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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 8 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IJS ISHARES TR 6,876.0 $814K 0.14% $118.45 +12.6%
142 DE DEERE & CO Industrials 1,423.0 $802K 0.14% +638.0 +81.3% $563.30 +4.6%
143 CME CME GROUP INC Financial Services 2,705.0 $799K 0.14% NEW $295.35 -16.6%
144 NOC NORTHROP GRUMMAN CORP Industrials 1,155.0 $788K 0.14% $682.24 -23.6%
145 PBA PEMBINA PIPELINE CORP Energy 17,465.0 $782K 0.13% NEW $44.76 +3.1%
146 AZO AUTOZONE INC Consumer Cyclical 229.0 $774K 0.13% NEW $3377.78 -9.3%
147 OKE ONEOK INC NEW Energy 8,333.0 $753K 0.13% NEW $90.39 -5.9%
148 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,835.0 $752K 0.13% NEW $265.32 +27.4%
149 VB VANGUARD INDEX FDS 2,865.0 $750K 0.13% $261.94 +13.2%
150 FANG DIAMONDBACK ENERGY INC Energy 3,787.0 $749K 0.13% NEW $197.79 -7.2%
151 VBK VANGUARD INDEX FDS 2,474.0 $748K 0.13% +15.0 +0.6% $302.15 +18.0%
152 VEA VANGUARD TAX-MANAGED FDS 11,605.0 $744K 0.13% +4K +52.0% $64.08 +12.8%
153 PRU PRUDENTIAL FINL INC Financial Services 7,583.0 $741K 0.13% +5K +261.4% $97.70 +9.0%
154 IWM ISHARES TR 2,954.0 $733K 0.13% +38.0 +1.3% $248.00 +19.2%
155 MA MASTERCARD INCORPORATED Financial Services 1,464.0 $732K 0.12% +391.0 +36.4% $499.66 -2.0%
156 IWR ISHARES TR 7,463.0 $726K 0.12% $97.23 +11.6%
157 V VISA INC Financial Services 2,380.0 $719K 0.12% +1K +73.7% $302.24 +8.3%
158 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.12% $718140.00
159 SO SOUTHERN CO Utilities 7,277.0 $702K 0.12% NEW $96.52 -3.6%
160 RB GLOBAL INC 7,138.0 $684K 0.12% +3K +78.5% $95.85
Page 8 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%