§ 13F · FUND PROFILE
DIVERSIFIED MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 177Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$428.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ROK | ROCKWELL AUTOMATION INC | 121K | $46.9T | 11.0% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TR | 51K | $35.1T | 8.2% | NEW |
| 3 | VOE | VANGUARD INDEX FDS | 146K | $25.9T | 6.0% | NEW |
| 4 | AAPL | APPLE INC | 73K | $19.8T | 4.6% | NEW |
| 5 | WSC | WILLSCOT HLDGS CORP | 937K | $17.7T | 4.1% | NEW |
| 6 | IWP | ISHARES TR | 122K | $16.7T | 3.9% | NEW |
| 7 | IJH | ISHARES TR | 222K | $14.6T | 3.4% | NEW |
| 8 | EFA | ISHARES TR | 144K | $13.8T | 3.2% | NEW |
| 9 | IJR | ISHARES TR | 97K | $11.7T | 2.7% | NEW |
| 10 | QQQ | INVESCO QQQ TR | 17K | $10.6T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIVERSIFIED SIGNAL
AC read
DIVERSIFIED MANAGEMENT INC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed