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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWD ISHARES TR 2,027.0 $491K 0.10% +93.0 +4.8% $242.43 +6.5%
102 V VISA INC Financial Services 1,423.0 $488K 0.10% -957.0 -40.2% $343.09 +12.0%
103 PM PHILIP MORRIS INTL INC Consumer Defensive 2,663.0 $482K 0.10% -4K -60.4% $180.91 +7.2%
104 NVO NOVO-NORDISK A S Healthcare 10,000.0 $479K 0.10% -636.0 -6.0% $47.94 +1.5%
105 IWS ISHARES TR 2,875.0 $473K 0.10% -3K -48.7% $164.60 +4.3%
106 RB GLOBAL INC 4,000.0 $466K 0.10% -3K -44.0% $116.45
107 PHG KONINKLIJKE PHILIPS N V Healthcare 17,048.0 $464K 0.10% -67K -79.6% $27.19 +0.9%
108 NSC NORFOLK SOUTHN CORP Industrials 1,466.0 $461K 0.10% $314.59 +11.7%
109 ZION ZIONS BANCORPORATION NATL AS Financial Services 6,622.0 $458K 0.10% -31K -82.6% $69.19 -2.3%
110 XLU SELECT SECTOR SPDR TR 10,080.0 $457K 0.10% $45.34 -4.5%
111 IWF ISHARES TR 3,520.0 $437K 0.09% +2K +187.3% $124.17 -1.9%
112 EEM ISHARES TR 6,354.0 $435K 0.09% -775.0 -10.9% $68.41 -1.7%
113 WFC WELLS FARGO & CO Financial Services 5,255.0 $434K 0.09% -13K -70.4% $82.64 +2.6%
114 XOMA XOMA ROYALTY CORPORATION Healthcare 10,000.0 $425K 0.09% $42.50 -5.5%
115 SYY SYSCO CORP Consumer Defensive 5,052.0 $422K 0.09% -25K -83.4% $83.58 -0.1%
116 AMD ADVANCED MICRO DEVICES INC Technology 719.0 $418K 0.09% NEW $580.91 -17.5%
117 BND VANGUARD BD INDEX FDS 5,633.0 $414K 0.09% $73.41 -1.0%
118 UNILEVER PLC 6,436.0 $387K 0.08% -31K -82.8% $60.12
119 SMH VANECK ETF TRUST 573.0 $376K 0.08% $655.66 -15.2%
120 PLXS PLEXUS CORP Technology 1,245.0 $374K 0.08% -246.0 -16.5% $300.67 -19.9%
Page 6 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%