Diversified Trust CO Purchases in Q4 2025

Diversified Trust CO

  • $4.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TRP
Tc Energy Corp

Energy
5.6K
New
$49.79 - $55.23 $279K - $309K
5.6K $309K
TTEK
Tetra Tech Inc

Industrials
7.67K
+ 74.27%
$31.85 - $37.41 $244K - $287K
18K $651K
DPZ
Dominos Pizza Inc

Consumer Cyclical
851
+ 42.61%
$398.46 - $431.24 $339K - $367K
2.85K $1.17M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
4.25K
New
$69.23 - $72.13 $295K - $307K
4.25K $301K
TVTX
Travere Therapeutics, Inc.

Healthcare
1.35K
+ 5.69%
$24.22 - $36.47 $32.7K - $49.2K
25K $864K
SUN
Sunoco LP

Energy
5.66K
New
$48.93 - $54.5 $277K - $308K
5.66K $297K
BWA
Borgwarner Inc

Consumer Cyclical
6.22K
+ 34.5%
$41.21 - $46.01 $256K - $286K
24.2K $1.09M
IEX
Idex Corp

Industrials
1.71K
+ 27.36%
$160.84 - $173.4 $275K - $297K
7.97K $1.31M
PTCT
Ptc Therapeutics, Inc.

Healthcare
817
+ 4.93%
$62.01 - $75.3 $50.7K - $61.5K
17.4K $1.31M
CHWY
Chewy, Inc.

Consumer Cyclical
11.5K
+ 84.96%
$32.82 - $39.54 $376K - $453K
24.9K $836K
PSX
Phillips 66

Energy
733
+ 2.61%
$126.76 - $142.32 $92.9K - $104K
28.8K $4.1M
LVMUY
Lvmh Moet Hennessy Louis Vuitton

Consumer Cyclical
1.21K
+ 24.77%
$123.49 - $150.14 $150K - $182K
6.1K $874K
SLV
I Shares Silver Trust

ETFs
6.03K
New
$42.4 - $49.17 $256K - $297K
6.03K $277K
MKC
Mccormick & CO Inc

Consumer Defensive
4.53K
+ 36.5%
$63.83 - $68.91 $289K - $312K
16.9K $1.11M
SXT
Sensient Technologies Corp

Basic Materials
2.92K
+ 68.84%
$89.75 - $96.81 $262K - $283K
7.16K $672K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
7.71K
New
$33.08 - $37.63 $255K - $290K
7.71K $273K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.07%
$259.04 - $291.9 $1.81K - $2.04K
10.7K $3.04M
BIO
Bio Rad Laboratories, Inc.

Healthcare
3
+ 0.04%
$294.24 - $339.75 $883 - $1.02K
8.13K $2.55M
FANG
Diamondback Energy, Inc.

Energy
691
+ 2.59%
$137.29 - $149.2 $94.9K - $103K
27.4K $4.08M
NKE
Nike, Inc.

Consumer Cyclical
4.74K
+ 93.85%
$60.8 - $74.57 $288K - $354K
9.8K $616K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.04K
+ 6.62%
$52.54 - $55.77 $212K - $226K
65.1K $3.57M
SAFRY
Safran S A Sponsored Adr (Fran

Industrials
2.96K
+ 82.58%
$86.19 - $89.77 $255K - $266K
6.55K $577K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.02K
New
$127.65 - $142.97 $258K - $289K
2.02K $260K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.31K
New
$78.65 - $79.19 $260K - $262K
3.31K $260K
IVW
Ishares S&P 500 Growth ETF

ETFs
2K
+ 4.71%
$118.29 - $126.28 $237K - $253K
44.6K $5.4M
SBSW
Sibanye Stillwater LTD

Basic Materials
21.9K
New
$9.79 - $12.82 $215K - $281K
21.9K $243K
AMKR
Amkor Technology, Inc.

Technology
6.84K
+ 58.35%
$28.26 - $37.84 $193K - $259K
18.6K $573K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
686
+ 12.58%
$256.75 - $275.06 $176K - $189K
6.14K $1.66M
HLNE
Hamilton Lane Inc

Financial Services
2.14K
+ 18.46%
$113.96 - $134.5 $244K - $288K
13.8K $1.81M
FAST
Fastenal CO

Industrials
10.6K
+ 47.76%
$40.45 - $48.17 $428K - $509K
32.7K $1.32M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.55K
+ 30.25%
$164.17 - $186.43 $255K - $290K
6.69K $1.1M
CCS
Century Communities, Inc.

Consumer Cyclical
4.06K
New
$57.73 - $65.08 $234K - $264K
4.06K $237K
GHM
Graham Corp

Industrials
3.94K
New
$55.03 - $63.95 $217K - $252K
3.94K $231K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
1.05K
+ 1.81%
$40.15 - $45.66 $42K - $47.8K
58.9K $2.65M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.78K
New
$59.84 - $60.54 $226K - $229K
3.78K $226K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.57K
+ 5.32%
$185.12 - $192.11 $291K - $302K
31.1K $5.82M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
5.09K
+ 27.74%
$72.07 - $81.51 $366K - $414K
23.4K $1.69M
KMB
Kimberly Clark Corp

Consumer Defensive
11.8K
+ 23.88%
$100.05 - $123.23 $1.18M - $1.45M
61K $6.35M
ALLY
Ally Financial Inc.

Financial Services
5.45K
+ 7.32%
$36.96 - $41.81 $202K - $228K
79.9K $3.14M
CPRT
Copart Inc

Consumer Cyclical
5.36K
New
$39.98 - $45.76 $214K - $245K
5.36K $220K
BJRI
B Js Restaurants Inc

Consumer Cyclical
6.01K
New
$28.69 - $37.2 $172K - $223K
6.01K $219K
DTM
Dt Midstream, Inc.

Energy
1.88K
New
$105.61 - $115.94 $198K - $217K
1.88K $217K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
4.79K
New
$41.01 - $46.69 $196K - $224K
4.79K $217K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.04K
+ 9.96%
$23.02 - $24.23 $162K - $170K
77.6K $1.86M
CCBG
Capital City Bank Group Inc

Financial Services
5.25K
New
$38.9 - $43.06 $204K - $226K
5.25K $214K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.41K
+ 8.01%
$32.35 - $34.37 $175K - $186K
72.9K $2.47M
GLD
Spdr Gold Trust

ETFs
458
+ 23.77%
$354.79 - $403.15 $162K - $185K
2.39K $896K
MRVL
Marvell Technology, Inc.

Technology
1.57K
+ 5.12%
$81.05 - $93.74 $127K - $147K
32.2K $2.79M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
2.16K
New
$92.91 - $104.67 $201K - $226K
2.16K $208K
Activity Summary
Buys All Purchases 635 New Holdings 126 Increased Positions 509 Sells All Sells 259 Reductions 259 Sold out 0 Options Calls 0 Puts 0
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