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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 21 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IVT INVENTRUST PPTYS CORP Real Estate 6,678.0 $203K 0.01% NEW $30.46 +7.6%
402 GVI ISHARES TR 1,885.0 $201K 0.01% $106.68 -0.8%
403 TGT TARGET CORP Consumer Defensive 1,653.0 $200K 0.01% NEW $121.20 +0.9%
404 EATON VANCE TAX-MANAGED GLOB 20,610.0 $181K 0.01% +145.0 +0.7% $8.78
405 FUSB FIRST US BANCSHARES INC Financial Services 11,493.0 $176K 0.01% $15.30 +4.5%
406 SAN BANCO SANTANDER SA Financial Services 15,572.0 $176K 0.01% +1K +7.3% $11.28 +9.8%
407 TDF TEMPLETON DRAGON FD INC Financial Services 11,522.0 $122K 0.01% +92.0 +0.8% $10.61 +4.0%
408 ABR ARBOR REALTY TRUST INC Real Estate 13,024.0 $100K 0.01% $7.71 -23.3%
409 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 11,419.0 $93K 0.01% +66.0 +0.6% $8.17 +3.1%
410 DLNG DYNAGAS LNG PARTNERS LP Energy 21,517.0 $92K 0.01% $4.28 -7.9%
411 LYG LLOYDS BANKING GROUP PLC Financial Services 12,316.0 $62K 0.00% $5.03 +7.6%
412 OABI OMNIAB INC Healthcare 11,311.0 $18K 0.00% NEW $1.57 +62.4%
413 SMRT SMARTRENT INC Technology 10,886.0 $16K 0.00% NEW $1.50 -18.0%
Page 21 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%