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Diversified Trust Company, Inc.
Samuel N. Graham · Investment Advisor · Multi-Strategy
Diversified Trust Company, Inc. is a comprehensive trust and wealth strategies firm founded in 1994. Based in the Southeastern United States, the institution is 100% employee-owned and operates as an independent, non-depository trust company. It provides integrated fiduciary, investment management, and family office services tailored to individuals, multi-generational families, foundations, and endowments. The firm focuses on managing complexity for high-net-worth clients, offering a team-based approach that combines professional backgrounds in law, tax, and investment advisory to perpetuate and enhance wealth across generations.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +27.7% |
| YTD return | +15.9% |
| Sharpe ratio | 4.17 |
| Win rate | 68% |
| AUM | $1.4B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.4B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.diversifiedtrust.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| COKE | Coca-Cola Consolidated Inc. | 19.2% | +54.5% |
| AAPL | Apple Inc | 16.2% | +32.2% |
| NVDA | NVIDIA Corporation | 10.4% | +21.2% |
| GOOGL | Alphabet Inc Class A | 9.8% | +38.0% |
| MSFT | Microsoft Corporation | 6.2% | +0.7% |
| AMZN | Amazon.com Inc | 4.4% | +12.4% |
| AVGO | Broadcom Inc | 4.3% | +8.2% |
| KO | The Coca-Cola Company | 4.0% | +26.8% |
| META | Meta Platforms Inc. | 3.2% | +5.8% |
| BRK-A | Berkshire Hathaway Inc | 2.6% | +2.1% |
| LLY | Eli Lilly and Company | 2.6% | +32.0% |
| JPM | JPMorgan Chase & Co | 2.6% | +10.2% |
| V | Visa Inc. Class A | 2.3% | +5.9% |
| JNJ | Johnson & Johnson | 2.1% | +41.6% |
| TSM | Taiwan Semiconductor Manufacturing | 1.8% | +27.8% |
| MRK | Merck & Company Inc | 1.8% | +62.2% |
| KLAC | KLA-Tencor Corporation | 1.7% | -27.1% |
| MU | Micron Technology Inc | 1.7% | +20.1% |
| XOM | Exxon Mobil Corp | 1.6% | +1.0% |
| UNH | UnitedHealth Group Incorporated | 1.6% | +4.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 27, 2026 | SELL | MRK | 1.7% → 1.8% |
| Jul 27, 2026 | SELL | JPM | 2.4% → 2.6% |
| Jul 27, 2026 | BUY | V | 2.0% → 2.3% |
| Jul 27, 2026 | BUY | BRK-A | 2.5% → 2.6% |
| Jul 27, 2026 | BUY | GOOGL | 10.4% → 9.8% |
Investment Style Analysis
Diversified Trust Company, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $1.4B in assets under management (AUM). The portfolio demonstrates a clear preference for the Beverages - Non-Alcoholic and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 27, Diversified Trust Company, Inc. made a significant move by reducing the position in MRK. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm employs a goal-oriented investment philosophy that prioritizes risk assessment and pricing over traditional asset class categorization. By utilizing a multi-manager platform, Diversified Trust builds customized portfolios from the bottom up, seeking to identify skilled external managers across public equities, fixed income, and alternative assets like private equity and real estate. This approach aims to create diversified exposures that can perform across varying economic environments while ensuring that client incentives remain aligned through the firm's independent, employee-owned structure.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Diversified Trust Company, Inc..
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Frequently asked questions
How is the simulated portfolio for Diversified Trust Company, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Diversified Trust Company, Inc.'s largest holding?
As of the latest filing, Diversified Trust Company, Inc.'s top position is Coca-Cola Consolidated Inc. (COKE), representing 19.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Diversified Trust Company, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +27.7% with a win rate of 68%. Notably, the portfolio maintains a Sharpe Ratio of 4.17, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Diversified Trust Company, Inc. primarily invest in?
Diversified Trust Company, Inc. has a strong preference for the Beverages - Non-Alcoholic sector, which makes up 23.2% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Diversified Trust Company, Inc.'s portfolio concentrated or diversified?
Diversified Trust Company, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Diversified Trust Company, Inc. performed in 2026?
Our AI-simulated model portfolio for Diversified Trust Company, Inc. tracks a Year-to-Date (YTD) return of +15.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Samuel N. Graham manage Diversified Trust Company, Inc. directly?
Yes, Samuel N. Graham serves as the key portfolio manager for Diversified Trust Company, Inc., overseeing the investment strategy and final capital allocation decisions.