DKRT Investments Corp.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 80.0%; sector active share 62.3% against the combined 13F book's sector weights.
Over time 5 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 40.4% | $165,362,176 |
| Healthcare | 28.3% | $115,800,985 |
| Financial Services | 24.7% | $101,228,500 |
| Consumer Cyclical | 3.1% | $12,560,350 |
| Consumer Defensive | 1.1% | $4,397,850 |
| Communication Services | 1.0% | $4,176,664 |
| Basic Materials | 0.7% | $2,832,750 |
| Energy | 0.4% | $1,525,150 |
| Utilities | 0.3% | $1,025,500 |
| Technology | 0.1% | $344,400 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TRI |
Thomson Reuters Corp
Industrials
|
Reduced | 988,349 | $80,718,462 | 19.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 125,000 | $40,916,250 | 10.00% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Added | 780,000 | $33,290,400 | 8.13% | |
| FDX |
Fedex Corp
Industrials
|
Held | 90,000 | $28,181,700 | 6.89% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Held | 200,000 | $26,566,000 | 6.49% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 25,000 | $25,284,250 | 6.18% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 42,000 | $21,057,120 | 5.15% | |
| SYK |
Stryker Corp
Healthcare
|
NEW | 41,700 | $13,128,828 | 3.21% | |
| ALC |
Alcon Inc
Healthcare
|
NEW | 188,500 | $12,648,350 | 3.09% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 10,000 | $10,649,000 | 2.60% | |
| ALLE |
Allegion plc
Industrials
|
NEW | 73,000 | $10,255,770 | 2.51% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Held | 75,000 | $9,107,250 | 2.23% | |
| WFC |
Wells Fargo & Company
Financial Services
|
Held | 105,000 | $8,677,200 | 2.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 35,000 | $8,341,900 | 2.04% | |
| BA |
Boeing Co
Industrials
|
Held | 37,500 | $8,117,625 | 1.98% | |
| FDXF |
FedEx Freight Holding Company, Inc.
Industrials
|
NEW | 45,000 | $6,795,000 | 1.66% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 24,700 | $6,718,400 | 1.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 10,000 | $5,003,900 | 1.22% | |
| BNS |
Bank Of Nova Scotia
Financial Services
|
Held | 56,000 | $4,863,040 | 1.19% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 45,000 | $4,837,500 | 1.18% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 32,500 | $4,176,250 | 1.02% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Held | 20,000 | $4,139,400 | 1.01% | |
| MMM |
3M Co
Industrials
|
Held | 25,000 | $4,047,750 | 0.99% | |
| TGT |
Target Corp
Consumer Defensive
|
Held | 25,000 | $3,265,250 | 0.80% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Held | 60,000 | $2,876,400 | 0.70% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Held | 45,000 | $2,832,750 | 0.69% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 55,000 | $2,257,750 | 0.55% | |
| TU |
Telus Corp
Communication Services
|
Held | 200,000 | $2,114,000 | 0.52% | |
| SHAK |
Shake Shack Inc.
Consumer Cyclical
|
Added | 35,000 | $1,960,700 | 0.48% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 20,000 | $1,925,000 | 0.47% | |
| C |
Citigroup Inc
Financial Services
|
Held | 13,500 | $1,889,460 | 0.46% | |
| GE |
General Electric Co
Industrials
|
Held | 5,000 | $1,868,650 | 0.46% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 1,250 | $1,468,575 | 0.36% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 10,000 | $1,367,200 | 0.33% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 10,000 | $1,132,600 | 0.28% | |
| AQN |
Algonquin Power & Utilities Corp.
Utilities
|
Held | 175,000 | $1,025,500 | 0.25% | |
| TPG |
TPG Inc.
Financial Services
|
Held | 25,000 | $1,013,750 | 0.25% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 5,000 | $854,300 | 0.21% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 35,000 | $842,800 | 0.21% | |
| RELX |
Relx PLC
Industrials
|
Held | 25,000 | $791,750 | 0.19% | |
| BIIB |
Biogen Inc.
Healthcare
|
Held | 2,500 | $540,150 | 0.13% | |
| SOLV |
Solventum Corp
Healthcare
|
Held | 6,250 | $482,187 | 0.12% | |
| VERX |
Vertex, Inc.
Technology
|
Held | 30,000 | $344,400 | 0.08% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 25,000 | $334,000 | 0.08% | |
| OVV |
Ovintiv Inc.
Energy
|
Held | 3,000 | $157,950 | 0.04% | |
| BCE |
Bce Inc
Communication Services
|
Held | 6,400 | $137,664 | 0.03% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 1,666 | $106,640 | 0.03% | |
| VTRS |
Viatris Inc
Healthcare
|
Held | 4,341 | $68,935 | 0.02% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Held | 214 | $57,694 | 0.01% | |
| OGN |
Organon & Co.
Healthcare
|
Held | 1,250 | $16,925 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.