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Source Capital shares owned by Diversified Management

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Diversified Management from 13F filings

Historical chart of Diversified Management investment in Source Capital

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All positions including Source Capital held by Diversified Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Diversified Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.3M 117k 45.76

More positions owned by Diversified Management

Rockwell Automation (ROK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Willscot Hldgs Corp Com Cl A (WSC)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Listed Fds Tr Horizon Kinetics (INFL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Diversified Management

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Diversified Management
Hara Capital
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Hennion & Walsh Asset Management
Anchor Investment Management
Smith Asset Management
Invesco
Us Bancorp
Chemistry Wealth Management
Shaker Financial Services

View all funds holding Source Capital