Diversified Management Inc Purchases in Q4 2025

Diversified Management Inc

  • $428 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ROK
Rockwell Automation, Inc

Industrials
121K
New
$333.75 - $394.54 $40.2M - $47.6M
121K $46.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
51.4K
New
$653.02 - $687.39 $33.6M - $35.4M
51.4K $35.1B
VOE
Vanguard Mid Cap Value Index F

ETFs
146K
New
$169.53 - $176.53 $24.8M - $25.8M
146K $25.9B
AAPL
Apple Inc.

Technology
72.7K
New
$245.27 - $275.25 $17.8M - $20M
72.7K $19.8B
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
937K
New
$17.25 - $22.76 $16.2M - $21.3M
937K $17.7B
IWP
Ishares Russell Mid Cap Growth

ETFs
122K
New
$136.84 - $145.3 $16.7M - $17.7M
122K $16.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
222K
New
$63.25 - $66.24 $14M - $14.7M
222K $14.6B
EFA
Ishares Tr Msci Eafe ETF

ETFs
144K
New
$92.24 - $96.56 $13.3M - $13.9M
144K $13.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
97.4K
New
$114.27 - $121.15 $11.1M - $11.8M
97.4K $11.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.2K
New
$589.5 - $635.77 $10.1M - $10.9M
17.2K $10.6B
VBR
Vanguard Small Cap Value ETF

ETFs
37.5K
New
$201.42 - $211.15 $7.55M - $7.91M
37.5K $7.94B
AMZN
Amazon Com Inc

Consumer Cyclical
28.8K
New
$213.04 - $254.0 $6.13M - $7.3M
28.8K $6.64B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
10.8K
New
$577.77 - $604.78 $6.22M - $6.51M
10.8K $6.49B
RSP
Invesco S&P 500 Equal Weight E

ETFs
33.4K
New
$185.12 - $192.11 $6.17M - $6.41M
33.4K $6.39B
MSFT
Microsoft Corp

Technology
13.1K
New
$496.82 - $542.07 $6.53M - $7.12M
13.1K $6.36B
JPM
Jpmorgan Chase & CO

Financial Services
19K
New
$294.11 - $320.41 $5.59M - $6.09M
19K $6.13B
T Rowe Price ETF Inc
148K
New
N/A
148K $5.67B
Source Capital
117K
New
N/A
117K $5.34B
VTI
Vanguard Total Stock Market Et

ETFs
15.1K
New
$321.8 - $337.95 $4.86M - $5.11M
15.1K $5.07B
TSI
Tcw Strategic Income Fund Inc

Financial Services
1.01M
New
$4.89 - $4.96 $4.95M - $5.02M
1.01M $5B
EFG
Msci Eafe Growth ETF

ETFs
40.3K
New
$112.91 - $117.61 $4.56M - $4.75M
40.3K $4.6B
IVV
Ishares Core S&P 500 ETF

ETFs
6.56K
New
$656.2 - $690.71 $4.3M - $4.53M
6.56K $4.49B
GS
Goldman Sachs Group Inc

Financial Services
4.85K
New
$744.6 - $838.97 $3.61M - $4.07M
4.85K $4.26B
GOOG
Alphabet Inc.

Communication Services
12.6K
New
$237.49 - $291.74 $2.98M - $3.67M
12.6K $3.94B
VIG
Vanguard Dividend Appreciation

ETFs
17.9K
New
N/A
17.9K $3.94B
INTC
Intel Corp

Technology
103K
New
$34.71 - $41.53 $3.57M - $4.27M
103K $3.79B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
49.7K
New
$72.17 - $75.74 $3.58M - $3.76M
49.7K $3.75B
GLD
Spdr Gold Trust

ETFs
8.64K
New
$354.79 - $403.15 $3.06M - $3.48M
8.64K $3.42B
JNJ
Johnson & Johnson

Healthcare
16.4K
New
$185.98 - $199.58 $3.05M - $3.27M
16.4K $3.39B
ETN
Eaton Corp PLC

Industrials
10.6K
New
$352.39 - $387.75 $3.74M - $4.11M
10.6K $3.38B
META
Meta Platforms, Inc.

Communication Services
4.84K
New
$609.01 - $751.67 $2.95M - $3.64M
4.84K $3.19B
XOM
Exxon Mobil Corp

Energy
25.3K
New
$110.64 - $119.78 $2.8M - $3.03M
25.3K $3.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.5K
New
$600.51 - $631.95 $2.7M - $2.84M
4.5K $2.82B
IVW
Ishares S&P 500 Growth ETF

ETFs
22.6K
New
$118.29 - $126.28 $2.67M - $2.85M
22.6K $2.78B
WEC
Wec Energy Group, Inc.

Utilities
25.5K
New
$110.61 - $117.5 $2.82M - $3M
25.5K $2.69B
Ea Series Trust
89.6K
New
N/A
89.6K $2.54B
MU
Micron Technology Inc

Technology
8.88K
New
$181.6 - $253.3 $1.61M - $2.25M
8.88K $2.53B
NVDA
Nvidia Corp

Technology
12.2K
New
$179.83 - $207.04 $2.19M - $2.52M
12.2K $2.27B
LLY
Eli Lilly & CO

Healthcare
2.05K
New
$799.57 - $1025.28 $1.64M - $2.1M
2.05K $2.2B
BAC
Bank Of America Corp

Financial Services
40K
New
$48.65 - $54.11 $1.95M - $2.16M
40K $2.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.37K
New
$475.68 - $513.11 $2.08M - $2.24M
4.37K $2.19B
HD
Home Depot, Inc.

Consumer Cyclical
6.34K
New
$358.03 - $397.02 $2.27M - $2.52M
6.34K $2.18B
CAT
Caterpillar Inc

Industrials
3.51K
New
$480.82 - $585.49 $1.69M - $2.06M
3.51K $2.01B
PEP
Pepsico Inc

Consumer Defensive
13.6K
New
$138.84 - $153.71 $1.88M - $2.09M
13.6K $1.95B
NOW
Service Now, Inc.

Technology
12.5K
New
$835.79 - $946.29 $10.4M - $11.8M
12.5K $1.91B
TMO
Thermo Fisher Scientific Inc.

Healthcare
3.19K
New
$524.58 - $588.02 $1.67M - $1.87M
3.19K $1.85B
GOOGL
Alphabet Inc.

Communication Services
5.35K
New
$236.57 - $291.31 $1.27M - $1.56M
5.35K $1.67B
APAM
Artisan Partners Asset Management Inc.

Financial Services
36K
New
$42.3 - $45.19 $1.52M - $1.63M
36K $1.47B
PH
Parker Hannifin Corp

Industrials
1.63K
New
$716.66 - $857.93 $1.17M - $1.4M
1.63K $1.43B
Activity Summary
Buys All Purchases 177 New Holdings 177 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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