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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADI ANALOG DEVICES INC Technology 1,586.0 $630K 0.14% -140.0 -8.1% $397.17 -6.0%
82 SPYG SPDR SERIES TRUST 5,230.0 $622K 0.13% -9K -62.0% $118.99 +0.9%
83 EFV ISHARES TR 8,073.0 $618K 0.13% $76.55 +7.6%
84 SHY ISHARES TR 7,228.0 $593K 0.13% NEW $82.11 -0.1%
85 MMM 3M CO Industrials 3,627.0 $587K 0.12% -131.0 -3.5% $161.91 +11.3%
86 NOC NORTHROP GRUMMAN CORP Industrials 1,153.0 $587K 0.12% $509.31 +6.9%
87 PEP PEPSICO INC Consumer Defensive 4,336.0 $587K 0.12% -13K -74.7% $135.41 +5.2%
88 SCHA SCHWAB STRATEGIC TR 15,804.0 $571K 0.12% $36.13 -4.3%
89 QCOM QUALCOMM INC Technology 3,040.0 $562K 0.12% -300.0 -9.0% $184.79 -13.1%
90 MA MASTERCARD INCORPORATED Financial Services 1,073.0 $551K 0.12% -391.0 -26.7% $513.60 +16.6%
91 DGX QUEST DIAGNOSTICS INC Healthcare 2,596.0 $550K 0.12% -10K -79.4% $211.95 +14.8%
92 RTX RTX CORPORATION Industrials 2,896.0 $549K 0.12% -227.0 -7.3% $189.73 +10.5%
93 VEA VANGUARD TAX-MANAGED FDS 7,705.0 $549K 0.12% -4K -33.6% $71.25 +3.4%
94 MO ALTRIA GROUP INC Consumer Defensive 7,603.0 $547K 0.12% -918.0 -10.8% $71.95 -5.6%
95 GWW WW GRAINGER INC Industrials 400.0 $544K 0.12% -13.0 -3.1% $1360.56 -4.0%
96 CI THE CIGNA GROUP Healthcare 1,964.0 $541K 0.12% -17.0 -0.9% $275.68 +1.0%
97 GOOG ALPHABET INC 1,494.0 $528K 0.11% -12K -88.6% $353.26
98 FNDF SCHWAB STRATEGIC TR 9,578.0 $505K 0.11% $52.76 +5.8%
99 DE DEERE & CO Industrials 785.0 $498K 0.11% -638.0 -44.8% $634.33 -0.8%
100 NVT NVENT ELEC PLC Industrials 2,916.0 $495K 0.11% $169.61 -9.7%
Page 5 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%