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Portfolio (Quarterly) Guide ↗

DIVERSIFIED MANAGEMENT INC

· CIK 0000922372
13F Portfolio $468M AUM 171 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 27 Added 98 Reduced 100 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWP ISHARES TR 124,322.0 $18.2M 3.89% +1K +1.0% $146.41 -3.1%
2 IJH ISHARES TR 229,530.0 $17.7M 3.78% +2K +0.8% $77.11 -1.4%
3 IJR ISHARES TR 108,471.0 $16.1M 3.44% +10K +9.6% $148.31 -1.3%
4 SOURCE CAPITAL 121,285.0 $5.6M 1.19% +3K +2.8% $45.97
5 VXUS VANGUARD STAR FDS 60,500.0 $5.2M 1.10% +11K +21.8% $85.49 +2.8%
6 EFG ISHARES TR 41,079.0 $5.1M 1.09% +631.0 +1.6% $124.42 +1.2%
7 VIG VANGUARD SPECIALIZED FUNDS 19,249.0 $4.6M 0.97% +824.0 +4.5% $236.62 +3.2%
8 VOO VANGUARD INDEX FDS 5,277.0 $3.6M 0.77% +501.0 +10.5% $686.79 +2.4%
9 VBK VANGUARD INDEX FDS 9,863.0 $3.6M 0.77% +7K +298.7% $365.70 -2.8%
10 IVW ISHARES TR 22,049.0 $3.0M 0.65% +226.0 +1.0% $137.53 +0.8%
11 MDLV EA SERIES TRUST 96,481.0 $3.0M 0.63% +5K +5.7% $30.71 +4.1%
12 IJT ISHARES TR 15,612.0 $2.8M 0.60% +4K +40.4% $178.60 -3.2%
13 VTV VANGUARD INDEX FDS 9,740.0 $2.1M 0.45% +7K +253.5% $217.93 +4.0%
14 FNDX SCHWAB STRATEGIC TR 45,475.0 $1.4M 0.30% +8K +19.8% $31.10 +4.6%
15 VUG VANGUARD INDEX FDS 12,012.0 $1.0M 0.22% +10K +423.4% $86.14 +1.4%
16 VB VANGUARD INDEX FDS 2,971.0 $901K 0.19% +106.0 +3.7% $303.17 -0.1%
17 IEFA ISHARES TR 6,756.0 $652K 0.14% +358.0 +5.6% $96.58 +4.7%
18 PG PROCTER & GAMBLE CO Consumer Defensive 4,443.0 $651K 0.14% +161.0 +3.8% $146.63 -0.9%
19 VEU VANGUARD INTL EQUITY INDEX F 7,548.0 $632K 0.14% +322.0 +4.5% $83.75 +2.5%
20 IWD ISHARES TR 2,027.0 $491K 0.10% +93.0 +4.8% $242.43 +6.5%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 37.4%
Financial Services 28.7%
Technology 19.9%
Healthcare 4.8%
Consumer Cyclical 3.7%
Consumer Defensive 2.0%
Communication Services 1.5%
Utilities 1.3%
Energy 0.5%
Basic Materials 0.1%