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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 6 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MRK MERCK & CO INC Healthcare 13,432.0 $1.4M 0.08% NEW $105.26 +16.3%
102 GLD SPDR GOLD TR Financial Services 3,563.0 $1.4M 0.08% NEW $396.27 +4.4%
103 TJX TJX COS INC NEW Consumer Cyclical 8,804.0 $1.4M 0.08% NEW $153.61 +3.0%
104 COF CAPITAL ONE FINL CORP Financial Services 5,472.0 $1.3M 0.08% NEW $242.36 -22.5%
105 TMUS T-MOBILE US INC Communication Services 6,490.0 $1.3M 0.08% NEW $203.04 -5.7%
106 XLU SELECT SECTOR SPDR TR 30,848.0 $1.3M 0.08% NEW $42.69 +6.2%
107 VBK VANGUARD INDEX FDS 4,334.0 $1.3M 0.08% NEW $302.11 +14.9%
108 IUSG ISHARES TR 7,737.0 $1.3M 0.08% NEW $167.93 +11.1%
109 HYMB SPDR SERIES TRUST 49,151.0 $1.2M 0.07% NEW $24.94 +0.1%
110 PFE PFIZER INC Healthcare 48,494.0 $1.2M 0.07% NEW $24.90 +4.0%
111 BNDX VANGUARD CHARLOTTE FDS 24,832.0 $1.2M 0.07% NEW $48.32 -0.5%
112 SUB ISHARES TR 11,178.0 $1.2M 0.07% NEW $106.70 -0.4%
113 HCA HCA HEALTHCARE INC Healthcare 2,545.0 $1.2M 0.07% NEW $466.86 -15.6%
114 KO COCA COLA CO Consumer Defensive 16,799.0 $1.2M 0.07% NEW $69.91 +16.6%
115 AMD ADVANCED MICRO DEVICES INC Technology 5,449.0 $1.2M 0.07% NEW $214.16 +118.3%
116 SEI EXCHANGE TRADED FUNDS 35,699.0 $1.2M 0.07% NEW $32.53
117 SPEM SPDR INDEX SHS FDS 24,196.0 $1.1M 0.07% NEW $46.81 +9.8%
118 APP APPLOVIN CORP Technology 1,679.0 $1.1M 0.07% NEW $673.82 -28.5%
119 CRM SALESFORCE INC Technology 4,262.0 $1.1M 0.07% NEW $264.91 -32.0%
120 EMB ISHARES TR 11,708.0 $1.1M 0.07% NEW $96.28 -1.2%
Page 6 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%