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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 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 7,529.0 $2.6M 0.22% +150.0 +2.0% $346.10 +21.9%
22 HON HONEYWELL INTL INC Industrials 10,989.0 $2.1M 0.18% +102.0 +0.9% $195.09 +18.7%
23 XLK SELECT SECTOR SPDR TR 13,020.0 $1.9M 0.15% +7K +100.0% $143.97 +28.1%
24 LLY ELI LILLY & CO Healthcare 1,668.0 $1.8M 0.15% +68.0 +4.2% $1074.68 +0.9%
25 ADI ANALOG DEVICES INC Technology 6,373.0 $1.7M 0.14% +207.0 +3.4% $271.20 +53.7%
26 COST COSTCO WHSL CORP NEW Consumer Defensive 1,724.0 $1.5M 0.12% +181.0 +11.7% $862.34 +16.4%
27 META META PLATFORMS INC Communication Services 2,250.0 $1.5M 0.12% +126.0 +5.9% $660.09 -3.8%
28 NEE NEXTERA ENERGY INC Utilities 17,155.0 $1.4M 0.11% +690.0 +4.2% $80.28 +9.2%
29 INTC INTEL CORP Technology 31,004.0 $1.1M 0.10% +340.0 +1.1% $36.90 +230.0%
30 MA MASTERCARD INCORPORATED Financial Services 1,681.0 $960K 0.08% +213.0 +14.5% $570.88 -13.2%
31 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,435.0 $832K 0.07% +71.0 +5.2% $579.45 -21.3%
32 XLV SELECT SECTOR SPDR TR 5,251.0 $813K 0.07% +112.0 +2.2% $154.80 -3.9%
33 VOX VANGUARD WORLD FD 4,080.0 $790K 0.07% +84.0 +2.1% $193.63 +2.7%
34 AMGN AMGEN INC Healthcare 1,218.0 $399K 0.03% +30.0 +2.5% $327.31 +2.7%
35 WFC WELLS FARGO CO NEW Financial Services 4,181.0 $390K 0.03% +2K +84.4% $93.20 -18.4%
36 NFLX NETFLIX INC Communication Services 4,040.0 $379K 0.03% +4K +938.6% $93.76 -6.8%
37 TXN TEXAS INSTRS INC Technology 2,150.0 $373K 0.03% +222.0 +11.5% $173.49 +83.0%
38 VCR VANGUARD WORLD FD 790.0 $311K 0.03% +72.0 +10.0% $393.92 +2.4%
39 APH AMPHENOL CORP NEW Technology 2,279.0 $308K 0.03% +2K +819.0% $135.14 +3.8%
40 AMT AMERICAN TOWER CORP NEW Real Estate 1,715.0 $301K 0.03% +168.0 +10.9% $175.57 +5.3%
Page 2 of 5  ·  81 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%