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Portfolio (Quarterly) Guide ↗

Diversified Investment Strategies, LLC

· CIK 0001427196
13F Portfolio $155M AUM 52 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 8 Added 11 Reduced 4 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI VANGUARD INDEX FDS 1,220.0 $451K 0.29% $370.04 +2.5%
42 AAPL APPLE INC Technology 1,480.0 $428K 0.28% $289.36 +10.5%
43 GALAXY GAMING INC 220,000.0 $371K 0.24% $1.69
44 SCHG SCHWAB STRATEGIC TR 10,949.0 $371K 0.24% -87.0 -0.8% $33.84 +5.7%
45 SAM BOSTON BEER INC Consumer Defensive 2,085.0 $369K 0.24% $177.03 +3.4%
46 NVR NVR INC Consumer Cyclical 54.0 $368K 0.24% $6813.41 -6.1%
47 SCHX SCHWAB STRATEGIC TR 12,195.0 $359K 0.23% -122.0 -1.0% $29.43 +3.1%
48 SCHZ SCHWAB STRATEGIC TR 14,395.0 $333K 0.21% $23.13 -1.5%
49 WY WEYERHAEUSER CO Real Estate 12,460.0 $298K 0.19% $23.94 -1.3%
50 EPD ENTERPRISE PRODS PARTNERS L 5,955.0 $219K 0.14% $36.76
51 CVX CHEVRON CORPORATION Energy 1,222.0 $203K 0.13% $165.76 +21.8%
52 NVDA NVIDIA CORPORATION Technology 1,000.0 $200K 0.13% NEW $200.09 +8.7%
Page 3 of 3  ·  52 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 19.3%
Technology 15.4%
Consumer Cyclical 14.2%
Real Estate 12.1%
Industrials 11.7%
Consumer Defensive 10.6%
Basic Materials 6.7%
Financial Services 6.5%
Communication Services 3.5%