 7,986.0 $338K 0.01% -590.0 -6.9% $42.31 -3.8%
876 PHM PULTE GROUP INC Consumer Cyclical 2,452.0 $336K 0.01% -61.0 -2.4% $137.21 -5.2%
877 EVEREST GROUP LTD 941.0 $336K 0.01% -68.0 -6.7% $357.23
878 BBSI BARRETT BUSINESS SVCS INC Industrials 9,424.0 $335K 0.01% NEW $35.52 -4.4%
879 ACVA ACV AUCTIONS INC Consumer Cyclical 46,475.0 $334K 0.01% +955.0 +2.1% $7.19 +1.8%
880 SLDE SLIDE INS HLDGS INC Financial Services 17,216.0 $333K 0.01% NEW $19.37 +20.5%
Page 44 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%