Top 50 Diligent Investors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.14% | 65.8K | $16.7M | -0.47%(-310) | $52.77(+484.86%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.03% | 166.3K | $16.3M | -1.60%(-2.70K) | $48.82(+140.07%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.07% | 219.4K | $12.4M | -1.66%(-3.71K) | $35.37(+74.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.97% | 21.5K | $7.9M | -3.36%(-746) | $70.53(+453.62%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 1.82% | 161.1K | $7.4M | -2.47%(-4.08K) | $32.13(+55.82%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.72% | 39.8K | $6.9M | +2.38%(+925) | $53.32(+265.42%) | 2026-03-31 | |
| MDYG | SPDR SERIES TRUST | 1.43% | 60.0K | $5.8M | -1.09%(-658) | $59.43(+84.88%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.4% | 11.8K | $5.6M | -0.74%(-88) | $203.39(+149.65%) | 2026-03-31 | |
| MDYV | SPDR SERIES TRUST | 1.36% | 64.5K | $5.5M | -1.17%(-766) | $57.77(+63.21%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.33% | 25.9K | $5.4M | +0.10%(+26) | $125.64(+34.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.40% | +38.26% |
| Top 20 Holdings Unweighted | +10.30% | +34.18% |
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