Institutions / DT Investment Partners, LLC
DT Investment Partners, LLC
CIK 1537621 · Institution · as of Dec 31, 2025
Portfolio value
$1.21B
Positions
542
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 542 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $170.89M | 14.1% |
| SPDR S&P 500 ETF Tr | $123.49M | 10.2% |
| Vanguard Tax-Managed Fds | $102.94M | 8.5% |
| iShares Tr | $44.53M | 3.7% |
| iShares Tr | $42.05M | 3.5% |
| Vanguard Index Fds | $38.20M | 3.2% |
| Vanguard World Fd | $38.06M | 3.2% |
| iShares Tr | $37.99M | 3.1% |
| iShares Tr | $37.00M | 3.1% |
| iShares Tr | $27.93M | 2.3% |
| Microsoft Corp | $27.75M | 2.3% |
| iShares Tr | $25.12M | 2.1% |
| iShares Tr | $24.22M | 2.0% |
| iShares Inc | $23.95M | 2.0% |
| iShares Tr | $23.75M | 2.0% |
| iShares Tr | $22.70M | 1.9% |
| iShares Tr | $19.22M | 1.6% |
| SPDR Series Trust | $18.16M | 1.5% |
| Invesco Qqq Tr | $17.81M | 1.5% |
| iShares Tr | $17.69M | 1.5% |
| iShares Gold Tr | $16.46M | 1.4% |
| iShares Tr | $15.83M | 1.3% |
| Johnson & Johnson | $12.29M | 1.0% |
| JPMORGAN CHASE & CO | $12.15M | 1.0% |
| iShares Tr | $11.71M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.