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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 3,340.0 $1.0M 0.22% NEW $302.97 -3.4%
2 SHY ISHARES TR 7,228.0 $593K 0.13% NEW $82.11 -0.0%
3 AMD ADVANCED MICRO DEVICES INC Technology 719.0 $418K 0.09% NEW $580.91 -17.5%
4 URI UNITED RENTALS INC Industrials 259.0 $294K 0.06% NEW $1134.17 -7.1%
5 AVUV AMERICAN CENTY ETF TR 2,293.0 $286K 0.06% NEW $124.79 +0.5%
6 ARKK ARK ETF TR 2,997.0 $242K 0.05% NEW $80.82 +6.9%
7 GE GE AEROSPACE Industrials 621.0 $232K 0.05% NEW $373.64 -6.5%
8 TKR TIMKEN CO Industrials 1,560.0 $227K 0.05% NEW $145.32 -15.8%
9 BA BOEING CO Industrials 946.0 $205K 0.04% NEW $216.47 -2.5%

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%