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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 9 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NOW SERVICENOW INC Technology 5,136.0 $787K 0.05% NEW $153.19 -33.3%
162 SPYG SPDR SERIES TRUST 7,063.0 $754K 0.04% NEW $106.71 +10.8%
163 LQD ISHARES TR 6,776.0 $747K 0.04% NEW $110.19 -1.7%
164 KLAC KLA CORP Technology 614.0 $746K 0.04% NEW $1215.08 +55.4%
165 RTX RTX CORPORATION Industrials 3,978.0 $730K 0.04% NEW $183.40 -3.5%
166 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,607.0 $729K 0.04% NEW $453.36 -4.2%
167 INTC INTEL CORP Technology 19,496.0 $719K 0.04% NEW $36.90 +224.8%
168 MU MICRON TECHNOLOGY INC Technology 2,512.0 $717K 0.04% NEW $285.43 +163.1%
169 ACWV ISHARES INC 5,983.0 $710K 0.04% NEW $118.75 +3.1%
170 IVW ISHARES TR 5,762.0 $710K 0.04% NEW $123.26 +10.8%
171 SNPS SYNOPSYS INC Technology 1,511.0 $710K 0.04% NEW $469.72 +11.7%
172 TXN TEXAS INSTRS INC Technology 4,051.0 $703K 0.04% NEW $173.49 +78.2%
173 SCHO SCHWAB STRATEGIC TR 28,346.0 $691K 0.04% NEW $24.37 -1.0%
174 PANW PALO ALTO NETWORKS INC Technology 3,699.0 $681K 0.04% NEW $184.20 +41.5%
175 ADBE ADOBE INC Technology 1,944.0 $680K 0.04% NEW $349.99 -30.1%
176 APH AMPHENOL CORP NEW Technology 5,027.0 $679K 0.04% NEW $135.14 -2.3%
177 IWR ISHARES TR 6,784.0 $653K 0.04% NEW $96.27 +10.0%
178 ABT ABBOTT LABS Healthcare 5,141.0 $644K 0.04% NEW $125.28 -30.2%
179 EOG EOG RES INC Energy 6,066.0 $637K 0.04% NEW $105.01 +34.5%
180 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 71,043.0 $632K 0.04% NEW $8.90 -4.5%
Page 9 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%