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Portfolio (Quarterly) Guide ↗

DIVERSIFIED MANAGEMENT INC

· CIK 0000922372
13F Portfolio $583M AUM 262 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 122 Added 5 Reduced 4 Exited
Page 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 6,445.0 $948K 0.16% +2K +34.9% $147.12 +25.3%
82 PFE PFIZER INC Healthcare 33,369.0 $937K 0.16% +850.0 +2.6% $28.08 -10.2%
83 IWS ISHARES TR 5,600.0 $816K 0.14% +3K +94.8% $145.75 +11.8%
84 DE DEERE & CO Industrials 1,423.0 $802K 0.14% +638.0 +81.3% $563.30 +4.6%
85 VBK VANGUARD INDEX FDS 2,474.0 $748K 0.13% +15.0 +0.6% $302.15 +18.0%
86 VEA VANGUARD TAX-MANAGED FDS 11,605.0 $744K 0.13% +4K +52.0% $64.08 +12.8%
87 PRU PRUDENTIAL FINL INC Financial Services 7,583.0 $741K 0.13% +5K +261.4% $97.70 +9.0%
88 IWM ISHARES TR 2,954.0 $733K 0.13% +38.0 +1.3% $248.00 +19.2%
89 MA MASTERCARD INCORPORATED Financial Services 1,464.0 $732K 0.12% +391.0 +36.4% $499.66 -2.0%
90 V VISA INC Financial Services 2,380.0 $719K 0.12% +1K +73.7% $302.24 +8.3%
91 RB GLOBAL INC 7,138.0 $684K 0.12% +3K +78.5% $95.85
92 PG PROCTER & GAMBLE CO Consumer Defensive 4,282.0 $618K 0.11% +97.0 +2.3% $144.44 +4.1%
93 RTX RTX CORPORATION Industrials 3,123.0 $602K 0.10% +81.0 +2.7% $192.91 -3.8%
94 EFV ISHARES TR 8,055.0 $599K 0.10% +85.0 +1.1% $74.35 +3.1%
95 IEFA ISHARES TR 6,398.0 $579K 0.10% +619.0 +10.7% $90.53 +7.5%
96 MO ALTRIA GROUP INC Consumer Defensive 8,521.0 $562K 0.10% +918.0 +12.1% $65.99 +4.7%
97 ADI ANALOG DEVICES INC Technology 1,726.0 $549K 0.09% +140.0 +8.8% $318.14 +36.6%
98 MMM 3M CO Industrials 3,758.0 $546K 0.09% +131.0 +3.6% $145.23 +10.6%
99 VEU VANGUARD INTL EQUITY INDEX F 7,226.0 $543K 0.09% +167.0 +2.4% $75.10 +13.1%
100 CI THE CIGNA GROUP Healthcare 1,981.0 $528K 0.09% +17.0 +0.9% $266.75 +4.7%
Page 5 of 7  ·  122 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 30.7%
Financial Services 28.2%
Technology 15.5%
Healthcare 8.3%
Consumer Cyclical 5.2%
Communication Services 3.5%
Consumer Defensive 3.5%
Energy 2.9%
Utilities 1.7%
Basic Materials 0.5%