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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 5 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLP SELECT SECTOR SPDR TR 27,960.0 $2.3M 0.13% $81.98 +3.4%
82 CSCO CISCO SYS INC Technology 29,226.0 $2.3M 0.12% +4K +16.6% $77.59 +55.2%
83 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 6,706.0 $2.3M 0.12% -139.0 -2.0% $337.96 +19.7%
84 JAAA JANUS DETROIT STR TR 44,276.0 $2.2M 0.12% NEW $50.37 +0.6%
85 VIOV VANGUARD ADMIRAL FDS INC 21,423.0 $2.2M 0.12% NEW $101.74 +9.2%
86 PG PROCTER & GAMBLE CO Consumer Defensive 14,984.0 $2.2M 0.12% +4K +33.0% $144.44 +0.0%
87 CVX CHEVRON CORPORATION Energy 10,171.0 $2.1M 0.12% +137.0 +1.4% $206.90 -7.5%
88 PEP PEPSICO INC Consumer Defensive 13,347.0 $2.1M 0.11% +6K +84.5% $155.28 -3.0%
89 VXF VANGUARD INDEX FDS 9,965.0 $2.1M 0.11% -14K -57.8% $205.80 +12.2%
90 CME CME GROUP INC Financial Services 6,885.0 $2.0M 0.11% +5K +377.1% $295.35 -1.4%
91 SHYG ISHARES TR 47,672.0 $2.0M 0.11% +548.0 +1.2% $42.31 +0.3%
92 BND VANGUARD BD INDEX FDS 27,038.0 $2.0M 0.11% -2K -6.5% $73.64 -0.9%
93 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 3,000.0 $2.0M 0.11% NEW $650.34 +14.7%
94 SEIV SEI EXCHANGE TRADED FUNDS 46,119.0 $1.9M 0.10% -1K -2.9% $41.56 +12.7%
95 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 375,799.0 $1.9M 0.10% +244K +184.8% $5.10 -0.8%
96 WCC WESCO INTL INC Industrials 6,933.0 $1.9M 0.10% $273.62 +32.9%
97 SEIM SEI EXCHANGE TRADED FUNDS 41,501.0 $1.9M 0.10% -687.0 -1.6% $45.55 +16.2%
98 SGOV ISHARES TR 18,754.0 $1.9M 0.10% NEW $100.66 -0.0%
99 QUAL ISHARES TR 9,798.0 $1.9M 0.10% +212.0 +2.2% $191.81 +11.8%
100 T AT&T INC Communication Services 64,525.0 $1.9M 0.10% +1K +2.2% $28.99 -12.9%
Page 5 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%