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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 2 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HLI HOULIHAN LOKEY INC Financial Services 9,654.0 $1.4M 0.24% NEW $143.62 -2.0%
22 C CITIGROUP INC Financial Services 11,760.0 $1.3M 0.23% NEW $113.41 +26.1%
23 HURN HURON CONSULTING GROUP INC Industrials 10,295.0 $1.3M 0.23% NEW $127.49 -29.0%
24 MWA MUELLER WTR PRODS INC Industrials 47,309.0 $1.3M 0.22% NEW $27.49 -4.9%
25 MSA MSA SAFETY INC Industrials 7,878.0 $1.3M 0.22% NEW $163.95 +0.3%
26 CVX CHEVRON CORPORATION Energy 5,949.0 $1.2M 0.21% NEW $206.89 -16.1%
27 BIL SPDR SERIES TRUST 13,195.0 $1.2M 0.21% NEW $91.64 -0.1%
28 CMI CUMMINS INC Industrials 2,202.0 $1.2M 0.20% NEW $538.02 +33.2%
29 ENTERGY CORP NEW 10,046.0 $1.1M 0.19% NEW $112.36
30 LPX LOUISIANA PAC CORP Basic Materials 14,241.0 $1.0M 0.18% NEW $72.75 +6.6%
31 VTEB VANGUARD MUN BD FDS 19,416.0 $969K 0.17% NEW $49.89 +1.1%
32 SPYV SPDR SERIES TRUST 16,478.0 $932K 0.16% NEW $56.58 +7.6%
33 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 23,476.0 $915K 0.16% NEW $38.97 +8.8%
34 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9,212.0 $907K 0.15% NEW $98.42 -13.4%
35 VZ VERIZON COMMUNICATIONS INC Communication Services 18,044.0 $906K 0.15% NEW $50.20 -9.6%
36 GD GENERAL DYNAMICS CORP Industrials 2,631.0 $903K 0.15% NEW $343.22 +2.0%
37 PLTR PALANTIR TECHNOLOGIES INC Technology 5,731.0 $838K 0.14% NEW $146.28 -12.2%
38 DUK DUKE ENERGY CORP NEW Utilities 6,331.0 $829K 0.14% NEW $130.95 -5.4%
39 CME CME GROUP INC Financial Services 2,705.0 $799K 0.14% NEW $295.35 -16.6%
40 PBA PEMBINA PIPELINE CORP Energy 17,465.0 $782K 0.13% NEW $44.76 +3.1%
Page 2 of 5  ·  89 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%