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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 4 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJS ISHARES TR 6,904.0 $944K 0.20% $136.68 +0.6%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 975.0 $912K 0.20% -274.0 -21.9% $935.65 +3.0%
63 VB VANGUARD INDEX FDS 2,971.0 $901K 0.19% +106.0 +3.7% $303.17 -0.1%
64 AVGO BROADCOM INC Technology 2,370.0 $895K 0.19% -3K -58.0% $377.77 -5.1%
65 SCHW SCHWAB CHARLES CORP Financial Services 9,537.0 $880K 0.19% -48K -83.3% $92.27 +21.9%
66 IWM ISHARES TR 2,916.0 $876K 0.19% -38.0 -1.3% $300.45 -0.6%
67 MCS MARCUS CORP DEL Communication Services 36,425.0 $855K 0.18% $23.46 +29.2%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 3,027.0 $851K 0.18% -3K -46.9% $281.18 -17.4%
69 IWR ISHARES TR 7,463.0 $823K 0.18% $110.32 +2.4%
70 SCHM SCHWAB STRATEGIC TR 21,903.0 $808K 0.17% $36.87 -2.8%
71 HD HOME DEPOT INC Consumer Cyclical 2,250.0 $793K 0.17% -5K -69.1% $352.64 -4.6%
72 ARMK ARAMARK Industrials 13,791.0 $785K 0.17% -131K -90.5% $56.90 +4.0%
73 FERG FERGUSON ENTERPRISES INC Industrials 3,299.0 $783K 0.17% -14K -81.0% $237.33 -1.0%
74 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.16% $748850.00
75 GS GOLDMAN SACHS GROUP INC Financial Services 722.0 $730K 0.16% -4K -85.2% $1011.37 +4.0%
76 ORCL ORACLE CORP Technology 4,907.0 $719K 0.15% -2K -23.9% $146.54 -1.1%
77 KO COCA COLA CO Consumer Defensive 8,832.0 $718K 0.15% -10K -53.0% $81.27 +12.6%
78 IEFA ISHARES TR 6,756.0 $652K 0.14% +358.0 +5.6% $96.58 +4.8%
79 PG PROCTER & GAMBLE CO Consumer Defensive 4,443.0 $651K 0.14% +161.0 +3.8% $146.63 -0.8%
80 VEU VANGUARD INTL EQUITY INDEX F 7,548.0 $632K 0.14% +322.0 +4.5% $83.75 +2.5%
Page 4 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%