Diversified Investment Strategies, LLC

data from 30/09/2025

Capitalization

$ 152.550 M 3.17 %

Average holding period

23 ans

Performance

$ 185.857 M 196 561.09 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Diversified Investment Strategies, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 XOM EXXON MOBIL CORP 15.85% 24.179 M $ 214449 2019/09/30 1.031 M $ 4.59 %
2025/09/30 JOE ST JOE CO 9.08% 13.847 M $ 279850 2017/09/30 491.719 K $ 3.73 %
2025/09/30 GDDY GODADDY INC 7.45% 11.360 M $ 83025 2020/09/30 -3.548 M $ -24.01 %
2025/09/30 DKS DICKS SPORTING GOODS INC 6.11% 9.323 M $ 41955 2016/03/31 1.024 M $ 12.34 %
2025/09/30 WBD WARNER BROS DISCOVERY INC 5.32% 8.115 M $ 415495 2022/09/30 3.353 M $ 70.42 %
2025/09/30 FAST FASTENAL CO 5.06% 7.714 M $ 157290 2010/03/31 1.107 M $ 16.76 %
2025/09/30 CALM CAL MAINE FOODS INC 4.64% 7.079 M $ 75230 2016/12/31 -416.021 K $ -5.55 %
2025/09/30 WMT WALMART INC 4.33% 6.609 M $ 64130 2010/06/30 341.774 K $ 5.40 %
2025/09/30 NTR NUTRIEN LTD 3.69% 5.622 M $ 95752 2019/09/30 44.251 K $ 0.81 %
2025/09/30 DIS DISNEY WALT CO 3.25% 4.964 M $ 43351 2020/06/30 -406.704 K $ -7.67 %
2025/09/30 MSFT MICROSOFT CORP 2.93% 4.467 M $ 8625 2010/03/31 190.549 K $ 4.13 %
2025/09/30 MLR MILLER INDS INC TENN 2.84% 4.334 M $ 107220 2019/12/31 -433.168 K $ -9.09 %
2025/09/30 DLB DOLBY LABORATORIES INC 2.81% 4.280 M $ 59145 2011/12/31 -111.217 K $ -2.55 %
2025/09/30 UHAL-B U HAUL HOLDING COMPANY 2.79% 4.250 M $ 83491 2022/12/31 -279.911 K $ -6.38 %
2025/09/30 PYPL PAYPAL HLDGS INC 2.59% 3.956 M $ 58995 2022/09/30 -406.523 K $ -9.77 %
2025/09/30 GRMN GARMIN LTD 1.97% 3.006 M $ 12208 2013/06/30 457.800 K $ 17.97 %
2025/09/30 GAMB GAMBLING.COM GROUP LTD 1.61% 2.454 M $ 300000 2025/03/31 -1.020 M $ -31.20 %
2025/09/30 SCHW SCHWAB CHARLES CORP 1.45% 2.207 M $ 23112 2020/09/30 97.763 K $ 4.64 %
2025/09/30 EXPD EXPEDITORS INTL WASH INC 1.39% 2.126 M $ 17345 2010/03/31 140.070 K $ 7.30 %
2025/09/30 ODC OIL DRI CORP AMER 1.37% 2.095 M $ 34315 2021/03/31 70.345 K $ 3.48 %
2025/09/30 JOUT JOHNSON OUTDOORS INC 1.17% 1.792 M $ 44373 2021/09/30 449.054 K $ 33.43 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 1.04% 1.582 M $ 67943 2015/03/31 84.857 K $ 5.34 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.93% 1.412 M $ 2120 2010/03/31 102.459 K $ 7.82 %
2025/09/30 QQQ INVESCO QQQ TR 0.85% 1.289 M $ 2147 2022/09/30 104.623 K $ 8.83 %
2025/09/30 AOUT AMERICAN OUTDOOR BRANDS INC 0.67% 1.016 M $ 117000 2022/09/30 -207.089 K $ -16.94 %
2025/09/30 MAMA MAMA MANCINIS HOLDINGS INC 0.65% 987.940 K $ 94000 2022/03/31 207.739 K $ 26.63 %
2025/09/30 DOUG DOUGLAS ELLIMAN INC 0.63% 959.840 K $ 335608 2022/03/31 181.228 K $ 23.28 %
2025/09/30 ULTA ULTA BEAUTY INC 0.62% 948.611 K $ 1735 2024/12/31 111.685 K $ 16.87 %
2025/09/30 IWN ISHARES TR 0.56% 847.981 K $ 4796 2016/03/31 91.363 K $ 12.08 %
2025/09/30 LAKE LAKELAND INDUSTRIES INC 0.53% 814.000 K $ 55000 2024/06/30 47.600 K $ 8.74 %
2025/09/30 GNRC GENERAC HLDGS INC 0.48% 730.031 K $ 4361 2025/06/30 90.978 K $ 16.89 %
2025/09/30 SLYV SPDR SERIES TRUST 0.47% 723.118 K $ 8157 2019/12/31 75.138 K $ 11.15 %
2025/09/30 PUBM PUBMATIC INC 0.46% 703.800 K $ 85000 2025/06/30 -332.800 K $ -33.44 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.39% 590.335 K $ 2777 2019/03/31 -499.000 $ -0.08 %
2025/09/30 SLYG SPDR SERIES TRUST 0.36% 543.603 K $ 5764 2020/06/30 33.576 K $ 6.26 %
2025/09/30 SAM BOSTON BEER INC 0.31% 472.524 K $ 2235 2024/03/31 38.540 K $ 10.80 %
2025/09/30 UHAL U HAUL HOLDING COMPANY 0.30% 459.642 K $ 8054 2019/03/31 -28.108 K $ -5.76 %
2025/09/30 NVR NVR INC 0.28% 433.872 K $ 54 2020/12/31 35.046 K $ 8.79 %
2025/09/30 INTU INTUIT 0.27% 419.307 K $ 614 2018/03/31 -64.298 K $ -13.30 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.27% 415.807 K $ 14284 2020/12/31 21.303 K $ 5.20 %
2025/09/30 VTI VANGUARD INDEX FDS 0.26% 400.367 K $ 1220 2020/09/30 29.572 K $ 7.98 %
2025/09/30 AAPL APPLE INC 0.26% 395.950 K $ 1555 2019/06/30 116.725 K $ 24.11 %
2025/09/30 CHWY CHEWY INC 0.24% 372.140 K $ 9200 2023/12/31 -16.980 K $ -5.09 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.23% 352.159 K $ 11036 2023/03/31 31.255 K $ 9.24 %
2025/09/30 GLXZ GALAXY GAMING INC 0.22% 330.600 K $ 116000 2025/03/31 7.000 K $ 2.52 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.21% 324.430 K $ 12317 2023/03/31 24.827 K $ 7.77 %
2025/09/30 WY WEYERHAEUSER CO MTN BE 0.19% 284.093 K $ 11460 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHZ SCHWAB STRATEGIC TR 0.18% 282.109 K $ 12020 2020/03/31 2.764 K $ 0.99 %
2025/09/30 THO THOR INDS INC 0.17% 264.410 K $ 2550 2023/06/30 37.943 K $ 16.75 %
2025/09/30 CVX CHEVRON CORP NEW 0.14% 210.808 K $ 1358 2022/03/31 18.065 K $ 8.45 %
2025/09/30 BABA ALIBABA GROUP HLDG LTD 0.13% 205.540 K $ 1150 2025/09/30 0.000 $ 0.00 %
2025/09/30 NVDA NVIDIA CORPORATION 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %