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
$405B
$1.84 Million 0.49% of portfolio
5,006
Q2 2025 Added 0.32%
$293B
$1.75 Million 0.47% of portfolio
25,222
Q2 2025 Reduced 4.68%
$218B
$1.76 Million 0.47% of portfolio
4,534
Q2 2025 Added 4.83%
$452B
$1.72 Million 0.46% of portfolio
11,244
Q2 2025 Added 0.86%
$0
$1.63 Million 0.44% of portfolio
37,086
Q2 2025 Reduced 1.12%
$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%
$442B
$1.64 Million 0.44% of portfolio
15,221
Q2 2025 Added 19.26%
$0
$1.61 Million 0.43% of portfolio
55,299
Q2 2025 Reduced 1.1%
$0
$1.61 Million 0.43% of portfolio
18,118
Q2 2025 Reduced 1.25%
$351B
$1.56 Million 0.42% of portfolio
8,414
Q2 2025 Added 0.11%
$306B
$1.58 Million 0.42% of portfolio
22,346
Q2 2025 Reduced 2.7%
$203B
$1.55 Million 0.42% of portfolio
53,692
Q2 2025 Reduced 0.8%
$84.1B
$1.56 Million 0.42% of portfolio
23,180
Q2 2025 Reduced 2.89%
$0
$1.57 Million 0.42% of portfolio
19,638
Q2 2025 Reduced 4.99%
$0
$1.46 Million 0.39% of portfolio
15,875
Q2 2025 New
$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%
$367B
$1.4 Million 0.38% of portfolio
10,257
Q2 2025 Added 4.67%
$12.4B
$1.42 Million 0.38% of portfolio
4,856
Q2 2025 Reduced 14.88%
$302B
$1.36 Million 0.37% of portfolio
17,014
Q2 2025 Reduced 0.5%
$222B
$1.36 Million 0.37% of portfolio
4,666
Q2 2025 Added 0.43%
$0
$1.33 Million 0.36% of portfolio
53,218
Q2 2025 Reduced 5.87%
$55.6B
$1.35 Million 0.36% of portfolio
25,605
Q2 2025 Added 0.02%
$203B
$1.34 Million 0.36% of portfolio
16,905
Q2 2025 Reduced 2.14%
$83.2B
$1.36 Million 0.36% of portfolio
6,376
Q2 2025 New
$0
$1.33 Million 0.36% of portfolio
41,582
Q2 2025 Reduced 1.51%
$31B
$1.31 Million 0.35% of portfolio
6,000
Q4 2024 Reduced 42.86%
$0
$1.29 Million 0.35% of portfolio
52,622
Q2 2025 Added 0.19%
$138B
$1.28 Million 0.34% of portfolio
52,900
Q2 2025 Reduced 0.55%
$0
$1.26 Million 0.34% of portfolio
45,504
Q2 2025 Reduced 2.64%
$439B
$1.26 Million 0.34% of portfolio
1,269
Q2 2025 Added 24.29%
$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%
$9.76B
$1.23 Million 0.33% of portfolio
18,711
Q2 2025 Reduced 5.07%
$169B
$1.16 Million 0.31% of portfolio
2,133
Q2 2025 Reduced 18.21%
$0
$1.17 Million 0.31% of portfolio
8,693
Q2 2025 Reduced 21.67%
$0
$1.15 Million 0.31% of portfolio
6,312
Q2 2025 Reduced 15.8%
$3.68B
$1.16 Million 0.31% of portfolio
2,867
Q2 2025 Reduced 1.71%
$32.6B
$1.14 Million 0.31% of portfolio
17,103
Q1 2025 Reduced 4.46%
$106B
$1.14 Million 0.31% of portfolio
3,744
Q2 2025 Added 0.38%
$0
$1.14 Million 0.31% of portfolio
55,105
Q2 2025 Reduced 7.47%
$232B
$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%
$145B
$1.1 Million 0.29% of portfolio
3,081
Q2 2025 Reduced 0.61%
$0
$1.03 Million 0.28% of portfolio
31,658
Q2 2025 Reduced 11.0%
$1.24T
$1.06 Million 0.28% of portfolio
5,961
Q2 2025 Added 33.8%
$0
$1.05 Million 0.28% of portfolio
34,598
Q2 2025 Reduced 2.19%

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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