Diligent Investors, LLC

CIK 0001549042 · REDLANDS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Diligent Investors, LLC reported 357 positions worth $449.1M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: SPYG (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$449.1M
2026 Q2
Positions
357
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
22.4%
Est. Net Flow (Q)
2026 Q2
10 / 357 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYGSPDR SERIES TRUSTSH$19.6M4.37%164,910
2AAPLAPPLE INCSH$18.7M4.17%64,742
3SPYVSPDR SERIES TRUSTSH$13.2M2.94%217,539
4NVDANVIDIA CORPORATIONSH$8.1M1.80%40,422
5MSFTMICROSOFT CORPSH$8.0M1.79%21,489
6SPDWSPDR INDEX SHS FDSSH$8.0M1.78%158,189
7MDYGSPDR SERIES TRUSTSH$6.7M1.48%59,401
8GLWCORNING INCSH$6.2M1.37%24,154
9BRK-BBERKSHIRE HATHAWAY INC DELSH$6.1M1.37%12,286
10MDYVSPDR SERIES TRUSTSH$6.1M1.35%63,836

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Diligent Investors, LLC hold as of Q2 2026?

Diligent Investors, LLC reported 357 positions worth $449.1M in its Q2 2026 13F filing. Largest positions: SPYG (4.4%), AAPL (4.2%), SPYV (2.9%), NVDA (1.8%) and MSFT (1.8%).

What did Diligent Investors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Diligent Investors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.