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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 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALL ALLSTATE CORP Financial Services 2,417.0 $575K 0.04% $237.94 +6.7%
102 UNH UNITEDHEALTH GROUP INC Healthcare 1,310.0 $544K 0.04% -113.0 -7.9% $415.63 -6.1%
103 CSCO CISCO SYS INC Technology 4,562.0 $536K 0.04% -830.0 -15.4% $117.46 -5.5%
104 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,870.0 $530K 0.04% $136.95 +33.0%
105 PWR QUANTA SVCS INC Industrials 721.0 $519K 0.04% -8.0 -1.1% $720.04 -11.2%
106 RTX RTX CORPORATION Industrials 2,700.0 $512K 0.04% $189.73 +10.6%
107 LMT LOCKHEED MARTIN CORP Industrials 880.0 $448K 0.03% -13.0 -1.5% $509.46 +10.6%
108 LOW LOWES COS INC Consumer Cyclical 1,960.0 $432K 0.03% $220.49 -2.0%
109 XLRE SELECT SECTOR SPDR TR 9,804.0 $432K 0.03% -754.0 -7.1% $44.03 +2.4%
110 AMGN AMGEN INC Healthcare 1,181.0 $428K 0.03% -37.0 -3.0% $362.12 +21.3%
111 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,450.0 $425K 0.03% $293.18 +4.1%
112 IWV ISHARES TR 975.0 $416K 0.03% $426.40 +2.4%
113 BSY BENTLEY SYS INC Technology 13,794.0 $412K 0.03% $29.89 +24.1%
114 LRCX LAM RESEARCH CORP Technology 940.0 $407K 0.03% +80.0 +9.3% $433.33 -27.5%
115 APH AMPHENOL CORP Technology 2,268.0 $400K 0.03% $176.32 -11.0%
116 MCD MCDONALDS CORP Consumer Cyclical 1,333.0 $360K 0.03% $270.31 +0.2%
117 WFC WELLS FARGO & CO Financial Services 4,223.0 $349K 0.03% +42.0 +1.0% $82.64 +1.5%
118 PM PHILIP MORRIS INTL INC Consumer Defensive 1,845.0 $334K 0.03% $180.91 +4.0%
119 BA BOEING CO Industrials 1,517.0 $328K 0.02% +335.0 +28.3% $216.47 -1.0%
120 DUPONT DE NEMOURS INC 2,351.0 $319K 0.02% NEW $135.66
Page 6 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%