Diversified Portfolios, Inc. logo

Diversified Portfolios, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Diversified Portfolios, Inc. with $1.1B in long positions as of Q3 2025, 97% allocated to ETF, and 55% concentrated in top 10 positions.

Portfolio Value
$1.1B
Top 10 Concentration
55%
Top Sector
ETF (97%)
US Exposure
100%
Market Cap Focus
N/A
Countries
3

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 97.10%ETFTechnology: 0.80%Financial Services: 0.70%Consumer Cyclical: 0.40%Healthcare: 0.30%Industrials: 0.20%Energy: 0.10%Communication Services: 0.10%
ETF
97.10%
Technology
0.80%
Financial Services
0.70%
Consumer Cyclical
0.40%
Healthcare
0.30%
Industrials
0.20%
Energy
0.10%
Communication Services
0.10%

Industry Breakdown

26 industries across all sectors

ETF: 97.09%ETFConsumer Electronics: 0.54%Specialty Retail: 0.35%Drug Manufacturers - General: 0.27%Software - Infrastructure: 0.26%Banks - Regional: 0.22%20 more: 1.13%
ETF
ETF
97.09%
Consumer Electronics
Technology
0.54%
Specialty Retail
Consumer Cyclical
0.35%
Drug Manufacturers - General
Healthcare
0.27%
Software - Infrastructure
Technology
0.26%
Banks - Regional
Financial Services
0.22%
Insurance - Diversified
Financial Services
0.17%
Financial - Credit Services
Financial Services
0.14%
Banks - Diversified
Financial Services
0.13%
Aerospace & Defense
Industrials
0.12%
Internet Content & Information
Communication Services
0.083%
Oil & Gas Integrated
Energy
0.082%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 2.23%Large Cap ($10B - $200B): 0.32%Mid Cap ($2B - $10B): 0.23%Nano Cap (< $50M): 0.00%N/A (ETF or Unknown): 97.22%N/A (ETF or Unknown)
Mega Cap (> $200B)
2.23%
Large Cap ($10B - $200B)
0.32%
Mid Cap ($2B - $10B)
0.23%
Nano Cap (< $50M)
0.00%
N/A (ETF or Unknown)
97.22%

Portfolio Concentration

Top 10 Holdings %
54.71%
Top 20 Holdings %
70.97%
Top 50 Holdings %
90.28%
Top 100 Holdings %
97.67%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.95%
International
0.049%
Countries
3
Largest Int'l Market
Canada - 0.03%
United States of America
99.95% ($1.1B)
163 holdings
Canada
0.03% ($298.7K)
1 holdings
Ireland
0.02% ($253.4K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
19.8 quarters
Avg. Top 20
20.8 quarters
Avg. All Positions
15.5 quarters
Median Holding Period
12 quarters
Persistence Rate
78.18%
Persistent Holdings Weight
96.96%
Persistent Positions
129
Longest Held
Vanguard Real Estate ETF logo
Vanguard Real Estate ETFVNQ - 43 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.03%
Avg. Position Weight
0.61%
Largest Position
Vanguard Total Stock Market ETF logo
Vanguard Total Stock Market ETFVTI - 12.86%
Largest Ownership Stake
ClearSign Technologies Corporation Common Stock (DE) logo
ClearSign Technologies Corporation Common Stock (DE)CLIR - 0.04%
Avg. Ownership Stake
0.002%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2014)

Avg. New Position
0.59%
Avg. Ownership Stake
0.02%
Largest Position
Vanguard Total Stock Market ETF logo
Vanguard Total Stock Market ETFVTI - 33.37% (Q2 2021)
Largest Ownership Stake
Altair Engineering Inc. Class A Common Stock logo
Altair Engineering Inc. Class A Common StockALTR - 0.29% (Q2 2021)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.5%
Value Traded
$39.57M
Positions Added
3
Positions Exited
4

Historical (Since Q4 2014)

Avg. Turnover Ratio
6.7%
Avg. Positions Added
6
Avg. Positions Exited
6
Highest Turnover
50.0%
Q4 2014
Lowest Turnover
0.9%
Q2 2016

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