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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MO ALTRIA GROUP INC Consumer Defensive 3,289.0 $237K 0.02% -190.0 -5.5% $71.95 -8.1%
62 PEP PEPSICO INC Consumer Defensive 1,708.0 $231K 0.02% -133.0 -7.2% $135.40 +6.0%
63 XLU SELECT SECTOR SPDR TR 4,992.0 $226K 0.02% -248.0 -4.7% $45.34 -5.7%
64 TPL TEXAS PACIFIC LAND CORPORATI Energy 488.0 $214K 0.02% -283.0 -36.7% $437.64 -12.3%
65 SO SOUTHERN CO Utilities 2,201.0 $211K 0.02% -236.0 -9.7% $95.71 -7.1%
66 MU MICRON TECHNOLOGY INC Technology 178.0 $205K 0.01% -147.0 -45.2% $1154.29 -16.2%
67 IAU ISHARES GOLD TR Financial Services 2,637.0 $199K 0.01% -200K -98.7% $75.51 +14.9%
68 DHR DANAHER CORP DEL Healthcare 1,041.0 $198K 0.01% -245.0 -19.1% $190.48 +14.9%
69 EMR EMERSON ELEC CO Industrials 1,305.0 $187K 0.01% -154.0 -10.6% $143.15 +9.8%
70 IXUS ISHARES TR 1,888.0 $180K 0.01% -150.0 -7.4% $95.44 +2.6%
71 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,185.0 $173K 0.01% -1K -20.4% $33.29 +31.2%
72 PLD PROLOGIS INC. Real Estate 1,093.0 $148K 0.01% -113.0 -9.4% $135.47 +4.7%
73 CL COLGATE PALMOLIVE CO Consumer Defensive 1,439.0 $132K 0.01% -286.0 -16.6% $91.68 -0.7%
74 CRM SALESFORCE INC Technology 837.0 $131K 0.01% -202.0 -19.4% $156.66 +33.5%
75 SCHW SCHWAB CHARLES CORP Financial Services 1,348.0 $124K 0.01% -197.0 -12.8% $92.27 +21.7%
76 ISRG INTUITIVE SURGICAL INC Healthcare 301.0 $120K 0.01% -82.0 -21.4% $397.68 -4.7%
77 ADBE ADOBE INC Technology 581.0 $119K 0.01% -5.0 -0.8% $205.02 +34.3%
78 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 1,054.0 $101K 0.01% -332.0 -23.9% $96.12 -50.3%
79 XLI SELECT SECTOR SPDR TR 528.0 $98K 0.01% -219.0 -29.3% $185.23 -2.7%
80 MAR MARRIOTT INTL INC NEW Consumer Cyclical 257.0 $95K 0.01% -74.0 -22.4% $370.59 -3.8%
Page 4 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%