Diversified Investment Strategies, LLC Portfolio Holdings

Diversified Investment Strategies, LLC

  • $143 Million
  • Q2 2025

Diversified Investment Strategies, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 Million distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $22.5M, Go Daddy Inc. with a value of $14.8M, St Joe CO with a value of $13.2M, Dick'S Sporting Goods, Inc. with a value of $8.3M, and Cal Maine Foods Inc with a value of $7.5M.

Examining the 13F form we can see an increase of $603K in the current position value, from $142M to 143M.

Below you can find more details about Diversified Investment Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Million
Technology: $24.4 Million
Energy: $22.7 Million
Consumer Cyclical: $21.1 Million
Consumer Defensive: $14.5 Million
Real Estate: $14 Million
Industrials: $13.9 Million
Communication Services: $10.1 Million
ETFs: $7.76 Million
Other: $14.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$22.5 Million 15.73% of portfolio
208,282
Q2 2025 Added 0.52%
$281B
$6.33 Million 4.43% of portfolio
64,730
Q2 2025 Reduced 1.39%
$207B
$5.3 Million 3.71% of portfolio
42,766
Q2 2025 Reduced 0.58%
$3.95T
$4.61 Million 3.23% of portfolio
9,277
Q2 2025 Reduced 2.27%
$456B
$525,000 0.37% of portfolio
3,325
Q4 2024 Reduced 8.28%
$201B
$483,000 0.34% of portfolio
614
Q2 2024 Reduced 4.95%
$3.69T
$484,000 0.34% of portfolio
2,360
Q2 2025 Reduced 6.9%
$302B
$213,000 0.15% of portfolio
1,493
Q2 2025 Added 1.01%

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $143 Million
  • Prior Value $142 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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