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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 18 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SPGI S&P GLOBAL INC Financial Services 630.0 $268K 0.01% -537.0 -46.0% $425.34 -1.8%
342 GM GENERAL MTRS CO Consumer Cyclical 3,576.0 $266K 0.01% +205.0 +6.1% $74.50 +5.8%
343 CL COLGATE PALMOLIVE CO Consumer Defensive 3,097.0 $264K 0.01% +414.0 +15.4% $85.23 +6.3%
344 MTB M & T BK CORP Financial Services 1,274.0 $263K 0.01% +16.0 +1.3% $206.80 +3.1%
345 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,618.0 $263K 0.01% -67.0 -1.8% $72.69 +6.6%
346 MDT MEDTRONIC PLC Healthcare 3,030.0 $263K 0.01% +139.0 +4.8% $86.65 -9.3%
347 IWO ISHARES TR 836.0 $262K 0.01% $313.92 +18.6%
348 WAT WATERS CORP Healthcare 880.0 $262K 0.01% NEW $297.80 +15.0%
349 VRT VERTIV HOLDINGS CO Industrials 1,045.0 $262K 0.01% NEW $250.58 +30.7%
350 SPMB SPDR SERIES TRUST 11,669.0 $261K 0.01% +830.0 +7.7% $22.39 -1.0%
351 CENCORA INC 811.0 $255K 0.01% -34.0 -4.0% $314.14
352 TRV TRAVELERS COMPANIES INC Financial Services 872.0 $254K 0.01% +57.0 +7.0% $291.70 +5.1%
353 EOS EATON VANCE ENHANCED EQUITY Financial Services 12,393.0 $254K 0.01% $20.46 +10.4%
354 OUNZ VANECK MERK GOLD ETF Financial Services 5,597.0 $252K 0.01% -284.0 -4.8% $45.05 -3.8%
355 STLD STEEL DYNAMICS INC Basic Materials 1,393.0 $251K 0.01% -7.0 -0.5% $180.00 +33.4%
356 LHX L3HARRIS TECHNOLOGIES INC Industrials 716.0 $247K 0.01% +23.0 +3.3% $345.27 -9.6%
357 SPEU SPDR INDEX SHS FDS 4,811.0 $247K 0.01% -6K -53.4% $51.24 +7.4%
358 ING ING GROEP N.V. Financial Services 9,449.0 $246K 0.01% -482.0 -4.8% $26.05 +17.1%
359 ISHARES TR 5,318.0 $246K 0.01% $46.23
360 SPIB SPDR SERIES TRUST 7,286.0 $244K 0.01% +665.0 +10.0% $33.54 -0.6%
Page 18 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%