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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 14 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IWN ISHARES TR 2,316.0 $439K 0.02% $189.59 +11.5%
262 FS SPECIALTY LENDING FD 34,928.0 $437K 0.02% -24K -41.0% $12.51
263 DES WISDOMTREE TR 12,063.0 $434K 0.02% $35.94 +7.1%
264 SBUX STARBUCKS CORP Consumer Cyclical 4,803.0 $430K 0.02% $89.59 +15.1%
265 HYXF ISHARES TR 9,235.0 $428K 0.02% +719.0 +8.4% $46.31 +0.5%
266 BK BANK NEW YORK MELLON CORP Financial Services 3,580.0 $425K 0.02% +584.0 +19.5% $118.63 +17.3%
267 BME BLACKROCK HEALTH SCIENCES TR Financial Services 11,018.0 $424K 0.02% +88.0 +0.8% $38.51 +2.9%
268 ACN ACCENTURE PLC IRELAND Technology 2,132.0 $423K 0.02% +57.0 +2.8% $198.25 -9.6%
269 PJP INVESCO EXCHANGE TRADED FD T 4,065.0 $422K 0.02% $103.75 +5.1%
270 USIG ISHARES TR 8,219.0 $421K 0.02% -44.0 -0.5% $51.23 -0.4%
271 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,038.0 $413K 0.02% +77.0 +2.6% $136.11 -8.0%
272 EME EMCOR GROUP INC Industrials 559.0 $413K 0.02% $738.56 +14.9%
273 PRU PRUDENTIAL FINL INC Financial Services 4,180.0 $408K 0.02% +1K +44.6% $97.70 +6.6%
274 Q QNITY ELECTRONICS INC Technology 3,525.0 $407K 0.02% +31.0 +0.9% $115.38 +36.0%
275 USB US BANCORP Financial Services 7,634.0 $397K 0.02% -81.0 -1.1% $52.01 +5.4%
276 NSC NORFOLK SOUTHN CORP Industrials 1,376.0 $395K 0.02% -39.0 -2.8% $287.03 +9.6%
277 DD DUPONT DE NEMOURS INC Basic Materials 8,620.0 $395K 0.02% -529.0 -5.8% $45.80 +5.1%
278 SPYD SPDR SERIES TRUST 8,546.0 $389K 0.02% +91.0 +1.1% $45.52 +4.8%
279 SHEL SHELL PLC Energy 4,173.0 $388K 0.02% +214.0 +5.4% $93.00 -7.8%
280 VLO VALERO ENERGY CORP Energy 1,563.0 $386K 0.02% +120.0 +8.3% $247.08 -0.0%
Page 14 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%