DT Investment Partners, LLC - Portfolio overview

DT Investment Partners, LLC has 559 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. SPY - STATE STR SPDR S&P 500 ETF T, 14.46%
  2. IWB - ISHARES TR, 5.29%
  3. IJH - ISHARES TR, 4.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.