DIVERSIFIED MANAGEMENT INC
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 468,085
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 171 | 468,085 | 13F-HR | DIVERSIFIED MANAGEMENT INC |
| 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 | 216.6 K | 46.3% | 0 | 150.3 K | -150.3 K |
| ETFs | 251.4 K | 53.7% | 35.13 K | 0 | 35.13 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
468,085
Holdings
171
QoQ value change ($000)
-115,154
(-19.7%)
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.