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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWF ISHARES TR 3,520.0 $437K 0.09% +2K +187.3% $124.17 -1.9%
22 MS MORGAN STANLEY Financial Services 1,641.0 $343K 0.07% +194.0 +13.4% $209.04 +3.7%
23 VGT VANGUARD WORLD FD 2,808.0 $336K 0.07% +2K +700.0% $119.52 -1.7%
24 IVE ISHARES TR 1,446.0 $328K 0.07% +360.0 +33.1% $227.08 +4.6%
25 SPDW SPDR INDEX SHS FDS 6,258.0 $315K 0.07% +89.0 +1.4% $50.39 +3.8%
26 WM WASTE MGMT INC DEL Industrials 1,321.0 $294K 0.06% +25.0 +1.9% $222.84 -0.3%
27 LOW LOWES COS INC Consumer Cyclical 1,114.0 $246K 0.05% +104.0 +10.3% $220.49 -2.7%
Page 2 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%