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Home > Institutional Investor > Dt Investment Partners, Llc > Profile

Instuitional Investor - Dt Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: Dt Investment Partners, Llc
Portfolio Value $1,207,780,022
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 249,503 $170,894,635 14.15%
2.
Spdr S & P 500 Etf Trust
 SPY 181,096 $123,493,109 10.22%
3.
Vanguard Tax-Managed Fds
 1,647,863 $102,942,003 8.52%
4.
Ishares Trust
 IEF 119,231 $44,525,777 3.69%
5.
Ishares Tr - INTRM GOV CR ETF
 391,709 $42,049,962 3.48%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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