Diversified Investment Strategies, LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$152.5M

Holdings

50

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (50 positions)

#StockSharesValue% PortfolioType
1
XOMEXXON MOBIL CORP
215,318$25.9M16.99%
2
JOEST JOE CO
273,950$16.3M10.66%
3
WBDWARNER BROS DISCOVERY INC
394,185$11.4M7.45%
4
GDDYGODADDY INC
82,950$10.3M6.75%
5
DKSDICKS SPORTING GOODS INC
40,365$8.0M5.24%
6
WMTWALMART INC
61,955$6.9M4.52%
7
FASTFASTENAL CO
154,730$6.2M4.07%
8
CALMCAL MAINE FOODS INC
74,130$5.9M3.87%
9
NTRNUTRIEN LTD
95,242$5.9M3.85%
10
DISDISNEY WALT CO
43,351$4.9M3.23%
11
PYPLPAYPAL HLDGS INC
75,463$4.4M2.89%
12
MSFTMICROSOFT CORP
8,420$4.1M2.67%
13
MLRMILLER INDS INC TENN
105,970$4.0M2.60%
14
UHAL/BU HAUL HOLDING COMPANY
83,329$3.9M2.55%
15
FUODOLBY LABORATORIES INC
58,045$3.7M2.44%
16
EXPDEXPEDITORS INTL WASH INC
17,045$2.5M1.66%
17
GRMNGARMIN LTD
11,969$2.4M1.59%
18
SCHWSCHWAB CHARLES CORP
22,637$2.3M1.48%
19
ODCOIL DRI CORP AMER
34,265$1.7M1.10%
20
GAMBGAMBLING.COM GROUP LTD
300,000$1.6M1.07%
21
SCHFSCHWAB STRATEGIC TR
66,845$1.6M1.05%
22
JOUTJOHNSON OUTDOORS INC
35,889$1.5M1.00%
23
SPYSPDR S&P 500 ETF TR
2,120$1.4M0.95%
24
NDQINVESCO QQQ TR
2,147$1.3M0.86%
25
MAMAMAMA MANCINIS HOLDINGS INC
94,000$1.3M0.83%
26
ULTAULTA BEAUTY INC
1,735$1.0M0.69%
27
AOUTAMERICAN OUTDOOR BRANDS INC
120,000$927K0.61%
28
PUBMPUBMATIC INC
100,000$887K0.58%
29
IWNISHARES TR
4,646$841K0.55%
30
DOUGDOUGLAS ELLIMAN INC
320,608$759K0.50%
31
SLYVSPDR SERIES TRUST
8,137$740K0.49%
32
COFCAPITAL ONE FINL CORP
2,905$704K0.46%
33
SLYGSPDR SERIES TRUST
6,637$625K0.41%
34
GNRCGENERAC HLDGS INC
4,361$594K0.39%
35
GLXZGALAXY GAMING INC
170,000$486K0.32%
36
LAKELAKELAND INDUSTRIES INC
52,500$464K0.30%
37
SCHVSCHWAB STRATEGIC TR
14,284$422K0.28%
38
AAPLAPPLE INC
1,555$422K0.28%
39
VTIVANGUARD INDEX FDS
1,220$409K0.27%
40
SAMBOSTON BEER INC
2,085$406K0.27%
41
INTUINTUIT
614$406K0.27%
42
UHALU HAUL HOLDING COMPANY
8,036$405K0.27%
43
NVRNVR INC
54$393K0.26%
44
SCHGSCHWAB STRATEGIC TR
11,036$359K0.24%
45
5TCTRUECAR INC
150,000$339K0.22%
46
SCHZSCHWAB STRATEGIC TR
14,195$331K0.22%
47
SCHXSCHWAB STRATEGIC TR
12,317$331K0.22%
48
CHWYCHEWY INC
8,900$294K0.19%
49
WYWEYERHAEUSER CO MTN BE
11,460$271K0.18%
50
THOTHOR INDS INC
2,550$261K0.17%