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 Market Cap. of $50 Millions to $300 Millions
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