HolderBook

Diversified Investment Strategies, LLC

Reported holdings as of Q2 2026, from 31 quarterly filings.

CIK
1427196
Reported value
$154.6M
Positions
52
Top 10 weight
62.3%
Filed
2026-07-27
Days after quarter end
27

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
EXXON MOBIL CORPXOMXXXX$27.3M199,44217.64%-4.05pp28qHELD
ST JOE COJOE$16.3M268,17510.54%-0.39pp31q-1.6%-$261.3K
DICKS SPORTING GOODS INCDKS$9.4M41,3906.07%+0.88pp31q+1.0%+$94.1K
FASTENAL COFAST$7.4M154,0304.79%+0.26pp31q+1.0%+$70.8K
WALMART INCWMT$7.0M62,2104.56%-0.39pp31qHELD
GODADDY INCGDDY$6.6M77,9304.28%+0.04pp24q-2.9%-$199.5K
CAL MAINE FOODS INCCALM$6.0M74,6303.89%+0.14pp31q+0.5%+$32.2K
NUTRIEN LTDNTR$6.0M95,2423.88%-0.71pp28qHELD
MILLER INDS INC TENNMLR$5.5M106,8703.54%+0.43pp27qHELD
U HAUL HOLDING COMPANYUHALB$4.8M83,3293.11%+0.73pp15qHELD
BUILDERS FIRSTSOURCE INCBLDR$4.3M48,0322.78%+0.28pp2q+0.9%+$36.9K
DISNEY WALT CODIS$4.2M43,2852.70%+0.04pp25qHELD
DOUBLEVERIFY HLDGS INCDV$3.7M341,6752.40%+0.32pp2qHELD
OIL DRI CORP AMERODC$3.5M33,7902.23%+0.83pp22qHELD
PAYPAL HLDGS INCPYPL$3.4M79,2752.21%-0.07pp16qHELD
MICROSOFT CORPMSFT$3.2M8,6572.09%+0.07pp31q+1.2%+$37.3K
DOLBY LABORATORIES INCDLB$3.1M58,7202.00%-0.26pp31qHELD
GARMIN LTDGRMN$2.8M11,8951.83%+0.06pp31qHELD
EXPEDITORS INTL WASH INCEXPD$2.8M17,2701.82%+0.24pp31qHELD
SCHWAB CHARLES CORPSCHW$2.1M22,6351.35%-0.01pp24qHELD
SCHWAB STRATEGIC TRSCHF$1.8M66,4911.19%+0.14pp31qHELD
PUBMATIC INCPUBM$1.8M140,0001.19%+0.46pp5qHELD
JOHNSON OUTDOORS INCJOUT$1.7M36,8991.10%flat20qHELD
MAMAS CREATIONS INCMAMA$1.7M94,0001.09%+0.16pp18qHELD
INVESCO QQQ TRQQQ$1.6M2,1941.05%+0.25pp16q+2.2%+$34.6K
STATE STR SPDR S&P 500 ETF TSPY$1.6M2,1201.02%+0.14pp31qHELD
AMERICAN OUTDOOR BRANDS INCAOUT$1.4M117,0000.89%+0.17pp16q-2.5%-$35.2K
GENERAC HLDGS INCGNRC$1.3M4,3260.82%+0.28pp5q-0.8%-$10.2K
ISHARES TRIWN$1.0M4,7320.68%+0.10pp31qHELD
SPDR SERIES TRUSTSLYV$864.8K7,9260.56%+0.08pp27q-0.6%-$5.0K
ATKORE INCATKR$832.6K10,9500.54%+0.16pp2q+9.5%+$72.2K
WARNER BROS DISCOVERY INCWBD$813.0K30,4950.53%+0.06pp16q+15.1%+$106.6K
SPDR SERIES TRUSTSLYG$803.8K6,7470.52%+0.10pp25q-0.6%-$4.8K
ULTA BEAUTY INCULTA$784.3K1,7390.51%-0.07pp7qHELD
CAPITAL ONE FINL CORPCOF$582.8K2,9050.38%+0.04pp30qHELD
GAMBLING COM GROUP LIMITEDGAMB$570.0K300,0000.37%-0.37pp6qHELD
DOUGLAS ELLIMAN INCDOUG$540.9K305,6080.35%+0.01pp18q-4.7%-$26.5K
U HAUL HOLDING COMPANYUHAL$525.9K8,0360.34%+0.09pp30qHELD
SCHWAB STRATEGIC TRSCHV$494.2K14,1980.32%+0.04pp23q-0.6%-$3.0K
LAKELAND INDS INCLAKE$470.4K44,0000.30%+0.07pp9q-3.3%-$16.0K
VANGUARD INDEX FDSVTI$451.4K1,2200.29%+0.04pp24qHELD
APPLE INCAAPL$428.3K1,4800.28%+0.04pp29qHELD
GALAXY GAMING INCGLXZ$371.3K220,0000.24%-0.01pp6qHELD
SCHWAB STRATEGIC TRSCHG$370.5K10,9490.24%+0.03pp14q-0.8%-$2.9K
BOSTON BEER INCSAM$369.1K2,0850.24%-0.07pp10qHELD
NVR INCNVR$367.9K540.24%+0.01pp23qHELD
SCHWAB STRATEGIC TRSCHX$358.9K12,1950.23%+0.03pp14q-1.0%-$3.6K
SCHWAB STRATEGIC TRSCHZ$333.0K14,3950.22%flat26qHELD
WEYERHAEUSER COWY$298.3K12,4600.19%flat4qHELD
ENTERPRISE PRODS PARTNERS LEPD$218.9K5,9550.14%flat2qHELD
CHEVRON CORPORATIONCVX$202.6K1,2220.13%-0.03pp2qHELD
NVIDIA CORPORATIONNVDA$200.1K1,0000.13%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 18.7%Real Estate 11.1%Software & IT Services 10.0%Business Services 5.7%Autos & Aerospace 5.4%Industrials 4.2%Agriculture 3.9%Chemicals 3.9%Telecom & Media 3.5%Funds & ETFs 2.1%Holding & Investment 2.0%Transport & Logistics 1.8%Other sectors 5.6%Not classified 22.3%
 
SectorValueShare
Retail & Consumer$28.9M18.7%
Real Estate$17.1M11.1%
Software & IT Services$15.4M10.0%
Business Services$8.8M5.7%
Autos & Aerospace$8.3M5.4%
Industrials$6.5M4.2%
Agriculture$6.0M3.9%
Chemicals$6.0M3.9%
Telecom & Media$5.4M3.5%
Funds & ETFs$3.2M2.1%
Holding & Investment$3.1M2.0%
Transport & Logistics$2.8M1.8%
Other sectors$8.7M5.6%
Not classified$34.4M22.3%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$154.6M521811462.3%27
Q1 2026$156.5M556149165.6%30
Q4 2025$152.5M501720266.6%40
Q3 2025$152.5M5121710164.8%27
Q2 2025$147.9M503820564.0%28
Q1 2025$147.2M524926267.1%43
Q4 2024$153.3M5041316368.4%23
Q3 2024$151.6M491226169.6%36
Q2 2024$143.1M4921513269.6%37
Q1 2024$148.6M4941019168.2%29
Q4 2023$136.5M461626268.2%12
Q3 2023$131.8M470916270.6%25
Q2 2023$135.2M491823169.6%20
Q1 2023$140.6M4931217071.4%31
Q4 2022$128.9M46495371.9%40
Q3 2022$121.5M4551410270.1%27
Q2 2022$121.6M421179570.2%25
Q1 2022$146.2M465148171.5%18
Q4 2021$137.9M4201611168.3%20
Q3 2021$135.0M4341210265.9%18
Q2 2021$134.9M411422166.6%19
Q1 2021$128.6M411631266.1%29
Q4 2020$127.9M423620165.0%25
Q3 2020$95.9M4031315363.4%20
Q2 2020$93.7M4051610064.6%36
Q1 2020$74.6M3531213367.3%15
Q4 2019$100.7M353523170.2%31
Q3 2019$96.8M332314371.3%17
Q2 2019$103.9M343513568.1%25
Q1 2019$105.3M364712269.8%30
Q4 2018$97.5M34000071.1%22

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.