Holdings of DIVERSIFIED MANAGEMENT INC
240 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 38.8 % of the equity sleeve
Sector breakdown
- Industrials 11.7 %
- Technology 9.6 %
- Funds 7.6 %
- Financials 6.4 %
- Health care 4.4 %
- Consumer discretionary 3.7 %
- Communication 2.5 %
- Consumer staples 2.4 %
- Utilities 1.4 %
- Energy 1.3 %
- Materials 0.2 %
- Real estate 0.1 %
- Unattributed 48.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 99.1 %
- NL 0.7 %
- DK 0.1 %
- GB 0.1 %
- TW 0.0 %
- KY 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 232 | 540M $ | 99.08 % |
| 2 | NL | 3 | 3.8M $ | 0.70 % |
| 3 | DK | 1 | 390.9K $ | 0.07 % |
| 4 | GB | 2 | 316.4K $ | 0.06 % |
| 5 | TW | 1 | 269.3K $ | 0.05 % |
| 6 | KY | 1 | 204.1K $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | TJX Cos Inc/The | 1,834 | 292.9K $ | |
| 202 | FedEx Corp | 821 | 292.4K $ | |
| 203 | Select Sector Spdr Trust | 4,678 | 286.6K $ | |
| 204 | Ross Stores Inc | 1,320 | 286K $ | |
| 205 | General Mills, Inc. | 7,642 | 284.4K $ | |
| 206 | State Street SPDR Portfolio Developed World ex-US ETF | 6,169 | 281.6K $ | |
| 207 | Bristol-Myers Squibb Co | 4,602 | 279.1K $ | |
| 208 | Crowdstrike Holdings Inc | 712 | 278K $ | |
| 209 | Bank First Corp | 2,029 | 274K $ | |
| 210 | Vulcan Materials Co | 1,004 | 273.4K $ | |
| 211 | PPL Corp | 7,111 | 271.6K $ | |
| 212 | Taiwan Semiconductor Manufacturing Co Ltd | 797 | 269.3K $ | |
| 213 | Labcorp Holdings Inc | 1,006 | 268.4K $ | |
| 214 | iShares Russell 2000 Value ETF | 1,409 | 267.2K $ | |
| 215 | DR Horton Inc | 1,944 | 266.8K $ | |
| 216 | Smith & Nephew PLC | 8,285 | 263.3K $ | |
| 217 | Novartis AG | 1,713 | 261.7K $ | |
| 218 | Modine Manufacturing Co | 1,205 | 261.1K $ | |
| 219 | Vanguard Information Technology ETF | 351 | 244.9K $ | |
| 220 | Lowe's Cos Inc | 1,010 | 238.6K $ | |
| 221 | Morgan Stanley | 1,447 | 238.1K $ | |
| 222 | StoneX Group Inc | 2,922 | 235.7K $ | |
| 223 | Generac Holdings Inc | 1,174 | 229.3K $ | |
| 224 | iShares Trust | 1,086 | 229.3K $ | |
| 225 | Blackstone Inc | 1,991 | 228.9K $ | |
| 226 | iShares Core S&P Total U.S. Stock Market ETF | 1,600 | 227.9K $ | |
| 227 | First Citizens BancShares Inc/NC | 119 | 224.3K $ | |
| 228 | Affiliated Managers Group Inc | 800 | 221.4K $ | |
| 229 | VanEck Semiconductor ETF | 573 | 219.6K $ | |
| 230 | Republic Services Inc | 1,001 | 219.2K $ | |
| 231 | Live Nation Entertainment Inc | 1,412 | 215.3K $ | |
| 232 | iShares Core U.S. Aggregate Bond ETF | 2,095 | 208K $ | |
| 233 | Strategy Inc | 1,650 | 205.9K $ | |
| 234 | Silicon Motion Technology Corp | 1,818 | 204.1K $ | |
| 235 | SELECT SECTOR SPDR TRUST (THE) | 1,532 | 203.6K $ | |
| 236 | Digital Realty Trust Inc | 1,121 | 202K $ | |
| 237 | Kohl's Corp | 10,377 | 133.9K $ | |
| 238 | AdaptHealth Corp | 10,920 | 129.9K $ | |
| 239 | Hillman Solutions Corp | 12,400 | 103.2K $ | |
| 240 | Lloyds Banking Group PLC | 10,548 | 53.1K $ | |