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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 8 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LIN LINDE PLC Basic Materials 2,139.0 $912K 0.05% NEW $426.39 +21.4%
142 NUSC NUSHARES ETF TR 20,337.0 $908K 0.05% NEW $44.65 +10.1%
143 HYG ISHARES TR 11,101.0 $895K 0.05% NEW $80.63 -0.9%
144 ET ENERGY TRANSFER L P Energy 53,923.0 $889K 0.05% NEW $16.49 +21.7%
145 WFC WELLS FARGO CO NEW Financial Services 9,487.0 $884K 0.05% NEW $93.20 -18.0%
146 DIS DISNEY WALT CO Communication Services 7,748.0 $881K 0.05% NEW $113.77 -9.5%
147 AXP AMERICAN EXPRESS CO Financial Services 2,361.0 $873K 0.05% NEW $369.89 -15.7%
148 MS MORGAN STANLEY Financial Services 4,859.0 $863K 0.05% NEW $177.52 +13.2%
149 LEAD SIREN ETF TR 11,262.0 $858K 0.05% NEW $76.23 +11.7%
150 FS SPECIALTY LENDING FD 59,187.0 $837K 0.05% NEW $14.14
151 MO ALTRIA GROUP INC Consumer Defensive 14,489.0 $835K 0.05% NEW $57.66 +28.2%
152 LOW LOWES COS INC Consumer Cyclical 3,453.0 $833K 0.05% NEW $241.19 -10.8%
153 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 131,965.0 $831K 0.05% NEW $6.30 -19.7%
154 ASTRAZENECA PLC 9,019.0 $829K 0.05% NEW $91.93
155 C CITIGROUP INC Financial Services 7,022.0 $819K 0.05% NEW $116.69 +7.2%
156 SYK STRYKER CORPORATION Healthcare 2,326.0 $817K 0.05% NEW $351.40 -9.9%
157 VTIP VANGUARD MALVERN FDS 16,518.0 $817K 0.05% NEW $49.46 +1.5%
158 VWOB VANGUARD WHITEHALL FDS 11,925.0 $804K 0.05% NEW $67.43 -1.7%
159 XLE SELECT SECTOR SPDR TR 17,883.0 $800K 0.05% NEW $44.71 +33.1%
160 PM PHILIP MORRIS INTL INC Consumer Defensive 4,945.0 $793K 0.05% NEW $160.40 +17.8%
Page 8 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%