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Portfolio (Quarterly) Guide ↗

DT Investment Partners, LLC

· CIK 0001537621
13F Portfolio $1.3B AUM 548 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 62 Added 130 Reduced 55 Exited
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS DISNEY WALT CO Communication Services 1,650.0 $159K 0.01% +50.0 +3.1% $96.25 +12.0%
42 NOC NORTHROP GRUMMAN CORP Industrials 279.0 $142K 0.01% +220.0 +372.9% $509.31 +8.2%
43 BKNG BOOKING HOLDINGS INC Consumer Cyclical 750.0 $134K 0.01% +716.0 +2105.9% $178.24 +17.6%
44 MUB ISHARES TR 1,231.0 $132K 0.01% +468.0 +61.3% $107.62 -2.1%
45 SUSL ISHARES TR 652.0 $87K 0.01% +12.0 +1.9% $132.76 +3.6%
46 PYPL PAYPAL HLDGS INC Financial Services 1,930.0 $83K 0.01% +150.0 +8.4% $43.18 +42.5%
47 CII BLACKROCK ENHANCED LARGE CAP Financial Services 3,082.0 $81K 0.01% +146.0 +5.0% $26.15 -7.2%
48 SCCO SOUTHERN COPPER CORP Basic Materials 335.0 $58K 0.00% +5.0 +1.5% $174.26 +24.0%
49 VSGX VANGUARD WORLD FD 587.0 $48K 0.00% +16.0 +2.8% $82.34 +1.4%
50 ESGV VANGUARD WORLD FD 301.0 $40K 0.00% +13.0 +4.5% $132.24 +2.7%
51 PANW PALO ALTO NETWORKS INC Technology 115.0 $39K 0.00% +67.0 +139.6% $341.03 +4.9%
52 DVN DEVON ENERGY CORP NEW Energy 844.0 $35K 0.00% +394.0 +87.6% $41.32 +18.8%
53 VGIT VANGUARD SCOTTSDALE FDS 567.0 $33K 0.00% +25.0 +4.6% $58.98 -1.1%
54 XMLV INVESCO EXCH TRADED FD TR II 480.0 $32K 0.00% +406.0 +548.6% $66.33 +2.1%
55 UBER UBER TECHNOLOGIES INC Technology 368.0 $27K 0.00% +125.0 +51.4% $72.16 +9.2%
56 PLTR PALANTIR TECHNOLOGIES INC Technology 179.0 $21K 0.00% +55.0 +44.4% $116.67 +54.2%
57 SUSB ISHARES TR 600.0 $15K 0.00% +8.0 +1.4% $24.99 -0.6%
58 SUSC ISHARES TR 646.0 $15K 0.00% +8.0 +1.2% $23.15 -2.2%
59 SGOL ETFS GOLD TR Financial Services 375.0 $14K 0.00% +320.0 +581.8% $38.23 +15.0%
60 BX BLACKSTONE INC Financial Services 116.0 $14K 0.00% +40.0 +52.6% $117.67 +21.8%
Page 3 of 4  ·  62 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
Financial Services 53.6%
Technology 16.4%
Healthcare 9.3%
Industrials 7.8%
Consumer Defensive 3.9%
Consumer Cyclical 3.6%
Energy 2.0%
Communication Services 1.9%
Utilities 0.8%
Basic Materials 0.5%