StockDriftsStockDriftsTop 50 Diligent Investors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.67% | 63.9K | $21.3M | -1.35%(-874) | $52.77(+559.88%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4.4% | 162.6K | $20.0M | -1.42%(-2.33K) | $48.82(+143.27%) | 2026-09-30 | |
| SPYV | SPDR SERIES TRUST | 2.89% | 215.2K | $13.2M | -1.09%(-2.36K) | $35.37(+81.29%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.38% | 21.1K | $10.8M | -1.96%(-421) | $71.03(+633.62%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.01% | 40.1K | $9.1M | -0.92%(-370) | $55.15(+284.79%) | 2026-09-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.75% | 158.8K | $8.0M | +0.37%(+579) | $32.20(+52.83%) | 2026-09-30 | |
| MDYG | SPDR SERIES TRUST | 1.34% | 58.3K | $6.1M | -1.83%(-1.09K) | $59.43(+72.63%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.33% | 12.2K | $6.1M | -0.76%(-93) | $215.26(+154.10%) | 2026-09-30 | |
| V | VISA INC | 1.28% | 16.2K | $5.8M | -0.95%(-156) | $55.02(+639.62%) | 2026-09-30 | |
| PAUG | INNOVATOR ETFS TRUST | 1.21% | 118.5K | $5.5M | -0.94%(-1.12K) | $31.73(+47.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.50% | +58.11% | +7.67% | +44.68% |
| Top 20 Holdings Unweighted | +15.58% | +54.41% | +6.05% | +34.15% |
Diligent Investors LLC reports $454.96M in US-listed equity holdings across 362 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.7%), SPYG (4.4%) and SPYV (2.9%). The top 20 holdings account for 33.24% of reported assets. Its disclosed equity book has returned +58.11% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Diligent Investors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1549042). View Diligent Investors LLC’s 13F filings on SEC