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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 4,776.0 $649K 0.04% -145.0 -3.0% $135.96 +41.1%
62 AMGN AMGEN INC Healthcare 1,830.0 $644K 0.04% -20.0 -1.1% $351.91 -4.1%
63 IVW ISHARES TR 5,662.0 $640K 0.04% -100.0 -1.7% $113.12 +20.8%
64 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,432.0 $639K 0.04% -175.0 -10.9% $446.54 -3.6%
65 KR KROGER CO Consumer Defensive 8,477.0 $613K 0.03% -111.0 -1.3% $72.36 -7.3%
66 APH AMPHENOL CORP Technology 4,781.0 $604K 0.03% -246.0 -4.9% $126.35 -1.2%
67 SNPS SYNOPSYS INC Technology 1,488.0 $590K 0.03% -23.0 -1.5% $396.48 +25.8%
68 APP APPLOVIN CORP Technology 1,474.0 $587K 0.03% -205.0 -12.2% $398.00 +22.1%
69 ETN EATON CORP PLC Industrials 1,630.0 $583K 0.03% -134.0 -7.6% $357.59 +6.7%
70 INTU INTUIT Technology 1,287.0 $556K 0.03% -214.0 -14.3% $432.38 -29.0%
71 EMLC VANECK ETF TRUST 22,003.0 $552K 0.03% -641.0 -2.8% $25.11 +0.9%
72 LRCX LAM RESEARCH CORP Technology 2,523.0 $539K 0.03% -54.0 -2.1% $213.66 +41.5%
73 PAVE GLOBAL X FDS 10,300.0 $523K 0.03% -738.0 -6.7% $50.81 +7.3%
74 MPC MARATHON PETE CORP Energy 2,106.0 $514K 0.03% -12.0 -0.6% $244.15 +1.8%
75 SEI EXCHANGE TRADED FUNDS 18,546.0 $512K 0.03% -260.0 -1.4% $27.63
76 ESGU ISHARES TR 3,546.0 $501K 0.03% -685.0 -16.2% $141.42 +14.5%
77 DUK DUKE ENERGY CORP NEW Utilities 3,810.0 $499K 0.03% -256.0 -6.3% $130.94 -4.8%
78 SCHO SCHWAB STRATEGIC TR 20,419.0 $496K 0.03% -8K -28.0% $24.27 -0.5%
79 NOBL PROSHARES TR 4,635.0 $491K 0.03% -358.0 -7.2% $106.01 +1.2%
80 NKE NIKE INC Consumer Cyclical 9,159.0 $484K 0.03% -77.0 -0.8% $52.82 -16.0%
Page 4 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%