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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 3 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 1,710.0 $1.8M 0.39% -2K -51.5% $1064.90 -23.8%
42 JPM JPMORGAN CHASE & CO Financial Services 5,432.0 $1.8M 0.38% -14K -72.7% $327.36 +8.4%
43 GOOGL ALPHABET INC Communication Services 4,911.0 $1.8M 0.38% -8K -62.5% $357.40 -3.1%
44 STM STMICROELECTRONICS N V Technology 23,400.0 $1.8M 0.37% -2K -6.4% $74.89 -33.8%
45 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,187.0 $1.6M 0.34% -293.0 -8.4% $501.36 +24.9%
46 PH PARKER-HANNIFIN CORP Industrials 1,632.0 $1.6M 0.34% $978.12 +4.5%
47 ABBV ABBVIE INC Healthcare 5,888.0 $1.5M 0.32% -204.0 -3.4% $251.64 +6.0%
48 META META PLATFORMS INC Communication Services 2,578.0 $1.5M 0.31% -2K -48.2% $563.19 +0.0%
49 FNDX SCHWAB STRATEGIC TR 45,475.0 $1.4M 0.30% +8K +19.8% $31.10 +4.5%
50 TXN TEXAS INSTRS INC Technology 4,231.0 $1.3M 0.27% -2K -35.9% $298.07 -13.1%
51 NOW SERVICENOW INC Technology 12,500.0 $1.2M 0.27% -78.0 -0.6% $99.28 +28.1%
52 MRK MERCK & CO INC Healthcare 8,961.0 $1.2M 0.25% -6K -38.7% $128.49 +20.3%
53 EQAL INVESCO EXCH TRADED FD TR II 18,857.0 $1.1M 0.24% $59.25 +3.9%
54 IWO ISHARES TR 2,778.0 $1.1M 0.23% -433.0 -13.5% $393.93 -2.1%
55 VUG VANGUARD INDEX FDS 12,012.0 $1.0M 0.22% +10K +423.4% $86.14 +1.4%
56 XOM EXXON MOBIL CORP Energy 7,501.0 $1.0M 0.22% -26K -77.5% $136.73 +18.4%
57 QQQM INVESCO EXCH TRADED FD TR II 3,340.0 $1.0M 0.22% NEW $302.97 -3.4%
58 JCI JOHNSON CONTROLS INTERNATION Industrials 6,813.0 $995K 0.21% -1K -17.3% $146.11 -2.5%
59 MCD MCDONALDS CORP Consumer Cyclical 3,674.0 $993K 0.21% -2K -36.0% $270.31 -0.3%
60 WMT WALMART INC Consumer Defensive 8,444.0 $956K 0.20% -336.0 -3.8% $113.25 -7.4%
Page 3 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%