Diversified Trust Co
Annual return '25
-1.6%
SPY '25
+17.7%
Alpha
-19.4ptsvs SPY
Invested
$5.4B
Holdings
1,032
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 55%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 1.4k shares)
11.9%
02
$VEU
VANGUARD INTL EQUITY INDEX F
Q4 2025: Exited (was 9.0k shares)
9.1%
03
$COKE
COCA COLA CONS INC
Q4 2025: Exited (was 1.46M shares)
6.1%
04
$AAPL
APPLE INC
Q4 2025: Exited (was 2.1k shares)
3.9%
05
$UBS 0 01/18/13 0
INTL - VONTOBEL - COM
Q4 2025: Exited (was 7.93M shares)
3.3%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 770 shares)
2.6%
07
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 4.2k shares)
2.6%
08
$VXF
VANGUARD INDEX FDS
Q4 2025: Exited (was 240 shares)
2.3%
09
$IEFA
ISHARES TR
Q1 2026: Sold 7.7% (52.1k → 48.1k shares)
2.0%
10
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 1.1k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:48 UTC.