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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 15 of 28  ·  542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AFG AMERICAN FINL GROUP INC OHIO Financial Services 260.0 $36K 0.00% $136.68 -2.3%
282 ITW ILLINOIS TOOL WKS INC Industrials 144.0 $35K 0.00% $246.31 +1.6%
283 UPS UNITED PARCEL SERVICE INC Industrials 357.0 $35K 0.00% $99.19 +5.3%
284 DHI D R HORTON INC Consumer Cyclical 242.0 $35K 0.00% $144.03 +2.6%
285 ESGV VANGUARD WORLD FD 288.0 $35K 0.00% +12.0 +4.3% $120.96 +9.7%
286 HWM HOWMET AEROSPACE INC Industrials 165.0 $34K 0.00% $205.02 +25.8%
287 NOC NORTHROP GRUMMAN CORP Industrials 59.0 $34K 0.00% +5.0 +9.3% $570.22 -3.3%
288 LII LENNOX INTL INC Industrials 69.0 $34K 0.00% $485.59 +3.6%
289 SNA SNAP ON INC Industrials 97.0 $33K 0.00% $344.61 +8.0%
290 ODFL OLD DOMINION FREIGHT LINE IN Industrials 210.0 $33K 0.00% +180.0 +600.0% $156.80 +40.0%
291 VGIT VANGUARD SCOTTSDALE FDS 542.0 $32K 0.00% NEW $59.93 -1.6%
292 VXF VANGUARD INDEX FDS 153.0 $32K 0.00% $209.12 +11.9%
293 THG HANOVER INS GROUP INC Financial Services 174.0 $32K 0.00% $182.77 +4.9%
294 NEAR ISHARES U S ETF TR 619.0 $32K 0.00% -2K -75.2% $51.10 -0.7%
295 CPRT COPART INC Industrials 804.0 $31K 0.00% $39.15 -16.1%
296 BKR BAKER HUGHES COMPANY Energy 688.0 $31K 0.00% $45.54 +38.8%
297 CTAS CINTAS CORP Industrials 164.0 $31K 0.00% $188.07 -9.7%
298 CC CHEMOURS CO Basic Materials 2,561.0 $30K 0.00% $11.79 +90.8%
299 NOW SERVICENOW INC Technology 195.0 $30K 0.00% +156.0 +400.0% $153.19 -33.3%
300 ON ON SEMICONDUCTOR CORP Technology 545.0 $30K 0.00% $54.15 +130.6%
Page 15 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%