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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 52 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 TDUP THREDUP INC Consumer Cyclical 32,456.0 $222K 0.00% $6.85 -59.7%
1022 LXFR LUXFER HLDGS PLC Industrials 12,320.0 $222K 0.00% +2K +19.6% $18.04 -4.9%
1023 PONTOTOC BANCSHARES CORP 221,100.0 $221K 0.00% $1.00
1024 DISCO CORP 4,401.0 $220K 0.00% NEW $50.00
1025 DDD 3D SYS CORP DEL Technology 72,380.0 $219K 0.00% NEW $3.02 +6.6%
1026 KB KB FINL GROUP INC Financial Services 2,075.0 $218K 0.00% NEW $104.96 +15.0%
1027 OIS OIL STS INTL INC Energy 27,024.0 $216K 0.00% $8.01 +4.6%
1028 NRIM NORTHRIM BANCORP INC Financial Services 7,799.0 $216K 0.00% NEW $27.74 -7.9%
1029 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,178.0 $216K 0.00% NEW $183.11 +2.0%
1030 CRH PLC 2,012.0 $215K 0.00% -12K -85.3% $107.00
1031 AGO ASSURED GUARANTY LTD Financial Services 2,674.0 $214K 0.00% NEW $80.16 -6.3%
1032 MATIV HOLDINGS INC 28,175.0 $213K 0.00% +16K +130.1% $7.57
1033 APA APA CORPORATION Energy 6,518.0 $212K 0.00% +638.0 +10.8% $32.57 +27.0%
1034 DKNG DRAFTKINGS INC NEW Consumer Cyclical 8,346.0 $211K 0.00% NEW $25.26 +2.1%
1035 ALTO ALTO INGREDIENTS INC Basic Materials 36,918.0 $210K 0.00% NEW $5.70 -30.0%
1036 CORT CORCEPT THERAPEUTICS INC Healthcare 2,417.0 $210K 0.00% NEW $86.95 +42.1%
1037 GIC GLOBAL INDUSTRIAL COMPANY Industrials 6,278.0 $210K 0.00% NEW $33.46 +18.4%
1038 MUB ISHARES TR 1,947.0 $210K 0.00% -145.0 -6.9% $107.65 -1.9%
1039 ASPN ASPEN AEROGELS INC Industrials 33,047.0 $210K 0.00% NEW $6.34 -17.5%
1040 NXT NEXTPOWER INC Technology 1,755.0 $209K 0.00% -5K -74.9% $119.14 -28.8%
Page 52 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%