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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 7 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TSLA TESLA INC Consumer Cyclical 890.0 $374K 0.08% -2K -68.2% $420.60 -16.7%
122 ARKQ ARK ETF TR 2,800.0 $370K 0.08% $132.22 -7.2%
123 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,703.0 $368K 0.08% -10K -85.6% $216.32 +6.1%
124 GILD GILEAD SCIENCES INC Healthcare 2,870.0 $363K 0.08% -413.0 -12.6% $126.34 +17.8%
125 ABT ABBOTT LABORATORIES Healthcare 3,967.0 $360K 0.08% -812.0 -17.0% $90.74 +28.0%
126 MS MORGAN STANLEY Financial Services 1,641.0 $343K 0.07% +194.0 +13.4% $209.04 +3.7%
127 MUB ISHARES TR 3,170.0 $341K 0.07% $107.62 -1.9%
128 INTC INTEL CORP Technology 2,437.0 $340K 0.07% -100K -97.6% $139.65 -37.4%
129 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,645.0 $336K 0.07% -169.0 -4.4% $92.09 -1.9%
130 VGT VANGUARD WORLD FD 2,808.0 $336K 0.07% +2K +700.0% $119.52 -1.7%
131 IVE ISHARES TR 1,446.0 $328K 0.07% +360.0 +33.1% $227.08 +4.6%
132 BLK BLACKROCK INC Financial Services 334.0 $321K 0.07% -94.0 -22.0% $961.56 +22.4%
133 AMGN AMGEN INC Healthcare 886.0 $321K 0.07% -31.0 -3.4% $362.12 +22.1%
134 LMT LOCKHEED MARTIN CORP Industrials 628.0 $320K 0.07% -1K -68.4% $509.46 +9.2%
135 SPDW SPDR INDEX SHS FDS 6,258.0 $315K 0.07% +89.0 +1.4% $50.39 +3.8%
136 IWN ISHARES TR 1,410.0 $312K 0.07% $221.20 +1.6%
137 TT TRANE TECHNOLOGIES PLC Industrials 630.0 $309K 0.07% -7.0 -1.1% $491.16 -7.3%
138 IEMG ISHARES INC 3,689.0 $306K 0.07% -19K -83.5% $82.84 -1.1%
139 MDYG SPDR SERIES TRUST 2,704.0 $303K 0.07% -141.0 -5.0% $112.07 -2.5%
140 BFC BANK FIRST CORP Financial Services 2,029.0 $301K 0.06% $148.35 +3.1%
Page 7 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%