DIVERSIFIED MANAGEMENT INC
•CIK: 922372•Filing: Q4 2025
**DIVERSIFIED MANAGEMENT INC** manages $428M across a diverse portfolio of 177 positions. The fund exhibits significant allocations to broad market exposure, notably holding ROK at $46.9M and SPY at $35.1M. Further concentration is evident in technology and sector plays, including AAPL ($19.8M) and VOE ($25.9M). This structure suggests a systematic approach balancing core market indices with targeted, high-conviction equity bets.
Total AUM
$428.5M
QoQ Performance
N/A
Positions
140
Top 10 Concentration
49.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ROK
SPY
VOE
ROK11.0%
SPY8.2%
VOE6.0%
AAPL4.6%
WSC4.1%
IWP3.9%
IJH3.4%
EFA3.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other65.4%
Technology10.9%
ETF9.9%
Financial4.4%
Healthcare3.2%
Consumer3.1%
Industrial1.4%
Energy0.7%