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DIVERSIFIED MANAGEMENT INC

DIVERSIFIED MANAGEMENT INC is an Investment Adviser institutional filer with the SEC under CIK 922372, reporting 236 portfolio positions, with 3 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: WI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-08

Top 10 portfolio positions

The largest reported holdings in DIVERSIFIED MANAGEMENT INC's most recent 13F filing, ranked by reported market value.

  1. ROCKWELL AUTOMATION INC (ROK)
  2. STATE STR SPDR S&P 500 ETF T (SPY)
  3. VANGUARD INDEX FDS (VOE)
  4. APPLE INC (AAPL)
  5. ISHARES TR (IWP)
  6. ISHARES TR (IJH)
  7. ISHARES TR (EFA)
  8. ISHARES TR (IJR)
  9. WILLSCOT HLDGS CORP (WSC)
  10. INVESCO QQQ TR (QQQ)
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