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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 2 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXUS VANGUARD STAR FDS 60,500.0 $5.2M 1.10% +11K +21.8% $85.49 +3.1%
22 EFG ISHARES TR 41,079.0 $5.1M 1.09% +631.0 +1.6% $124.42 +1.4%
23 IVV ISHARES TR 6,573.0 $4.9M 1.05% -476.0 -6.8% $748.90 +2.8%
24 VIG VANGUARD SPECIALIZED FUNDS 19,249.0 $4.6M 0.97% +824.0 +4.5% $236.62 +3.2%
25 MSFT MICROSOFT CORP Technology 9,768.0 $3.6M 0.78% -5K -33.2% $373.01 +31.8%
26 VOO VANGUARD INDEX FDS 5,277.0 $3.6M 0.77% +501.0 +10.5% $686.79 +2.5%
27 VBK VANGUARD INDEX FDS 9,863.0 $3.6M 0.77% +7K +298.7% $365.70 -2.6%
28 GLD SPDR GOLD TR Financial Services 8,620.0 $3.2M 0.68% $368.38 +16.2%
29 IVW ISHARES TR 22,049.0 $3.0M 0.65% +226.0 +1.0% $137.53 +0.9%
30 WEC WEC ENERGY GROUP INC Utilities 25,869.0 $3.0M 0.65% -8K -22.5% $116.77 -8.6%
31 MDLV EA SERIES TRUST 96,481.0 $3.0M 0.63% +5K +5.7% $30.71 +4.3%
32 IJT ISHARES TR 15,612.0 $2.8M 0.60% +4K +40.4% $178.60 -3.0%
33 NVDA NVIDIA CORPORATION Technology 12,684.0 $2.5M 0.54% -963.0 -7.1% $200.09 +6.5%
34 LLY ELI LILLY & CO Healthcare 2,013.0 $2.4M 0.52% -85.0 -4.0% $1199.50 +2.8%
35 TER TERADYNE INC Technology 4,700.0 $2.3M 0.49% $483.84 -24.3%
36 VTV VANGUARD INDEX FDS 9,740.0 $2.1M 0.45% +7K +253.5% $217.93 +4.1%
37 BERKSHIRE HATHAWAY INC DEL 4,223.0 $2.1M 0.45% -4K -50.7% $500.39
38 AMAT APPLIED MATLS INC Technology 2,875.0 $2.1M 0.44% -2K -40.6% $723.00 -33.6%
39 CSCO CISCO SYS INC Technology 17,375.0 $2.0M 0.44% -13K -42.0% $117.46 -5.4%
40 JNJ JOHNSON & JOHNSON Healthcare 7,731.0 $2.0M 0.42% -12K -61.1% $253.96 +7.6%
Page 2 of 9  ·  171 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%