DIVERSIFIED MANAGEMENT INC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$428.5M

Holdings

177

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
1
ROKROCKWELL AUTOMATION INC
120,592$46.9M10.95%
2
SPYSPDR S&P 500 ETF TR
51,436$35.1M8.19%
3
VOEVANGUARD INDEX FDS
146,071$25.9M6.05%
4
AAPLAPPLE INC
72,669$19.8M4.61%
5
WSCWILLSCOT HLDGS CORP
937,381$17.6M4.12%
6
IWPISHARES TR
122,151$16.7M3.90%
7
IJHISHARES TR
221,919$14.6M3.42%
8
EFAISHARES TR
144,092$13.8M3.23%
9
IJRISHARES TR
97,355$11.7M2.73%
10
NDQINVESCO QQQ TR
17,196$10.6M2.47%
11
INFLLISTED FDS TR
206,947$9.2M2.15%
12
VBRVANGUARD INDEX FDS
37,476$7.9M1.85%
13
AMZNAMAZON COM INC
28,758$6.6M1.55%
14
MDYSPDR S&P MIDCAP 400 ETF TR
10,762$6.5M1.52%
15
RSPINVESCO EXCHANGE TRADED FD T
33,352$6.4M1.49%
16
MSFTMICROSOFT CORP
13,144$6.4M1.48%
17
JPMJPMORGAN CHASE & CO.
19,013$6.1M1.43%
18
TCAFT ROWE PRICE ETF INC
148,268$5.7M1.32%
19
XSORXSOURCE CAPITAL
116,794$5.3M1.25%
20
VTIVANGUARD INDEX FDS
15,113$5.1M1.18%
21
TSITCW STRATEGIC INCOME FD INC
1,012,610$5.0M1.17%
22
EFGISHARES TR
40,349$4.6M1.07%
23
IVVISHARES TR
6,555$4.5M1.05%
24
GSGOLDMAN SACHS GROUP INC
4,850$4.3M0.99%
25
GOOGALPHABET INC
12,566$3.9M0.92%
26
VIGVANGUARD SPECIALIZED FUNDS
17,926$3.9M0.92%
27
INTCINTEL CORP
102,777$3.8M0.89%
28
VXUSVANGUARD STAR FDS
49,665$3.7M0.87%
29
GQ9SPDR GOLD TR
8,636$3.4M0.80%
30
JNJJOHNSON & JOHNSON
16,381$3.4M0.79%
31
ETNEATON CORP PLC
10,612$3.4M0.79%
32
METAMETA PLATFORMS INC
4,837$3.2M0.74%
33
XOMEXXON MOBIL CORP
25,285$3.0M0.71%
34
VOOVANGUARD INDEX FDS
4,501$2.8M0.66%
35
IVWISHARES TR
22,588$2.8M0.65%
36
WECWEC ENERGY GROUP INC
25,492$2.7M0.63%
37
MDLVEA SERIES TRUST
89,609$2.5M0.59%
38
MUMICRON TECHNOLOGY INC
8,881$2.5M0.59%
39
NVDANVIDIA CORPORATION
12,191$2.3M0.53%
40
LLYELI LILLY & CO
2,050$2.2M0.51%
41
BACBANK AMERICA CORP
40,000$2.2M0.51%
42
BRK/BBERKSHIRE HATHAWAY INC DEL
4,365$2.2M0.51%
43
HDHOME DEPOT INC
6,337$2.2M0.51%
44
CATCATERPILLAR INC
3,510$2.0M0.47%
45
PEPPEPSICO INC
13,569$1.9M0.45%
46
NOWSERVICENOW INC
12,500$1.9M0.45%
47
TMOTHERMO FISHER SCIENTIFIC INC
3,187$1.8M0.43%
48
GOOGLALPHABET INC
5,348$1.7M0.39%
49
APAMARTISAN PARTNERS ASSET MGMT
35,980$1.5M0.34%
50
PHPARKER-HANNIFIN CORP
1,632$1.4M0.33%
51
UNHUNITEDHEALTH GROUP INC
4,232$1.4M0.33%
52
ABBVABBVIE INC
5,938$1.4M0.32%
53
JCIJOHNSON CTLS INTL PLC
10,938$1.3M0.31%
54
CSCOCISCO SYS INC
16,837$1.3M0.30%
55
VUGVANGUARD INDEX FDS
2,359$1.1M0.27%
56
MCDMCDONALDS CORP
3,605$1.1M0.26%
57
FNDXSCHWAB STRATEGIC TR
37,466$1.0M0.24%
58
KLMNINVESCO EXCH TRADED FD TR II
18,693$984K0.23%
59
SCHWSCHWAB CHARLES CORP
9,537$952K0.22%
60
WMTWALMART INC
8,442$940K0.22%
61
ORCLORACLE CORP
4,778$931K0.22%
62
TERTERADYNE INC
4,700$909K0.21%
63
MRKMERCK & CO INC
8,638$909K0.21%
64
BKNGBOOKING HOLDINGS INC
169$905K0.21%
65
IJTISHARES TR
6,172$871K0.20%
66
COSTCOSTCO WHSL CORP NEW
1,005$866K0.20%
67
IBMINTERNATIONAL BUSINESS MACHS
2,897$858K0.20%
68
IWOISHARES TR
2,582$833K0.19%
69
AVGOBROADCOM INC
2,369$820K0.19%
70
WFCWELLS FARGO CO NEW
8,727$813K0.19%
71
PFEPFIZER INC
32,519$809K0.19%
72
IJSISHARES TR
6,864$780K0.18%
73
GBTCGRAYSCALE BITCOIN TRUST ETF
11,193$765K0.18%
74
BRK-BBERKSHIRE HATHAWAY INC DEL
1$754K0.18%
75
VBKVANGUARD INDEX FDS
2,459$742K0.17%
76
VBVANGUARD INDEX FDS
2,861$738K0.17%
77
AMATAPPLIED MATLS INC
2,875$738K0.17%
78
FERGFERGUSON ENTERPRISES INC
3,299$734K0.17%
79
TXNTEXAS INSTRS INC
4,205$729K0.17%
80
IWRISHARES TR
7,463$718K0.17%
81
IWMISHARES TR
2,916$717K0.17%
82
TAT&T INC
26,692$663K0.15%
83
SCHMSCHWAB STRATEGIC TR
21,903$658K0.15%
84
NOCNORTHROP GRUMMAN CORP
1,153$657K0.15%
85
STMSTMICROELECTRONICS N V
25,000$648K0.15%
86
MAMASTERCARD INCORPORATED
1,073$612K0.14%
87
KOCOCA COLA CO
8,765$612K0.14%
88
PGPROCTER AND GAMBLE CO
4,185$599K0.14%
89
UPSUNITED PARCEL SERVICE INC
5,950$590K0.14%
90
MMM3M CO
3,627$580K0.14%
91
EFVISHARES TR
7,970$569K0.13%
92
MCSMARCUS CORP DEL
36,425$564K0.13%
93
RTXRTX CORPORATION
3,042$557K0.13%
94
CITHE CIGNA GROUP
1,964$540K0.13%
95
SPYGSPDR SERIES TRUST
5,027$536K0.13%
96
SONYSONY GROUP CORP
20,515$525K0.12%
97
QCOMQUALCOMM INC
3,040$519K0.12%
98
VEUVANGUARD INTL EQUITY INDEX F
7,059$519K0.12%
99
AQLTISHARES TR
5,779$516K0.12%
100
ARMKARAMARK
13,791$508K0.12%
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