§ 13F · FUND PROFILE
DIVERSIFIED MANAGEMENT INC.
AUM · $468M (13F)Positions · 171Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROK | ROCKWELL AUTOMATION INC | 118K | $59M | 12.5% | −1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 51K | $38M | 8.2% | ±0% |
| 3 | VOE | VANGUARD INDEX FDS | 145K | $29M | 6.1% | −1% |
| 4 | WSC | WILLSCOT HLDGS CORP | 906K | $26M | 5.6% | −24% |
| 5 | AAPL | APPLE INC | 69K | $20M | 4.3% | −5% |
| 6 | IWP | ISHARES TR | 124K | $18M | 3.9% | +1% |
| 7 | IJH | ISHARES TR | 230K | $18M | 3.8% | +1% |
| 8 | IJR | ISHARES TR | 108K | $16M | 3.4% | +10% |
| 9 | EFA | ISHARES TR | 148K | $15M | 3.3% | ±0% |
| 10 | QQQ | INVESCO QQQ TR | 18K | $13M | 2.8% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVERSIFIED SIGNAL
AC read
DIVERSIFIED MANAGEMENT INC is a Other fund managing $468 million in assets. The fund runs a portfolio of 171 positions.
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