Long-term investor
Diversified Trust Co. @diversifiedtrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001479844).
Record
- Tracked since 2025-06-30 (441 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +8.7% · all +8.7%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 10.1% · long · since 2025-12-31
- VEU · 7.6% · long · since 2025-12-31
- CF1027329 · 5.5% · long · since 2025-12-31
- COKE · 4.5% · long · since 2025-12-31
- CF1027303 · 3.7% · long · since 2025-12-31
- AAPL · 3.1% · long · since 2025-12-31
- CF1027352 · 3.0% · long · since 2025-12-31
- CF1027311 · 2.7% · long · since 2025-12-31
- CF1027337 · 2.7% · long · since 2025-12-31
- NVDA · 2.2% · long · since 2025-12-31
- SPY · 2.1% · long · since 2025-12-31
- VXF · 2.0% · long · since 2025-12-31