DIVERSIFIED MANAGEMENT INC
DIVERSIFIED MANAGEMENT INC reported 171 positions worth $468.1M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: ROK (12.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ROK | SH | $58.6M | 12.52% | 118,345 | — | — | |
| ▸ 2 | SPY | SH | $38.4M | 8.21% | 51,464 | — | — | |
| ▸ 3 | VOE | SH | $28.6M | 6.12% | 144,951 | — | — | |
| ▸ 4 | WSC | SH | $26.2M | 5.59% | 906,281 | — | — | |
| ▸ 5 | AAPL | SH | $20.1M | 4.29% | 69,380 | — | — | |
| ▸ 6 | IWP | SH | $18.2M | 3.89% | 124,322 | — | — | |
| ▸ 7 | IJH | SH | $17.7M | 3.78% | 229,530 | — | — | |
| ▸ 8 | IJR | SH | $16.1M | 3.44% | 108,471 | — | — | |
| ▸ 9 | EFA | SH | $15.4M | 3.28% | 147,913 | — | — | |
| ▸ 10 | QQQ | SH | $13.1M | 2.80% | 17,826 | — | — |
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Frequently Asked Questions
What stocks does DIVERSIFIED MANAGEMENT INC hold as of Q2 2026?
DIVERSIFIED MANAGEMENT INC reported 171 positions worth $468.1M in its Q2 2026 13F filing. Largest positions: ROK (12.5%), SPY (8.2%), VOE (6.1%), WSC (5.6%) and AAPL (4.3%).
What did DIVERSIFIED MANAGEMENT INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did DIVERSIFIED MANAGEMENT INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.