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Portfolio (Quarterly) Guide ↗

DT Investment Partners, LLC

· CIK 0001537621
13F Portfolio $1.2B AUM 581 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 26 New 81 Added 41 Reduced 20 Exited
Page 22 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NXT NEXTPOWER INC Technology 107.0 $9K 0.00% $87.11 +54.2%
422 DASH DOORDASH INC Communication Services 41.0 $9K 0.00% $226.49 -30.0%
423 SNPS SYNOPSYS INC Technology 19.0 $9K 0.00% $469.74 +6.6%
424 PANW PALO ALTO NETWORKS INC Technology 48.0 $9K 0.00% +8.0 +20.0% $184.21 +37.7%
425 VMC VULCAN MATLS CO Basic Materials 31.0 $9K 0.00% $285.23 -3.8%
426 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 116.0 $9K 0.00% $75.56 +9.8%
427 PPG PPG INDS INC Basic Materials 84.0 $9K 0.00% $102.46 +8.4%
428 STZ CONSTELLATION BRANDS INC Consumer Defensive 62.0 $9K 0.00% $137.97 +2.9%
429 CRWD CROWDSTRIKE HLDGS INC Technology 18.0 $8K 0.00% $468.78 +38.7%
430 FORTINET INC 105.0 $8K 0.00% -52.0 -33.1% $79.42
431 DAL DELTA AIR LINES INC DEL Industrials 120.0 $8K 0.00% $69.40 +16.7%
432 NI NISOURCE INC Utilities 198.0 $8K 0.00% $41.76 +13.6%
433 UDR UDR INC Real Estate 224.0 $8K 0.00% $36.68 +2.6%
434 CHTR CHARTER COMMUNICATIONS INC N Communication Services 39.0 $8K 0.00% -15.0 -27.8% $208.77 -29.3%
435 VRT VERTIV HOLDINGS CO Industrials 50.0 $8K 0.00% $162.02 +90.9%
436 GWW WW GRAINGER INC Industrials 8.0 $8K 0.00% $1009.12 +22.0%
437 WRB BERKLEY W R CORP Financial Services 112.0 $8K 0.00% $70.12 -7.1%
438 KEY KEYCORP Financial Services 379.0 $8K 0.00% $20.64 +3.1%
439 INGERSOLL RAND INC 98.0 $8K 0.00% $79.22
440 CE CELANESE CORP DEL Basic Materials 183.0 $8K 0.00% $42.28 +25.8%
Page 22 of 28  ·  542 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 53.2%
Technology 16.3%
Healthcare 9.1%
Industrials 7.2%
Consumer Defensive 3.7%
Consumer Cyclical 3.5%
Communication Services 3.4%
Energy 2.1%
Utilities 0.7%
Basic Materials 0.5%