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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 6 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BAC BANK AMERICA CORP Financial Services 37,594.0 $1.8M 0.10% -2K -5.3% $48.75 +6.3%
102 XLG INVESCO EXCHANGE TRADED FD T 32,742.0 $1.8M 0.10% -750.0 -2.2% $54.55 +16.5%
103 VBR VANGUARD INDEX FDS 8,173.0 $1.8M 0.10% -120.0 -1.4% $217.25 +7.1%
104 ABT ABBOTT LABORATORIES Healthcare 16,615.0 $1.7M 0.09% +11K +223.2% $102.67 -14.9%
105 MRK MERCK & CO INC Healthcare 14,153.0 $1.7M 0.09% +721.0 +5.4% $120.29 +1.8%
106 GLD SPDR GOLD TR Financial Services 3,922.0 $1.7M 0.09% +359.0 +10.1% $430.25 -3.8%
107 SYK STRYKER CORPORATION Healthcare 5,113.0 $1.7M 0.09% +3K +119.8% $328.58 -3.7%
108 HYD VANECK ETF TRUST 31,897.0 $1.6M 0.09% +291.0 +0.9% $50.14 +1.2%
109 QTEC FIRST TR EXCHANGE-TRADED FD 7,307.0 $1.6M 0.09% $215.99 +41.0%
110 WEC WEC ENERGY GROUP INC Utilities 13,216.0 $1.5M 0.08% +10K +290.5% $115.77 -2.0%
111 ROST ROSS STORES INC Consumer Cyclical 7,022.0 $1.5M 0.08% NEW $216.63 +8.4%
112 NFLX NETFLIX INC. Communication Services 15,743.0 $1.5M 0.08% +372.0 +2.4% $96.15 -7.9%
113 ORCL ORACLE CORP Technology 10,009.0 $1.5M 0.08% -412.0 -4.0% $147.10 +30.6%
114 BA BOEING CO Industrials 7,323.0 $1.5M 0.08% +5K +241.4% $199.03 +10.0%
115 PFE PFIZER INC Healthcare 50,684.0 $1.4M 0.08% +2K +4.5% $28.08 -7.8%
116 KO COCA COLA CO Consumer Defensive 18,565.0 $1.4M 0.08% +2K +10.5% $76.05 +7.1%
117 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,860.0 $1.4M 0.08% +57.0 +2.0% $491.53 -8.8%
118 VZ VERIZON COMMUNICATIONS INC Communication Services 27,872.0 $1.4M 0.08% +4K +15.8% $50.20 -3.7%
119 AMAT APPLIED MATLS INC Technology 4,051.0 $1.4M 0.08% -99.0 -2.4% $341.82 +26.4%
120 IWF ISHARES TR 3,224.0 $1.4M 0.07% +54.0 +1.7% $426.38 -70.7%
Page 6 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%