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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 16 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 GDX VANECK ETF TRUST 3,421.0 $293K 0.02% NEW $85.77 +0.3%
302 FPE FIRST TR EXCH TRADED FD III 16,078.0 $293K 0.02% NEW $18.22 -1.8%
303 SHEL SHELL PLC Energy 3,959.0 $291K 0.02% NEW $73.48 +18.0%
304 SPSM SPDR SERIES TRUST 6,191.0 $290K 0.02% NEW $46.86 +13.1%
305 EOS EATON VANCE ENHANCED EQUITY Financial Services 12,350.0 $289K 0.02% NEW $23.41 -2.8%
306 MCK MCKESSON CORP Healthcare 351.0 $288K 0.02% NEW $820.29 -6.6%
307 UNP UNION PAC CORP Industrials 1,239.0 $287K 0.02% NEW $231.32 +14.9%
308 ED CONSOLIDATED EDISON INC Utilities 2,885.0 $287K 0.02% NEW $99.33 +8.1%
309 CENCORA INC 845.0 $285K 0.02% NEW $337.75
310 Q QNITY ELECTRONICS INC Technology 3,494.0 $285K 0.02% NEW $81.65 +87.4%
311 ING ING GROEP N.V. Financial Services 9,931.0 $278K 0.02% NEW $28.00 +9.5%
312 AXTA AXALTA COATING SYS LTD Basic Materials 8,597.0 $278K 0.02% NEW $32.31 -9.8%
313 MDT MEDTRONIC PLC Healthcare 2,891.0 $278K 0.02% NEW $96.06 -18.6%
314 HOOD ROBINHOOD MKTS INC Financial Services 2,448.0 $277K 0.02% NEW $113.10 -32.9%
315 GM GENERAL MTRS CO Consumer Cyclical 3,371.0 $274K 0.02% NEW $81.32 -5.1%
316 NYT NEW YORK TIMES CO Communication Services 3,891.0 $270K 0.02% NEW $69.42 +7.0%
317 IWO ISHARES TR 835.0 $270K 0.02% NEW $323.01 +13.9%
318 SPLV INVESCO EXCH TRADED FD TR II 3,750.0 $268K 0.02% NEW $71.42 +3.2%
319 VPU VANGUARD WORLD FD 1,446.0 $268K 0.02% NEW $185.08 +5.3%
320 PLTR PALANTIR TECHNOLOGIES INC Technology 1,501.0 $267K 0.02% NEW $177.75 -22.8%
Page 16 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%