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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WMT WALMART INC Consumer Defensive 11,272.0 $1.3M 0.10% -4K -26.8% $111.41 +6.4%
22 VEU VANGUARD INTL EQUITY INDEX F 16,928.0 $1.2M 0.10% -22K -56.9% $73.56 +13.9%
23 IBM INTERNATIONAL BUSINESS MACHS Technology 3,295.0 $976K 0.08% -370.0 -10.1% $296.21 -13.8%
24 QCOM QUALCOMM INC Technology 5,044.0 $863K 0.07% -497.0 -9.0% $171.05 +36.5%
25 CSCO CISCO SYS INC Technology 5,392.0 $415K 0.03% -243.0 -4.3% $77.03 +55.4%
26 MCD MCDONALDS CORP Consumer Cyclical 1,333.0 $407K 0.03% -261.0 -16.4% $305.63 -8.1%
27 PFE PFIZER INC Healthcare 13,169.0 $328K 0.03% -4K -22.9% $24.90 +5.3%
28 DD DUPONT DE NEMOURS INC Basic Materials 7,318.0 $294K 0.02% -3K -27.1% $40.20 +18.6%
29 DOW DOW INC Basic Materials 10,431.0 $244K 0.02% -1K -9.4% $23.38 +47.5%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 4,686.0 $191K 0.02% -2K -29.3% $40.73 +18.5%
31 GLW CORNING INC Technology 2,096.0 $184K 0.01% -275.0 -11.6% $87.56 +118.0%
32 CMCSA COMCAST CORP NEW Communication Services 5,762.0 $172K 0.01% -480.0 -7.7% $29.89 -15.6%
33 BMY BRISTOL-MYERS SQUIBB CO Healthcare 2,383.0 $129K 0.01% -2K -42.6% $53.94 +6.7%
34 ACN ACCENTURE PLC IRELAND Technology 466.0 $125K 0.01% -59.0 -11.2% $268.30 -34.3%
35 PYPL PAYPAL HLDGS INC Financial Services 1,780.0 $104K 0.01% -53.0 -2.9% $58.38 -25.0%
36 MDT MEDTRONIC PLC Healthcare 718.0 $69K 0.01% -926.0 -56.3% $96.06 -20.9%
37 VSGX VANGUARD WORLD FD 571.0 $41K 0.00% -188.0 -24.8% $71.62 +14.4%
38 NEAR ISHARES U S ETF TR 619.0 $32K 0.00% -2K -75.2% $51.10 -0.7%
39 SUSB ISHARES TR 592.0 $15K 0.00% -518.0 -46.7% $25.24 -1.0%
40 FORTINET INC 105.0 $8K 0.00% -52.0 -33.1% $79.42
Page 2 of 3  ·  41 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%