Diversified Enterprises, LLC
โขCIK: 2037264โขFiling: Q4 2025
**Diversified Enterprises, LLC** manages $1.7B across a portfolio of 394 positions, demonstrating a broad, multi-sector allocation strategy. The fund exhibits significant concentration in U.S. equities, notably anchoring its top holdings with SCHX at $456.5M and VIG at $146.2M. Further allocations include substantial positions in OSEA ($80.3M), OSCV ($66.1M), and SMH ($64.1M). This structure suggests a systematic approach targeting growth across diverse, large-cap market segments.
Total AUM
$1.7B
QoQ Performance
+13.2%
Positions
286
Top 10 Concentration
65.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHX
VIG
SCHX27.2%
VIG8.7%
OSEA4.8%
OSCV3.9%
SMH3.8%
IVV3.5%
DRSK2.9%
SLYG2.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other82.6%
Technology6.7%
ETF4.5%
Financial1.9%
Consumer1.4%
Healthcare1.1%
Industrial0.5%
Energy0.4%
๐ช Exited Positionssold since Q3 2025
+130 more exited positions
Changes from Q3 2025
NEW14 new positions
โ162 increased
โ22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024