Diversified Investment Strategies, LLC

Q1 2026 13F-HR Holdings

Location
Baton Rouge, LA
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$156,542
Net value change ($000)
+3,997 (2.6%)
New positions
6
Sold out positions
1
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 8,047 31.1%
BLDR 3,921 NEW
DV 3,246 NEW
NTR 1,313 22.3%
MLR 910 23.0%
FAST 870 14.0%
JOE 847 5.2%
WMT 842 12.2%
ATKR 589 NEW
ODC 527 31.4%
Top Reduces (Value $000, Stocks/ETFs)
WBD -10,632 -93.6%
GDDY -3,655 -35.5%
MSFT -904 -22.2%
PYPL -828 -18.8%
DIS -768 -15.6%
GAMB -474 -28.9%
TRUE -339 -100.0%
DOUG -234 -30.8%
DLB -201 -5.4%
COF -174 -24.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type