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 51–100 of 177
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 11K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| MCD | MCDONALDS CORP | 4K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 37K | $1M+ | SH |
| EQAL | INVESCO EXCH TRADED FD TR II | 19K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 10K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| TER | TERADYNE INC | 5K | $500K+ | SH |
| MRK | MERCK & CO INC | 9K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 169 | $500K+ | SH |
| IJT | ISHARES TR | 6K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| IWO | ISHARES TR | 3K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| PFE | PFIZER INC | 33K | $500K+ | SH |
| IJS | ISHARES TR | 7K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 11K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| FERG | FERGUSON ENTERPRISES INC | 3K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| IWR | ISHARES TR | 7K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| T | AT&T INC | 27K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| STM | STMICROELECTRONICS N V | 25K | $500K+ | SH |
| KO | COCA COLA CO | 9K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 4K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 6K | $500K+ | SH |
| MMM | 3M CO | 4K | $500K+ | SH |
| EFV | ISHARES TR | 8K | $500K+ | SH |
| MCS | MARCUS CORP DEL | 36K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| CI | THE CIGNA GROUP | 2K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 5K | $500K+ | SH |
| SONY | SONY GROUP CORP | 21K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| IEFA | ISHARES TR | 6K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 10K | $500K+ | SH |