Diversified Management Inc Portfolio Stock Holdings

According to the SEC 13F filed on July 10, 2026, Diversified Management Inc disclosed 169 stock positions valued at approximately $468.08M as of quarter-end June 30, 2026. The largest holdings include ROCKWELL AUTOMATION INC, STATE STR SPDR S&P 500 ETF T, and VANGUARD INDEX FDS.

Report Period
June 30, 2026
No. of Stocks
169
Portfolio Value
$468.08M
Holdings by Sector
Diversified Management Inc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ROCKWELL AUTOMATION INCROKIndustrials12.52%118,345-1,676-1.40%$58,590,207
STATE STR SPDR S&P 500 ETF TSPYOther8.21%51,464-81-0.16%$38,431,694
VANGUARD INDEX FDSVOEOther6.12%144,951-1,003-0.69%$28,642,264
WILLSCOT HLDGS CORPWSCIndustrials5.59%906,281-293,640-24.47%$26,155,270
APPLE INCAAPLTechnology4.29%69,380-3,600-4.93%$20,075,803
ISHARES TRIWPOther3.89%124,322+1,202+0.98%$18,201,997
ISHARES TRIJHOther3.78%229,530+1,702+0.75%$17,699,048
ISHARES TRIJROther3.44%108,471+9,529+9.63%$16,087,286
ISHARES TREFAOther3.28%147,913-187-0.13%$15,365,252
INVESCO QQQ TRQQQOther2.80%17,826-1,207-6.34%$13,127,166
LISTED FDS TRINFLOther2.40%224,829-5,090-2.21%$11,214,488
MICRON TECHNOLOGY INCMUTechnology2.19%8,881-37-0.41%$10,251,264
VANGUARD INDEX FDSVBROther1.94%37,294-274-0.73%$9,062,187
STATE STR SPDR S&P MIDCAP 40MDYOther1.64%10,913-6-0.05%$7,675,288
INVESCO EXCHANGE TRADED FD TRSPOther1.62%35,617-2,145-5.68%$7,578,331
AMAZON COM INCAMZNConsumer Cyclical1.46%28,758-1,991-6.48%$6,854,182
T ROWE PRICE EXCHANGE-TRADEDTCAFOther1.31%149,463+428+0.29%$6,142,927
TCW STRATEGIC INCOME FD INCTSIFinancial Services1.25%1,300,762-46,526-3.45%$5,866,437
VANGUARD INDEX FDSVTIOther1.13%14,273+23+0.16%$5,281,597
VANGUARD STAR FDSVXUSOther1.10%60,500+10,835+21.82%$5,172,145
ISHARES TREFGOther1.09%41,079+631+1.56%$5,111,105
ISHARES TRIVVOther1.05%6,573-476-6.75%$4,922,541
VANGUARD SPECIALIZED FUNDSVIGOther0.97%19,249+824+4.47%$4,554,740
MICROSOFT CORPMSFTTechnology0.78%9,768-4,855-33.20%$3,643,571
VANGUARD INDEX FDSVOOOther0.77%5,277+501+10.49%$3,624,181
VANGUARD INDEX FDSVBKOther0.77%9,863+7,389+298.67%$3,606,924
SPDR GOLD TRGLDOther0.68%8,620-31-0.36%$3,175,436
ISHARES TRIVWOther0.65%22,049+226+1.04%$3,032,348
WEC ENERGY GROUP INCWECUtilities0.65%25,869-7,508-22.49%$3,020,708
ISHARES TRIJTOther0.60%15,612+4,491+40.38%$2,788,232
Showing 30 of 169 holdings in the latest reporting period.