Diversified Trust Co
Top Portfolio Positions
732 positions ·
$2,543,621,143 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
1,462,380 | $224,182,854 | 8.81% |
| AAPL |
Apple Inc.
Technology
|
679,439 | $184,712,286 | 7.26% |
| NVDA |
Nvidia Corp
Technology
|
671,918 | $125,312,706 | 4.93% |
| SPY |
Spdr S&P 500 Etf Trust
|
183,079 | $124,845,231 | 4.91% |
| MSFT |
Microsoft Corp
Technology
|
233,030 | $112,697,968 | 4.43% |
| GOOGL |
Alphabet Inc.
Communication Services
|
286,156 | $89,566,828 | 3.52% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
244,144 | $56,353,317 | 2.22% |
| META |
Meta Platforms, Inc.
Communication Services
|
84,059 | $55,486,504 | 2.18% |
| AVGO |
Broadcom Inc.
Technology
|
151,963 | $52,594,393 | 2.07% |
| KO |
Coca Cola Co
Consumer Defensive
|
623,554 | $43,592,659 | 1.71% |
Portfolio Trend
Holdings in DRD
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $253,723 | 8,182 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $223,146 | 8,085 | Shares | Sole | 2025-10-20 | |
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