DIVERSIFIED MANAGEMENT INC
Filing Date
Global Rank
#2,646
/ 8,232
▲ 879
Top Industry
Specialty Industrial Machinery
15.9%
3Y Alpha vs SPY
+17.8%
Period ended 2 months ago
Filed Apr 9, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.8%
SPY
+9.1%
Annualised alpha
+17.8%
Max drawdown
−10.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
198 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.7%
−7.1 pts
Top 5
31.6%
−17.8 pts
Top 10
39.3%
−21.8 pts
HHI
288
Diversified−381
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 29.5% | $118,318,486 |
| Technology | 15.1% | $60,685,617 |
| Financial Services | 15.0% | $60,098,080 |
| Unclassified | 14.5% | $58,145,584 |
| Healthcare | 8.2% | $32,747,506 |
| Consumer Cyclical | 6.3% | $25,343,855 |
| Consumer Defensive | 3.9% | $15,733,819 |
| Communication Services | 2.5% | $10,150,674 |
| Energy | 2.4% | $9,480,764 |
| Utilities | 1.9% | $7,721,513 |
| Basic Materials | 0.6% | $2,592,870 |
| Real Estate | 0.2% | $690,444 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSI | Tcw Strategic Income Fund Inc | +334,678 | 1,347,288 | $6,049,323 | |
| WSC | WillScot Holdings Corp | +262,540 | 1,199,921 | $20,830,628 | |
| ARMK | Aramark | +131,010 | 144,801 | $5,870,232 | |
| GTES | Gates Industrial Corp plc | +74,127 | 83,897 | $1,896,911 | |
| PHG | Koninklijke Philips NV | +67,273 | 83,711 | $2,293,681 | |
| FMS | Fresenius Medical Care AG | +60,448 | 73,047 | $1,647,940 | |
| SCHW | Schwab Charles Corp | +47,691 | 57,228 | $5,378,287 | |
| T | At&T Inc. | +34,989 | 61,681 | $1,788,132 | |
| ZION | Zions Bancorporation, National Association /Ut/ | +31,486 | 38,108 | $2,195,782 | |
| UL | Unilever PLC | +31,043 | 37,479 | $2,135,178 | |
| OMF | OneMain Holdings, Inc. | +29,218 | 32,684 | $1,748,267 | |
| CNM | Core & Main, Inc. | +28,367 | 32,230 | $1,592,162 | |
| SYY | Sysco Corp | +25,317 | 30,369 | $2,166,220 | |
| BDX | Becton Dickinson & Co | +16,835 | 18,035 | $2,835,643 | |
| AVY | Avery Dennison Corp | +16,714 | 18,997 | $3,280,401 | |
| DCI | DONALDSON Co INC | +15,629 | 18,922 | $1,605,910 | |
| ALLE | Allegion plc | +14,076 | 16,091 | $2,337,861 | |
| FERG | Ferguson Enterprises Inc. /DE/ | +14,059 | 17,358 | $4,048,927 | |
| CSCO | Cisco Systems, Inc. | +13,141 | 29,978 | $2,325,993 | |
| ACN | Accenture plc | +12,040 | 13,640 | $2,704,675 | |
| FCFS | FirstCash Holdings, Inc. | +10,151 | 11,854 | $2,228,552 | |
| KO | Coca Cola Co | +10,022 | 18,787 | $1,428,751 | |
| DGX | Quest Diagnostics Inc | +10,013 | 12,609 | $2,471,111 | |
| WFC | Wells Fargo & Company/Mn | +9,049 | 17,776 | $1,415,147 | |
| MDT | Medtronic plc | +8,422 | 11,688 | $1,012,765 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CARR | CARRIER GLOBAL Corp | 48,450 | $2,728,219 | |
| CDW | CDW Corp | 19,356 | $2,342,463 | |
| PGR | Progressive Corp/Oh/ | 10,786 | $2,138,216 | |
| ACGL | Arch Capital Group Ltd. | 20,937 | $2,009,742 | |
| CSL | Carlisle Companies Inc | 6,014 | $2,006,390 | |
| MAS | Masco Corp /De/ | 32,163 | $1,941,680 | |
| PRI | Primerica, Inc. | 7,605 | $1,904,900 | |
| PNC | Pnc Financial Services Group, Inc. | 8,946 | $1,861,573 | |
| VVV | Valvoline Inc | 52,653 | $1,773,353 | |
| ARW | Arrow Electronics, Inc. | 12,298 | $1,763,656 | |
| HSIC | Henry Schein Inc | 23,361 | $1,721,705 | |
| ATR | Aptargroup, Inc. | 13,624 | $1,716,896 | |
| FCN | Fti Consulting, Inc | 9,053 | $1,600,298 | |
| IAU | Ishares Gold Trust | 17,940 | $1,581,590 | |
| DLTR | Dollar Tree, Inc. | 13,886 | $1,520,655 | |
| CVCO | Cavco Industries, Inc. | 3,042 | $1,473,210 | |
| COF | Capital One Financial Corp | 7,997 | $1,458,892 | |
| HAYW | Hayward Holdings, Inc. | 104,607 | $1,399,641 | |
| NSIT | Insight Enterprises Inc | 20,716 | $1,388,179 | |
| HLI | Houlihan Lokey, Inc. | 9,654 | $1,386,507 | |
| C | Citigroup Inc | 11,760 | $1,333,701 | |
| HURN | Huron Consulting Group Inc. | 10,295 | $1,312,509 | |
| MWA | Mueller Water Products, Inc. | 47,309 | $1,300,524 | |
| MSA | MSA Safety Inc | 7,878 | $1,291,598 | |
| CVX | Chevron Corp | 5,949 | $1,230,848 | |
| No positions match the current search. | ||||
32 positions ·
$60,685,617 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| G |
Genpact LTD
Technology
|
Added | 5,421 | $201,932 | 0.33% | |
| SIMO |
Silicon Motion Technology CORP
Technology
|
NEW | 1,818 | $204,143 | 0.34% | |
| MSTR |
Strategy Inc
Technology
|
NEW | 1,650 | $205,920 | 0.34% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 797 | $269,346 | 0.44% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 712 | $277,971 | 0.46% | |
| PTC |
Ptc Inc.
Technology
|
Held | 2,065 | $294,241 | 0.48% | |
| PLXS |
Plexus Corp
Technology
|
NEW | 1,491 | $301,987 | 0.50% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 2,202 | $353,024 | 0.58% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 3,340 | $430,125 | 0.71% | |
| SONY |
Sony Group Corp
Technology
|
Added | 21,589 | $446,892 | 0.74% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 1,726 | $549,109 | 0.90% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 503 | $664,377 | 1.09% | |
| CTS |
Cts Corp
Technology
|
NEW | 14,293 | $682,633 | 1.12% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
NEW | 5,731 | $838,330 | 1.38% | |
| STM |
STMicroelectronics N.V.
Technology
|
Held | 25,000 | $863,750 | 1.42% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,445 | $948,123 | 1.56% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 6,598 | $1,280,935 | 2.11% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 12,578 | $1,315,029 | 2.17% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,701 | $1,381,865 | 2.28% | |
| NSIT |
Insight Enterprises Inc
Technology
|
NEW | 20,716 | $1,388,179 | 2.29% | |
| TER |
Teradyne, Inc
Technology
|
Added | 4,701 | $1,393,658 | 2.30% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 4,838 | $1,653,580 | 2.72% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 5,643 | $1,746,564 | 2.88% | |
| ARW |
Arrow Electronics, Inc.
Technology
|
NEW | 12,298 | $1,763,656 | 2.91% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 29,978 | $2,325,993 | 3.83% | |
| CDW |
CDW Corp
Technology
|
NEW | 19,356 | $2,342,463 | 3.86% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 13,647 | $2,380,036 | 3.92% | |
| ACN |
Accenture plc
Technology
|
Added | 13,640 | $2,704,675 | 4.46% | |
| MU |
Micron Technology Inc
Technology
|
Added | 8,918 | $3,012,857 | 4.96% | |
| INTC |
Intel Corp
Technology
|
Reduced | 102,643 | $4,529,635 | 7.46% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 14,623 | $5,412,995 | 8.92% | |
| AAPL |
Apple Inc.
Technology
|
Added | 72,980 | $18,521,594 | 30.52% |