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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 2 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 30,995.0 $4.0M 0.30% -4K -10.5% $128.50 +18.7%
22 XOM EXXON MOBIL CORP Energy 22,988.0 $3.1M 0.23% -6K -20.3% $136.72 +20.8%
23 AVGO BROADCOM INC Technology 7,481.0 $2.8M 0.21% -48.0 -0.6% $377.75 -2.5%
24 AGG ISHARES TR 25,416.0 $2.5M 0.19% -11K -30.3% $98.98 -1.6%
25 V VISA INC Financial Services 7,216.0 $2.5M 0.18% -368.0 -4.8% $343.09 +8.1%
26 XLF SELECT SECTOR SPDR TR 45,474.0 $2.4M 0.18% -628.0 -1.4% $53.61 +7.2%
27 HD HOME DEPOT INC Consumer Cyclical 6,800.0 $2.4M 0.18% -2K -20.0% $352.68 -4.8%
28 BLK BLACKROCK INC Financial Services 2,430.0 $2.3M 0.17% -100.0 -4.0% $961.56 +20.3%
29 PFF ISHARES TR 68,414.0 $2.1M 0.16% -10K -12.8% $30.49 -0.1%
30 LLY ELI LILLY & CO Healthcare 1,645.0 $2.0M 0.15% -23.0 -1.4% $1199.43 +4.6%
31 ABT ABBOTT LABORATORIES Healthcare 20,547.0 $1.9M 0.14% -5K -18.4% $90.74 +28.5%
32 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,590.0 $1.5M 0.11% -134.0 -7.8% $935.47 +1.3%
33 NEE NEXTERA ENERGY INC Utilities 16,715.0 $1.5M 0.11% -440.0 -2.6% $87.77 -4.7%
34 VXUS VANGUARD STAR FDS 17,079.0 $1.5M 0.11% -869.0 -4.8% $85.49 +2.6%
35 PG PROCTER & GAMBLE CO Consumer Defensive 9,734.0 $1.4M 0.11% -3K -21.1% $146.64 -1.3%
36 VNQ VANGUARD INDEX FDS 13,416.0 $1.3M 0.10% -807.0 -5.7% $96.43 +2.1%
37 PSX PHILLIPS 66 Energy 7,431.0 $1.3M 0.09% -3K -30.8% $169.05 +43.7%
38 META META PLATFORMS INC Communication Services 2,120.0 $1.2M 0.09% -130.0 -5.8% $563.29 -2.4%
39 CVX CHEVRON CORPORATION Energy 6,154.0 $1.0M 0.08% -3K -34.8% $165.76 +23.8%
40 AMD ADVANCED MICRO DEVICES INC Technology 1,474.0 $856K 0.06% -47.0 -3.1% $580.91 -18.5%
Page 2 of 7  ·  130 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%