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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 6 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIS DISNEY WALT CO Communication Services 7,826.0 $754K 0.04% +78.0 +1.0% $96.38 +7.5%
102 IWR ISHARES TR 7,633.0 $742K 0.04% +849.0 +12.5% $97.23 +8.0%
103 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,967.0 $726K 0.04% +3K +26.9% $60.65 -1.8%
104 CSX CSX CORP Industrials 16,581.0 $681K 0.04% +101.0 +0.6% $41.05 +11.8%
105 EXC EXELON CORP Utilities 13,847.0 $679K 0.04% +1K +9.4% $49.02 -7.5%
106 FANG DIAMONDBACK ENERGY INC Energy 3,340.0 $661K 0.04% +776.0 +30.3% $197.79 +1.6%
107 PANW PALO ALTO NETWORKS INC Technology 4,081.0 $654K 0.04% +382.0 +10.3% $160.32 +57.8%
108 CB CHUBB LTD SWITZ Financial Services 1,986.0 $647K 0.04% +461.0 +30.2% $325.93 +1.3%
109 SUSB ISHARES TR 25,340.0 $635K 0.04% +2K +8.6% $25.06 -0.5%
110 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 73,923.0 $630K 0.03% +3K +4.0% $8.52 -0.2%
111 NOW SERVICENOW INC Technology 5,653.0 $591K 0.03% +517.0 +10.1% $104.55 -4.6%
112 BCI ABRDN ETFS 23,939.0 $581K 0.03% +3K +16.2% $24.29 +3.2%
113 PGR PROGRESSIVE CORP Financial Services 2,767.0 $549K 0.03% +45.0 +1.6% $198.24 +2.2%
114 COP CONOCOPHILLIPS Energy 4,069.0 $537K 0.03% +230.0 +6.0% $132.00 -8.7%
115 VOE VANGUARD INDEX FDS 2,900.0 $534K 0.03% +39.0 +1.4% $184.28 +4.5%
116 UPS UNITED PARCEL SVCS INC Industrials 5,395.0 $531K 0.03% +618.0 +12.9% $98.38 +0.5%
117 AMT AMERICAN TOWER CORP Real Estate 2,917.0 $503K 0.03% +47.0 +1.6% $172.58 +6.5%
118 XLF SELECT SECTOR SPDR TR 10,048.0 $496K 0.03% +92.0 +0.9% $49.37 +4.8%
119 CFG CITIZENS FINL GROUP INC Financial Services 8,033.0 $482K 0.03% +128.0 +1.6% $59.97 +4.7%
120 PSX PHILLIPS 66 Energy 2,601.0 $474K 0.03% +179.0 +7.4% $182.20 -1.6%
Page 6 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%