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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$1.34 Million 0.36% of portfolio
16,905
Q2 2025 Reduced 2.14%
$85.9B
$1.36 Million 0.36% of portfolio
6,376
Q2 2025 New
$28.8B
$1.31 Million 0.35% of portfolio
6,000
Q4 2024 Reduced 42.86%
$134B
$1.28 Million 0.34% of portfolio
52,900
Q2 2025 Reduced 0.55%
$428B
$1.26 Million 0.34% of portfolio
1,269
Q2 2025 Added 24.29%
$71.7B
$1.25 Million 0.34% of portfolio
19,935
Q2 2025 Added 2.85%
$87.3B
$1.25 Million 0.34% of portfolio
8,214
Q2 2025 Reduced 2.1%
$159B
$1.16 Million 0.31% of portfolio
2,133
Q2 2025 Reduced 18.21%
$3.1B
$1.16 Million 0.31% of portfolio
2,867
Q2 2025 Reduced 1.71%
$34B
$1.14 Million 0.31% of portfolio
17,103
Q1 2025 Reduced 4.46%
$0
$1.14 Million 0.31% of portfolio
55,105
Q2 2025 Reduced 7.47%
$243B
$1.17 Million 0.31% of portfolio
4,283
Q1 2025 Added 2.42%
$229B
$1.13 Million 0.3% of portfolio
7,746
Q2 2025 Reduced 22.38%
$146B
$1.1 Million 0.29% of portfolio
3,081
Q2 2025 Reduced 0.61%
$1.47T
$1.06 Million 0.28% of portfolio
5,961
Q2 2025 Added 33.8%
$70.8B
$1.02 Million 0.27% of portfolio
4,554
Q2 2025 Added 2.87%
$198B
$1.01 Million 0.27% of portfolio
7,686
Q2 2025 Added 0.48%
$64.5B
$1 Million 0.27% of portfolio
12,445
Q2 2025 Reduced 22.92%
$37.3B
$980,000 0.26% of portfolio
17,027
Q2 2025 Reduced 2.32%
$69B
$949,000 0.25% of portfolio
9,000
Q2 2025 Reduced 0.28%
$7.16B
$924,000 0.25% of portfolio
24,420
Q2 2025 Reduced 4.67%
$10B
$815,000 0.22% of portfolio
37,902
Q2 2025 Reduced 17.69%
$53.9B
$833,000 0.22% of portfolio
45,958
Q2 2025 Added 0.91%
$123B
$828,000 0.22% of portfolio
6,230
Q2 2025 Added 0.02%
$301B
$833,000 0.22% of portfolio
2,740
Q2 2025 Added 2.54%
$162B
$818,000 0.22% of portfolio
2,115
Q2 2025 Reduced 2.31%
$23.7B
$837,000 0.22% of portfolio
10,469
Q2 2025 Added 0.01%
$125B
$833,000 0.22% of portfolio
9,566
Q2 2025 Reduced 0.73%
$93.9B
$763,000 0.2% of portfolio
6,471
Q2 2025 Reduced 1.37%
$21.4B
$706,000 0.19% of portfolio
13,694
Q2 2025 Reduced 16.92%
$17.6B
$719,000 0.19% of portfolio
27,172
Q2 2025 Reduced 0.52%
$98.9B
$706,000 0.19% of portfolio
31,523
Q2 2025 Reduced 67.47%
$554B
$725,000 0.19% of portfolio
1,291
Q2 2025 Reduced 14.84%
$8.24B
$726,000 0.19% of portfolio
5,700
Q4 2019 Reduced 6.4%
$14.2B
$673,000 0.18% of portfolio
10,793
Q2 2025 Reduced 2.29%
$39.9B
$674,000 0.18% of portfolio
4,017
Q2 2025 Reduced 65.34%
$58.7B
$680,000 0.18% of portfolio
3,325
Q2 2025 Reduced 0.45%
$116B
$674,000 0.18% of portfolio
1,761
Q2 2025 Reduced 3.03%
$62B
$647,000 0.17% of portfolio
22,025
Q2 2025 Reduced 2.57%
$177B
$648,000 0.17% of portfolio
3,331
Q2 2025 Added 0.06%
$3.5B
$646,000 0.17% of portfolio
40,288
Q2 2025 Reduced 26.71%
$11B
$625,000 0.17% of portfolio
12,556
Q2 2025 Added 15.12%
$75.7B
$585,000 0.16% of portfolio
20,000
Q4 2023 Reduced 2.44%
$27.2B
$604,000 0.16% of portfolio
3,645
Q1 2025 Reduced 0.05%
$9.96B
$603,000 0.16% of portfolio
19,678
Q2 2025 Reduced 15.01%
$3.58B
$586,000 0.16% of portfolio
12,560
Q1 2025 Reduced 0.79%
$60B
$559,000 0.15% of portfolio
6,542
Q2 2025 Added 0.02%
$61.5B
$568,000 0.15% of portfolio
5,635
Q2 2025 Reduced 16.38%
$48.9B
$549,000 0.15% of portfolio
7,664
Q2 2025 Reduced 28.13%

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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