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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 53 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 HAL HALLIBURTON CO Energy 6,125.0 $208K 0.00% -10K -62.2% $33.95 -0.4%
1042 SONY SONY GROUP CORP Technology 10,331.0 $207K 0.00% -486.0 -4.5% $20.06 +19.9%
1043 SMBK SMARTFINANCIAL INC Financial Services 4,387.0 $206K 0.00% NEW $46.92 +8.4%
1044 CRS CARPENTER TECHNOLOGY CORP Industrials 332.0 $205K 0.00% NEW $616.84 -21.2%
1045 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,581.0 $204K 0.00% NEW $79.22 +10.0%
1046 CRTO CRITEO S A Communication Services 10,864.0 $199K 0.00% NEW $18.28 -5.4%
1047 PHR PHREESIA INC Healthcare 19,088.0 $196K 0.00% -35K -64.9% $10.29 +12.0%
1048 PTON PELOTON INTERACTIVE INC Consumer Cyclical 30,826.0 $182K 0.00% -204.0 -0.7% $5.91 -9.0%
1049 BASSETT MIRROR COMPANY, INC. 13,209.0 $180K 0.00% $13.61
1050 HUN HUNTSMAN CORP Basic Materials 16,430.0 $174K 0.00% -65K -79.8% $10.62 -10.3%
1051 EBS EMERGENT BIOSOLUTIONS INC Healthcare 20,719.0 $174K 0.00% NEW $8.38 -32.7%
1052 GTM ZOOMINFO TECHNOLOGIES INC Technology 59,149.0 $173K 0.00% +43K +272.8% $2.93 +31.7%
1053 WB WEIBO CORP Communication Services 23,644.0 $172K 0.00% NEW $7.26 -1.9%
1054 VREX VAREX IMAGING CORP Healthcare 16,143.0 $168K 0.00% +4K +27.8% $10.43 +77.4%
1055 GTN GRAY MEDIA INC Communication Services 42,220.0 $168K 0.00% NEW $3.97 +26.4%
1056 ANGO ANGIODYNAMICS INC Healthcare 11,932.0 $155K 0.00% $13.01 +22.6%
1057 MTRX MATRIX SVC CO Industrials 11,275.0 $154K 0.00% NEW $13.70 -21.4%
1058 NHP NATIONAL HEALTHCARE PPTYS IN Real Estate 10,370.0 $152K 0.00% NEW $14.65 +13.6%
1059 ABX ABACUS GLOBAL MGMT INC Financial Services 13,987.0 $150K 0.00% NEW $10.71 -7.7%
1060 LXU LSB INDS INC Basic Materials 13,511.0 $146K 0.00% NEW $10.81 -4.9%
Page 53 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%