Diversified Trust CO Incresed Positions in Q4 2025

Diversified Trust CO

  • $4.23 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
370
+ 3.26%
$34.88 - $36.67 $12.9K - $13.6K
11.7K $409K
LNC
Lincoln National Corp

Financial Services
21
+ 0.32%
$38.04 - $42.0 $799 - $882
6.58K $270K
SONY
Sony Group Corp

Technology
88
+ 0.81%
$27.71 - $30.26 $2.44K - $2.66K
10.9K $317K
XP
Xp Inc.

Financial Services
377
+ 2.3%
$15.81 - $19.8 $5.96K - $7.46K
16.8K $313K
DRD
Drdgold LTD

Basic Materials
97
+ 1.2%
$23.81 - $31.68 $2.31K - $3.07K
8.18K $228K
ADUS
Addus Home Care Corp

Healthcare
170
+ 9.48%
$109.07 - $122.75 $18.5K - $20.9K
1.96K $214K
ESNT
Essent Group Ltd.

Financial Services
674
+ 3.7%
$58.8 - $62.19 $39.6K - $41.9K
18.9K $1.16M
PGR
Progressive Corp

Financial Services
510
+ 9.77%
$203.7 - $246.46 $104K - $126K
5.73K $1.29M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
54
+ 0.74%
$46.2 - $46.85 $2.49K - $2.53K
7.4K $342K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
96
+ 1.02%
$47.89 - $48.53 $4.6K - $4.66K
9.53K $456K
IBOC
International Bancshares Corp

Financial Services
848
+ 3.98%
$64.75 - $68.89 $54.9K - $58.4K
22.1K $1.47M
Intl Acadian Com
1.39M
+ 8.88%
N/A
17.1M $0
Lsv Global Concentrated
551K
+ 3.7%
N/A
15.5M $0
YUM
Yum Brands Inc

Consumer Cyclical
73
+ 2.08%
$138.21 - $153.19 $10.1K - $11.2K
3.59K $534K
Brookfield Corp
1.84K
+ 60.57%
N/A
4.88K $0
Teekay Corporation LTD
3.2K
+ 14.16%
N/A
25.8K $0
Bgc Group Inc
4.25K
+ 4.47%
N/A
99.4K $0
Atlassian Corporation
17.4K
+ 244.77%
N/A
24.5K $0
Manning & Napier Fd Inc New
5.86K
+ 24.78%
N/A
29.5K $0
ORA.TO
Aura Minerals Inc.

Basic Materials
11.3K
+ 194.83%
N/A
17.1K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
18
+ 0.21%
$28.46 - $29.45 $512 - $530
8.7K $252K
Intl Lazard Com
142K
+ 1.02%
N/A
14.1M $0
Anglogold Ashanti PLC
16.4K
+ 99.52%
N/A
32.8K $0
Skyward Specialty Ins Group
4.6K
+ 28.83%
N/A
20.6K $0
Cava Group Inc
9.23K
+ 76.14%
N/A
21.4K $0
Intl Vontobel Com
895K
+ 11.29%
N/A
8.82M $0
Astera Labs Inc
59
+ 2.25%
N/A
2.68K $0
Reddit Inc
38
+ 1.2%
N/A
3.2K $0
Cooper Cos Inc
4.14K
+ 33.23%
N/A
16.6K $0
Lsv Emerging Markets Small
146K
+ 3.42%
N/A
4.42M $0
Jbs N.V.
13.7K
+ 50.24%
N/A
41K $0
Dave Inc
117
+ 4.28%
N/A
2.85K $0
Financial Invs Tr
40
+ 0.27%
N/A
15.1K $0
Vanguard Windsor Fds
4.12K
+ 122.06%
N/A
7.49K $0
Ferguson Enterprises Inc
3
+ 0.1%
N/A
2.91K $0
Gmo ETF Trust
3.69K
+ 1.81%
N/A
207K $0
Smurfit Westrock PLC
34K
+ 134.97%
N/A
59.1K $0
Arista Networks Inc
1.67K
+ 7.92%
N/A
22.7K $0
Lam Research Corp
2.99K
+ 9.37%
N/A
34.9K $0
Gsk PLC
57.7K
+ 195.85%
N/A
87.1K $0
Columbia Fds Ser Tr I
656
+ 2.93%
N/A
23.1K $0
Columbia Fds Ser Tr I
258
+ 3.35%
N/A
7.97K $0
Fidelis Insurance Holdings L
3K
+ 2.21%
N/A
139K $0
Ftai Aviation LTD
5.42K
+ 31.75%
N/A
22.5K $0
Onestream Inc
12.5K
+ 38.63%
N/A
45K $0
CET
Central Securities Corp

Financial Services
653
+ 4.91%
$48.87 - $51.98 $31.9K - $33.9K
14K $682K
SNA
Snap On Inc

Industrials
45
+ 4.9%
$327.33 - $349.13 $14.7K - $15.7K
963 $317K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
221
+ 0.93%
$92.34 - $95.43 $20.4K - $21.1K
24K $2.26M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
782
+ 4.06%
$9.95 - $10.74 $7.78K - $8.4K
20.1K $199K
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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