AiSiWhale

AI & tech investing

DIVERSIFIED TRUST CO

CIK 1479844

13F filing for Q2 2026・No. 781

Holdings
US$6.24B
Quarter change
+US$848.44M
Entries
1,285
Net bought (estimate)
+US$158.44M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 169
  • Sold out 103
  • Cut 324
  • Added 490
  • Corporate actions 2
  • Unchanged 132

Largest holdings

1,115 stocks worth US$6.24B, options and bonds left out.

StockThis quarterValueWeight
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$630.38M10.10%
VANGUARD INTL EQUITY INDEX FALLWRLD EX USAddedUS$474.35M7.60%
INTL- ACADIAN - COMCOMUnchangedUS$340.87M5.46%
COKECOCA COLA CONS INCCOMAddedUS$280.05M4.49%
INTL - LAZARD - COMCOMUnchangedUS$231.24M3.71%
AAPLAppleCOMCutUS$195.6M3.13%
DTC US ACTIVE EQUITY - WESTFIELD COMCOMCutUS$186.16M2.98%
INTL - VONTOBEL - COMCOMAddedUS$167.18M2.68%
INTL - CAUSEWAY - COMCOMAddedUS$167.03M2.68%
NVDANvidiaCOMAddedUS$136.99M2.20%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.