Diligent Investors, LLC Reduced Holdings in Q2 2025

Diligent Investors, LLC

  • $373 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-31.4K
- 58.86%
$354.56 - $497.45 $11.1M - $15.6M
22K $10.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-26.8K
- 54.72%
$96.84 - $99.46 $2.6M - $2.67M
22.2K $2.2M
INTC
Intel Corp

Technology
-65.4K
- 67.47%
$18.13 - $22.69 $1.19M - $1.48M
31.5K $706K
AAPL
Apple Inc.

Technology
-86
- 0.11%
$172.42 - $223.89 $14.8K - $19.3K
81.5K $16.7M
BX
Blackstone Inc.

Financial Services
-7.87K
- 35.04%
$120.07 - $151.11 $945K - $1.19M
14.6K $2.18M
CAH
Cardinal Health Inc

Healthcare
-7.57K
- 65.34%
$125.0 - $168.0 $947K - $1.27M
4.02K $674K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-173
- 1.38%
$483.48 - $539.8 $83.6K - $93.4K
12.4K $6.03M
XLV
Select Sector Spdr Fund Health

ETFs
-2.41K
- 21.67%
$128.77 - $144.3 $310K - $347K
8.69K $1.17M
POOL
Pool Corp

Industrials
-849
- 14.88%
$285.0 - $325.66 $242K - $276K
4.86K $1.42M
SPG
Simon Property Group Inc

Real Estate
-2.06K
- 16.75%
$140.37 - $171.44 $289K - $352K
10.2K $1.64M
TM
Toyota Motor Corp

Consumer Cyclical
-2.1K
- 39.74%
$158.63 - $195.39 $333K - $410K
3.18K $548K
DD
Du Pont De Nemours, Inc.

Basic Materials
-4.35K
- 39.84%
$55.13 - $75.25 $240K - $328K
6.57K $450K
GE
General Electric CO

Industrials
-2.44K
- 53.06%
$166.81 - $257.39 $407K - $627K
2.16K $554K
KHC
Kraft Heinz CO

Consumer Defensive
-10.2K
- 55.02%
$25.61 - $30.81 $261K - $314K
8.34K $215K
AMH
American Homes 4 Rent

Real Estate
-5.53K
- 6.81%
$32.8 - $39.31 $181K - $217K
75.6K $2.73M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-6.46K
- 50.01%
$47.97 - $54.0 $310K - $349K
6.46K $348K
CPB
Campbell Soup CO

Consumer Defensive
-3.48K
- 15.01%
$30.65 - $39.9 $107K - $139K
19.7K $603K
MET
Metlife Inc

Financial Services
-3.7K
- 22.92%
$68.42 - $82.49 $253K - $305K
12.4K $1M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
-34.6K
- 47.59%
$6.87 - $8.24 $238K - $285K
38.1K $300K
BNL
Broadstone Net Lease, Inc.

Real Estate
-14.7K
- 26.71%
$14.72 - $17.13 $216K - $252K
40.3K $646K
EIX
Edison International

Utilities
-2.79K
- 16.92%
$48.32 - $59.92 $135K - $167K
13.7K $706K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-23.5K
- 66.54%
$10.59 - $11.48 $249K - $270K
11.8K $135K
GIS
General Mills Inc

Consumer Defensive
-3.39K
- 33.57%
$50.37 - $60.97 $171K - $207K
6.71K $347K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-5.69K
- 7.46%
$66.87 - $79.47 $381K - $452K
70.6K $5.61M
SRE
Sempra Energy

Utilities
-3.8K
- 36.1%
$63.78 - $78.91 $242K - $300K
6.73K $509K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-5.97K
- 27.62%
$28.81 - $34.65 $172K - $207K
15.7K $478K
DOW
Dow Inc.

Basic Materials
-143
- 0.52%
$25.81 - $34.89 $3.69K - $4.99K
27.2K $719K
MRK
Merck & Co., Inc.

Healthcare
-370
- 2.14%
$73.47 - $87.12 $27.2K - $32.2K
16.9K $1.34M
AGNC
Agnc Investment Corp.

Real Estate
-19.9K
- 53.87%
$8.12 - $9.49 $162K - $189K
17.1K $156K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-8.15K
- 17.69%
$19.94 - $22.91 $162K - $187K
37.9K $815K
RTX
Raytheon Technologies Corp

Industrials
-2.23K
- 22.38%
$113.75 - $148.48 $254K - $332K
7.75K $1.13M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.05K
- 33.64%
$79.79 - $91.42 $163K - $187K
4.03K $359K
SHEL
Shell PLC

Energy
-2.31K
- 34.83%
$59.75 - $73.05 $138K - $169K
4.33K $304K
UPS
United Parcel Service Inc

Industrials
-1.1K
- 16.38%
$91.92 - $110.2 $101K - $122K
5.64K $568K
KR
Kroger CO

Consumer Defensive
-3K
- 28.13%
$64.62 - $74.0 $194K - $222K
7.66K $549K
XLU
Utilities Sector Spdr

ETFs
-2.44K
- 32.67%
$73.09 - $82.77 $179K - $202K
5.03K $411K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-5K
- 44.29%
$38.95 - $53.59 $195K - $268K
6.29K $337K
SHOP
Shopify Inc.

Technology
-2.08K
- 42.31%
$76.89 - $115.35 $160K - $240K
2.83K $326K
FCX
Freeport Mcmoran Inc

Basic Materials
-5K
- 38.22%
$29.15 - $44.46 $146K - $222K
8.08K $350K
REG
Regency Centers Corp

Real Estate
-1.74K
- 23.48%
$65.48 - $74.74 $114K - $130K
5.66K $402K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.18K
- 15.8%
$152.93 - $181.74 $181K - $215K
6.31K $1.15M
VZ
Verizon Communications Inc

Communication Services
-1.37K
- 3.52%
$41.67 - $45.62 $57K - $62.5K
37.5K $1.62M
ZTS
Zoetis Inc.

Healthcare
-104
- 0.77%
$144.41 - $170.3 $15K - $17.7K
13.4K $2.08M
ISRG
Intuitive Surgical Inc

Healthcare
-475
- 18.21%
$451.58 - $565.94 $215K - $269K
2.13K $1.16M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.5K
- 35.95%
$136.11 - $177.69 $204K - $266K
2.67K $465K
STLA
Stellantis N.V.

Consumer Cyclical
-10.1K
- 45.62%
$8.53 - $11.27 $86.1K - $114K
12K $120K
NRZ
New Residential Investment Corp.

Real Estate
-17.5K
- 63.55%
N/A
10K $72K
DFNL
Davis Fundamental ETF Tr

ETFs
-3.5K
- 37.48%
$34.38 - $42.94 $120K - $150K
5.84K $249K
MA
Mastercard Inc

Financial Services
-225
- 14.84%
$479.92 - $590.74 $108K - $133K
1.29K $725K
Activity Summary
Buys All Purchases 107 New Holdings 25 Increased Positions 82 Sells All Sells 154 Reductions 154 Sold out 0 Options Calls 0 Puts 0
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