StockDriftsStockDriftsTop 50 Diligent Investors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 4.37% | 164.9K | $19.6M | -0.84%(-1.40K) | $48.82(+151.50%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.17% | 64.7K | $18.7M | -1.57%(-1.03K) | $52.77(+481.15%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.94% | 217.5K | $13.2M | -0.84%(-1.85K) | $35.37(+79.21%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.8% | 40.4K | $8.1M | +1.44%(+573) | $55.15(+299.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.79% | 21.5K | $8.0M | +0.17%(+36) | $71.03(+607.83%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 1.78% | 158.2K | $8.0M | -1.82%(-2.93K) | $32.13(+60.97%) | 2026-06-30 | |
| MDYG | SPDR SERIES TRUST | 1.48% | 59.4K | $6.7M | -0.92%(-550) | $59.43(+88.83%) | 2026-06-30 | |
| GLW | CORNING INC | 1.37% | 24.2K | $6.2M | -1.86%(-459) | $23.54(+577.22%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.37% | 12.3K | $6.1M | +4.36%(+513) | $215.26(+143.13%) | 2026-06-30 | |
| MDYV | SPDR SERIES TRUST | 1.35% | 63.8K | $6.1M | -1.00%(-642) | $57.77(+67.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.16% | +48.76% | +6.74% | +38.54% |
| Top 20 Holdings Unweighted | +13.97% | +48.05% | +5.28% | +29.32% |
Diligent Investors, LLC reports $449.05M in US-listed equity holdings across 357 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (4.4%), AAPL (4.2%) and SPYV (2.9%). The top 20 holdings account for 32.77% of reported assets. Its disclosed equity book has returned +48.76% on a three-year cumulative basis. Figures reflect the Q2 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