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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 17 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SHW SHERWIN WILLIAMS CO Basic Materials 819.0 $265K 0.02% NEW $324.03 -5.0%
322 DVY ISHARES TR 1,877.0 $265K 0.02% NEW $141.16 +9.2%
323 NFG NATIONAL FUEL GAS CO Energy 3,309.0 $265K 0.02% NEW $80.06 +1.5%
324 UNM UNUM GROUP Financial Services 3,403.0 $264K 0.02% NEW $77.50 +8.2%
325 JKHY HENRY JACK & ASSOC INC Technology 1,412.0 $258K 0.01% NEW $182.48 -23.5%
326 NULG NUSHARES ETF TR 2,632.0 $257K 0.01% NEW $97.82 +12.6%
327 BP BP PLC Energy 7,369.0 $256K 0.01% NEW $34.73 +29.2%
328 MTB M & T BK CORP Financial Services 1,258.0 $254K 0.01% NEW $201.53 +5.4%
329 WELL WELLTOWER INC Real Estate 1,352.0 $251K 0.01% NEW $185.61 +17.8%
330 EIC EAGLE POINT INCOME COMPANY I Financial Services 21,970.0 $251K 0.01% NEW $11.41 -6.8%
331 RELX RELX PLC Communication Services 6,172.0 $249K 0.01% NEW $40.42 -16.9%
332 HYLS FIRST TR EXCHANGE-TRADED FD 5,939.0 $249K 0.01% NEW $41.86 -2.8%
333 FNF FIDELITY NATIONAL FINANCIAL Financial Services 4,543.0 $248K 0.01% NEW $54.59 -9.6%
334 NRG NRG ENERGY INC Utilities 1,532.0 $244K 0.01% NEW $159.24 -14.0%
335 OUNZ VANECK MERK GOLD ETF Financial Services 5,881.0 $244K 0.01% NEW $41.48 +5.3%
336 SPMB SPDR SERIES TRUST 10,839.0 $243K 0.01% NEW $22.41 -1.4%
337 ISHARES TR 5,318.0 $242K 0.01% NEW $45.45
338 EATON VANCE TAX-MANAGED BUY- 16,563.0 $238K 0.01% NEW $14.36
339 STLD STEEL DYNAMICS INC Basic Materials 1,400.0 $237K 0.01% NEW $169.45 +34.7%
340 CRH PLC 1,900.0 $237K 0.01% NEW $124.80
Page 17 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%