Diversified Trust Co

Bank

CIK

1479844

City

MEMPHIS

State / Country

Stock

ATRC — AtriCure, Inc.

Top Portfolio Positions

839 positions · $2,706,965,193 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	10.37%
AAPL	Apple Inc. Technology	698,440	$177,257,087	6.55%
SPY	Spdr S&P 500 ETF Trust	182,289	$118,549,828	4.38%
NVDA	Nvidia Corp Technology	671,438	$117,098,786	4.33%
MSFT	Microsoft Corp Technology	234,093	$86,654,205	3.20%
GOOGL	Alphabet Inc. Communication Services	286,565	$82,404,631	3.04%
AMZN	Amazon Com Inc Consumer Cyclical	275,698	$57,419,622	2.12%
AVGO	Broadcom Inc. Technology	153,535	$47,520,617	1.76%
KO	Coca Cola Co Consumer Defensive	581,413	$44,216,458	1.63%
META	Meta Platforms, Inc. Communication Services	73,423	$42,007,500	1.55%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,143,767	40,090	+7.1%	Shares	Sole	2026-04-16
2025-12-31	$1,480,968	37,436	+8.1%	Shares	Sole	2026-01-09
2025-09-30	$1,220,919	34,636	+2.1%	Shares	Sole	2025-10-20
2025-06-30	$1,111,623	33,922	0.0%	Shares	Sole	2025-07-11
2025-03-31	$1,094,323	33,922	-7.3%	Shares	Sole	2025-04-24
2024-12-31	$1,118,526	36,601	-7.9%	Shares	Sole	2025-01-07
2024-09-30	$1,114,057	39,731	+13.6%	Shares	Sole	2024-10-07
2024-06-30	$796,494	34,980	+4.7%	Shares	Sole	2024-07-16
2024-03-31	$1,016,697	33,422	+22.5%	Shares	Sole	2024-04-18
2023-12-31	$973,730	27,283	+46.8%	Shares	Sole	2024-01-08
2023-09-30	$813,804	18,580	+44.6%	Shares	Sole	2023-11-17
2023-06-30	$634,226	12,849	+14.2%	Shares	Sole	2023-07-18
2023-03-31	$466,312	11,250	-2.0%	Shares	Sole	2023-04-07
2022-12-31	$509,260	11,475	-4.9%	Shares	Sole	2023-01-17
2022-09-30	$472,015	12,072	+24.8%	Shares	Sole	2022-10-14
2022-06-30	$395,320	9,675	+29.9%	Shares	Sole	2022-07-12
2022-03-31	$489,241	7,450	-34.3%	Shares	Sole	2022-04-07
2021-12-31	$787,913	11,332	+81.3%	Shares	Sole	2022-01-13
2021-09-30	$434,687	6,250	-13.2%	Shares	Sole	2022-01-13
2021-06-30	$571,176	7,200	-29.8%	Shares	Sole	2021-07-20
2021-03-31	$671,580	10,250	0.0%	Shares	Sole	2021-05-10
2020-12-31	$570,617	10,250	0.0%	Shares	Sole	2021-01-08
2020-09-30	$408,975	10,250	+26.2%	Shares	Sole	2020-10-15
2020-06-30	$365,218	8,125	+5.2%	Shares	Sole	2020-07-07
2020-03-31	$259,482	7,725	—	Shares	Sole	2020-04-10
No 13F history on record for this holder in this stock.