Diligent Investors, LLC Portfolio Holdings

Diligent Investors, LLC

  • $373 Million
  • Q2 2025

Diligent Investors, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $373 Million distributed in 335 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $17.1M, Apple Inc. with a value of $16.7M, Spdr Portfolio S&P 500 Value E with a value of $15M, Microsoft Corp with a value of $10.9M, and Schwab Short Term Us Treasury with a value of $10M.

Examining the 13F form we can see an increase of $6.49M in the current position value, from $366M to 373M.

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

Portfolio value $373 Million
ETFs: $149 Million
Technology: $58.7 Million
Financial Services: $48.7 Million
Communication Services: $18.1 Million
Consumer Defensive: $18 Million
Industrials: $17.7 Million
Healthcare: $14.8 Million
Consumer Cyclical: $14.2 Million
Other: $28.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.1 Million 4.6% of portfolio
179,826
Q2 2025 Added 0.49%
$3.69T
$16.7 Million 4.49% of portfolio
81,504
Q2 2025 Reduced 0.11%
$0
$15 Million 4.02% of portfolio
286,385
Q2 2025 Added 0.15%
$3.95T
$10.9 Million 2.93% of portfolio
21,971
Q2 2025 Reduced 58.86%
$0
$10 Million 2.68% of portfolio
410,300
Q2 2025 Added 4,424.2%
$0
$8.14 Million 2.18% of portfolio
201,072
Q2 2025 Added 3.46%
$456B
$6.11 Million 1.64% of portfolio
38,678
Q2 2025 Added 1.77%
$551B
$6.08 Million 1.63% of portfolio
17,126
Q2 2025 Added 0.61%
$621B
$6.03 Million 1.62% of portfolio
12,408
Q2 2025 Reduced 1.38%
$0
$5.88 Million 1.58% of portfolio
100,000
Q2 2025 New
$0
$5.86 Million 1.57% of portfolio
200,000
Q2 2025 New
$0
$5.71 Million 1.53% of portfolio
65,734
Q2 2025 Reduced 7.27%
$0
$5.61 Million 1.51% of portfolio
70,629
Q2 2025 Reduced 7.46%
$1.78T
$5.02 Million 1.35% of portfolio
6,804
Q2 2025 Added 4.31%
$0
$4.78 Million 1.28% of portfolio
118,243
Q2 2025 Reduced 0.59%
$182B
$4.35 Million 1.17% of portfolio
8,252
Q1 2025 Reduced 0.3%
$2.26T
$4.16 Million 1.12% of portfolio
18,954
Q2 2025 Added 2.93%
$302B
$3.84 Million 1.03% of portfolio
26,843
Q2 2025 Added 9.38%
$0
$3.78 Million 1.01% of portfolio
89,536
Q2 2025 Added 0.56%
$281B
$3.53 Million 0.95% of portfolio
36,149
Q2 2025 Reduced 8.48%
$173B
$3.43 Million 0.92% of portfolio
21,536
Q2 2025 Reduced 0.32%
$0
$3.4 Million 0.91% of portfolio
134,442
Q2 2025 Reduced 4.71%
$859B
$3.16 Million 0.85% of portfolio
10,907
Q2 2025 Reduced 1.44%
$0
$3.06 Million 0.82% of portfolio
69,478
Q1 2025 Added 7.47%
$381B
$2.94 Million 0.79% of portfolio
62,037
Q2 2025 Reduced 8.21%
$1.08T
$2.75 Million 0.74% of portfolio
8,646
Q2 2025 Added 6.79%
$11.9B
$2.73 Million 0.73% of portfolio
75,619
Q2 2025 Reduced 6.81%
$0
$2.74 Million 0.73% of portfolio
73,424
Q2 2025 Reduced 3.63%
$210B
$2.68 Million 0.72% of portfolio
9,076
Q2 2025 Reduced 0.66%
$254B
$2.63 Million 0.71% of portfolio
3,715
Q2 2025 Reduced 3.88%
$0
$2.52 Million 0.68% of portfolio
55,893
Q2 2025 Reduced 3.51%
$368B
$2.53 Million 0.68% of portfolio
15,887
Q2 2025 Added 2.25%
$162B
$2.5 Million 0.67% of portfolio
13,652
Q2 2025 Reduced 0.03%
$1.21T
$2.47 Million 0.66% of portfolio
14,010
Q2 2025 Added 2.68%
$66.3B
$2.37 Million 0.64% of portfolio
27,968
Q2 2025 Reduced 1.74%
$0
$2.29 Million 0.62% of portfolio
53,636
Q2 2025 Added 9.21%
$123B
$2.18 Million 0.59% of portfolio
14,593
Q2 2025 Reduced 35.04%
$0
$2.2 Million 0.59% of portfolio
22,213
Q2 2025 Reduced 54.72%
$0
$2.1 Million 0.56% of portfolio
50,956
Q2 2025 Reduced 1.17%
$0
$2.07 Million 0.56% of portfolio
54,470
Q1 2025 Added 78.26%
$139B
$2.08 Million 0.56% of portfolio
9,917
Q2 2025 Added 3.88%
$70.1B
$2.08 Million 0.56% of portfolio
13,361
Q2 2025 Reduced 0.77%
$51B
$2.05 Million 0.55% of portfolio
27,482
Q2 2025 Reduced 2.13%
$0
$2.02 Million 0.54% of portfolio
42,895
Q2 2025 Added 0.01%
$250B
$2 Million 0.54% of portfolio
14,213
Q2 2025 Added 2.21%
$227B
$1.97 Million 0.53% of portfolio
6,170
Q2 2025 Added 0.83%
$545B
$1.94 Million 0.52% of portfolio
1,452
Q2 2025 Added 4.24%
$0
$1.87 Million 0.5% of portfolio
27,410
Q2 2025 Reduced 0.73%
$0
$1.87 Million 0.5% of portfolio
180,928
Q2 2025 Added 7.19%

Summary

  • Portfolio
  • No. of Stocks 335
  • Current Value $373 Million
  • Prior Value $366 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 154 stocks
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