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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 51 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 BSM BLACK STONE MINERALS L P Energy 16,787.0 $235K 0.00% $13.97 +6.6%
1002 BN BROOKFIELD CORP Financial Services 5,476.0 $233K 0.00% NEW $42.59 -1.1%
1003 RPD RAPID7 INC Technology 28,758.0 $233K 0.00% +1K +4.7% $8.10 +49.8%
1004 FIRST FMRS & MERCHANTS CORP 4,032.0 $233K 0.00% $57.75
1005 TK TEEKAY CORPORATION LTD Energy 23,156.0 $232K 0.00% -5K -17.7% $10.00 +33.6%
1006 OGE OGE ENERGY CORP Utilities 4,758.0 $232K 0.00% +41.0 +0.9% $48.66 -5.6%
1007 VDE VANGUARD WORLD FD 1,538.0 $231K 0.00% NEW $150.21 +16.6%
1008 PUBM PUBMATIC INC Technology 17,564.0 $230K 0.00% $13.12 +26.1%
1009 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 7,864.0 $230K 0.00% -49K -86.1% $29.29 +22.7%
1010 UNITED STATES TREAS BDS 218,291.0 $229K 0.00% $1.05
1011 O REALTY INCOME CORP Real Estate 3,663.0 $227K 0.00% NEW $61.96 +1.4%
1012 CERS CERUS CORP Healthcare 77,490.0 $226K 0.00% NEW $2.92 -6.8%
1013 SOCIETE GENERALE 12,780.0 $226K 0.00% +115.0 +0.9% $17.69
1014 LNC LINCOLN NATL CORP IND Financial Services 6,379.0 $225K 0.00% -204.0 -3.1% $35.35 +20.5%
1015 CAG CONAGRA BRANDS INC Consumer Defensive 16,685.0 $225K 0.00% NEW $13.46 +20.9%
1016 SHYM BLACKROCK ETF TRUST II 10,000.0 $224K 0.00% $22.45 -1.4%
1017 IWC ISHARES TR 1,121.0 $224K 0.00% NEW $200.04 -0.7%
1018 ATLC ATLANTICUS HOLDINGS CORP Financial Services 2,192.0 $224K 0.00% NEW $102.25 -8.1%
1019 WDAY WORKDAY INC Technology 1,823.0 $223K 0.00% NEW $122.42 +58.8%
1020 SIEMENS ENERGY AG 5,865.0 $222K 0.00% NEW $37.91
Page 51 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%