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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 7 of 20  ·  394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FDL FIRST TR EXCHANGE-TRADED FD 25,374.0 $1.1M 0.07% NEW $44.34 +14.9%
122 CTAS CINTAS CORP Industrials 5,923.0 $1.1M 0.07% NEW $188.07 -8.1%
123 ASML ASML HOLDING N V Technology 1,039.0 $1.1M 0.07% NEW $1069.86 +52.6%
124 XLK SELECT SECTOR SPDR TR 7,701.0 $1.1M 0.07% NEW $143.96 +25.3%
125 NEE NEXTERA ENERGY INC Utilities 13,298.0 $1.1M 0.06% NEW $80.28 +10.3%
126 AMAT APPLIED MATLS INC Technology 4,150.0 $1.1M 0.06% NEW $257.01 +68.2%
127 ESGD ISHARES TR 11,190.0 $1.1M 0.06% NEW $95.09 +8.1%
128 MBB ISHARES TR 11,046.0 $1.1M 0.06% NEW $95.22 -1.2%
129 GE GE AEROSPACE Industrials 3,408.0 $1.0M 0.06% NEW $308.03 -1.7%
130 PH PARKER-HANNIFIN CORP Industrials 1,185.0 $1.0M 0.06% NEW $878.79 -1.3%
131 PEP PEPSICO INC Consumer Defensive 7,234.0 $1.0M 0.06% NEW $143.53 +4.9%
132 MMM 3M CO Industrials 6,398.0 $1.0M 0.06% NEW $160.10 -4.8%
133 EFG ISHARES TR 8,792.0 $1.0M 0.06% NEW $113.92 +6.6%
134 INTU INTUIT Technology 1,501.0 $994K 0.06% NEW $662.42 -51.7%
135 NUDV NUSHARES ETF TR 33,045.0 $985K 0.06% NEW $29.81 +9.2%
136 VZ VERIZON COMMUNICATIONS INC Communication Services 24,072.0 $980K 0.06% NEW $40.73 +18.7%
137 GS GOLDMAN SACHS GROUP INC Financial Services 1,095.0 $963K 0.06% NEW $879.00 +13.4%
138 SEIQ SEI EXCHANGE TRADED FUNDS 24,429.0 $951K 0.06% NEW $38.93 +3.1%
139 TT TRANE TECHNOLOGIES PLC Industrials 2,404.0 $936K 0.06% NEW $389.20 +15.9%
140 PNC PNC FINL SVCS GROUP INC Financial Services 4,440.0 $927K 0.06% NEW $208.75 +5.0%
Page 7 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%