DIVERSIFIED MANAGEMENT INC: 13F holdings
CIK 9223722026Q2
| Positions | 171 |
|---|
| Reported value | $468.1m |
|---|
| Filed | 2026-07-10 |
|---|
Change since last quarter
| Positions | 171 (-91 vs prior quarter) |
|---|
| Reported value | $468.1m (-19.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ROK ROCKWELL AUTOMATION INC | 118,345 | $58.6m | 12.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 51,464 | $38.4m | 8.2% |
| VOE VANGUARD INDEX FDS | 144,951 | $28.6m | 6.1% |
| WSC WILLSCOT HLDGS CORP | 906,281 | $26.2m | 5.6% |
| AAPL APPLE INC | 69,380 | $20.1m | 4.3% |
| IWP ISHARES TR | 124,322 | $18.2m | 3.9% |
| IJH ISHARES TR | 229,530 | $17.7m | 3.8% |
| IJR ISHARES TR | 108,471 | $16.1m | 3.4% |
| EFA ISHARES TR | 147,913 | $15.4m | 3.3% |
| QQQ INVESCO QQQ TR | 17,826 | $13.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="922372")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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