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Portfolio (Quarterly) Guide ↗

DIVERSIFIED MANAGEMENT INC

· CIK 0000922372
13F Portfolio $583M AUM 262 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New 122 Added 5 Reduced 4 Exited
Page 7 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SSD SIMPSON MFG INC Industrials 6,217.0 $1.1M 0.18% +5K +389.1% $171.62 +16.6%
122 FNDX SCHWAB STRATEGIC TR 37,967.0 $1.1M 0.18% +501.0 +1.3% $27.85 +11.5%
123 TSLA TESLA INC Consumer Cyclical 2,801.0 $1.0M 0.18% +2K +254.6% $371.75 +7.7%
124 LPX LOUISIANA PAC CORP Basic Materials 14,241.0 $1.0M 0.18% NEW $72.75 +6.6%
125 EQAL INVESCO EXCH TRADED FD TR II 18,778.0 $1.0M 0.18% $55.10 +6.2%
126 MDT MEDTRONIC PLC Healthcare 11,688.0 $1.0M 0.17% +8K +257.9% $86.65 -8.4%
127 IWO ISHARES TR 3,211.0 $1.0M 0.17% +629.0 +24.4% $313.78 +24.0%
128 VUG VANGUARD INDEX FDS 2,295.0 $1.0M 0.17% -64.0 -2.7% $436.79 -80.1%
129 VTEB VANGUARD MUN BD FDS 19,416.0 $969K 0.17% NEW $49.89 +1.1%
130 ORCL ORACLE CORP Technology 6,445.0 $948K 0.16% +2K +34.9% $147.12 +25.3%
131 PFE PFIZER INC Healthcare 33,369.0 $937K 0.16% +850.0 +2.6% $28.08 -10.2%
132 SPYV SPDR SERIES TRUST 16,478.0 $932K 0.16% NEW $56.58 +7.6%
133 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 23,476.0 $915K 0.16% NEW $38.97 +8.8%
134 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9,212.0 $907K 0.15% NEW $98.42 -13.4%
135 VZ VERIZON COMMUNICATIONS INC Communication Services 18,044.0 $906K 0.15% NEW $50.20 -9.6%
136 GD GENERAL DYNAMICS CORP Industrials 2,631.0 $903K 0.15% NEW $343.22 +2.0%
137 STM STMICROELECTRONICS N V Technology 25,000.0 $864K 0.15% $34.55 +126.9%
138 PLTR PALANTIR TECHNOLOGIES INC Technology 5,731.0 $838K 0.14% NEW $146.28 -12.2%
139 DUK DUKE ENERGY CORP NEW Utilities 6,331.0 $829K 0.14% NEW $130.95 -5.4%
140 IWS ISHARES TR 5,600.0 $816K 0.14% +3K +94.8% $145.75 +11.8%
Page 7 of 14  ·  262 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 30.7%
Financial Services 28.2%
Technology 15.5%
Healthcare 8.3%
Consumer Cyclical 5.2%
Communication Services 3.5%
Consumer Defensive 3.5%
Energy 2.9%
Utilities 1.7%
Basic Materials 0.5%