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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 18 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RGLD ROYAL GOLD INC Basic Materials 80.0 $16K 0.00% $199.61 +29.8%
342 ATO ATMOS ENERGY CORP Utilities 92.0 $16K 0.00% $172.27 -3.1%
343 NEM NEWMONT CORP Basic Materials 166.0 $16K 0.00% $93.40 +40.9%
344 TDY TELEDYNE TECHNOLOGIES INC Technology 23.0 $15K 0.00% $666.91 -4.6%
345 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 165.0 $15K 0.00% $92.09 -3.2%
346 ODFL OLD DOMINION FREIGHT LINE IN Industrials 70.0 $15K 0.00% -140.0 -66.7% $216.60 -4.7%
347 MRSH MARSH & MCLENNAN COS INC Financial Services 90.0 $15K 0.00% -272.0 -75.1% $166.68 +15.2%
348 SUSB ISHARES TR 600.0 $15K 0.00% +8.0 +1.4% $24.99 -0.6%
349 T AT&T INC Communication Services 723.0 $15K 0.00% -1K -61.8% $20.70 +22.3%
350 SUSC ISHARES TR 646.0 $15K 0.00% +8.0 +1.2% $23.15 -2.2%
351 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 312.0 $15K 0.00% $47.81 -8.5%
352 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 1,729.0 $15K 0.00% NEW $8.56 -3.9%
353 OLN OLIN CORP Basic Materials 728.0 $14K 0.00% $19.82 -7.2%
354 PCAR PACCAR INC Industrials 120.0 $14K 0.00% $120.12 +9.1%
355 SGOL ETFS GOLD TR Financial Services 375.0 $14K 0.00% +320.0 +581.8% $38.23 +15.0%
356 ESI ELEMENT SOLUTIONS INC Basic Materials 290.0 $14K 0.00% $47.75 -26.1%
357 CRWD CROWDSTRIKE HLDGS INC Technology 18.0 $14K 0.00% $190.79 +0.6%
358 BX BLACKSTONE INC Financial Services 116.0 $14K 0.00% +40.0 +52.6% $117.67 +21.8%
359 FAST FASTENAL CO Industrials 284.0 $14K 0.00% $48.03 +6.7%
360 OGE OGE ENERGY CORP Utilities 278.0 $14K 0.00% $48.66 -6.3%
Page 18 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%