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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$4.35 Million 1.17% of portfolio
8,252
Q1 2025 Reduced 0.3%
$173B
$3.43 Million 0.92% of portfolio
21,536
Q2 2025 Reduced 0.32%
$11.9B
$2.73 Million 0.73% of portfolio
75,619
Q2 2025 Reduced 6.81%
$162B
$2.5 Million 0.67% of portfolio
13,652
Q2 2025 Reduced 0.03%
$66.3B
$2.37 Million 0.64% of portfolio
27,968
Q2 2025 Reduced 1.74%
$123B
$2.18 Million 0.59% of portfolio
14,593
Q2 2025 Reduced 35.04%
$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%
$51.7B
$1.66 Million 0.44% of portfolio
6,600
Q3 2019 New
$55.4B
$1.64 Million 0.44% of portfolio
10,222
Q2 2025 Reduced 16.75%
$182B
$1.62 Million 0.44% of portfolio
37,510
Q2 2025 Reduced 3.52%
$84.1B
$1.56 Million 0.42% of portfolio
23,180
Q2 2025 Reduced 2.89%
$30.2B
$1.46 Million 0.39% of portfolio
2,738
Q2 2025 Reduced 2.67%
$49.2B
$1.4 Million 0.38% of portfolio
4,775
Q2 2025 Reduced 1.0%
$12.4B
$1.42 Million 0.38% of portfolio
4,856
Q2 2025 Reduced 14.88%
$83.2B
$1.36 Million 0.36% of portfolio
6,376
Q2 2025 New
$31B
$1.31 Million 0.35% of portfolio
6,000
Q4 2024 Reduced 42.86%
$138B
$1.28 Million 0.34% of portfolio
52,900
Q2 2025 Reduced 0.55%
$70.4B
$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%
$169B
$1.16 Million 0.31% of portfolio
2,133
Q2 2025 Reduced 18.21%
$32.6B
$1.14 Million 0.31% of portfolio
17,103
Q1 2025 Reduced 4.46%
$145B
$1.1 Million 0.29% of portfolio
3,081
Q2 2025 Reduced 0.61%
$61.8B
$1.02 Million 0.27% of portfolio
4,554
Q2 2025 Added 2.87%
$61.1B
$1 Million 0.27% of portfolio
12,445
Q2 2025 Reduced 22.92%
$35.6B
$980,000 0.26% of portfolio
17,027
Q2 2025 Reduced 2.32%
$65.4B
$949,000 0.25% of portfolio
9,000
Q2 2025 Reduced 0.28%
$10.4B
$815,000 0.22% of portfolio
37,902
Q2 2025 Reduced 17.69%
$53.7B
$833,000 0.22% of portfolio
45,958
Q2 2025 Added 0.91%
$127B
$828,000 0.22% of portfolio
6,230
Q2 2025 Added 0.02%
$157B
$818,000 0.22% of portfolio
2,115
Q2 2025 Reduced 2.31%
$22.8B
$837,000 0.22% of portfolio
10,469
Q2 2025 Added 0.01%
$122B
$833,000 0.22% of portfolio
9,566
Q2 2025 Reduced 0.73%
$95.8B
$763,000 0.2% of portfolio
6,471
Q2 2025 Reduced 1.37%
$21.3B
$706,000 0.19% of portfolio
13,694
Q2 2025 Reduced 16.92%
$15.3B
$719,000 0.19% of portfolio
27,172
Q2 2025 Reduced 0.52%
$89.6B
$706,000 0.19% of portfolio
31,523
Q2 2025 Reduced 67.47%
$13.5B
$673,000 0.18% of portfolio
10,793
Q2 2025 Reduced 2.29%
$38.3B
$674,000 0.18% of portfolio
4,017
Q2 2025 Reduced 65.34%
$52.5B
$680,000 0.18% of portfolio
3,325
Q2 2025 Reduced 0.45%
$112B
$674,000 0.18% of portfolio
1,761
Q2 2025 Reduced 3.03%
$59.7B
$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%
$74B
$585,000 0.16% of portfolio
20,000
Q4 2023 Reduced 2.44%
$25.9B
$604,000 0.16% of portfolio
3,645
Q1 2025 Reduced 0.05%
$59.7B
$559,000 0.15% of portfolio
6,542
Q2 2025 Added 0.02%
$63.8B
$568,000 0.15% of portfolio
5,635
Q2 2025 Reduced 16.38%
$52.6B
$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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