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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 10 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWF ISHARES TR 1,225.0 $522K 0.09% +640.0 +109.4% $426.41 -71.1%
182 MAIN MAIN STR CAP CORP Financial Services 9,739.0 $516K 0.09% NEW $52.96 -3.8%
183 ABT ABBOTT LABORATORIES Healthcare 4,779.0 $491K 0.08% +803.0 +20.2% $102.67 -13.9%
184 CCI CROWN CASTLE INC Real Estate 6,007.0 $488K 0.08% NEW $81.31 +0.9%
185 RHI ROBERT HALF INC. Industrials 18,454.0 $469K 0.08% NEW $25.40 +24.4%
186 FNDF SCHWAB STRATEGIC TR 9,578.0 $469K 0.08% +210.0 +2.2% $48.93 +10.6%
187 UNP UNION PAC CORP Industrials 1,920.0 $466K 0.08% NEW $242.62 +5.9%
188 XLU SELECT SECTOR SPDR TR 10,080.0 $463K 0.08% +660.0 +7.0% $45.89 -2.5%
189 DGRO ISHARES TR 6,530.0 $458K 0.08% NEW $70.18 +6.6%
190 GILD GILEAD SCIENCES INC Healthcare 3,283.0 $458K 0.08% +783.0 +31.3% $139.37 -11.2%
191 SCHA SCHWAB STRATEGIC TR 15,729.0 $457K 0.08% $29.08 +21.0%
192 GWW WW GRAINGER INC Industrials 413.0 $451K 0.08% $1090.93 +25.2%
193 SONY SONY GROUP CORP Technology 21,589.0 $447K 0.08% +1K +5.2% $20.70 -1.8%
194 QCOM QUALCOMM INC Technology 3,340.0 $430K 0.07% +300.0 +9.9% $128.78 +75.6%
195 NSC NORFOLK SOUTHN CORP Industrials 1,471.0 $422K 0.07% $287.00 +4.6%
196 BND VANGUARD BD INDEX FDS 5,633.0 $415K 0.07% $73.64 -0.4%
197 IWD ISHARES TR 1,934.0 $413K 0.07% +319.0 +19.8% $213.67 +13.3%
198 BLK BLACKROCK INC Financial Services 428.0 $412K 0.07% +120.0 +39.0% $961.71 +9.2%
199 EEM ISHARES TR 7,129.0 $405K 0.07% +2K +31.2% $56.79 +24.7%
200 HON HONEYWELL INTL INC Industrials 1,777.0 $402K 0.07% NEW $226.03 +1.3%
Page 10 of 14  ·  262 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%