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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 13 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLF SELECT SECTOR SPDR TR 10,048.0 $496K 0.03% +92.0 +0.9% $49.37 +5.2%
242 SCHO SCHWAB STRATEGIC TR 20,419.0 $496K 0.03% -8K -28.0% $24.27 -0.6%
243 IJR ISHARES TR 3,967.0 $493K 0.03% NEW $124.31 +10.5%
244 NOBL PROSHARES TR 4,635.0 $491K 0.03% -358.0 -7.2% $106.01 +1.7%
245 FBT FIRST TR EXCHANGE-TRADED FD 2,417.0 $485K 0.03% $200.81 +6.0%
246 NKE NIKE INC Consumer Cyclical 9,159.0 $484K 0.03% -77.0 -0.8% $52.82 -15.4%
247 CFG CITIZENS FINL GROUP INC Financial Services 8,033.0 $482K 0.03% +128.0 +1.6% $59.97 +4.9%
248 PSX PHILLIPS 66 Energy 2,601.0 $474K 0.03% +179.0 +7.4% $182.20 -2.5%
249 SUSA ISHARES TR 3,573.0 $472K 0.03% +19.0 +0.5% $132.11 +14.6%
250 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,179.0 $468K 0.03% $38.42 +11.8%
251 MKC MCCORMICK & CO INC Consumer Defensive 9,237.0 $466K 0.03% NEW $50.44 -5.2%
252 SPDW SPDR INDEX SHS FDS 10,170.0 $464K 0.03% $45.65 +10.0%
253 FE FIRSTENERGY CORP Utilities 9,150.0 $464K 0.03% +65.0 +0.7% $50.66 -8.6%
254 VTIP VANGUARD MALVERN FDS 9,236.0 $461K 0.03% -7K -44.1% $49.95 +0.5%
255 BCS BARCLAYS PLC Financial Services 21,652.0 $458K 0.03% -220.0 -1.0% $21.16 +12.6%
256 VLUE ISHARES TR 3,206.0 $456K 0.03% -30.0 -0.9% $142.19 +31.7%
257 GILD GILEAD SCIENCES INC Healthcare 3,185.0 $444K 0.02% $139.39 -3.6%
258 IGPT INVESCO EXCHANGE TRADED FD T 7,626.0 $443K 0.02% $58.07 +58.1%
259 XSVN BONDBLOXX ETF TRUST 9,233.0 $441K 0.02% -113.0 -1.2% $47.72 -1.7%
260 ADI ANALOG DEVICES INC Technology 1,381.0 $439K 0.02% -63.0 -4.4% $318.17 +24.8%
Page 13 of 21  ·  413 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%