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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 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK STRYKER CORPORATION Healthcare 52.0 $16K 0.00% -274.0 -84.0% $314.85 +4.0%
102 ODFL OLD DOMINION FREIGHT LINE IN Industrials 70.0 $15K 0.00% -140.0 -66.7% $216.60 -7.3%
103 MRSH MARSH & MCLENNAN COS INC Financial Services 90.0 $15K 0.00% -272.0 -75.1% $166.68 +16.3%
104 T AT&T INC Communication Services 723.0 $15K 0.00% -1K -61.8% $20.70 +24.3%
105 ENTERGY CORP NEW 116.0 $13K 0.00% -88.0 -43.1% $114.86
106 VRSK VERISK ANALYTICS INC Industrials 64.0 $11K 0.00% -15.0 -19.0% $179.53 +5.9%
107 APP APPLOVIN CORP Technology 21.0 $11K 0.00% -185.0 -89.8% $515.24 -41.8%
108 YUM YUM BRANDS INC Consumer Cyclical 63.0 $10K 0.00% -100.0 -61.4% $159.87 -1.7%
109 CCK CROWN HLDGS INC Consumer Cyclical 87.0 $10K 0.00% -96.0 -52.5% $111.83 +7.2%
110 TT TRANE TECHNOLOGIES PLC Industrials 17.0 $8K 0.00% -75.0 -81.5% $491.18 -8.9%
111 AON AON PLC Financial Services 20.0 $7K -38.0 -65.5% $331.70 +7.9%
112 HCA HCA HEALTHCARE INC Healthcare 14.0 $5K -45.0 -76.3% $389.93 +10.4%
113 TRGP TARGA RES CORP Energy 17.0 $5K -178.0 -91.3% $268.18 +9.1%
114 SJM SMUCKER J M CO Consumer Defensive 38.0 $4K -23.0 -37.7% $112.50 +11.6%
115 LEN LENNAR CORP Consumer Cyclical 47.0 $4K -140.0 -74.9% $90.51 -2.6%
116 J JACOBS SOLUTIONS INC Industrials 32.0 $4K -186.0 -85.3% $126.00 +20.4%
117 GIS GENERAL MILLS INC Consumer Defensive 114.0 $4K -45.0 -28.3% $34.81 +17.3%
118 EXC EXELON CORP Utilities 79.0 $4K -258.0 -76.6% $46.62 -5.0%
119 CE CELANESE CORP DEL Basic Materials 69.0 $3K -114.0 -62.3% $46.00 -1.8%
120 HIG HARTFORD INSURANCE GROUP INC Financial Services 22.0 $3K -309.0 -93.3% $132.55 +5.0%
Page 6 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%