CIK 922372
DIVERSIFIED MANAGEMENT INC
Institutional 13F holdings & portfolio
Holdings
177
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 177
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ROK | ROCKWELL AUTOMATION INC | 121K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 51K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 146K | $1M+ | SH |
| AAPL | APPLE INC | 73K | $1M+ | SH |
| WSC | WILLSCOT HLDGS CORP | 937K | $1M+ | SH |
| IWP | ISHARES TR | 122K | $1M+ | SH |
| IJH | ISHARES TR | 222K | $1M+ | SH |
| EFA | ISHARES TR | 144K | $1M+ | SH |
| IJR | ISHARES TR | 97K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 17K | $1M+ | SH |
| INFL | LISTED FDS TR | 207K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 37K | $1M+ | SH |
| AMZN | AMAZON COM INC | 29K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 11K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 33K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 13K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 19K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 148K | $1M+ | SH |
| SOR | SOURCE CAPITAL | 117K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| TSI | TCW STRATEGIC INCOME FD INC | 1.0M | $1M+ | SH |
| EFG | ISHARES TR | 40K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 13K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 18K | $1M+ | SH |
| INTC | INTEL CORP | 103K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 50K | $1M+ | SH |
| GLD | SPDR GOLD TR | 9K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 16K | $1M+ | SH |
| ETN | EATON CORP PLC | 11K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 25K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| IVW | ISHARES TR | 23K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 25K | $1M+ | SH |
| MDLV | EA SERIES TRUST | 90K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 9K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 40K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| NOW | SERVICENOW INC | 13K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| GOOGL | ALPHABET INC | 5K | $1M+ | SH |
| APAM | ARTISAN PARTNERS ASSET MGMT | 36K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |