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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 VTEB VANGUARD MUN BD FDS 19,416 $969K 0.17% SOLD
42 PFE PFIZER INC Healthcare 33,369 $937K 0.16% SOLD
43 SPYV SPDR SERIES TRUST 16,478 $932K 0.16% SOLD
44 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 23,476 $915K 0.16% SOLD
45 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9,212 $907K 0.15% SOLD
46 VZ VERIZON COMMUNICATIONS INC Communication Services 18,044 $906K 0.15% SOLD
47 GD GENERAL DYNAMICS CORP Industrials 2,631 $903K 0.15% SOLD
48 PLTR PALANTIR TECHNOLOGIES INC Technology 5,731 $838K 0.14% SOLD
49 DUK DUKE ENERGY CORP NEW Utilities 6,331 $829K 0.14% SOLD
50 CME CME GROUP INC Financial Services 2,705 $799K 0.14% SOLD
51 PBA PEMBINA PIPELINE CORP Energy 17,465 $782K 0.13% SOLD
52 AZO AUTOZONE INC Consumer Cyclical 229 $774K 0.13% SOLD
53 OKE ONEOK INC NEW Energy 8,333 $753K 0.13% SOLD
54 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,835 $752K 0.13% SOLD
55 FANG DIAMONDBACK ENERGY INC Energy 3,787 $749K 0.13% SOLD
56 PRU PRUDENTIAL FINL INC Financial Services 7,583 $741K 0.13% SOLD
57 SO SOUTHERN CO Utilities 7,277 $702K 0.12% SOLD
58 CTS CTS CORP Technology 14,293 $683K 0.12% SOLD
59 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,490 $678K 0.12% SOLD
60 ASML ASML HLDG NV Technology 503 $664K 0.11% SOLD
Page 3 of 5  ·  100 positions
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%