Diversified Investment Strategies, LLC Long-Term Concentrated

CIK: 0001427196 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Aug 26, 2016

Total Value ($000): $97,493

Holdings (58)

EXXON MOBIL CORP 23.9%
Value ($000) $23,290 Shares 278,627 Est. Cost $89.76 Unrealized
MSFT MICROSOFT CORP 7.2%
Value ($000) $6,978 Shares 126,337 Est. Cost $26.70 Unrealized +72.5%
GDOT GREEN DOT CORP 5.5%
Value ($000) $5,359 Shares 233,325 Est. Cost $18.33 Unrealized +5.9%
SCHF SCHWAB STRATEGIC TR 4.1%
Value ($000) $4,008 Shares 147,855 Est. Cost $30.09 Unrealized
FAST FASTENAL CO 3.9%
Value ($000) $3,776 Shares 77,070 Est. Cost $7.89 Unrealized +6.3%
WMT WAL MART STORES INC 3.9%
Value ($000) $3,759 Shares 54,880 Est. Cost $18.08 Unrealized +1.3%
DKS DICKS SPORTING GOODS INC 3.3%
Value ($000) $3,256 Shares 69,650 Est. Cost $30.92 Unrealized 0.0%
ABBNY ABB LTD 2.9%
Value ($000) $2,836 Shares 146,025 Est. Cost $17.67 Unrealized
DLB DOLBY LABORATORIES INC 2.7%
Value ($000) $2,673 Shares 61,500 Est. Cost $36.14 Unrealized -10.0%
ING ING GROEP N V 2.6%
Value ($000) $2,496 Shares 209,225 Est. Cost $9.23 Unrealized
IWN ISHARES TR 2.5%
Value ($000) $2,397 Shares 25,720 Est. Cost $93.20 Unrealized
IVW ISHARES TR 2.5%
Value ($000) $2,397 Shares 25,720 Est. Cost $94.98 Unrealized
SYY SYSCO CORP 2.4%
Value ($000) $2,321 Shares 49,675 Est. Cost $24.40 Unrealized +36.8%
RIGHTSIDE GROUP LTD 2.2%
Value ($000) $2,103 Shares 261,210 Est. Cost $8.78 Unrealized
GENERAL ELECTRIC CO 1.8%
Value ($000) $1,717 Shares 53,996 Est. Cost $23.19 Unrealized
BB BLACKBERRY LTD 1.7%
Value ($000) $1,642 Shares 202,988 Est. Cost $9.72 Unrealized -22.8%
KO COCA COLA CO 1.6%
Value ($000) $1,604 Shares 34,568 Est. Cost $27.85 Unrealized +14.3%
PETS PETMED EXPRESS INC 1.6%
Value ($000) $1,559 Shares 87,025 Est. Cost $16.23 Unrealized +5.5%
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $1,466 Shares 9,681 Est. Cost $95.22 Unrealized -11.7%
GRMN GARMIN LTD 1.5%
Value ($000) $1,455 Shares 36,416 Est. Cost $23.93 Unrealized +18.0%
SILC SILICOM LTD 1.5%
Value ($000) $1,441 Shares 42,200 Est. Cost $28.16 Unrealized +1.6%
RAVEN INDS INC 1.4%
Value ($000) $1,327 Shares 82,860 Est. Cost $15.60 Unrealized
VSEC VSE CORP 1.3%
Value ($000) $1,259 Shares 18,550 Est. Cost $14.60 Unrealized +92.4%
BAC BANK OF AMERICA CORPORATION 1.3%
Value ($000) $1,233 Shares 91,176 Est. Cost $10.03 Unrealized +8.3%
CARBO CERAMICS INC 1.2%
Value ($000) $1,203 Shares 84,697 Est. Cost $53.51 Unrealized
WFC WELLS FARGO & CO NEW 1.2%
Value ($000) $1,145 Shares 23,674 Est. Cost $27.36 Unrealized +35.6%
WELLS FARGO MULTI SECTOR INC 1.1%
Value ($000) $1,084 Shares 88,700 Est. Cost $12.22 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $940 Shares 19,260 Est. Cost $32.13 Unrealized +25.7%
SEIC SEI INVESTMENTS CO 1.0%
Value ($000) $928 Shares 21,550 Est. Cost $24.76 Unrealized +46.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.9%
Value ($000) $894 Shares 50,425 Est. Cost $6.50 Unrealized -2.0%
SYNACOR INC 0.7%
Value ($000) $720 Shares 514,225 Est. Cost $2.33 Unrealized
LQDT LIQUIDITY SERVICES 0.6%
Value ($000) $630 Shares 121,700 Est. Cost $15.83 Unrealized -66.3%
HEWLETT PACKARD CO 0.6%
Value ($000) $621 Shares 50,425 Est. Cost $24.80 Unrealized
QCOM QUALCOMM INC 0.6%
Value ($000) $563 Shares 11,015 Est. Cost $45.06 Unrealized -18.1%
ARCO ARCOS DORADOS HOLDINGS INC 0.6%
Value ($000) $544 Shares 145,000 Est. Cost $8.07 Unrealized -69.5%
BLOUNT INTL INC NEW 0.5%
Value ($000) $518 Shares 51,900 Est. Cost $9.98 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $506 Shares 2,464 Est. Cost $205.37 Unrealized
PENGROWTH ENERGY CORP 0.5%
Value ($000) $497 Shares 379,500 Est. Cost $4.86 Unrealized
APOLLO GROUP INC 0.4%
Value ($000) $434 Shares 52,775 Est. Cost $17.87 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $420 Shares 2,675 Est. Cost $120.06 Unrealized +5.1%
RIG TRANSOCEAN LTD 0.4%
Value ($000) $374 Shares 40,867 Est. Cost $43.19 Unrealized -77.0%
GEOS GEOSPACE TECHNOLOGIES CORP 0.4%
Value ($000) $372 Shares 30,150 Est. Cost $55.50 Unrealized -80.1%
DECK DECKERS OUTDOOR CORP 0.4%
Value ($000) $343 Shares 5,725 Est. Cost $9.07 Unrealized -4.7%
JOE ST JOE CO 0.3%
Value ($000) $271 Shares 15,775 Est. Cost $20.21 Unrealized -21.9%
NUVEEN QUALITY MUN FUND INC 0.3%
Value ($000) $257 Shares 18,075 Est. Cost $13.00 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $250 Shares 1,875 Est. Cost $77.02 Unrealized +27.7%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $228 Shares 2,975 Est. Cost $54.58 Unrealized -2.8%
DEMAND MEDIA INC 0.2%
Value ($000) $225 Shares 45,070 Est. Cost $5.73 Unrealized
EXC EXELON CORP 0.2%
Value ($000) $213 Shares 5,930 Est. Cost $15.35 Unrealized +3.2%
COP CONOCOPHILLIPS 0.2%
Value ($000) $206 Shares 5,116 Est. Cost $48.22 Unrealized -41.7%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $204 Shares 1,885 Est. Cost $75.93 Unrealized +3.7%
WESTERN ASSET CLYM INFL OPP 0.2%
Value ($000) $161 Shares 14,600 Est. Cost $11.03 Unrealized
ANNALY CAP MGMT INC 0.1%
Value ($000) $141 Shares 13,700 Est. Cost $9.42 Unrealized
VALE VALE S A 0.1%
Value ($000) $127 Shares 30,250 Est. Cost $13.15 Unrealized
PENN WEST PETE LTD NEW 0.1%
Value ($000) $69 Shares 74,256 Est. Cost $10.60 Unrealized
AEROPOSTALE 0.0%
Value ($000) $27 Shares 136,600 Est. Cost $13.08 Unrealized
C&J ENERGY SVCS INC 0.0%
Value ($000) $25 Shares 17,775 Est. Cost $16.55 Unrealized
BODY CENT CORP 0.0%
Value ($000) $1 Shares 54,559 Est. Cost $2.36 Unrealized