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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 19 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 F FORD MTR CO Consumer Cyclical 21,169.0 $244K 0.01% +4K +24.2% $11.54 +29.4%
362 XEL XCEL ENERGY INC Utilities 3,061.0 $243K 0.01% +54.0 +1.8% $79.44 +2.1%
363 UNM UNUM GROUP Financial Services 3,321.0 $243K 0.01% -82.0 -2.4% $73.03 +15.7%
364 ES EVERSOURCE ENERGY Utilities 3,457.0 $240K 0.01% +233.0 +7.2% $69.28 +1.0%
365 NULG NUSHARES ETF TR 2,632.0 $239K 0.01% $90.96 +21.9%
366 SHW SHERWIN WILLIAMS CO Basic Materials 746.0 $239K 0.01% -73.0 -8.9% $320.55 -3.6%
367 FITB FIFTH THIRD BANCORP Financial Services 5,135.0 $239K 0.01% NEW $46.46 +6.5%
368 HYLS FIRST TR EXCHANGE-TRADED FD 5,876.0 $238K 0.01% -63.0 -1.1% $40.57 +0.4%
369 NEM NEWMONT CORP Basic Materials 2,199.0 $238K 0.01% +42.0 +1.9% $108.25 -0.6%
370 WTRG ESSENTIAL UTILS INC Utilities 5,870.0 $236K 0.01% $40.27 -7.0%
371 EMR EMERSON ELEC CO Industrials 1,794.0 $235K 0.01% +272.0 +17.9% $131.03 +4.1%
372 SPLV INVESCO EXCH TRADED FD TR II 3,186.0 $233K 0.01% -564.0 -15.0% $73.14 +1.3%
373 IYK ISHARES TR 3,295.0 $231K 0.01% $70.04 +4.1%
374 NRG NRG ENERGY INC Utilities 1,577.0 $230K 0.01% +45.0 +2.9% $146.14 -5.8%
375 AXTA AXALTA COATING SYS LTD Basic Materials 8,310.0 $230K 0.01% -287.0 -3.3% $27.70 +5.5%
376 BSX BOSTON SCIENTIFIC CORP Healthcare 3,662.0 $230K 0.01% -194.0 -5.0% $62.74 -7.9%
377 XCEM COLUMBIA ETF TR II 5,573.0 $227K 0.01% +168.0 +3.1% $40.81 +21.0%
378 EATON VANCE TAX-MANAGED BUY- 16,628.0 $227K 0.01% $13.67
379 SDY SPDR SERIES TRUST 1,551.0 $226K 0.01% $145.94 +2.8%
380 FDX FEDEX CORP Industrials 632.0 $225K 0.01% NEW $356.18 +10.7%
Page 19 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%