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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ARKK	ARK ETF TR	—	2,932	$226K	0.05%	SOLD
2	URI	UNITED RENTALS INC	Industrials	258	$209K	0.05%	SOLD
3	BABA	ALIBABA GROUP HLDG LTD	Consumer Cyclical	1,410	$207K	0.05%	SOLD
4	BA	BOEING CO	Industrials	946	$205K	0.05%	SOLD

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%