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CIK: 0001479844
Total reported value
$6.2B
$6.2B
927 檔
18.7%
As reported in its official Q1 2025 Form 13F filing, Diversified Trust Co's tracked investment portfolio stood at $6.2B with 927 total positions.
In Q1 2025, Diversified Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 927 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.15% | +0.03% | -1.84% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.83% | -0.11% | +1.35% | |
| 3 | COKE | Coca-cola Consolidated Inc | Stock-Consumer Staples | 4.88% | -0.72% | +0.00% | |
| 4 | ✓ | Intl- Acadian - Com | Stock-Other | 4.46% | +0.15% | — | |
| 5 | ✓ | Intl - Causeway - Com | Stock-Other | 3.61% | +0.08% | +2.92% | |
| 6 | LAZ | Lazard, Inc. | Stock-Financials | 3.60% | -0.12% | +2.14% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.16% | -1.10% | |
| 8 | ✓ | Dtc US Active Equity - Westfield Com | Stock-Other | 3.09% | -0.05% | +1.87% | |
| 9 | UBS 0 01-18-13 008NBond | UBS AG | Bond | 2.66% | -0.08% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.65% | -0.07% | -0.02% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.26% | +0.60% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.85% | +0.10% | -0.07% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.03% | -1.49% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.49% | -0.11% | +5.50% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | -0.07% | +2.67% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.12% | +9.20% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.23% | +1.97% | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.03% | +0.07% | +5.80% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.86% | -0.15% | +1.43% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.04% | +11.74% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | -0.01% | +0.01% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | -0.02% | +0.65% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.01% | +4.33% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.07% | -17.15% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.07% | -3.63% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.18% | +0.49% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.04% | +23.19% | |
| 28 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.51% | — | -0.01% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.04% | +3.98% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.02% | +1.34% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.04% | +20.87% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.04% | +2.54% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.04% | +2.61% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.01% | -3.70% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | -0.04% | +12.82% | |
| 36 | AZO | Autozone Inc | Stock-Consumer Disc | 0.38% | +0.02% | -19.22% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | -0.04% | +209.16% | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.35% | +0.01% | +4.37% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.12% | +13.34% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.06% | +29.31% | |
| 41 | ✓ | Lsv Global Concentrated | Stock-Other | 0.33% | — | -31.74% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | -0.07% | -2.78% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.01% | -2.04% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.10% | +20.21% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | +0.04% | -17.82% | |
| 46 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.31% | -0.03% | -25.52% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.30% | -0.03% | +18.77% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.30% | -0.02% | -13.35% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.30% | -0.01% | +4.83% | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.29% | — | -14.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 3 | COKE | Coca-cola Consolidated Inc | — | NEW | New buy |
| 4 | ✓ | Intl- Acadian - Com | — | NEW | New buy |
| 5 | ✓ | Intl - Causeway - Com | — | NEW | New buy |
| 6 | LAZ | Lazard, Inc. | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | ✓ | Dtc US Active Equity - Westfield Com | — | NEW | New buy |
| 9 | UBS 0 01-18-13 008NBond | UBS AG | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | MSFT | Microsoft CORP | — | NEW | New buy |
| 12 | VXF | Vanguard Extended Market ETF | — | NEW | New buy |
| 13 | NVDA | Nvidia CORP | — | NEW | New buy |
| 14 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 17 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 18 | KO | Coca-cola Co/the | — | NEW | New buy |
| 19 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 22 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 23 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 24 | AVGO | Broadcom Inc | — | NEW | New buy |
| 25 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 26 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 27 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 28 | VTHR | Vanguard Russell 3000 | — | NEW | New buy |
| 29 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 32 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 33 | CB | Chubb Limited | — | NEW | New buy |
| 34 | HD | Home Depot Inc | — | NEW | New buy |
| 35 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 36 | AZO | Autozone Inc | — | NEW | New buy |
| 37 | PM | Philip Morris International | — | NEW | New buy |
| 38 | COR | Cencora Inc | — | NEW | New buy |
| 39 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 40 | PEP | Pepsico Inc | — | NEW | New buy |
| 41 | ✓ | Lsv Global Concentrated | — | NEW | New buy |
| 42 | TSLA | Tesla Inc | — | NEW | New buy |
| 43 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 44 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 45 | MA | Mastercard Inc - A | — | NEW | New buy |
| 46 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 47 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 48 | AXP | American Express Co | — | NEW | New buy |
| 49 | AMGN | Amgen Inc | — | NEW | New buy |
| 50 | FISV | Fiserv Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Diversified Trust Co reported a total U.S. public equity portfolio value of $6.2B across 927 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEU, COKE) accounted for 18.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $410.2M
During Q1 2025, Diversified Trust Co's top holdings by market value included VOO (10.2%)、VEU (5.8%)、COKE (4.9%). The largest single position, VOO, represented 10.2% of total portfolio value.
In Q1 2025, Diversified Trust Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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