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| Happy Holidays!! thanks for using AUM13F!! |
| Diversified Investment Strategies LLC
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| CRD # | 142202 |
| SEC # | 801-67260 |
| CIK # | 0001427196 |
| AUM | $195.5 M (2025-01-14) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 225-292-0687 |
| Address | 4870 Bluebonnet Blvd Baton Rouge, LA 70809 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001427196 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 22.5 | ||
| GoDaddy Inc | 14.8 | ||
| St Joe Co | 13.2 | ||
| Dicks Sporting Goods Inc | 8.3 | ||
| Cal Maine Foods Inc | 7.5 | ||
| Fastenal Co | 6.6 | ||
| Wal Mart Stores Inc | 6.3 | ||
| Nutrien Ltd | 5.5 | ||
| Walt Disney Co | 5.3 | ||
| Miller Industries Inc /TN/ | 4.8 | ||
| Discovery Communications Inc | 4.8 | ||
| Microsoft Corp | 4.6 | ||
| Dolby Laboratories Inc | 4.4 | ||
| Paypal Holdings Inc | 4.2 | ||
| Gamblingcom Group Ltd | 3.3 | ||
| Garmin Ltd | 2.5 | ||
| Schwab Charles Corp | 2.1 | ||
| Oil DRI Corp of America | 2.0 | ||
| Expeditors International of Washington Inc | 1.9 | ||
| Johnson Outdoors Inc | 1.3 | ||
| American Outdoor Brands Inc | 1.2 | ||
| Pubmatic Inc | 1.0 | ||
| Mascot Properties Inc | 0.8 | ||
| Douglas Elliman Inc | 0.8 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Aldabra Capital Partners LP | 2021-09-13 | 10.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 40.4 |
| (b) Individuals (high net worth individuals) | 81 | 155.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 306 | 195.5 |
| By Discretionary | ||
| Discretionary | 281 | 192.2 |
| Non-Discretionary | 25 | 3.3 |
| Total | 306 | 195.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.5 | |
| Total | 306 | 195.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001427196] | |
| SC 13D | [0001427196] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Diversified Investment Strategies LLC | Body Central Corp | [2014-05-05] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lokken Investment Group LLC
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|
DE | 0.4 |
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Beech Hill Advisors Inc
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NY | 0.4 |
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MRA Advisory Group
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NJ | 0.3 |
|
Sterneck Capital Management LLC
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MO | 0.3 |
|
Paradigm Advisors LLC
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TX | 0.1 |
|
von Kohorn Research & Advisory Inc
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CT | 0.0 |
|
Chartwell Family Office LLC
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|
CT | 0.0 |
|
ACM Investment Advisor LLC
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|
TX | 0.0 |
|
Legacy Capital Management Inc
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|
CA | 0.0 |
|
Key Capital Advisors Inc
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|
FL | 0.0 |