Diversified Management Inc Portfolio Holdings

Diversified Management Inc

  • $428 Billion
  • Q4 2025

Diversified Management Inc has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $428 Billion distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Rockwell Automation, Inc with a value of $46.9B, Spdr S&P 500 ETF Trust with a value of $35.1B, Vanguard Mid Cap Value Index F with a value of $25.9B, Apple Inc. with a value of $19.8B, and Will Scot Mobile Mini Holdings Corp. with a value of $17.7B.

Examining the 13F form we can see an increase of $428B in the current position value.

Diversified Management Inc is based out at Milwaukee, WI

Below you can find more details about Diversified Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $428 Billion
ETFs: $208 Billion
Industrials: $80.2 Billion
Technology: $46.5 Billion
Financial Services: $26.5 Billion
Healthcare: $16.3 Billion
Consumer Cyclical: $12.2 Billion
Communication Services: $10 Billion
Consumer Defensive: $6.17 Billion
Other: $6.47 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.9B
$245 Million 0.06% of portfolio
630
Q4 2025 New
$0
$263 Million 0.06% of portfolio
2,844
Q4 2025 New
$0
$274 Million 0.06% of portfolio
6,169
Q4 2025 New
$140B
$241 Million 0.06% of portfolio
1,000
Q4 2025 New
$270B
$241 Million 0.06% of portfolio
1,356
Q4 2025 New
$39.9B
$237 Million 0.06% of portfolio
2,098
Q4 2025 New
$123B
$260 Million 0.06% of portfolio
537
Q4 2025 New
$14.2B
$272 Million 0.06% of portfolio
8,285
Q4 2025 New
Labcorp Holdings Inc
-
$251 Million 0.06% of portfolio
-
Q4 2025 New
$168B
$244 Million 0.06% of portfolio
3,035
Q4 2025 New
$0
$255 Million 0.06% of portfolio
1,408
Q4 2025 New
$8.12B
$201 Million 0.05% of portfolio
3,863
Q4 2025 New
$0
$226 Million 0.05% of portfolio
2,932
Q4 2025 New
$7.09B
$205 Million 0.05% of portfolio
1,271
Q4 2025 New
$0
$221 Million 0.05% of portfolio
1,532
Q4 2025 New
$7.32B
$234 Million 0.05% of portfolio
3,466
Q4 2025 New
$0
$208 Million 0.05% of portfolio
2,080
Q4 2025 New
$0
$231 Million 0.05% of portfolio
642
Q4 2025 New
$1.95B
$212 Million 0.05% of portfolio
10,377
Q4 2025 New
$0
$229 Million 0.05% of portfolio
1,082
Q4 2025 New
$55.9B
$209 Million 0.05% of portfolio
258
Q4 2025 New
$6.04B
$210 Million 0.05% of portfolio
9,770
Q4 2025 New
$54.5B
$233 Million 0.05% of portfolio
1,200
Q4 2025 New
$0
$218 Million 0.05% of portfolio
2,578
Q4 2025 New
$66.3B
$212 Million 0.05% of portfolio
1,000
Q4 2025 New
$418B
$207 Million 0.05% of portfolio
1,410
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $428 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 177 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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