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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 7 of 9  ·  180 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SUSA ISHARES TR 3,573.0 $472K 0.03% +19.0 +0.5% $132.11 +14.0%
122 FE FIRSTENERGY CORP Utilities 9,150.0 $464K 0.03% +65.0 +0.7% $50.66 -10.2%
123 HYXF ISHARES TR 9,235.0 $428K 0.02% +719.0 +8.4% $46.31 +0.4%
124 BK BANK NEW YORK MELLON CORP Financial Services 3,580.0 $425K 0.02% +584.0 +19.5% $118.63 +17.2%
125 BME BLACKROCK HEALTH SCIENCES TR Financial Services 11,018.0 $424K 0.02% +88.0 +0.8% $38.51 +1.9%
126 ACN ACCENTURE PLC IRELAND Technology 2,132.0 $423K 0.02% +57.0 +2.8% $198.25 -10.3%
127 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,038.0 $413K 0.02% +77.0 +2.6% $136.11 -9.0%
128 PRU PRUDENTIAL FINL INC Financial Services 4,180.0 $408K 0.02% +1K +44.6% $97.70 +5.6%
129 Q QNITY ELECTRONICS INC Technology 3,525.0 $407K 0.02% +31.0 +0.9% $115.38 +32.6%
130 SPYD SPDR SERIES TRUST 8,546.0 $389K 0.02% +91.0 +1.1% $45.52 +3.8%
131 SHEL SHELL PLC Energy 4,173.0 $388K 0.02% +214.0 +5.4% $93.00 -6.8%
132 VLO VALERO ENERGY CORP Energy 1,563.0 $386K 0.02% +120.0 +8.3% $247.08 +2.7%
133 OKE ONEOK INC NEW Energy 4,127.0 $373K 0.02% +86.0 +2.1% $90.39 +2.5%
134 SCHW SCHWAB CHARLES CORP Financial Services 3,958.0 $372K 0.02% +645.0 +19.5% $93.98 -4.1%
135 WM WASTE MGMT INC DEL Industrials 1,616.0 $371K 0.02% +238.0 +17.3% $229.81 -4.4%
136 AEP AMERICAN ELEC PWR CO INC Utilities 2,781.0 $364K 0.02% +64.0 +2.4% $131.06 -1.1%
137 NVS NOVARTIS AG Healthcare 2,376.0 $363K 0.02% +138.0 +6.2% $152.74 -0.6%
138 JPLD J P MORGAN EXCHANGE TRADED F 6,789.0 $354K 0.02% +134.0 +2.0% $52.19 -0.3%
139 BLK BLACKROCK INC Financial Services 367.0 $353K 0.02% +4.0 +1.1% $961.36 +10.7%
140 D DOMINION ENERGY INC Utilities 5,555.0 $343K 0.02% +293.0 +5.6% $61.82 +10.5%
Page 7 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%