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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TT TRANE TECHNOLOGIES PLC Industrials 630.0 $309K 0.07% -7.0 -1.1% $491.16 -7.7%
82 IEMG ISHARES INC 3,689.0 $306K 0.07% -19K -83.5% $82.84 -1.4%
83 MDYG SPDR SERIES TRUST 2,704.0 $303K 0.07% -141.0 -5.0% $112.07 -2.5%
84 DCI DONALDSON INC Industrials 3,293.0 $296K 0.06% -16K -82.6% $89.77 +3.3%
85 GNRC GENERAC HLDGS INC Industrials 1,000.0 $293K 0.06% -174.0 -14.8% $292.81 -30.5%
86 ALLE ALLEGION PLC Industrials 2,015.0 $283K 0.06% -14K -87.5% $140.49 +14.2%
87 LH LABCORP HOLDINGS INC Healthcare 1,000.0 $280K 0.06% -6.0 -0.6% $280.00 +19.6%
88 FISV FISERV INC Technology 5,680.0 $279K 0.06% -254.0 -4.3% $49.05 +7.6%
89 GTES GATES INDL CORP PLC Industrials 9,770.0 $273K 0.06% -74K -88.3% $27.97 -6.8%
90 NEE NEXTERA ENERGY INC Utilities 3,035.0 $266K 0.06% -287.0 -8.6% $87.77 -4.2%
91 SSD SIMPSON MFG INC Industrials 1,271.0 $266K 0.06% -5K -79.6% $209.35 -11.2%
92 FDX FEDEX CORP Industrials 816.0 $256K 0.06% -5.0 -0.6% $313.13 +5.4%
93 ETN EATON CORP PLC Industrials 591.0 $252K 0.05% -10K -94.5% $426.12 -3.3%
94 CVX CHEVRON CORPORATION Energy 1,480.0 $245K 0.05% -4K -75.1% $165.76 +21.4%
95 C CITIGROUP INC Financial Services 1,712.0 $240K 0.05% -10K -85.4% $139.96 -4.9%
96 SNEX STONEX GROUP INC Financial Services 1,900.0 $225K 0.05% -1K -35.0% $118.50 -42.5%
97 OMF ONEMAIN HLDGS INC Financial Services 3,466.0 $211K 0.04% -29K -89.4% $60.97 +3.6%
98 PPL PPL CORP Utilities 5,636.0 $205K 0.04% -1K -20.7% $36.35 -3.6%
Page 5 of 5  ·  98 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 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%