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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 4 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOO VANGUARD INDEX FDS 4,339.0 $2.7M 0.16% NEW $627.19 +8.9%
62 MA MASTERCARD INCORPORATED Financial Services 4,673.0 $2.7M 0.16% NEW $570.89 -12.5%
63 EAGG ISHARES TR 52,412.0 $2.5M 0.15% NEW $47.85 -1.6%
64 XMMO INVESCO EXCHANGE TRADED FD T 17,722.0 $2.5M 0.15% NEW $138.46 +18.0%
65 IDEV ISHARES TR 28,487.0 $2.3M 0.14% NEW $82.48 +8.9%
66 AON AON PLC Financial Services 6,636.0 $2.3M 0.14% NEW $352.88 -8.1%
67 VWO VANGUARD INTL EQUITY INDEX F 42,810.0 $2.3M 0.14% NEW $53.76 +9.2%
68 JNJ JOHNSON & JOHNSON Healthcare 10,939.0 $2.3M 0.14% NEW $206.94 +12.0%
69 SCHE SCHWAB STRATEGIC TR 68,900.0 $2.3M 0.13% NEW $32.75 +8.6%
70 PWR QUANTA SVCS INC Industrials 5,341.0 $2.3M 0.13% NEW $422.08 +68.2%
71 HD HOME DEPOT INC Consumer Cyclical 6,542.0 $2.3M 0.13% NEW $344.10 -8.8%
72 BAC BANK AMERICA CORP Financial Services 39,685.0 $2.2M 0.13% NEW $55.00 -6.4%
73 XLP SELECT SECTOR SPDR TR 27,946.0 $2.2M 0.13% NEW $77.68 +9.0%
74 BND VANGUARD BD INDEX FDS 28,908.0 $2.1M 0.13% NEW $74.07 -1.5%
75 MCD MCDONALDS CORP Consumer Cyclical 6,896.0 $2.1M 0.12% NEW $305.64 -7.0%
76 CAT CATERPILLAR INC Industrials 3,646.0 $2.1M 0.12% NEW $572.85 +51.2%
77 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,845.0 $2.1M 0.12% NEW $303.90 +32.2%
78 ORCL ORACLE CORP Technology 10,421.0 $2.0M 0.12% NEW $194.91 -2.6%
79 SHYG ISHARES TR 47,124.0 $2.0M 0.12% NEW $42.87 -1.0%
80 XLG INVESCO EXCHANGE TRADED FD T 33,492.0 $2.0M 0.12% NEW $59.28 +7.1%
Page 4 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%