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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 2 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSI TCW STRATEGIC INCOME FD INC Financial Services 1,012,610.0 $5.0M 1.17% NEW $4.94 -9.7%
22 EFG ISHARES TR 40,349.0 $4.6M 1.07% NEW $113.92 +9.8%
23 IVV ISHARES TR 6,555.0 $4.5M 1.05% NEW $684.90 +9.5%
24 GS GOLDMAN SACHS GROUP INC Financial Services 4,850.0 $4.3M 0.99% NEW $879.00 +24.8%
25 GOOG ALPHABET INC Communication Services 12,566.0 $3.9M 0.92% NEW $313.79 +17.1%
26 VIG VANGUARD SPECIALIZED FUNDS 17,926.0 $3.9M 0.92% NEW $219.78 +7.0%
27 INTC INTEL CORP Technology 102,777.0 $3.8M 0.89% NEW $36.90 +263.1%
28 VXUS VANGUARD STAR FDS 49,665.0 $3.7M 0.87% NEW $75.44 +15.0%
29 GLD SPDR GOLD TR Financial Services 8,636.0 $3.4M 0.80% NEW $396.31 -2.3%
30 JNJ JOHNSON & JOHNSON Healthcare 16,381.0 $3.4M 0.79% NEW $206.95 +10.4%
31 ETN EATON CORP PLC Industrials 10,612.0 $3.4M 0.79% NEW $318.51 +32.4%
32 META META PLATFORMS INC Communication Services 4,837.0 $3.2M 0.74% NEW $660.12 -12.6%
33 XOM EXXON MOBIL CORP Energy 25,285.0 $3.0M 0.71% NEW $120.34 +14.5%
34 VOO VANGUARD INDEX FDS 4,501.0 $2.8M 0.66% NEW $627.14 +9.7%
35 IVW ISHARES TR 22,588.0 $2.8M 0.65% NEW $123.26 +11.9%
36 WEC WEC ENERGY GROUP INC Utilities 25,492.0 $2.7M 0.63% NEW $105.46 +6.4%
37 MDLV EA SERIES TRUST 89,609.0 $2.5M 0.59% NEW $28.37 +8.6%
38 MU MICRON TECHNOLOGY INC Technology 8,881.0 $2.5M 0.59% NEW $285.41 +297.3%
39 NVDA NVIDIA CORPORATION Technology 12,191.0 $2.3M 0.53% NEW $186.50 +13.0%
40 LLY ELI LILLY & CO Healthcare 2,050.0 $2.2M 0.51% NEW $1074.61 +2.2%
Page 2 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%