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Portfolio (Quarterly) Guide ↗

Diversified Enterprises, LLC

· CIK 0002037264
13F Portfolio $1.8B AUM 413 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 180 Added 129 Reduced 18 Exited
Page 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 11,052.0 $1.0M 0.06% -2K -16.9% $92.88 -3.4%
42 TT TRANE TECHNOLOGIES PLC Industrials 2,303.0 $960K 0.05% -101.0 -4.2% $416.74 +8.4%
43 MBB ISHARES TR 10,070.0 $956K 0.05% -976.0 -8.8% $94.95 -1.1%
44 MO ALTRIA GROUP INC Consumer Defensive 14,286.0 $943K 0.05% -203.0 -1.4% $65.99 +11.7%
45 EFG ISHARES TR 7,583.0 $844K 0.05% -1K -13.8% $111.36 +9.0%
46 GS GOLDMAN SACHS GROUP INC Financial Services 951.0 $805K 0.04% -144.0 -13.2% $845.99 +16.8%
47 TXN TEXAS INSTRS INC Technology 4,026.0 $782K 0.04% -25.0 -0.6% $194.13 +57.1%
48 LOW LOWES COS INC Consumer Cyclical 3,307.0 $781K 0.04% -146.0 -4.2% $236.26 -8.0%
49 HYG ISHARES TR 9,802.0 $780K 0.04% -1K -11.7% $79.56 +0.4%
50 GE GE AEROSPACE Industrials 2,722.0 $772K 0.04% -686.0 -20.1% $283.77 +6.3%
51 VWOB VANGUARD WHITEHALL FDS 11,745.0 $772K 0.04% -180.0 -1.5% $65.69 +0.8%
52 MS MORGAN STANLEY Financial Services 4,615.0 $760K 0.04% -244.0 -5.0% $164.58 +21.8%
53 WFC WELLS FARGO & CO Financial Services 9,424.0 $750K 0.04% -63.0 -0.7% $79.61 -4.8%
54 DE DEERE & CO Industrials 1,313.0 $740K 0.04% -23.0 -1.7% $563.24 -5.7%
55 NOC NORTHROP GRUMMAN CORP Industrials 1,070.0 $730K 0.04% -27.0 -2.5% $682.27 -19.2%
56 CRM SALESFORCE INC Technology 3,864.0 $721K 0.04% -398.0 -9.3% $186.67 -5.5%
57 AXP AMERICAN EXPRESS CO Financial Services 2,338.0 $707K 0.04% -23.0 -1.0% $302.44 +2.4%
58 ACWV ISHARES INC 5,641.0 $674K 0.04% -342.0 -5.7% $119.51 +2.2%
59 LQD ISHARES TR 6,089.0 $664K 0.04% -687.0 -10.1% $108.99 -0.8%
60 WDC WESTERN DIGITAL CORP Technology 2,432.0 $658K 0.04% -244.0 -9.1% $270.49 +69.9%
Page 3 of 7  ·  129 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 28.6%
Financial Services 18.0%
Healthcare 9.4%
Communication Services 9.2%
Consumer Cyclical 8.9%
Industrials 8.5%
Consumer Defensive 6.0%
Energy 5.4%
Utilities 4.0%
Basic Materials 1.3%