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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 20 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CMS CMS ENERGY CORP Utilities 145.0 $11K 0.00% $76.50 -10.8%
382 GWW WW GRAINGER INC Industrials 8.0 $11K 0.00% $1360.50 -3.5%
383 APP APPLOVIN CORP Technology 21.0 $11K 0.00% -185.0 -89.8% $515.24 -40.7%
384 NUMG NUSHARES ETF TR 227.0 $11K 0.00% +14.0 +6.6% $46.96 +3.2%
385 L LOEWS CORP Financial Services 94.0 $11K 0.00% $113.21 -3.0%
386 PPG PPG INDS INC Basic Materials 84.0 $10K 0.00% $121.30 -6.3%
387 HII HUNTINGTON INGALLS INDS INC Industrials 36.0 $10K 0.00% $279.92 +6.5%
388 YUM YUM BRANDS INC Consumer Cyclical 63.0 $10K 0.00% -100.0 -61.4% $159.87 -4.3%
389 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 122.0 $10K 0.00% $81.16 -10.5%
390 CCK CROWN HLDGS INC Consumer Cyclical 87.0 $10K 0.00% -96.0 -52.5% $111.83 +6.8%
391 CBOE CBOE GLOBAL MKTS INC Financial Services 40.0 $10K 0.00% $242.68 +23.9%
392 NRG NRG ENERGY INC Utilities 66.0 $10K 0.00% $146.06 -22.6%
393 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 168.0 $10K 0.00% $57.22 +16.6%
394 AZO AUTOZONE INC Consumer Cyclical 3.0 $10K 0.00% $3196.00 -7.4%
395 MAA MID-AMER APT CMNTYS INC Real Estate 69.0 $10K 0.00% $138.94 -5.5%
396 TSCO TRACTOR SUPPLY CO Consumer Cyclical 300.0 $9K 0.00% $31.61 +10.7%
397 NI NISOURCE INC Utilities 198.0 $9K 0.00% $47.55 -14.6%
398 VMC VULCAN MATLS CO Basic Materials 31.0 $9K 0.00% $295.03 -6.4%
399 BIIB BIOGEN INC Healthcare 42.0 $9K 0.00% $216.07 +0.3%
400 UDR UDR INC Real Estate 224.0 $9K 0.00% $39.92 -5.4%
Page 20 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%