Diversified Management Inc Portfolio Stock Holdings

Diversified Management Inc disclosed 262 stock positions valued at approximately $583.2 million in its latest SEC 13F filing. The largest holdings include ROCKWELL AUTOMATION INC, STATE STR SPDR S&P 500 ETF T, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.

Report Period
March 31, 2026
No. of Stocks
262
Portfolio Value
$583.2M
Holdings by Sector
Diversified Management Inc Portfolio Holdings in Q1 2026

258 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ROCKWELL AUTOMATION INCROKIndustrials7.39%120,021-571-0.47%$43,073,321
STATE STR SPDR S&P 500 ETF TSPYOther5.75%51,545+109+0.21%$33,521,671
VANGUARD INDEX FDSVOEOther4.61%145,954-117-0.08%$26,896,289
WILLSCOT HLDGS CORPWSCIndustrials3.57%1,199,921+262,540+28.01%$20,830,629
APPLE INCAAPLTechnology3.18%72,980+311+0.43%$18,521,635
ISHARES TRIWPOther2.70%123,120+969+0.79%$15,774,085
ISHARES TRIJHOther2.64%227,828+5,909+2.66%$15,385,246
ISHARES TREFAOther2.47%148,100+4,008+2.78%$14,384,907
ISHARES TRIJROther2.11%98,942+1,587+1.63%$12,299,400
LISTED FDS TRINFLOther2.05%229,919+22,972+11.10%$11,969,582
INVESCO QQQ TRQQQOther1.88%19,033+1,837+10.68%$10,985,545
VANGUARD INDEX FDSVBROther1.40%37,568+92+0.25%$8,161,530
INVESCO EXCHANGE TRADED FD TRSPOther1.24%37,762+4,410+13.22%$7,247,220
STATE STR SPDR S&P MIDCAP 40MDYOther1.15%10,919+157+1.46%$6,734,454
AMAZON COM INCAMZNConsumer Cyclical1.10%30,749+1,991+6.92%$6,404,094
TCW STRATEGIC INCOME FD INCTSIFinancial Services1.04%1,347,288+334,678+33.05%$6,049,323
ARAMARKARMKIndustrials1.01%144,801+131,010+949.97%$5,870,233
JPMORGAN CHASE & COJPMFinancial Services1.00%19,906+893+4.70%$5,855,604
EXXON MOBIL CORPXOMEnergy0.97%33,276+7,991+31.60%$5,645,670
MICROSOFT CORPMSFTTechnology0.93%14,623+1,479+11.25%$5,413,052
SCHWAB CHARLES CORPSCHWFinancial Services0.92%57,228+47,691+500.06%$5,378,287
T ROWE PRICE ETF INCTCAFOther0.91%149,035+767+0.52%$5,304,189
JOHNSON & JOHNSONJNJHealthcare0.83%19,878+3,497+21.35%$4,859,061
ISHARES TRIVVOther0.79%7,049+494+7.54%$4,604,443
VANGUARD INDEX FDSVTIOther0.78%14,250-863-5.71%$4,571,550
INTEL CORPINTCTechnology0.78%102,643-134-0.13%$4,529,649
ISHARES TREFGOther0.77%40,448+99+0.25%$4,504,647
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.72%1,004+835+494.08%$4,227,161
GOLDMAN SACHS GROUP INCGSFinancial Services0.71%4,895+45+0.93%$4,141,121
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.70%8,560+4,195+96.11%$4,101,952
FERGUSON ENTERPRISES INCFERGIndustrials0.69%17,358+14,059+426.16%$4,048,927
VANGUARD SPECIALIZED FUNDSVIGOther0.68%18,425+499+2.78%$3,962,490
WEC ENERGY GROUP INCWECUtilities0.66%33,377+7,885+30.93%$3,864,058
EATON CORP PLCETNOther0.66%10,733+121+1.14%$3,838,872
VANGUARD STAR FDSVXUSOther0.66%49,665--$3,829,668
ALPHABET INCGOOGLCommunication Services0.65%13,111+7,763+145.16%$3,770,267
ALPHABET INCGOOGCommunication Services0.64%13,055+489+3.89%$3,745,138
SPDR GOLD TRGLDOther0.64%8,651+15+0.17%$3,722,439
AVERY DENNISON CORPAVYConsumer Cyclical0.56%18,997+16,714+732.11%$3,280,402
MICRON TECHNOLOGY INCMUTechnology0.52%8,918+37+0.42%$3,012,838
VANGUARD INDEX FDSVOOOther0.49%4,776+275+6.11%$2,853,606
META PLATFORMS INCMETACommunication Services0.49%4,974+137+2.83%$2,845,978
BECTON DICKINSON & COBDXHealthcare0.49%18,035+16,835+1402.92%$2,835,643
CARRIER GLOBAL CORPORATIONCARRIndustrials0.47%48,450+48,450+100.00%$2,728,240
ACCENTURE PLC IRELANDACNTechnology0.46%13,640+12,040+752.50%$2,704,676
PEPSICO INCPEPConsumer Defensive0.46%17,154+3,585+26.42%$2,663,905
WHITE MTNS INS GROUP LTDG9618E107Other0.44%1,158+1,158+100.00%$2,544,080
UNITEDHEALTH GROUP INCUNHHealthcare0.43%9,297+5,065+119.68%$2,515,675
CATERPILLAR INCCATIndustrials0.43%3,528+18+0.51%$2,499,447
QUEST DIAGNOSTICS INCDGXHealthcare0.42%12,609+10,013+385.71%$2,471,112
ISHARES TRIVWOther0.42%21,823-765-3.39%$2,468,464
HOME DEPOT INCHDConsumer Cyclical0.41%7,278+941+14.85%$2,393,624
NVIDIA CORPORATIONNVDATechnology0.41%13,647+1,456+11.94%$2,380,194
CDW CORPCDWTechnology0.40%19,356+19,356+100.00%$2,342,463
ALLEGION PLCG0176J109Other0.40%16,091+14,076+698.56%$2,337,861
CISCO SYS INCCSCOTechnology0.40%29,978+13,141+78.05%$2,326,019
KONINKLIJKE PHILIPS N VPHGHealthcare0.39%83,711+67,273+409.25%$2,293,681
FIRSTCASH HOLDINGS INCFCFSFinancial Services0.38%11,854+10,151+596.07%$2,228,552
ZIONS BANCORPORATION NATL ASZIONFinancial Services0.38%38,108+31,486+475.48%$2,195,783
SYSCO CORPSYYConsumer Defensive0.37%30,369+25,317+501.13%$2,166,221
PROGRESSIVE CORPPGRFinancial Services0.37%10,786+10,786+100.00%$2,138,217
ARCH CAP GROUP LTDG0450A105Other0.34%20,937+20,937+100.00%$2,009,743
BANK AMERICA CORPBACFinancial Services0.34%41,218+1,218+3.04%$2,009,378
CARLISLE COS INCCSLIndustrials0.34%6,014+6,014+100.00%$2,006,391
MASCO CORPMASIndustrials0.33%32,163+32,163+100.00%$1,941,680
ELI LILLY & COLLYHealthcare0.33%2,098+48+2.34%$1,929,673
PRIMERICA INCPRIFinancial Services0.33%7,605+7,605+100.00%$1,904,900
GATES INDL CORP PLCGTESOther0.33%83,897+74,127+758.72%$1,896,911
PNC FINL SVCS GROUP INCPNCFinancial Services0.32%8,946+8,946+100.00%$1,861,573
AT&T INCTCommunication Services0.31%61,681+34,989+131.08%$1,788,125
MCDONALDS CORPMCDConsumer Cyclical0.31%5,736+2,131+59.11%$1,782,691
VALVOLINE INCVVVConsumer Cyclical0.30%52,653+52,653+100.00%$1,773,353
ARROW ELECTRS INCARWTechnology0.30%12,298+12,298+100.00%$1,763,656
MERCK & CO INCMRKHealthcare0.30%14,623+5,985+69.29%$1,758,992
ONEMAIN HLDGS INCOMFFinancial Services0.30%32,684+29,218+842.99%$1,748,267
BROADCOM INCAVGOTechnology0.30%5,643+3,274+138.20%$1,746,505
SCHEIN HENRY INCHSICHealthcare0.30%23,361+23,361+100.00%$1,721,706
APTARGROUP INCATRHealthcare0.29%13,624+13,624+100.00%$1,716,896
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.29%3,480+293+9.19%$1,710,524
APPLIED MATLS INCAMATTechnology0.28%4,838+1,963+68.28%$1,653,580
FRESENIUS MEDICAL CARE AGFMSHealthcare0.28%73,047+60,448+479.78%$1,647,940
ISHARES TRIJTOther0.28%11,121+4,949+80.18%$1,609,286
DONALDSON INCDCIIndustrials0.28%18,922+15,629+474.61%$1,605,910
FTI CONSULTING INCFCNIndustrials0.27%9,053+9,053+100.00%$1,600,299
CORE & MAIN INCCNMIndustrials0.27%32,230+28,367+734.33%$1,592,162
ISHARES GOLD TRIAUOther0.27%17,940+17,940+100.00%$1,581,590
ISHARES INCIEMGOther0.27%22,420+18,849+527.84%$1,563,815
DOLLAR TREE INCDLTRConsumer Defensive0.26%13,886+13,886+100.00%$1,520,656
CAVCO INDS INC DELCVCOConsumer Cyclical0.25%3,042+3,042+100.00%$1,473,210
PARKER-HANNIFIN CORPPHIndustrials0.25%1,634+2+0.12%$1,462,822
CAPITAL ONE FINL CORPCOFFinancial Services0.25%7,997+7,997+100.00%$1,458,893
COCA COLA COKOConsumer Defensive0.24%18,787+10,022+114.34%$1,428,751
WELLS FARGO & COWFCFinancial Services0.24%17,776+9,049+103.69%$1,415,147
HAYWARD HLDGS INCHAYWIndustrials0.24%104,607+104,607+100.00%$1,399,642
TERADYNE INCTERTechnology0.24%4,701+1+0.02%$1,393,658
INSIGHT ENTERPRISES INCNSITTechnology0.24%20,716+20,716+100.00%$1,388,179
HOULIHAN LOKEY INCHLIFinancial Services0.24%9,654+9,654+100.00%$1,386,507
INTERNATIONAL BUSINESS MACHSIBMTechnology0.24%5,701+2,804+96.79%$1,381,774
SPDR SERIES TRUSTSPYGOther0.23%13,782+8,755+174.16%$1,349,440
CITIGROUP INCCFinancial Services0.23%11,760+11,760+100.00%$1,333,702
Diversified Management Inc Portfolio Stock Holdings | InsiderSet