Fund HoldingsDT Investment Partners, LLC

Total Portfolio Value
$824.95M
Total Bought
$21.76M
Total Sold
$39.98M
Net Transaction
-$18.22M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
EXXON MOBIL CORP25,86735,583+9,7162,7584,1840.51%+1,426
UNITEDHEALTH GROUP INC(UNH)1,4373,859+2,4227251,9460.24%+1,220
VISA INC(V)4,9679,813+4,8461,1912,2570.27%+1,066
MERCK & CO INC(MRK)36,86047,888+11,0283,8814,9300.60%+1,049
ANNALY CAPITAL MANAGEMENT IN55,839103,605+47,7661,1181,9490.24%+831
NEXTERA ENERGY INC(NEE)19,49436,901+17,4071,4072,1140.26%+707
COCA COLA CO(KO)82,215102,996+20,7815,0785,7660.70%+687
APPLE INC(AAPL)28,06934,731+6,6625,4905,9460.72%+456
BLACKROCK INC(BLK)1,7232,643+9201,2621,7090.21%+447
JOHNSON & JOHNSON(JNJ)62,60170,037+7,43610,57310,9081.32%+336
INVESCO QQQ TR27,89330,376+2,48310,67710,8831.32%+206
BLACKSTONE MTG TR INC(BXMT)010,700+10,70002330.03%+233
ISHARES TR116,674118,832+2,1589,4329,6221.17%+190
SPDR SER TR
ST PORT HIGH ETF
1,069,6321,092,066+22,43424,34524,4842.97%+139
CONOCOPHILLIPS(COP)55,32655,32606,4946,6280.80%+134
VERIZON COMMUNICATIONS INC(VZ)30,37033,333+2,9631,0151,0800.13%+65
MONSTER BEVERAGE CORP NEW(MNST)01,000+1,0000530.01%+53
ELI LILLY & CO(LLY)0622+62203340.04%+334
NOVO-NORDISK A S(NVO)0542+5420490.01%+49
CHEVRON CORP NEW(CVX)20,21219,745-4673,2803,3290.40%+49
BROADRIDGE FINL SOLUTIONS IN(BR)4,2724,27207197650.09%+46
TEXAS PACIFIC LAND CORPORATI(TPL)0135+13502460.03%+246
AMGEN INC(AMGN)01,109+1,10902980.04%+298
PHILIP MORRIS INTL INC(PM)02,195+2,19502030.02%+203
SIMON PPTY GROUP INC NEW(SPG)0228+2280250.00%+25
VICI PPTYS INC(VICI)0667+6670190.00%+19
ALTRIA GROUP INC(MO)05,496+5,49602310.03%+231
CISCO SYS INC(CSCO)24,51024,351-1591,2911,3090.16%+18
EXTRA SPACE STORAGE INC(EXR)0142+1420170.00%+17
STRYKER CORPORATION(SYK)063+630170.00%+17
ABBVIE INC(ABBV)28,59528,59504,2484,2620.52%+15
SELECT SECTOR SPDR TR
ST STR INDL ETF
0130+1300130.00%+13
COSTCO WHSL CORP NEW(COST)1,3801,38007677800.09%+13
ISHARES TR323,763325,628+1,86516,21416,2261.97%+12
CHARTER COMMUNICATIONS INC N(CHTR)059+590260.00%+26
WILLIAMS SONOMA INC(WSM)0400+4000620.01%+62
DIAMONDBACK ENERGY INC(FANG)0928+92801440.02%+144
ISHARES TR01,170+1,17001320.02%+132
EMERSON ELEC CO(EMR)01,260+1,26001220.01%+122
MARATHON PETE CORP(MPC)0325+3250490.01%+49
GLOBAL PARTNERS LP(GLP)02,994+2,99401060.01%+106
MARATHON OIL CORP07,591+7,59102030.02%+203
OCCIDENTAL PETE CORP(OXY)01,887+1,88701220.01%+122
PACKAGING CORP AMER(PKG)7,9988,001+31,2241,2290.15%+4
SPLUNK INC090+900130.00%+13
BP PLC(BP)01,829+1,8290710.01%+71
HALLIBURTON CO(HAL)02,221+2,2210900.01%+90
WELLS FARGO CO NEW(WFC)01,940+1,9400790.01%+79
JACOBS SOLUTIONS INC(J)0218+2180300.00%+30
ISHARES TR02,749+2,74902830.03%+283
GSK PLC(GSK)01,331+1,3310480.01%+48
T-MOBILE US INC(TMUS)072+720100.00%+10
GALLAGHER ARTHUR J & CO(AJG)0152+1520350.00%+35
PIONEER NAT RES CO0253+2530580.01%+58
CDW CORP(CDW)080+800160.00%+16
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0344+3440310.00%+31
EVEREST GROUP LTD(EG)082+820300.00%+30
EBAY INC.(EBAY)01,780+1,7800780.01%+78
KYNDRYL HLDGS INC(KD)0540+540080.00%+8
WALMART INC(WMT)8,3618,323-381,3301,3310.16%+1
BIONTECH SE(BNTX)0500+5000540.01%+54
CENTENE CORP DEL(CNC)0868+8680600.01%+60
WESTERN DIGITAL CORP.(WDC)0249+2490110.00%+11
CBOE GLOBAL MKTS INC(CBOE)040+40060.00%+6
VMWARE INC087+870140.00%+14
FLOWSERVE CORP(FLS)0346+3460140.00%+14
REINSURANCE GRP OF AMERICA I(RGA)0160+1600230.00%+23
INTUIT(INTU)0246+24601260.02%+126
TJX COS INC NEW(TJX)0148+1480130.00%+13
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0520+5200340.00%+34
FACTSET RESH SYS INC(FDS)080+800350.00%+35
HF SINCLAIR CORP(DINO)058+58030.00%+3
BOSTON SCIENTIFIC CORP(BSX)0230+2300120.00%+12
WESTROCK CO060+60020.00%+2
CHUBB LIMITED
COM
035+35070.00%+7
WEST PHARMACEUTICAL SVSC INC(WST)041+410150.00%+15
BERKLEY W R CORP075+75050.00%+5
ACTIVISION BLIZZARD INC064+64060.00%+6
LULULEMON ATHLETICA INC(LULU)025+250100.00%+10
VERISK ANALYTICS INC(VRSK)015+15040.00%+4
STEEL DYNAMICS INC(STLD)0444+4440480.01%+48
AON PLC(AON)020+20060.00%+6
SYNOPSYS INC(SNPS)016+16070.00%+7
TRIMBLE INC(TRMB)0240+2400130.00%+13
ASSURED GUARANTY LTD(AGO)0180+1800110.00%+11
STERICYCLE INC030+30010.00%+1
UNUM GROUP(UNM)0116+116060.00%+6
SCHLUMBERGER LTD(SLB)092+92050.00%+5
NEUROCRINE BIOSCIENCES INC(NBIX)05+5010.00%+1
GEO GROUP INC NEW(GEO)050+50000.00%0
LOEWS CORP(L)094+94060.00%+6
ISHARES INC02+2000.00%0
F5 INC(FFIV)014+14020.00%+2
MARSH & MCLENNAN COS INC(MRSH)029+29060.00%+6
TEXTRON INC(TXT)075+75060.00%+6
CADENCE DESIGN SYSTEM INC(CDNS)023+23050.00%+5
STAR BULK CARRIERS CORP.(SBLK)09+9000.00%0
CELANESE CORP DEL(CE)080+800100.00%+10
VERTEX PHARMACEUTICALS INC(VRTX)015+15050.00%+5
BROWN & BROWN INC(BRO)015+15010.00%+1
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