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Terry M. Stanford

Diversified Trust Co

Assets Managed
$6.239B
Holdings
1115
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
15.74%(2Q avg: 7.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Diversified Trust Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1115 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 6.239B in assets, with a quarterly growth rate of 15.74% and a 2-quarter average growth rate of 7.49%. The portfolio is managed by Terry M. Stanford, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.99%
10.11%
$630.381M
917,839 shares@ $686.82 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 2.33%
7.61%
$474.351M
5.664M shares@ $83.76 avg price
ur-3⤦
Intl- Acadian - Com
Recent Activity
5.47%
$340.871M
17.242M shares@ $19.78 avg price
COKE
Coca-cola Consolidated Inc
Recent Activity
Increased 0.22%
4.49%
$280.053M
1.467M shares@ $190.92 avg price
ur-4⤦
Intl - Lazard - Com
Recent Activity
3.71%
$231.243M
14.055M shares@ $16.46 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.21%
3.14%
$195.597M
675,965 shares@ $289.37 avg price
ur-4⤦
Dtc Us Active Equity - Westfield Com
Recent Activity
Decreased -4.02%
2.99%
$186.164M
12.036M shares@ $15.47 avg price
ur-2⤦
Intl - Vontobel - Com
Recent Activity
Increased 1.27%
2.68%
$167.18M
8.932M shares@ $18.72 avg price
ur-3⤦
Intl - Causeway - Com
Recent Activity
Increased 5.86%
2.68%
$167.031M
10.061M shares@ $16.61 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.97%
2.2%
$136.986M
684,621 shares@ $200.1 avg price

1-10 of 1115