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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 8 of 56  ·  1,115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NFLX NETFLIX INC. Communication Services 67,614.0 $4.8M 0.08% -32K -32.1% $71.40 +15.2%
142 CARE CARTER BANKSHARES INC Financial Services 141,762.0 $4.8M 0.08% +10K +7.8% $34.01 -7.7%
143 FORTINET INC 30,938.0 $4.8M 0.08% +7K +27.1% $153.62
144 NTNX NUTANIX INC Technology 92,633.0 $4.7M 0.08% +26K +39.2% $50.96 +30.4%
145 PLD PROLOGIS INC. Real Estate 34,142.0 $4.6M 0.07% +405.0 +1.2% $135.47 +5.8%
146 VIST VISTA ENERGY S.A.B. DE C.V. Energy 72,174.0 $4.6M 0.07% +4K +5.2% $63.80 +7.2%
147 MMM 3M CO Industrials 27,982.0 $4.5M 0.07% +151.0 +0.5% $161.91 +10.8%
148 VO VANGUARD INDEX FDS 55,395.0 $4.5M 0.07% +42K +311.2% $80.57 +2.8%
149 PWR QUANTA SVCS INC Industrials 6,191.0 $4.5M 0.07% -1K -16.3% $720.04 -16.1%
150 GRMN GARMIN LTD Technology 18,246.0 $4.3M 0.07% +10K +114.8% $237.54 +21.5%
151 KMB KIMBERLY-CLARK CORP Consumer Defensive 39,393.0 $4.3M 0.07% -5K -12.0% $109.77 +1.1%
152 GWW WW GRAINGER INC Industrials 3,143.0 $4.3M 0.07% -84.0 -2.6% $1360.40 -4.3%
153 MXL MAXLINEAR INC Technology 32,984.0 $4.2M 0.07% NEW $128.03 -48.2%
154 NEE NEXTERA ENERGY INC Utilities 47,625.0 $4.2M 0.07% -8K -14.2% $87.77 -4.0%
155 MPC MARATHON PETE CORP Energy 15,992.0 $4.1M 0.07% +305.0 +1.9% $255.68 +38.8%
156 VRT VERTIV HOLDINGS CO Industrials 12,102.0 $4.1M 0.07% -7K -36.9% $334.82 -23.6%
157 VLO VALERO ENERGY CORP Energy 15,519.0 $4.0M 0.07% -1K -8.6% $260.44 +30.7%
158 CARNIVAL CORP LTD 140,884.0 $4.0M 0.07% NEW $28.57
159 FTAI AVIATION LTD 14,644.0 $4.0M 0.06% -6K -28.2% $270.53
160 IJR ISHARES TR 26,605.0 $3.9M 0.06% +1K +5.5% $148.31 -1.1%
Page 8 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%