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Portfolio (Quarterly) Guide ↗

Diversified Trust Co

· CIK 0001479844
13F Portfolio $5.4B AUM 1,219 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 124 New 466 Added 261 Reduced 113 Exited
Page 5 of 53  ·  1,049 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LRCX LAM RESEARCH CORP Technology 35,630.0 $7.6M 0.14% +718.0 +2.1% $213.66 +82.1%
82 UNP UNION PAC CORP Industrials 30,404.0 $7.4M 0.14% +19K +163.5% $242.62 +5.9%
83 RSP INVESCO EXCHANGE TRADED FD T 37,532.0 $7.2M 0.13% +6K +20.8% $191.92 +9.4%
84 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 79,358.0 $7.2M 0.13% +39K +96.4% $90.67 +6.9%
85 IWR ISHARES TR 73,473.0 $7.1M 0.13% -5K -6.3% $97.23 +11.6%
86 MU MICRON TECHNOLOGY INC Technology 21,138.0 $7.1M 0.13% -2K -8.2% $337.84 +235.7%
87 QLTY GMO ETF TRUST 193,111.0 $7.0M 0.13% -14K -6.9% $36.18 +13.7%
88 BMY BRISTOL-MYERS SQUIBB CO Healthcare 112,827.0 $6.8M 0.13% -14K -10.7% $60.65 -11.0%
89 FIX COMFORT SYS USA INC Industrials 4,942.0 $6.8M 0.13% -467.0 -8.6% $1378.99 +42.7%
90 VEA VANGUARD TAX-MANAGED FDS 105,183.0 $6.7M 0.12% +17K +19.6% $64.08 +12.8%
91 PPG PPG INDS INC Basic Materials 62,323.0 $6.7M 0.12% +3K +4.2% $106.88 +10.6%
92 MRSH MARSH & MCLENNAN COS INC Financial Services 38,323.0 $6.6M 0.12% +15K +66.6% $173.45 -6.4%
93 NTAP NETAPP INC Technology 64,841.0 $6.6M 0.12% +3K +5.3% $102.39 +56.0%
94 IWB ISHARES TR 18,302.0 $6.5M 0.12% $356.56 +14.5%
95 PLTR PALANTIR TECHNOLOGIES INC Technology 44,263.0 $6.5M 0.12% +1K +2.8% $146.28 -12.2%
96 HWM HOWMET AEROSPACE INC Industrials 28,066.0 $6.5M 0.12% +2K +6.4% $230.47 +20.5%
97 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,536.0 $6.5M 0.12% +24.0 +1.6% $4210.32 -95.9%
98 DOX AMDOCS LTD Technology 98,714.0 $6.4M 0.12% +29K +42.5% $65.26 -21.1%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 26,538.0 $6.4M 0.12% +5K +24.1% $242.40 +2.8%
100 AMP AMERIPRISE FINL INC Financial Services 14,420.0 $6.4M 0.12% +295.0 +2.1% $444.40 +5.2%
Page 5 of 53  ·  1,049 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 26.4%
Consumer Defensive 16.6%
Financial Services 16.1%
Healthcare 9.9%
Industrials 8.4%
Communication Services 7.5%
Consumer Cyclical 7.0%
Energy 3.8%
Basic Materials 1.9%
Utilities 1.4%