DC Investments Management as of March 31, 2026
Portfolio Holdings for DC Investments Management
DC Investments Management holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 46.9 | $122M | 885k | 138.32 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 7.2 | $19M | 31k | 616.76 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 4.4 | $12M | 8.8k | 1320.83 | |
| Piedmont Realty Trust Com Cl A (PDM) | 1.9 | $4.9M | 745k | 6.57 | |
| UnitedHealth (UNH) | 1.7 | $4.5M | 17k | 270.59 | |
| Intuit (INTU) | 1.6 | $4.2M | 9.8k | 432.38 | |
| MercadoLibre (MELI) | 1.6 | $4.0M | 2.3k | 1729.02 | |
| Gulfport Energy Corp Common Shares (GPOR) | 1.4 | $3.7M | 18k | 211.57 | |
| Chesapeake Energy Corp (EXE) | 1.4 | $3.7M | 34k | 109.78 | |
| Uber Technologies (UBER) | 1.4 | $3.7M | 51k | 71.93 | |
| EQT Corporation (EQT) | 1.4 | $3.6M | 56k | 63.64 | |
| Antero Res (AR) | 1.4 | $3.6M | 84k | 42.44 | |
| Moderna (MRNA) | 1.3 | $3.5M | 69k | 50.80 | |
| Meta Platforms Cl A (META) | 1.3 | $3.4M | 6.0k | 572.13 | |
| American Electric Power Company (AEP) | 0.9 | $2.4M | 18k | 131.08 | |
| Atmos Energy Corporation (ATO) | 0.9 | $2.3M | 12k | 184.72 | |
| Evergy (EVRG) | 0.9 | $2.3M | 28k | 81.92 | |
| Permian Resources Corp Class A Com (PR) | 0.9 | $2.3M | 107k | 21.32 | |
| Devon Energy Corporation (DVN) | 0.9 | $2.2M | 44k | 50.32 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.8 | $2.2M | 63k | 35.14 | |
| NiSource (NI) | 0.8 | $2.2M | 47k | 46.66 | |
| Range Resources (RRC) | 0.8 | $2.2M | 48k | 45.18 | |
| Northwestern Energy Group In Com New (NWE) | 0.8 | $2.2M | 33k | 65.94 | |
| Exelon Corporation (EXC) | 0.8 | $2.2M | 44k | 49.02 | |
| Portland Gen Elec Com New (POR) | 0.8 | $2.2M | 41k | 52.77 | |
| Eversource Energy (ES) | 0.8 | $2.1M | 31k | 69.28 | |
| Consolidated Edison (ED) | 0.8 | $2.1M | 19k | 113.18 | |
| Ameren Corporation (AEE) | 0.8 | $2.1M | 19k | 109.92 | |
| Black Hills Corporation (BKH) | 0.8 | $2.1M | 30k | 69.41 | |
| Cnx Resources Corporation (CNX) | 0.8 | $2.0M | 53k | 38.55 | |
| PPL Corporation (PPL) | 0.8 | $2.0M | 54k | 38.20 | |
| Oge Energy Corp (OGE) | 0.8 | $2.0M | 42k | 47.96 | |
| Unitil Corporation (UTL) | 0.7 | $1.7M | 33k | 52.24 | |
| Gogo (GOGO) | 0.6 | $1.5M | 385k | 4.02 | |
| Palomar Hldgs (PLMR) | 0.5 | $1.4M | 12k | 119.50 | |
| American Financial (AFG) | 0.5 | $1.4M | 11k | 127.71 | |
| Old Republic International Corporation (ORI) | 0.5 | $1.3M | 33k | 39.90 | |
| W.R. Berkley Corporation (WRB) | 0.5 | $1.3M | 20k | 66.28 | |
| Rli (RLI) | 0.5 | $1.3M | 23k | 57.04 | |
| Skyward Specialty Insurance Gr (SKWD) | 0.5 | $1.3M | 30k | 43.68 | |
| Kinsale Cap Group (KNSL) | 0.5 | $1.3M | 3.7k | 341.66 | |
| Digitalocean Hldgs (DOCN) | 0.5 | $1.2M | 14k | 85.78 | |
| Cloudflare Cl A Com (NET) | 0.4 | $1.1M | 5.5k | 206.34 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $672k | 1.7k | 390.41 | |
| Okta Cl A (OKTA) | 0.2 | $582k | 7.4k | 78.71 | |
| Palo Alto Networks (PANW) | 0.2 | $563k | 3.5k | 160.32 | |
| Twilio Cl A (TWLO) | 0.2 | $557k | 4.4k | 125.82 | |
| Zscaler Incorporated (ZS) | 0.2 | $468k | 3.3k | 140.29 | |
| Cisco Systems (CSCO) | 0.2 | $468k | 6.0k | 77.59 | |
| Zoom Communications Cl A (ZM) | 0.2 | $454k | 5.7k | 80.39 | |
| Rubrik Cl A (RBRK) | 0.2 | $454k | 9.3k | 48.97 | |
| Unity Software (U) | 0.2 | $444k | 20k | 21.94 | |
| Skyworks Solutions (SWKS) | 0.2 | $437k | 8.2k | 53.55 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $434k | 2.2k | 194.14 | |
| Nortonlifelock (GEN) | 0.2 | $427k | 23k | 18.83 | |
| Microsoft Corporation (MSFT) | 0.2 | $423k | 1.1k | 370.17 | |
| Autodesk (ADSK) | 0.2 | $400k | 1.7k | 239.40 | |
| Qualys (QLYS) | 0.2 | $399k | 4.5k | 87.85 | |
| Omni (OMC) | 0.1 | $320k | 4.2k | 75.31 | |
| At&t (T) | 0.1 | $311k | 11k | 28.99 | |
| Verizon Communications (VZ) | 0.1 | $310k | 6.2k | 50.20 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $300k | 3.7k | 80.56 | |
| Best Buy (BBY) | 0.1 | $297k | 4.6k | 64.20 | |
| Darden Restaurants (DRI) | 0.1 | $288k | 1.5k | 196.04 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $272k | 9.5k | 28.71 | |
| Home Depot (HD) | 0.1 | $269k | 819.00 | 328.89 | |
| Ford Motor Company (F) | 0.1 | $264k | 23k | 11.54 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $227k | 376.00 | 604.39 | |
| Fastenal Company (FAST) | 0.1 | $227k | 4.9k | 46.40 | |
| Snap-on Incorporated (SNA) | 0.1 | $224k | 616.00 | 363.22 | |
| Paychex (PAYX) | 0.1 | $216k | 2.3k | 92.12 | |
| Watsco, Incorporated (WSO) | 0.1 | $206k | 567.00 | 363.79 | |
| Prudential Financial (PRU) | 0.1 | $201k | 2.1k | 97.69 | |
| T. Rowe Price (TROW) | 0.1 | $200k | 2.2k | 90.14 | |
| Pfizer (PFE) | 0.1 | $200k | 7.1k | 28.08 | |
| Tscan Therapeutics (TCRX) | 0.0 | $36k | 36k | 1.01 |