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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 6 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWF ISHARES TR 1,225.0 $522K 0.09% +640.0 +109.4% $426.41 -71.1%
102 ABT ABBOTT LABORATORIES Healthcare 4,779.0 $491K 0.08% +803.0 +20.2% $102.67 -13.9%
103 FNDF SCHWAB STRATEGIC TR 9,578.0 $469K 0.08% +210.0 +2.2% $48.93 +10.6%
104 XLU SELECT SECTOR SPDR TR 10,080.0 $463K 0.08% +660.0 +7.0% $45.89 -2.5%
105 GILD GILEAD SCIENCES INC Healthcare 3,283.0 $458K 0.08% +783.0 +31.3% $139.37 -11.2%
106 SONY SONY GROUP CORP Technology 21,589.0 $447K 0.08% +1K +5.2% $20.70 -1.8%
107 QCOM QUALCOMM INC Technology 3,340.0 $430K 0.07% +300.0 +9.9% $128.78 +75.6%
108 IWD ISHARES TR 1,934.0 $413K 0.07% +319.0 +19.8% $213.67 +13.3%
109 BLK BLACKROCK INC Financial Services 428.0 $412K 0.07% +120.0 +39.0% $961.71 +9.2%
110 EEM ISHARES TR 7,129.0 $405K 0.07% +2K +31.2% $56.79 +24.7%
111 NVO NOVO-NORDISK A S Healthcare 10,636.0 $391K 0.07% +636.0 +6.4% $36.75 +17.5%
112 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,814.0 $352K 0.06% +169.0 +4.6% $92.31 -5.9%
113 FISV FISERV INC Technology 5,934.0 $331K 0.06% +254.0 +4.5% $55.80 -14.2%
114 AMGN AMGEN INC Healthcare 917.0 $323K 0.06% +31.0 +3.5% $351.85 -4.0%
115 NEE NEXTERA ENERGY INC Utilities 3,322.0 $309K 0.05% +287.0 +9.5% $92.88 -6.6%
116 WM WASTE MGMT INC DEL Industrials 1,296.0 $298K 0.05% +164.0 +14.5% $229.82 -6.6%
117 FDX FEDEX CORP Industrials 821.0 $292K 0.05% +5.0 +0.6% $356.18 -8.4%
118 LH LABCORP HOLDINGS INC Healthcare 1,006.0 $268K 0.05% +6.0 +0.6% $266.81 -4.1%
119 TT TRANE TECHNOLOGIES PLC Industrials 637.0 $265K 0.05% +7.0 +1.1% $416.74 +16.0%
120 LOW LOWES COS INC Consumer Cyclical 1,010.0 $239K 0.04% +10.0 +1.0% $236.28 -6.0%
Page 6 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%