DIVERSIFIED MANAGEMENT INC
CIK 922372 · Holdings on Dec 31, 2025 · First reported Jan 26, 2026
Top ten holdings
Q4 2025- ROK10.95%
- SPY8.19%
- VOE6.05%
- AAPL4.61%
- WSC4.12%
- IWP3.90%
- IJH3.42%
- EFA3.23%
- IJR2.73%
- QQQ2.47%
Share classes counted separately49.67%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ROKROCKWELL AUTOMATION INC View history and evidence | $46.92M | 10.95% | 120.59K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $35.07M | 8.19% | 51.44K shares | Prior unavailable — | — | ↗▾ |
| 03 | VOEVNGRD MRNGSTR MD-CAP VAL ETFMCAP VL IDXVIP View history and evidence | $25.91M | 6.05% | 146.07K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $19.76M | 4.61% | 72.67K shares | Prior unavailable — | — | ↗▾ |
| 05 | WSCWILLSCOT HOLDINGS CORPCOM CL A View history and evidence | $17.65M | 4.12% | 937.38K shares | Prior unavailable — | — | ↗▾ |
| 06 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $16.73M | 3.90% | 122.15K shares | Prior unavailable — | — | ↗▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $14.65M | 3.42% | 221.92K shares | Prior unavailable — | — | ↗▾ |
| 08 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $13.84M | 3.23% | 144.09K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $11.70M | 2.73% | 97.36K shares | Prior unavailable — | — | ↗▾ |
| 10 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $10.56M | 2.47% | 17.20K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 922372 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 428469634
}Research all 177 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.