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Portfolio (Quarterly) Guide ↗

Diversified Enterprises, LLC

· CIK 0002037264
13F Portfolio $1.8B AUM 413 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 180 Added 129 Reduced 18 Exited
Page 3 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FSK FS KKR CAP CORP Financial Services 329,400.0 $3.4M 0.18% +11K +3.5% $10.18 +7.4%
42 ABBV ABBVIE INC Healthcare 13,202.0 $2.9M 0.16% +219.0 +1.7% $217.49 -1.3%
43 TSLA TESLA INC Consumer Cyclical 7,523.0 $2.8M 0.15% +407.0 +5.7% $371.75 +12.2%
44 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 29,999.0 $2.8M 0.15% +24K +363.9% $92.31 +0.0%
45 IHI ISHARES TR 51,134.0 $2.7M 0.15% +288.0 +0.6% $53.35 -5.3%
46 EAGG ISHARES TR 56,641.0 $2.7M 0.15% +4K +8.1% $47.55 -1.0%
47 VOO VANGUARD INDEX FDS 4,489.0 $2.7M 0.15% +150.0 +3.5% $597.54 +14.3%
48 CAT CATERPILLAR INC Industrials 3,720.0 $2.6M 0.14% +74.0 +2.0% $708.48 +22.2%
49 IBM INTERNATIONAL BUSINESS MACHS Technology 10,063.0 $2.4M 0.13% +355.0 +3.7% $242.40 +4.4%
50 VWO VANGUARD INTL EQUITY INDEX F 44,784.0 $2.4M 0.13% +2K +4.6% $54.05 +8.6%
51 MCD MCDONALDS CORP Consumer Cyclical 7,504.0 $2.3M 0.13% +608.0 +8.8% $310.77 -8.6%
52 HD HOME DEPOT INC Consumer Cyclical 7,007.0 $2.3M 0.13% +465.0 +7.1% $328.91 -4.6%
53 CSCO CISCO SYS INC Technology 29,226.0 $2.3M 0.12% +4K +16.6% $77.59 +52.3%
54 PG PROCTER & GAMBLE CO Consumer Defensive 14,984.0 $2.2M 0.12% +4K +33.0% $144.44 -1.4%
55 CVX CHEVRON CORPORATION Energy 10,171.0 $2.1M 0.12% +137.0 +1.4% $206.90 -7.7%
56 PEP PEPSICO INC Consumer Defensive 13,347.0 $2.1M 0.11% +6K +84.5% $155.28 -4.1%
57 CME CME GROUP INC Financial Services 6,885.0 $2.0M 0.11% +5K +377.1% $295.35 -2.1%
58 SHYG ISHARES TR 47,672.0 $2.0M 0.11% +548.0 +1.2% $42.31 +0.3%
59 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 375,799.0 $1.9M 0.10% +244K +184.8% $5.10 -2.7%
60 QUAL ISHARES TR 9,798.0 $1.9M 0.10% +212.0 +2.2% $191.81 +10.9%
Page 3 of 9  ·  180 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 28.6%
Financial Services 18.0%
Healthcare 9.4%
Communication Services 9.2%
Consumer Cyclical 8.9%
Industrials 8.5%
Consumer Defensive 6.0%
Energy 5.4%
Utilities 4.0%
Basic Materials 1.3%