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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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DCI DONALDSON INC Industrials 3,293.0 $296K 0.06% -16K -82.6% $89.77 +3.9%
142 VMC VULCAN MATLS CO Basic Materials 1,000.0 $295K 0.06% $295.01 -7.1%
143 WM WASTE MGMT INC DEL Industrials 1,321.0 $294K 0.06% +25.0 +1.9% $222.84 -0.3%
144 URI UNITED RENTALS INC Industrials 259.0 $294K 0.06% NEW $1134.17 -7.1%
145 GNRC GENERAC HLDGS INC Industrials 1,000.0 $293K 0.06% -174.0 -14.8% $292.81 -31.1%
146 XLK SELECT SECTOR SPDR TR 1,532.0 $292K 0.06% $190.52 -4.6%
147 AVUV AMERICAN CENTY ETF TR 2,293.0 $286K 0.06% NEW $124.79 +0.5%
148 ALLE ALLEGION PLC Industrials 2,015.0 $283K 0.06% -14K -87.5% $140.49 +14.2%
149 LH LABCORP HOLDINGS INC Healthcare 1,000.0 $280K 0.06% -6.0 -0.6% $280.00 +20.6%
150 FISV FISERV INC Technology 5,680.0 $279K 0.06% -254.0 -4.3% $49.05 +6.9%
151 GTES GATES INDL CORP PLC Industrials 9,770.0 $273K 0.06% -74K -88.3% $27.97 -7.2%
152 NEE NEXTERA ENERGY INC Utilities 3,035.0 $266K 0.06% -287.0 -8.6% $87.77 -4.0%
153 SSD SIMPSON MFG INC Industrials 1,271.0 $266K 0.06% -5K -79.6% $209.35 -10.9%
154 ITOT ISHARES TR 1,600.0 $263K 0.06% $164.27 +2.2%
155 FDX FEDEX CORP Industrials 816.0 $256K 0.06% -5.0 -0.6% $313.13 +6.6%
156 ETN EATON CORP PLC Industrials 591.0 $252K 0.05% -10K -94.5% $426.12 -4.0%
157 LOW LOWES COS INC Consumer Cyclical 1,114.0 $246K 0.05% +104.0 +10.3% $220.49 -2.7%
158 CVX CHEVRON CORPORATION Energy 1,480.0 $245K 0.05% -4K -75.1% $165.76 +20.6%
159 MDYV SPDR SERIES TRUST 2,582.0 $245K 0.05% $94.84 +0.1%
160 ARKK ARK ETF TR 2,997.0 $242K 0.05% NEW $80.82 +6.9%
Page 8 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%