Diligent Investors, LLC Portfolio Holdings
Diligent Investors, LLC
- $339 Million
- Q4 2025
Diligent Investors, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $339 Million distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $17.7M, Apple Inc. with a value of $17.7M, Spdr Portfolio S&P 500 Value E with a value of $12.5M, Microsoft Corp with a value of $11.3M, and Nvidia Corp with a value of $7.26M.
Examining the 13F form we can see an decrease of $110K in the current position value, from $339M 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: $127 Million
Technology: $61.1 Million
Financial Services: $44.3 Million
Communication Services: $18.2 Million
Consumer Defensive: $15.5 Million
Consumer Cyclical: $14.6 Million
Industrials: $14.5 Million
Healthcare: $13.5 Million
Other: $24.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 339
- Current Value $339 Million
- Prior Value $339 Million
- Filing
- Period Q4 2025
- Filing Date January 22, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 24 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 146 stocks