DC Investments Management, LLC
Top Portfolio Positions
75 positions ·
$138,806,321 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
30,673 | $18,917,879 | 13.63% | |
| ASML |
Asml Holding NV
Technology
|
8,788 | $11,607,454 | 8.36% | |
| PDM |
Piedmont Realty Trust, Inc.
Real Estate
|
744,654 | $4,892,376 | 3.52% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
16,692 | $4,516,688 | 3.25% | |
| INTU |
Intuit Inc.
Technology
|
9,803 | $4,238,621 | 3.05% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
2,342 | $4,049,364 | 2.92% | |
| GPOR |
Gulfport Energy Corp
Energy
|
17,701 | $3,745,000 | 2.70% | |
| EXE |
EXPAND ENERGY Corp
Energy
|
33,887 | $3,720,114 | 2.68% | |
| UBER |
Uber Technologies, Inc
Technology
|
50,817 | $3,655,266 | 2.63% | |
| EQT |
EQT Corp
Energy
|
56,375 | $3,587,705 | 2.58% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTL
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,716,345 | 32,855 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,591,496 | 32,855 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,572,440 | 32,855 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,713,388 | 32,855 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,895,404 | 32,855 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $246,618 | 4,551 | Shares | Defined | 2025-02-14 | |
| 2022-03-31 | $1,038,950 | 20,829 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $957,925 | 20,829 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $891,064 | 20,829 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,103,312 | 20,829 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $385,989 | 8,448 | Shares | Sole | 2021-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||