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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLI SELECT SECTOR SPDR TR 747.0 $116K 0.01% +117.0 +18.6% $155.12 +12.4%
62 SYK STRYKER CORPORATION Healthcare 326.0 $115K 0.01% +191.0 +141.5% $351.47 -13.0%
63 LIN LINDE PLC Basic Materials 268.0 $114K 0.01% +173.0 +182.1% $426.39 +19.1%
64 OMC OMNICOM GROUP INC Communication Services 1,311.0 $106K 0.01% +117.0 +9.8% $80.75 -7.3%
65 MAR MARRIOTT INTL INC NEW Consumer Cyclical 331.0 $103K 0.01% +248.0 +298.8% $310.24 +24.4%
66 WCN WASTE CONNECTIONS INC Industrials 580.0 $102K 0.01% +307.0 +112.5% $175.63 -12.5%
67 MUB ISHARES TR 763.0 $82K 0.01% +391.0 +105.1% $107.11 -0.2%
68 SUB ISHARES TR 728.0 $78K 0.01% +193.0 +36.1% $106.70 -0.3%
69 SUSL ISHARES TR 640.0 $78K 0.01% +50.0 +8.5% $121.27 +9.0%
70 MRSH MARSH & MCLENNAN COS INC Financial Services 362.0 $67K 0.01% +272.0 +302.2% $185.52 -13.4%
71 SCCO SOUTHERN COPPER CORP Basic Materials 330.0 $47K 0.00% +2.0 +0.6% $143.47 +30.9%
72 ETN EATON CORP PLC Industrials 120.0 $38K 0.00% +8.0 +7.1% $318.52 +27.6%
73 ESGV VANGUARD WORLD FD 288.0 $35K 0.00% +12.0 +4.3% $120.96 +9.7%
74 NOC NORTHROP GRUMMAN CORP Industrials 59.0 $34K 0.00% +5.0 +9.3% $570.22 -3.3%
75 ODFL OLD DOMINION FREIGHT LINE IN Industrials 210.0 $33K 0.00% +180.0 +600.0% $156.80 +40.0%
76 NOW SERVICENOW INC Technology 195.0 $30K 0.00% +156.0 +400.0% $153.19 -33.3%
77 AON AON PLC Financial Services 58.0 $20K 0.00% +38.0 +190.0% $352.90 -9.7%
78 UBER UBER TECHNOLOGIES INC Technology 243.0 $20K 0.00% +70.0 +40.5% $81.71 -13.4%
79 BX BLACKSTONE INC Financial Services 76.0 $12K 0.00% +10.0 +15.2% $154.14 -23.4%
80 NUMG NUSHARES ETF TR 213.0 $10K 0.00% +13.0 +6.5% $47.75 -4.2%
Page 4 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%