Diligent Investors, LLC Portfolio Holdings

Diligent Investors, LLC

  • $339 Million
  • Q3 2025

Diligent Investors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $339 Million distributed in 332 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $18.3M, Apple Inc. with a value of $17.2M, Spdr Portfolio S&P 500 Value E with a value of $12.8M, Microsoft Corp with a value of $11.4M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $7.19M.

Examining the 13F form we can see an decrease of $33.8M in the current position value, from $373M to 339M.

Below you can find more details about Diligent Investors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $339 Million
ETFs: $124 Million
Technology: $58.9 Million
Financial Services: $45.6 Million
Communication Services: $18.5 Million
Consumer Defensive: $16.6 Million
Industrials: $15.9 Million
Consumer Cyclical: $15.1 Million
Healthcare: $12.9 Million
Other: $25.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.3 Million 5.41% of portfolio
175,294
Q3 2025 Reduced 2.52%
$4.3T
$17.2 Million 5.09% of portfolio
67,677
Q3 2025 Reduced 16.96%
$0
$12.8 Million 3.79% of portfolio
232,048
Q3 2025 Reduced 18.97%
$3.78T
$11.4 Million 3.37% of portfolio
22,048
Q3 2025 Added 0.35%
$0
$7.19 Million 2.12% of portfolio
167,931
Q3 2025 Reduced 16.48%
$465B
$7.19 Million 2.12% of portfolio
38,554
Q3 2025 Reduced 0.32%
$662B
$6.03 Million 1.78% of portfolio
11,993
Q3 2025 Reduced 3.34%
$0
$5.84 Million 1.72% of portfolio
63,811
Q3 2025 Reduced 2.93%
$533B
$5.8 Million 1.71% of portfolio
16,989
Q3 2025 Reduced 0.8%
$0
$5.71 Million 1.68% of portfolio
68,413
Q3 2025 Reduced 3.14%
$0
$5.11 Million 1.51% of portfolio
120,262
Q3 2025 Added 1.71%
$1.37T
$5.09 Million 1.5% of portfolio
6,925
Q3 2025 Added 1.78%
$2.39T
$4.24 Million 1.25% of portfolio
19,312
Q3 2025 Added 1.89%
$303B
$4.2 Million 1.24% of portfolio
27,059
Q3 2025 Added 0.8%
$159B
$4.02 Million 1.19% of portfolio
8,252
Q1 2025 Reduced 0.3%
$0
$3.93 Million 1.16% of portfolio
89,536
Q2 2025 Added 0.56%
$193B
$3.91 Million 1.15% of portfolio
34,163
Q3 2025 Reduced 2.45%
$279B
$3.76 Million 1.11% of portfolio
36,440
Q3 2025 Added 0.81%
$0
$3.72 Million 1.1% of portfolio
133,241
Q3 2025 Reduced 0.89%
$187B
$3.57 Million 1.05% of portfolio
21,440
Q3 2025 Reduced 0.45%
$1.65T
$3.4 Million 1.0% of portfolio
13,968
Q3 2025 Reduced 0.3%
$265B
$2.84 Million 0.84% of portfolio
3,566
Q3 2025 Reduced 4.01%
$0
$2.73 Million 0.81% of portfolio
56,511
Q3 2025 Added 1.11%
$0
$2.74 Million 0.81% of portfolio
71,396
Q3 2025 Reduced 2.76%
$0
$2.68 Million 0.79% of portfolio
58,478
Q3 2025 Reduced 15.83%
$51.1B
$2.51 Million 0.74% of portfolio
27,947
Q3 2025 Reduced 0.08%
$0
$2.5 Million 0.74% of portfolio
53,513
Q3 2025 Reduced 0.23%
$266B
$2.52 Million 0.74% of portfolio
8,922
Q3 2025 Reduced 1.7%
$98.1B
$2.43 Million 0.72% of portfolio
14,220
Q3 2025 Reduced 2.56%
$0
$2.33 Million 0.69% of portfolio
53,948
Q3 2025 Added 5.87%
$270B
$2.26 Million 0.67% of portfolio
14,220
Q3 2025 Added 0.05%
$0
$2.15 Million 0.64% of portfolio
54,270
Q3 2025 Reduced 0.37%
$114B
$2.14 Million 0.63% of portfolio
9,918
Q3 2025 Added 0.01%
$69.4B
$2.06 Million 0.61% of portfolio
25,058
Q3 2025 Reduced 2.14%
$255B
$2.06 Million 0.61% of portfolio
6,201
Q3 2025 Added 0.5%
$0
$2.04 Million 0.6% of portfolio
41,710
Q3 2025 Reduced 2.76%
$0
$2.02 Million 0.6% of portfolio
28,430
Q3 2025 Added 3.72%
$522B
$2.05 Million 0.6% of portfolio
11,048
Q3 2025 Reduced 1.74%
$0
$2.04 Million 0.6% of portfolio
20,316
Q3 2025 Reduced 8.54%
$367B
$2.04 Million 0.6% of portfolio
5,047
Q3 2025 Added 0.82%
$59.8B
$1.92 Million 0.57% of portfolio
10,216
Q3 2025 Reduced 0.06%
$881B
$1.92 Million 0.57% of portfolio
6,076
Q3 2025 Reduced 44.29%
$413B
$1.91 Million 0.56% of portfolio
37,066
Q3 2025 Reduced 40.25%
$342B
$1.89 Million 0.56% of portfolio
10,355
Q3 2025 Added 0.96%
$346B
$1.84 Million 0.54% of portfolio
12,004
Q3 2025 Reduced 24.44%
$29.5B
$1.78 Million 0.52% of portfolio
2,735
Q3 2025 Reduced 0.11%
$47.4B
$1.77 Million 0.52% of portfolio
26,119
Q3 2025 Reduced 4.96%
$0
$1.77 Million 0.52% of portfolio
57,159
Q3 2025 Added 3.36%
$319B
$1.73 Million 0.51% of portfolio
25,237
Q3 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 332
  • Current Value $339 Million
  • Prior Value $373 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 143 stocks
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