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Terry M. Stanford

Diversified Trust Co

Assets Managed
$5.391B
Holdings
1049
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-0.76%(2Q avg: 3.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1049 positions.

Assets under management

The assets under management (AUM) of Diversified Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.391B in assets, with a quarterly growth rate of -0.76% and a 2-quarter average growth rate of 3.88%. The portfolio is managed by Terry M. Stanford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.41%
10.08%
$543.088M
908,858 shares@ $597.56 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 5.62%
7.72%
$415.694M
5.535M shares@ $75.11 avg price
ur-3⤦
Intl- Acadian - Com
Recent Activity
Increased 1.03%
5.31%
$286.246M
17.242M shares@ $16.61 avg price
COKE
Coca-cola Consolidated Inc
Recent Activity
Increased 0.09%
5.21%
$280.646M
1.464M shares@ $191.74 avg price
ur-4⤦
Intl - Lazard - Com
Recent Activity
3.84%
$206.547M
14.055M shares@ $14.7 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.8%
3.29%
$177.257M
698,440 shares@ $253.8 avg price
ur-4⤦
Dtc Us Active Equity - Westfield Com
Recent Activity
Increased 6.1%
3.04%
$163.377M
12.542M shares@ $13.03 avg price
ur-2⤦
Intl - Vontobel - Com
Recent Activity
2.76%
$148.728M
8.821M shares@ $16.87 avg price
ur-3⤦
Intl - Causeway - Com
Recent Activity
Decreased -28.61%
2.6%
$140.063M
9.505M shares@ $14.74 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.43%
2.2%
$118.55M
182,289 shares@ $650.35 avg price

1-10 of 1049