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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 12 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CB CHUBB LIMITED Financial Services 1,525.0 $476K 0.03% NEW $312.12 +5.1%
222 UPS UNITED PARCEL SERVICE INC Industrials 4,777.0 $474K 0.03% NEW $99.18 +1.9%
223 BA BOEING CO Industrials 2,145.0 $466K 0.03% NEW $217.12 +0.9%
224 CFG CITIZENS FINL GROUP INC Financial Services 7,905.0 $462K 0.03% NEW $58.41 +7.7%
225 WDC WESTERN DIGITAL CORP Technology 2,676.0 $461K 0.03% NEW $172.27 +181.1%
226 IMO IMPERIAL OIL LTD Energy 5,320.0 $459K 0.03% NEW $86.31 +54.3%
227 CTVA CORTEVA INC Basic Materials 6,838.0 $458K 0.03% NEW $67.03 +18.7%
228 XLI SELECT SECTOR SPDR TR 2,929.0 $454K 0.03% NEW $155.14 +10.7%
229 IGPT INVESCO EXCHANGE TRADED FD T 7,626.0 $454K 0.03% NEW $59.47 +54.4%
230 SPDW SPDR INDEX SHS FDS 10,192.0 $453K 0.03% NEW $44.41 +13.1%
231 BME BLACKROCK HEALTH SCIENCES TR Financial Services 10,930.0 $450K 0.03% NEW $41.13 -3.7%
232 XSVN BONDBLOXX ETF TRUST 9,346.0 $449K 0.03% NEW $48.04 -2.4%
233 VLUE ISHARES TR 3,236.0 $442K 0.03% NEW $136.71 +37.0%
234 LRCX LAM RESEARCH CORP Technology 2,577.0 $441K 0.03% NEW $171.18 +78.4%
235 GLW CORNING INC Technology 4,921.0 $431K 0.03% NEW $87.57 +121.6%
236 USIG ISHARES TR 8,263.0 $428K 0.03% NEW $51.77 -1.5%
237 PJP INVESCO EXCHANGE TRADED FD T 4,063.0 $425K 0.03% NEW $104.53 +4.3%
238 IWN ISHARES TR 2,326.0 $421K 0.03% NEW $181.21 +16.6%
239 USB US BANCORP DEL Financial Services 7,715.0 $412K 0.02% NEW $53.36 +2.8%
240 NSC NORFOLK SOUTHN CORP Industrials 1,415.0 $409K 0.02% NEW $288.75 +8.9%
Page 12 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%