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Portfolio (Quarterly) Guide ↗

Diversified Enterprises, LLC

· CIK 0002037264
13F Portfolio $1.7B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 394 New
Page 15 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PRU PRUDENTIAL FINL INC Financial Services 2,891.0 $326K 0.02% NEW $112.90 -7.8%
282 ESGV VANGUARD WORLD FD 2,664.0 $322K 0.02% NEW $120.96 +8.7%
283 CDNS CADENCE DESIGN SYSTEM INC Technology 1,026.0 $321K 0.02% NEW $312.58 +19.5%
284 ITW ILLINOIS TOOL WKS INC Industrials 1,292.0 $318K 0.02% NEW $246.33 +2.4%
285 SPHQ INVESCO EXCHANGE TRADED FD T 4,235.0 $318K 0.02% NEW $75.05 +12.8%
286 SLB SLB LIMITED Energy 8,256.0 $317K 0.02% NEW $38.38 +49.2%
287 PHM PULTE GROUP INC Consumer Cyclical 2,678.0 $314K 0.02% NEW $117.26 -0.7%
288 AEP AMERICAN ELEC PWR CO INC Utilities 2,717.0 $313K 0.02% NEW $115.32 +14.1%
289 DON WISDOMTREE TR 6,067.0 $313K 0.02% NEW $51.60 +7.1%
290 PSX PHILLIPS 66 Energy 2,422.0 $313K 0.02% NEW $129.05 +37.7%
291 NVS NOVARTIS AG Healthcare 2,238.0 $309K 0.02% NEW $137.87 +10.3%
292 D DOMINION ENERGY INC Utilities 5,262.0 $308K 0.02% NEW $58.59 +15.5%
293 VYM VANGUARD WHITEHALL FDS 2,134.0 $306K 0.02% NEW $143.54 +10.6%
294 CHE CHEMED CORP NEW Healthcare 709.0 $303K 0.02% NEW $427.86 +2.7%
295 WM WASTE MGMT INC DEL Industrials 1,378.0 $303K 0.02% NEW $219.73 -0.8%
296 IAU ISHARES GOLD TR Financial Services 3,709.0 $301K 0.02% NEW $81.17 +4.5%
297 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,738.0 $300K 0.02% NEW $80.30 -1.0%
298 APOS APOLLO GLOBAL MGMT INC Financial Services 2,057.0 $298K 0.02% NEW $144.76 -81.9%
299 OKE ONEOK INC NEW Energy 4,041.0 $297K 0.02% NEW $73.50 +27.9%
300 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,145.0 $296K 0.02% NEW $137.82 -1.3%
Page 15 of 20  ·  394 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 33.1%
Financial Services 20.8%
Communication Services 9.9%
Healthcare 8.6%
Consumer Cyclical 7.3%
Industrials 6.9%
Energy 4.3%
Utilities 4.0%
Consumer Defensive 3.9%
Basic Materials 0.9%