account_balance
Investment manager · 13F filer · SEC CIK 922372
Diversified Management Inc
Reported value$468Mas of Jun 30, 2026
Positions171 9 new, 100 sold out
Top 10 weight53.9%ROK alone is 13%
FiledJul 1010 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ROKRockwell Automation Inc
12.5%
SPYState STR SPDR S&P 500 ETF T
8.2%
VOEVanguard Index FDS
6.1%
WSCWillscot Hldgs Corp
5.6%Trimmed −24%
AAPLApple Inc
4.3%Trimmed −5%
IWPiShares Tr
3.9%
IJHiShares Tr
3.8%
IJRiShares Tr
3.4%Added +10%
EFAiShares Tr
3.3%
QQQInvesco QQQ Tr
2.8%Trimmed −6%
INFLListed FDS Tr
2.4%Trimmed −2%
MUMicron Technology Inc
2.2%
ROKRockwell Automation Inc
12.5%
SPYState STR SPDR S&P 500 ETF T
8.2%
VOE6.1%
WSC5.6%AAPL4.3%IWP3.9%
IJH3.8%
IJR3.4%
EFA3.3%
QQQ2.8%
INFL2.4%
MU2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ROK Rockwell Automation Inc 12.5% HeldSPY State STR SPDR S&P 500 ETF T 8.2% Held
VOE Vanguard Index FDS 6.1% Held
WSC Willscot Hldgs Corp 5.6% Trimmed −24%AAPL Apple Inc 4.3% Trimmed −5%IWP iShares Tr 3.9% Held
IJH iShares Tr 3.8% Held
IJR iShares Tr 3.4% Added +10%
EFA iShares Tr 3.3% Held
QQQ Invesco QQQ Tr 2.8% Trimmed −6%
INFL Listed FDS Tr 2.4% Trimmed −2%
MU Micron Technology Inc 2.2% HeldWhat changed