Long-term investor
Diversified Portfolios, Inc. @diversifiedportfoliosinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001634212).
Record
- Tracked since 2025-06-30 (446 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +13.5% · all +13.5%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 12.4% · long · since 2025-06-30
- 922020748 · 7.7% · long · since 2025-06-30
- 025072703 · 6.4% · long · since 2025-06-30
- 46654Q716 · 6.1% · long · since 2025-06-30
- 25434V864 · 4.6% · long · since 2025-06-30
- 46434V878 · 3.9% · long · since 2025-06-30
- 025072604 · 3.4% · long · since 2025-06-30
- 25434V666 · 2.9% · long · since 2025-06-30
- 78462F103 · 2.2% · long · since 2025-06-30
- 46654Q575 · 2.2% · long · since 2025-06-30
- 67092P730 · 2.1% · long · since 2025-12-31
- 25434V815 · 2.1% · long · since 2025-06-30