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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 3 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 7,622.0 $4.4M 0.24% -54.0 -0.7% $572.12 +6.2%
42 SO SOUTHERN CO Utilities 44,945.0 $4.3M 0.24% $96.52 -3.0%
43 SCHG SCHWAB STRATEGIC TR 148,715.0 $4.3M 0.24% +1K +0.9% $29.13 +17.7%
44 IEFA ISHARES TR 47,846.0 $4.3M 0.24% +3K +6.2% $90.53 +7.5%
45 JNJ JOHNSON & JOHNSON Healthcare 17,710.0 $4.3M 0.24% +7K +61.9% $244.44 -5.2%
46 DSI ISHARES TR 35,494.0 $4.3M 0.24% +624.0 +1.8% $121.19 +16.2%
47 AVGO BROADCOM INC Technology 13,507.0 $4.2M 0.23% +835.0 +6.6% $309.51 +33.9%
48 LMT LOCKHEED MARTIN CORP Industrials 6,808.0 $4.1M 0.23% +3K +96.9% $604.36 -13.5%
49 PPA INVESCO EXCHANGE TRADED FD T 23,983.0 $4.0M 0.22% +145.0 +0.6% $165.70 +1.3%
50 MA MASTERCARD INCORPORATED Financial Services 7,743.0 $3.9M 0.21% +3K +65.7% $499.67 -0.0%
51 SCHE SCHWAB STRATEGIC TR 116,855.0 $3.9M 0.21% +48K +69.6% $32.95 +8.0%
52 SPHY SPDR SERIES TRUST 162,915.0 $3.8M 0.21% +15K +10.0% $23.32 +0.3%
53 QQQ INVESCO QQQ TR Financial Services 6,560.0 $3.8M 0.21% -161.0 -2.4% $577.18 +23.8%
54 IEMG ISHARES INC 53,571.0 $3.7M 0.20% -2K -3.2% $69.75 +15.5%
55 TJX TJX COS INC NEW Consumer Cyclical 23,294.0 $3.7M 0.20% +14K +164.6% $159.70 -0.3%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,628.0 $3.6M 0.20% +1K +65.0% $996.43 +5.4%
57 SCHV SCHWAB STRATEGIC TR 114,045.0 $3.5M 0.19% -7K -5.5% $30.50 +8.2%
58 FSK FS KKR CAP CORP Financial Services 329,400.0 $3.4M 0.18% +11K +3.5% $10.18 +7.4%
59 IWM ISHARES TR 13,506.0 $3.3M 0.18% -237.0 -1.7% $248.01 +13.9%
60 VONV VANGUARD SCOTTSDALE FDS 35,493.0 $3.3M 0.18% -63K -63.9% $93.74 +9.8%
Page 3 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%