Diversified-Trust-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MMSI",
  "ASND",
  "PINS",
  "TRVI",
  "SE",
  "RGEN",
  "ALKS",
  "ARES",
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  "HOOD",
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  "FN",
  "GRAB",
  "RNG",
  "PCOR",
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  null,
  "TRNS",
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  null,
  "KAI",
  null,
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  "NLY",
  "FTAI",
  "AR",
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  null,
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  null,
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  null,
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  "RBA.TO",
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  "MU",
  "MHO",
  "ACN",
  "ZS",
  null,
  "KBH",
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  "A",
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "OS",
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  "REAX",
  "TK",
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AONC",
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "IEX",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "PH",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 927
Total Value: 1964874923
Accession Number: 0001479844-25-000007
Form Type: 13F-HR
CIK: diversified-trust-co
Manager Name: Diversified-Trust-Co

Data Enrichment

87% identified

803 identified124 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

927 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 39 of 47

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MCDONALDS CORP

MCD|580135101

Shares:219

Value:$68.4K

% of Portfolio:0.0% ($68.4K/$2.0B)

Alphabet Inc.

GOOG|02079K107

Shares:400

Value:$62.5K

% of Portfolio:0.0% ($62.5K/$2.0B)

AT&T INC.

T|00206R102

Shares:2.2K

Value:$62.2K

% of Portfolio:0.0% ($62.2K/$2.0B)

Navitas Semiconductor Corp

NVTS|63942X106

Shares:27.3K

Value:$56.0K

% of Portfolio:0.0% ($56.0K/$2.0B)

E.W. SCRIPPS Co

SSP|811054402

Shares:18.8K

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$2.0B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:101

Value:$53.8K

% of Portfolio:0.0% ($53.8K/$2.0B)

DENNY'S Corp

DENN|24869P104

Shares:14.4K

Value:$52.9K

% of Portfolio:0.0% ($52.9K/$2.0B)

RING ENERGY, INC.

REI|76680V108

Shares:45.5K

Value:$52.4K

% of Portfolio:0.0% ($52.4K/$2.0B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:210

Value:$51.5K

% of Portfolio:0.0% ($51.5K/$2.0B)

VISA INC.

V|92826C839

Shares:140

Value:$49.1K

% of Portfolio:0.0% ($49.1K/$2.0B)

STARBUCKS CORP

SBUX|855244109

Shares:490

Value:$48.1K

% of Portfolio:0.0% ($48.1K/$2.0B)

40162G203

Shares:31.3K

Value:$47.9K

% of Portfolio:0.0% ($47.9K/$2.0B)

Real Brokerage Inc

REAX|75585H206

Shares:11.5K

Value:$46.5K

% of Portfolio:0.0% ($46.5K/$2.0B)

Tesla, Inc.

TSLA|88160R101

Shares:173

Value:$44.8K

% of Portfolio:0.0% ($44.8K/$2.0B)

QUALCOMM INC/DE

QCOM|747525103

Shares:289

Value:$44.4K

% of Portfolio:0.0% ($44.4K/$2.0B)

Merck & Co., Inc.

MRK|58933Y105

Shares:493

Value:$44.3K

% of Portfolio:0.0% ($44.3K/$2.0B)

Elevance Health, Inc.

ELV|036752103

Shares:101

Value:$43.9K

% of Portfolio:0.0% ($43.9K/$2.0B)

07021A909

Shares:2.9K

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$2.0B)

ORACLE CORP

ORCL|68389X105

Shares:283

Value:$39.6K

% of Portfolio:0.0% ($39.6K/$2.0B)

COCA COLA CO

KO|191216100

Shares:540

Value:$38.7K

% of Portfolio:0.0% ($38.7K/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	219	QoQ -2.66% (-6) YoY -2.66% (-6)	All Managers (Combined)	$68.4K	0.0% ($68.4K/$2.0B)	QoQ +4.88% (-$3.2K) YoY +7.83% (-$5.0K)
Alphabet Inc.(GOOGcusip02079K107)	400	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$62.5K	0.0% ($62.5K/$2.0B)	QoQ -17.96% (-$13.7K) YoY +2.60% (+$1.6K)
AT&T INC.(Tcusip00206R102)	2.2K	QoQ -2.00% (-45) YoY +1.19% (+26)	All Managers (Combined)	$62.2K	0.0% ($62.2K/$2.0B)	QoQ +21.71% (-$11.1K) YoY +62.60% (+$24.0K)
Navitas Semiconductor Corp(NVTScusip63942X106)	27.3K	QoQ +9.19% (-2.3K) YoY +9.19% (-2.3K)	All Managers (Combined)	$56.0K	0.0% ($56.0K/$2.0B)	QoQ -37.29% (-$33.3K) YoY -53.07% (-$63.3K)
E.W. SCRIPPS Co(SSPcusip811054402)	18.8K	QoQ -26.78% (-6.9K) YoY NEW(+18.8K)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$2.0B)	QoQ -1.93% (-$1.1K) YoY NEW(+$55.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	101	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$53.8K	0.0% ($53.8K/$2.0B)	QoQ +17.49% (+$8.0K) YoY +26.64% (+$11.3K)
DENNY'S Corp(DENNcusip24869P104)	14.4K	QoQ -2.46% (-365) YoY -7.23% (-1.1K)	All Managers (Combined)	$52.9K	0.0% ($52.9K/$2.0B)	QoQ -40.83% (-$36.5K) YoY -62.00% (-$86.4K)
RING ENERGY, INC.(REIcusip76680V108)	45.5K	QoQ +50.99% (+15.4K) YoY NEW(+45.5K)	All Managers (Combined)	$52.4K	0.0% ($52.4K/$2.0B)	QoQ +27.67% (+$11.4K) YoY NEW(+$52.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	210	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$51.5K	0.0% ($51.5K/$2.0B)	QoQ +2.33% (+$1.2K) YoY +22.46% (+$9.4K)
VISA INC.(Vcusip92826C839)	140	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$49.1K	0.0% ($49.1K/$2.0B)	QoQ +10.89% (+$4.8K) YoY +25.57% (+$10.0K)
STARBUCKS CORP(SBUXcusip855244109)	490	QoQ -19.27% (-117) YoY -21.85% (-137)	All Managers (Combined)	$48.1K	0.0% ($48.1K/$2.0B)	QoQ -13.22% (-$7.3K) YoY -16.12% (-$9.2K)
(cusip40162G203)✕	31.3K	QoQ 0.00% (+0) YoY +52.39% (-10.8K)	All Managers (Combined)	$47.9K	0.0% ($47.9K/$2.0B)	QoQ +10.87% (+$4.7K) YoY -46.70% (-$42.0K)
Real Brokerage Inc(REAXcusip75585H206)	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$46.5K	0.0% ($46.5K/$2.0B)	QoQ NEW(+$46.5K) YoY NEW(+$46.5K)
Tesla, Inc.(TSLAcusip88160R101)	173	QoQ -17.22% (-36) YoY -0.57% (-1)	All Managers (Combined)	$44.8K	0.0% ($44.8K/$2.0B)	QoQ -46.88% (-$39.6K) YoY +46.57% (-$14.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	289	QoQ -8.83% (-28) YoY -8.83% (-28)	All Managers (Combined)	$44.4K	0.0% ($44.4K/$2.0B)	QoQ -8.83% (-$4.3K) YoY -17.28% (-$9.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	493	QoQ -18.78% (-114) YoY -18.78% (-114)	All Managers (Combined)	$44.3K	0.0% ($44.3K/$2.0B)	QoQ -26.71% (-$16.1K) YoY -44.75% (-$35.8K)
Elevance Health, Inc.(ELVcusip036752103)	101	QoQ -11.40% (-13) YoY -14.40% (-17)	All Managers (Combined)	$43.9K	0.0% ($43.9K/$2.0B)	QoQ +4.46% (-$1.9K) YoY -28.20% (-$17.3K)
(cusip07021A909)✕	2.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$2.0B)	QoQ 0.00% (+$0) YoY 0.00% (+$0)
ORACLE CORP(ORCLcusip68389X105)	283	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$39.6K	0.0% ($39.6K/$2.0B)	QoQ -16.10% (-$7.6K) YoY +11.30% (+$4.0K)
COCA COLA CO(KOcusip191216100)	540	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$38.7K	0.0% ($38.7K/$2.0B)	QoQ +15.03% (+$5.1K) YoY +17.06% (+$5.6K)