DIVERSIFIED MANAGEMENT INC
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 583,239
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 262 | 583,239 | 13F-HR | DIVERSIFIED MANAGEMENT INC |
| Q4 2025 | 1/26/2026 | 177 | 428,470 | 13F-HR | DIVERSIFIED MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 366.9 K | 62.9% | 32.17 K | 0 | 32.17 K |
| ETFs | 216.3 K | 37.1% | 122.6 K | 0 | 122.6 K |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
583,239
Holdings
262
QoQ value change ($000)
154,769
(36.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.