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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 4,607.0 $851K 0.06% -437.0 -8.7% $184.79 -14.2%
42 MA MASTERCARD INCORPORATED Financial Services 1,517.0 $779K 0.06% -164.0 -9.8% $513.60 +16.8%
43 XLV SELECT SECTOR SPDR TR 4,848.0 $769K 0.06% -403.0 -7.7% $158.66 +10.1%
44 VOX VANGUARD WORLD FD 3,919.0 $721K 0.05% -161.0 -4.0% $183.95 +1.8%
45 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,364.0 $684K 0.05% -71.0 -5.0% $501.36 +25.4%
46 ORCL ORACLE CORP Technology 4,033.0 $591K 0.04% -108.0 -2.6% $146.55 -2.8%
47 TXN TEXAS INSTRS INC Technology 1,948.0 $581K 0.04% -202.0 -9.4% $298.07 -13.1%
48 UNH UNITEDHEALTH GROUP INC Healthcare 1,310.0 $544K 0.04% -113.0 -7.9% $415.63 -4.1%
49 CSCO CISCO SYS INC Technology 4,562.0 $536K 0.04% -830.0 -15.4% $117.46 -6.2%
50 PWR QUANTA SVCS INC Industrials 721.0 $519K 0.04% -8.0 -1.1% $720.04 -14.3%
51 LMT LOCKHEED MARTIN CORP Industrials 880.0 $448K 0.03% -13.0 -1.5% $509.46 +10.7%
52 XLRE SELECT SECTOR SPDR TR 9,804.0 $432K 0.03% -754.0 -7.1% $44.03 +3.0%
53 AMGN AMGEN INC Healthcare 1,181.0 $428K 0.03% -37.0 -3.0% $362.12 +22.6%
54 PFE PFIZER INC Healthcare 12,779.0 $308K 0.02% -390.0 -3.0% $24.08 +16.2%
55 NFLX NETFLIX INC. Communication Services 3,890.0 $278K 0.02% -150.0 -3.7% $71.40 +12.1%
56 VCR VANGUARD WORLD FD 676.0 $268K 0.02% -114.0 -14.4% $396.61 +0.2%
57 DE DEERE & CO Industrials 420.0 $266K 0.02% -46.0 -9.9% $634.33 +2.3%
58 GE GE AEROSPACE Industrials 697.0 $260K 0.02% -103.0 -12.9% $373.73 -8.5%
59 XLE SELECT SECTOR SPDR TR 4,880.0 $259K 0.02% -516.0 -9.6% $53.11 +18.8%
60 AMT AMERICAN TOWER CORP Real Estate 1,547.0 $253K 0.02% -168.0 -9.8% $163.57 +9.1%
Page 3 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%