DT Investment Partners, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$1.2B
Holdings
526
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
14.5%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
9.8%
03
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
9.1%
04
$IWB
ISHARES TR
Held since at least Q1 2024
3.7%
05
$GVI
ISHARES TR
Held since at least Q1 2024
3.5%
06
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
3.3%
07
$IJH
ISHARES TR
Held since at least Q1 2024
3.3%
08
$EFA
ISHARES TR
Held since at least Q1 2024
3.1%
09
$MGK
VANGUARD WORLD FD
Held since at least Q1 2024
2.8%
10
$IEFA
ISHARES TR
Held since at least Q1 2024
2.2%
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 08:25 UTC.