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Portfolio (Quarterly) Guide ↗

Diversify Advisory Services, LLC

· CIK 0002021232
13F Portfolio $6.0B AUM 1,286 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1083 New 190 Added 13 Reduced 7 Exited
Page 9 of 10  ·  190 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEN PENUMBRA INC Healthcare 2,480.0 $792K 0.01% +1K +127.5% $319.46 +2.4%
162 VRP INVESCO EXCH TRADED FD TR II 32,397.0 $783K 0.01% +22K +198.3% $24.16 -0.1%
163 ARCC ARES CAPITAL CORP Financial Services 39,707.0 $750K 0.01% +20K +100.6% $18.89 +4.0%
164 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 42,458.0 $727K 0.01% +4K +10.8% $17.13 +7.6%
165 HEICO CORP NEW 2,751.0 $714K 0.01% +1K +102.7% $259.39
166 MOH MOLINA HEALTHCARE INC Healthcare 3,525.0 $703K 0.01% +1K +64.0% $199.48 +1.8%
167 MPLX MPLX LP Energy 10,467.0 $611K 0.01% +136.0 +1.3% $58.36 +1.2%
168 TGT TARGET CORP Consumer Defensive 4,321.0 $606K 0.01% +3K +168.6% $140.35 +7.6%
169 MCO MOODYS CORP Financial Services 1,245.0 $605K 0.01% +761.0 +157.2% $485.93 -1.8%
170 CBRE CBRE GROUP INC Real Estate 3,933.0 $566K 0.01% +953.0 +32.0% $143.88 +2.8%
171 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,580.0 $532K 0.01% +2K +178.6% $148.73 +3.8%
172 TD TORONTO DOMINION BK ONT Financial Services 4,380.0 $524K 0.01% +2K +114.5% $119.66 +3.9%
173 RITM RITHM CAPITAL CORP Real Estate 55,373.0 $511K 0.01% +6K +11.8% $9.23 +11.2%
174 PAGP PLAINS GP HLDGS L P Energy 19,465.0 $508K 0.01% +4K +22.4% $26.09 -1.1%
175 PINS PINTEREST INC Communication Services 20,215.0 $475K 0.01% +226.0 +1.1% $23.50 -1.8%
176 GNL GLOBAL NET LEASE INC Real Estate 51,667.0 $461K 0.01% +9K +21.8% $8.92 -1.2%
177 ROL ROLLINS INC Consumer Cyclical 11,564.0 $452K 0.01% +6K +103.0% $39.07 -7.8%
178 COHR COHERENT CORP Technology 1,543.0 $419K 0.01% +589.0 +61.7% $271.26 +29.5%
179 SNY SANOFI SA Healthcare 9,285.0 $409K 0.01% +4K +73.3% $44.00 +0.9%
180 TQQQ PROSHARES TR 5,969.0 $378K 0.01% +289.0 +5.1% $63.40 +20.5%
Page 9 of 10  ·  190 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
Technology 39.5%
Financial Services 20.3%
Communication Services 8.6%
Industrials 7.1%
Healthcare 6.7%
Consumer Cyclical 6.5%
Consumer Defensive 3.8%
Energy 2.7%
Utilities 2.1%
Real Estate 1.6%