Diligent Investors, LLC
CIK: 0001549042SEC EDGAR →
Portfolio Value
$406.6M
Holdings
339
As of
Q4 2025
New Positions
20
Closed Positions
23
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 169,010 | $18.0M | 4.44% |
| 2 | APPLE INC | 66,086 | $18.0M | 4.42% |
| 3 | SPDR SERIES TRUST | 223,100 | $12.7M | 3.12% |
| 4 | MICROSOFT CORP | 22,199 | $10.7M | 2.64% |
| 5 | SPDR INDEX SHS FDS | 165,200 | $7.3M | 1.80% |
| 6 | NVIDIA CORPORATION | 38,924 | $7.3M | 1.79% |
| 7 | VISA INC | 17,067 | $6.0M | 1.47% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 11,861 | $6.0M | 1.47% |
| 9 | SPDR SERIES TRUST | 60,609 | $5.6M | 1.38% |
| 10 | SPDR SERIES TRUST | 65,244 | $5.5M | 1.36% |
Quarterly Changes
New Positions (24)
$1.3M · 66K shares
$1.2M · 20K shares
$1.2M · 40K shares
$1.0M · 40K shares
$639K · 29K shares
$564K · 20K shares
$345K · 10K shares
$329K · 1K shares
$311K · 7K shares
$304K · 4K shares
$297K · 9K shares
$296K · 10K shares
$281K · 4K shares
$261K · 3K shares
$256K · 10K shares
$249K · 13K shares
$248K · 1K shares
$231K · 4K shares
$211K · 9K shares
$210K · 3K shares
$208K · 685 shares
$203K · 437 shares
$203K · 981 shares
$23K · 13K shares
Closed Positions (17)
$732K · 3K shares
$690K · 6K shares
$658K · 7K shares
$491K · 6K shares
$464K · 25K shares
$264K · 5K shares
$246K · 5K shares
$241K · 3K shares
$239K · 10K shares
$236K · 6K shares
$220K · 5K shares
$216K · 1K shares
$202K · 1K shares
$168K · 18K shares
$98K · 11K shares
$52K · 10K shares
$35K · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 142 | $188.6M | 46.4% |
| Technology | 34 | $66.4M | 16.3% |
| Unknown | 58 | $50.0M | 12.3% |
| Communication Services | 7 | $17.8M | 4.4% |
| Industrials | 20 | $16.6M | 4.1% |
| Consumer Cyclical | 16 | $15.3M | 3.8% |
| Healthcare | 17 | $14.3M | 3.5% |
| Consumer Defensive | 12 | $13.0M | 3.2% |
| Energy | 9 | $9.8M | 2.4% |
| Real Estate | 14 | $8.7M | 2.1% |
| Utilities | 6 | $3.3M | 0.8% |
| Basic Materials | 4 | $2.6M | 0.6% |