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Portfolio (Quarterly) Guide ↗

Diversified Investment Strategies, LLC

· CIK 0001427196
13F Portfolio $157M AUM 55 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 14 Added 9 Reduced 1 Exited
Page 3 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 1,220.0 $391K 0.25% $320.81 +13.8%
42 UHAL U HAUL HOLDING COMPANY Industrials 8,036.0 $384K 0.24% $47.78 +5.2%
43 AAPL APPLE INC Technology 1,480.0 $376K 0.24% -75.0 -4.8% $253.79 +20.2%
44 LAKE LAKELAND INDUSTRIES INC Consumer Cyclical 45,500.0 $373K 0.24% -7K -13.3% $8.19 +20.8%
45 NVR NVR INC Consumer Cyclical 54.0 $356K 0.23% $6589.83 -8.2%
46 SCHZ SCHWAB STRATEGIC TR 14,395.0 $334K 0.21% +200.0 +1.4% $23.22 -1.0%
47 SCHG SCHWAB STRATEGIC TR 11,036.0 $321K 0.20% $29.13 +17.7%
48 SCHX SCHWAB STRATEGIC TR 12,317.0 $316K 0.20% $25.64 +13.9%
49 WY WEYERHAEUSER CO MTN BE Real Estate 12,460.0 $304K 0.19% +1K +8.7% $24.43 -4.9%
50 INTU INTUIT Technology 614.0 $265K 0.17% $432.38 -29.0%
51 CVX CHEVRON CORP NEW Energy 1,222.0 $253K 0.16% NEW $206.90 -7.7%
52 CHWY CHEWY INC Consumer Cyclical 8,900.0 $240K 0.15% $27.00 -26.2%
53 EPD ENTERPRISE PRODS PARTNERS L Energy 5,955.0 $225K 0.14% NEW $37.84 +4.3%
54 THO THOR INDS INC Consumer Cyclical 2,550.0 $204K 0.13% $79.89 -6.4%
55 FORA FORIAN INC Healthcare 48,000.0 $99K 0.06% NEW $2.07 +4.8%
Page 3 of 3  ·  55 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
Energy 23.5%
Technology 14.4%
Consumer Cyclical 13.0%
Real Estate 12.2%
Consumer Defensive 10.6%
Industrials 10.4%
Basic Materials 6.4%
Financial Services 6.0%
Communication Services 3.3%
Healthcare 0.1%