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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VLO VALERO ENERGY CORP Energy 343.0 $89K 0.01% -135.0 -28.2% $260.44 +34.0%
82 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,008.0 $88K 0.01% -548.0 -35.2% $87.04 +7.8%
83 CEG CONSTELLATION ENERGY CORP Utilities 347.0 $86K 0.01% -86.0 -19.9% $248.37 +9.9%
84 A AGILENT TECHNOLOGIES INC Healthcare 623.0 $83K 0.01% -114.0 -15.5% $132.83 +19.6%
85 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 671.0 $83K 0.01% -142.0 -17.5% $123.11 +31.0%
86 GLW CORNING INC Technology 317.0 $81K 0.01% -2K -84.9% $255.43 -41.4%
87 INTU INTUIT Technology 295.0 $77K 0.01% -70.0 -19.2% $261.00 +40.6%
88 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 809.0 $72K 0.01% -2K -70.5% $88.60 -36.6%
89 SOLV SOLVENTUM CORP Healthcare 905.0 $70K 0.01% -1K -57.0% $77.15 +16.1%
90 AMAT APPLIED MATLS INC Technology 92.0 $67K 0.01% -102.0 -52.6% $723.00 -31.9%
91 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 235.0 $61K 0.01% -46.0 -16.4% $261.37 +30.8%
92 LIN LINDE PLC Basic Materials 115.0 $60K 0.00% -153.0 -57.1% $518.95 -6.0%
93 EFX EQUIFAX INC Industrials 326.0 $52K 0.00% -29.0 -8.2% $158.72 +21.4%
94 WMB WILLIAMS COS INC Energy 670.0 $50K 0.00% -220.0 -24.7% $74.34 -5.2%
95 WCN WASTE CONNECTIONS INC Industrials 273.0 $45K 0.00% -307.0 -52.9% $166.64 +1.7%
96 ACN ACCENTURE PLC IRELAND Technology 286.0 $36K 0.00% -180.0 -38.6% $124.44 +48.9%
97 ETN EATON CORP PLC Industrials 71.0 $30K 0.00% -49.0 -40.8% $426.13 -1.6%
98 SPGI S&P GLOBAL INC Financial Services 71.0 $29K 0.00% -58.0 -45.0% $407.27 +5.9%
99 VXF VANGUARD INDEX FDS 103.0 $25K 0.00% -50.0 -32.7% $246.21 -0.3%
100 MDT MEDTRONIC PLC Healthcare 261.0 $20K 0.00% -457.0 -63.6% $78.23 +19.3%
Page 5 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%