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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 8 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMD ADVANCED MICRO DEVICES INC Technology 5,590.0 $1.1M 0.06% +141.0 +2.6% $203.43 +129.8%
142 LIN LINDE PLC Basic Materials 2,280.0 $1.1M 0.06% +141.0 +6.6% $495.76 +4.4%
143 NUDV NUSHARES ETF TR 36,265.0 $1.1M 0.06% +3K +9.7% $30.75 +5.9%
144 XLE SELECT SECTOR SPDR TR 18,027.0 $1.1M 0.06% +144.0 +0.8% $61.26 -2.9%
145 IJH ISHARES TR 16,093.0 $1.1M 0.06% +7K +69.8% $67.53 +8.8%
146 MU MICRON TECHNOLOGY INC Technology 3,179.0 $1.1M 0.06% +667.0 +26.6% $337.87 +122.3%
147 ESGD ISHARES TR 11,215.0 $1.1M 0.06% $95.62 +7.5%
148 EMB ISHARES TR 11,340.0 $1.1M 0.06% -368.0 -3.1% $93.93 +1.3%
149 PH PARKER-HANNIFIN CORP Industrials 1,181.0 $1.1M 0.06% $895.14 -3.1%
150 PNC PNC FINL SVCS GROUP INC Financial Services 5,017.0 $1.0M 0.06% +577.0 +13.0% $208.11 +5.3%
151 ET ENERGY TRANSFER L P Energy 53,923.0 $1.0M 0.06% $19.30 +4.0%
152 AON AON PLC Financial Services 3,207.0 $1.0M 0.06% -3K -51.7% $322.78 +0.6%
153 NEE NEXTERA ENERGY INC Utilities 11,052.0 $1.0M 0.06% -2K -16.9% $92.88 -4.7%
154 XLK SELECT SECTOR SPDR TR 7,691.0 $1.0M 0.06% $132.90 +35.7%
155 CTAS CINTAS CORP Industrials 5,956.0 $1.0M 0.06% +33.0 +0.6% $169.14 +2.2%
156 NUSC NUSHARES ETF TR 22,218.0 $1.0M 0.06% +2K +9.2% $45.06 +9.1%
157 COF CAPITAL ONE FINL CORP Financial Services 5,466.0 $997K 0.06% $182.43 +2.9%
158 BDX BECTON DICKINSON & CO Healthcare 6,338.0 $997K 0.06% NEW $157.23 -6.1%
159 MMM 3M CO Industrials 6,850.0 $995K 0.05% +452.0 +7.1% $145.23 +5.0%
160 GWW WW GRAINGER INC Industrials 911.0 $994K 0.05% NEW $1090.81 +14.4%
Page 8 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%