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Diligent Investors, LLC

Portfolio Manager
Diligent Investors, LLC
Performance
-5.79% (2026 Q1)
AUM (13F)
$403.70M
# of Holdings
346
Performance Rank
Allocation (Top 20)
32.58%

Diligent Investors, LLC Holdings Map

Top 50 Diligent Investors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.14%65.8K$16.7M
-0.47%(-310)
2025-Q1: 81.6K shares2025-Q2: 81.5K shares2025-Q3: 67.7K shares2025-Q4: 66.1K shares2026-Q1: 65.8K shares
$52.77(+484.86%)
2026-03-31
SPYG
SPDR SERIES TRUST
4.03%166.3K$16.3M
-1.60%(-2.70K)
2025-Q1: 179.0K shares2025-Q2: 179.8K shares2025-Q3: 175.3K shares2025-Q4: 169.0K shares2026-Q1: 166.3K shares
$48.82(+140.07%)
2026-03-31
SPYV
SPDR SERIES TRUST
3.07%219.4K$12.4M
-1.66%(-3.71K)
2025-Q1: 285.9K shares2025-Q2: 286.4K shares2025-Q3: 232.0K shares2025-Q4: 223.1K shares2026-Q1: 219.4K shares
$35.37(+74.25%)
2026-03-31
MSFT
MICROSOFT CORP
1.97%21.5K$7.9M
-3.36%(-746)
2025-Q1: 53.4K shares2025-Q2: 22.0K shares2025-Q3: 22.0K shares2025-Q4: 22.2K shares2026-Q1: 21.5K shares
$70.53(+453.62%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
1.82%161.1K$7.4M
-2.47%(-4.08K)
2025-Q1: 194.3K shares2025-Q2: 201.1K shares2025-Q3: 167.9K shares2025-Q4: 165.2K shares2026-Q1: 161.1K shares
$32.13(+55.82%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.72%39.8K$6.9M
+2.38%(+925)
2025-Q1: 38.0K shares2025-Q2: 38.7K shares2025-Q3: 38.6K shares2025-Q4: 38.9K shares2026-Q1: 39.8K shares
$53.32(+265.42%)
2026-03-31
MDYG
SPDR SERIES TRUST
1.43%60.0K$5.8M
-1.09%(-658)
2025-Q1: 70.9K shares2025-Q2: 65.7K shares2025-Q3: 63.8K shares2025-Q4: 60.6K shares2026-Q1: 60.0K shares
$59.43(+84.88%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
1.4%11.8K$5.6M
-0.74%(-88)
2025-Q1: 12.6K shares2025-Q2: 12.4K shares2025-Q3: 12.0K shares2025-Q4: 11.9K shares2026-Q1: 11.8K shares
$203.39(+149.65%)
2026-03-31
MDYV
SPDR SERIES TRUST
1.36%64.5K$5.5M
-1.17%(-766)
2025-Q1: 76.3K shares2025-Q2: 70.6K shares2025-Q3: 68.4K shares2025-Q4: 65.2K shares2026-Q1: 64.5K shares
$57.77(+63.21%)
2026-03-31
CVX
CHEVRON CORPORATION
1.33%25.9K$5.4M
+0.10%(+26)
2025-Q1: 24.5K shares2025-Q2: 26.8K shares2025-Q3: 27.1K shares2025-Q4: 25.9K shares2026-Q1: 25.9K shares
$125.64(+34.67%)
2026-03-31

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