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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 14,250.0 $4.6M 0.78% -863.0 -5.7% $320.81 +15.3%
2 IVW ISHARES TR 21,823.0 $2.5M 0.42% -765.0 -3.4% $113.11 +22.0%
3 JCI JOHNSON CONTROLS INTERNATION Industrials 8,236.0 $1.1M 0.18% -3K -24.7% $130.95 +10.6%
4 VUG VANGUARD INDEX FDS 2,295.0 $1.0M 0.17% -64.0 -2.7% $436.79 -80.1%
5 SMH VANECK ETF TRUST 573.0 $220K 0.04% -69.0 -10.8% $383.26 +72.2%

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%