Diversified Investment Strategies, LLC Portfolio Holdings

Diversified Investment Strategies, LLC

  • $147 Million
  • Q3 2025

Diversified Investment Strategies, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $24.2M, St Joe CO with a value of $13.8M, Go Daddy Inc. with a value of $11.4M, Dick'S Sporting Goods, Inc. with a value of $9.32M, and Warner Bros. Discovery, Inc. with a value of $8.11M.

Examining the 13F form we can see an increase of $4.47M in the current position value, from $143M to 147M.

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

Portfolio value $147 Million
Energy: $24.4 Million
Consumer Cyclical: $21.9 Million
Technology: $20.3 Million
Industrials: $15.3 Million
Real Estate: $15.1 Million
Consumer Defensive: $14.5 Million
Communication Services: $13.1 Million
ETFs: $8.17 Million
Other: $14.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$284M
$2.49 Million 1.69% of portfolio
300,000
Q3 2025 Added 9.09%
$101M
$1.02 Million 0.69% of portfolio
117,000
Q1 2025 Reduced 0.43%
$205M
$959,000 0.65% of portfolio
335,608
Q2 2025 Reduced 11.82%
$125M
$804,000 0.55% of portfolio
55,000
Q3 2025 Added 37.5%
$139M
$360,000 0.24% of portfolio
94,000
Q1 2025 Reduced 1.05%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $147 Million
  • Prior Value $143 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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