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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 14 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HWM HOWMET AEROSPACE INC Industrials 165.0 $44K 0.00% $268.86 +1.0%
262 NKE NIKE INC Consumer Cyclical 1,080.0 $44K 0.00% $41.05 -0.7%
263 SBUX STARBUCKS CORP Consumer Cyclical 428.0 $44K 0.00% $102.19 +4.8%
264 ES EVERSOURCE ENERGY Utilities 577.0 $42K 0.00% $72.27 -2.9%
265 ENB ENBRIDGE INC Energy 753.0 $41K 0.00% NEW $54.21 -6.9%
266 ESGV VANGUARD WORLD FD 301.0 $40K 0.00% +13.0 +4.5% $132.24 +2.7%
267 LII LENNOX INTL INC Industrials 69.0 $40K 0.00% $572.96 -29.7%
268 DHI D R HORTON INC Consumer Cyclical 242.0 $39K 0.00% $162.88 -8.9%
269 PANW PALO ALTO NETWORKS INC Technology 115.0 $39K 0.00% +67.0 +139.6% $341.03 +4.9%
270 SNA SNAP ON INC Industrials 97.0 $39K 0.00% $402.40 -2.2%
271 ITW ILLINOIS TOOL WKS INC Industrials 144.0 $39K 0.00% $270.47 +4.4%
272 CPT CAMDEN PPTY TR Real Estate 340.0 $39K 0.00% $114.49 -6.0%
273 COOPER COS INC 540.0 $39K 0.00% $71.71
274 UPS UNITED PARCEL SVCS INC Industrials 357.0 $38K 0.00% $107.50 -5.1%
275 BKR BAKER HUGHES COMPANY Energy 688.0 $38K 0.00% $55.50 +12.3%
276 THG HANOVER INS GROUP INC Financial Services 174.0 $37K 0.00% $214.12 +4.2%
277 AFG AMERICAN FINANCIAL GROUP INC Financial Services 260.0 $36K 0.00% $139.94 +2.7%
278 IOO ISHARES TR 266.0 $36K 0.00% NEW $136.60 +5.3%
279 TDG TRANSDIGM GROUP INC Industrials 27.0 $36K 0.00% $1332.07 -9.9%
280 ACN ACCENTURE PLC IRELAND Technology 286.0 $36K 0.00% -180.0 -38.6% $124.44 +48.9%
Page 14 of 26  ·  512 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%