Mark T. Allen

Dc Investments Management, Llc

Assets Managed

$261.234M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

15.54%(2Q avg: 4.67%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Dc Investments Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Dc Investments Management, Llc 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 - Q1, they manage 261.234M in assets, with a quarterly growth rate of 15.54% and a 2-quarter average growth rate of 4.67%. The portfolio is managed by Mark T. Allen, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VT Vanguard Tot World Stk Etf Recent Activity Increased 6.29%	46.87%	$122.427M 885,102 shares@ $138.33 avg price	Increased 6.29%
MDY Spdr S&p Midcap 400 Etf Trst Recent Activity New Position	7.25%	$18.918M 30,673 shares@ $616.76 avg price	New Position
ASML Asml Holding Nv-ny Reg Shs Recent Activity	4.45%	$11.607M 8,788 shares@ $1320.83 avg price
PDM Piedmont Office Realty Tru-a Recent Activity	1.88%	$4.892M 744,654 shares@ $6.58 avg price
UNH Unitedhealth Group Inc Recent Activity	1.73%	$4.517M 16,692 shares@ $270.59 avg price
INTU Intuit Inc Recent Activity New Position	1.63%	$4.239M 9,803 shares@ $432.38 avg price	New Position
MELI Mercadolibre Inc Recent Activity	1.56%	$4.049M 2,342 shares@ $1729.03 avg price
GPOR Gulfport Energy Corp Recent Activity Decreased -27.62%	1.44%	$3.745M 17,701 shares@ $211.58 avg price	Decreased -27.62%
EXE Expand Energy Corp Recent Activity Decreased -25.78%	1.43%	$3.72M 33,887 shares@ $109.79 avg price	Decreased -25.78%
UBER Uber Technologies Inc Recent Activity	1.4%	$3.655M 50,817 shares@ $71.94 avg price

1-10 of 76