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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 4 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USMV ISHARES TR 33,747.0 $3.1M 0.17% -1K -3.5% $92.74 +3.6%
62 VONG VANGUARD SCOTTSDALE FDS 28,257.0 $3.1M 0.17% -52K -64.8% $109.69 +17.0%
63 EA SERIES TRUST 60,080.0 $2.9M 0.16% NEW $48.94
64 ABBV ABBVIE INC Healthcare 13,202.0 $2.9M 0.16% +219.0 +1.7% $217.49 -1.3%
65 PWR QUANTA SVCS INC Industrials 5,226.0 $2.9M 0.16% -115.0 -2.1% $549.06 +29.3%
66 VTI VANGUARD INDEX FDS 8,751.0 $2.8M 0.15% -4K -31.9% $320.82 +13.8%
67 TSLA TESLA INC Consumer Cyclical 7,523.0 $2.8M 0.15% +407.0 +5.7% $371.75 +12.2%
68 XLY SELECT SECTOR SPDR TR 25,447.0 $2.8M 0.15% $108.98 +8.9%
69 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 29,999.0 $2.8M 0.15% +24K +363.9% $92.31 +0.0%
70 IHI ISHARES TR 51,134.0 $2.7M 0.15% +288.0 +0.6% $53.35 -5.3%
71 EAGG ISHARES TR 56,641.0 $2.7M 0.15% +4K +8.1% $47.55 -1.0%
72 VOO VANGUARD INDEX FDS 4,489.0 $2.7M 0.15% +150.0 +3.5% $597.54 +14.3%
73 CAT CATERPILLAR INC Industrials 3,720.0 $2.6M 0.14% +74.0 +2.0% $708.48 +22.2%
74 IYG ISHARES TR 31,228.0 $2.6M 0.14% -198.0 -0.6% $82.84 +5.3%
75 XMMO INVESCO EXCHANGE TRADED FD T 17,668.0 $2.6M 0.14% $145.02 +12.7%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 10,063.0 $2.4M 0.13% +355.0 +3.7% $242.40 +4.4%
77 VWO VANGUARD INTL EQUITY INDEX F 44,784.0 $2.4M 0.13% +2K +4.6% $54.05 +8.6%
78 IDEV ISHARES TR 28,012.0 $2.3M 0.13% -475.0 -1.7% $83.57 +7.4%
79 MCD MCDONALDS CORP Consumer Cyclical 7,504.0 $2.3M 0.13% +608.0 +8.8% $310.77 -8.6%
80 HD HOME DEPOT INC Consumer Cyclical 7,007.0 $2.3M 0.13% +465.0 +7.1% $328.91 -4.6%
Page 4 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%