Diversified Trust Co
Top Portfolio Positions
837 positions ·
$2,674,884,743 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
1,463,682 | $280,646,386 | 10.49% |
| AAPL |
Apple Inc.
Technology
|
698,440 | $177,257,087 | 6.63% |
| SPY |
Spdr S&P 500 Etf Trust
|
182,289 | $118,549,828 | 4.43% |
| NVDA |
Nvidia Corp
Technology
|
671,438 | $117,098,786 | 4.38% |
| MSFT |
Microsoft Corp
Technology
|
234,093 | $86,654,205 | 3.24% |
| GOOGL |
Alphabet Inc.
Communication Services
|
286,565 | $82,404,631 | 3.08% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
275,698 | $57,419,622 | 2.15% |
| AVGO |
Broadcom Inc.
Technology
|
153,535 | $47,520,617 | 1.78% |
| KO |
Coca Cola Co
Consumer Defensive
|
581,413 | $44,216,458 | 1.65% |
| META |
Meta Platforms, Inc.
Communication Services
|
73,423 | $42,007,500 | 1.57% |
Holdings in AEP
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,757,792 | 21,039 | Shares | Sole | 2026-04-16 | |
| No quarters match your search. | ||||||