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Portfolio (Quarterly) Guide ↗

Diversified Enterprises, LLC

· CIK 0002037264
13F Portfolio $1.7B AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 394 New
Page 3 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTEB VANGUARD MUN BD FDS 88,574.0 $4.5M 0.27% NEW $50.29 -0.9%
42 AVGO BROADCOM INC Technology 12,672.0 $4.4M 0.26% NEW $346.10 +19.8%
43 VTI VANGUARD INDEX FDS 12,840.0 $4.3M 0.26% NEW $335.28 +8.9%
44 V VISA INC Financial Services 12,071.0 $4.2M 0.25% NEW $350.71 -5.7%
45 QQQ INVESCO QQQ TR Financial Services 6,721.0 $4.1M 0.25% NEW $614.27 +16.3%
46 IEFA ISHARES TR 45,045.0 $4.0M 0.24% NEW $89.46 +8.8%
47 SO SOUTHERN CO Utilities 45,038.0 $3.9M 0.23% NEW $87.20 +7.4%
48 PPA INVESCO EXCHANGE TRADED FD T 23,838.0 $3.7M 0.22% NEW $156.63 +7.2%
49 IEMG ISHARES INC 55,367.0 $3.7M 0.22% NEW $67.22 +19.9%
50 SCHV SCHWAB STRATEGIC TR 120,722.0 $3.6M 0.21% NEW $29.61 +11.4%
51 SPHY SPDR SERIES TRUST 148,109.0 $3.5M 0.21% NEW $23.67 -1.1%
52 IWM ISHARES TR 13,743.0 $3.4M 0.20% NEW $246.15 +14.8%
53 USMV ISHARES TR 34,957.0 $3.3M 0.20% NEW $94.16 +2.0%
54 WMT WALMART INC Consumer Defensive 29,323.0 $3.3M 0.19% NEW $111.41 +17.5%
55 TSLA TESLA INC Consumer Cyclical 7,116.0 $3.2M 0.19% NEW $449.72 -7.2%
56 IHI ISHARES TR 50,846.0 $3.2M 0.19% NEW $62.15 -18.7%
57 XLY SELECT SECTOR SPDR TR 25,560.0 $3.1M 0.18% NEW $119.41 -0.6%
58 ABBV ABBVIE INC Healthcare 12,983.0 $3.0M 0.18% NEW $228.49 -6.1%
59 IYG ISHARES TR 31,426.0 $2.9M 0.17% NEW $92.25 -5.5%
60 IBM INTERNATIONAL BUSINESS MACHS Technology 9,708.0 $2.9M 0.17% NEW $296.20 -14.6%
Page 3 of 20  ·  394 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 33.1%
Financial Services 20.8%
Communication Services 9.9%
Healthcare 8.6%
Consumer Cyclical 7.3%
Industrials 6.9%
Energy 4.3%
Utilities 4.0%
Consumer Defensive 3.9%
Basic Materials 0.9%