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Portfolio (Quarterly) Guide ↗

DIVERSIFIED MANAGEMENT INC

· CIK 0000922372
13F Portfolio $428M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 177 New
Page 6 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ARMK ARAMARK Industrials 13,791.0 $508K 0.12% NEW $36.86 +44.7%
102 ABT ABBOTT LABS Healthcare 3,976.0 $498K 0.12% NEW $125.29 -29.4%
103 V VISA INC Financial Services 1,370.0 $480K 0.11% NEW $350.71 -6.7%
104 VEA VANGUARD TAX-MANAGED FDS 7,635.0 $477K 0.11% NEW $62.47 +15.8%
105 DGX QUEST DIAGNOSTICS INC Healthcare 2,596.0 $450K 0.10% NEW $173.53 +12.4%
106 SCHA SCHWAB STRATEGIC TR 15,728.0 $448K 0.10% NEW $28.48 +23.6%
107 PHG KONINKLIJKE PHILIPS N V Healthcare 16,438.0 $445K 0.10% NEW $27.08 -1.1%
108 MO ALTRIA GROUP INC Consumer Defensive 7,603.0 $438K 0.10% NEW $57.66 +19.9%
109 ADI ANALOG DEVICES INC Technology 1,586.0 $430K 0.10% NEW $271.20 +60.2%
110 ACN ACCENTURE PLC IRELAND Technology 1,600.0 $429K 0.10% NEW $268.30 -52.3%
111 FNDF SCHWAB STRATEGIC TR 9,368.0 $424K 0.10% NEW $45.21 +19.7%
112 NSC NORFOLK SOUTHN CORP Industrials 1,466.0 $423K 0.10% NEW $288.72 +3.9%
113 UNILEVER PLC 6,436.0 $421K 0.10% NEW $65.40
114 BND VANGUARD BD INDEX FDS 5,633.0 $417K 0.10% NEW $74.07 -1.0%
115 GWW WW GRAINGER INC Industrials 413.0 $417K 0.10% NEW $1009.16 +35.3%
116 AVY AVERY DENNISON CORP Industrials 2,283.0 $415K 0.10% NEW $181.88 -12.8%
117 RB GLOBAL INC 4,000.0 $411K 0.10% NEW $102.87
118 IWS ISHARES TR 2,875.0 $406K 0.10% NEW $141.05 +15.5%
119 XLU SELECT SECTOR SPDR TR 9,420.0 $402K 0.09% NEW $42.69 +4.8%
120 PM PHILIP MORRIS INTL INC Consumer Defensive 2,455.0 $394K 0.09% NEW $160.37 +11.2%
Page 6 of 9  ·  177 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 31.3%
Financial Services 31.0%
Technology 17.9%
Healthcare 6.4%
Consumer Cyclical 4.7%
Communication Services 3.9%
Consumer Defensive 2.4%
Energy 1.2%
Utilities 1.1%
Basic Materials 0.1%