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
$1.04 Million 0.28% of portfolio
20,178
Q2 2025 Reduced 4.69%
$0
$996,000 0.27% of portfolio
21,918
Q2 2025 Reduced 1.68%
$61.8B
$1.02 Million 0.27% of portfolio
4,554
Q2 2025 Added 2.87%
$0
$998,000 0.27% of portfolio
41,917
Q2 2025 Reduced 11.58%
$229B
$1.02 Million 0.27% of portfolio
7,500
Q4 2024 Reduced 0.66%
$202B
$1.01 Million 0.27% of portfolio
7,686
Q2 2025 Added 0.48%
$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%
$0
$934,000 0.25% of portfolio
17,148
Q2 2025 Reduced 17.86%
$6.88B
$924,000 0.25% of portfolio
24,420
Q2 2025 Reduced 4.67%
$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%
$323B
$833,000 0.22% of portfolio
2,740
Q2 2025 Added 2.54%
$157B
$818,000 0.22% of portfolio
2,115
Q2 2025 Reduced 2.31%
$122B
$833,000 0.22% of portfolio
9,566
Q2 2025 Reduced 0.73%
$0
$793,000 0.21% of portfolio
21,008
Q2 2025 Added 61.5%
$0
$781,000 0.21% of portfolio
4,419
Q2 2025 Reduced 4.35%
$0
$744,000 0.2% of portfolio
23,449
Q2 2025 Added 0.01%
$0
$729,000 0.2% of portfolio
1,322
Q2 2025 Added 11.19%
$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%
$0
$697,000 0.19% of portfolio
13,313
Q1 2025 Added 1.33%
$89.6B
$706,000 0.19% of portfolio
31,523
Q2 2025 Reduced 67.47%
$548B
$725,000 0.19% of portfolio
1,291
Q2 2025 Reduced 14.84%
$7.92B
$726,000 0.19% of portfolio
5,700
Q4 2019 Reduced 6.4%
$0
$701,000 0.19% of portfolio
17,652
Q2 2025 Added 55.5%
$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%
$0
$685,000 0.18% of portfolio
2,451
Q2 2025 Reduced 0.2%
$0
$623,000 0.17% of portfolio
7,347
Q2 2025 Reduced 5.84%
$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%
$3.1B
$646,000 0.17% of portfolio
40,288
Q2 2025 Reduced 26.71%
$0
$635,000 0.17% of portfolio
15,470
Q2 2025 Reduced 0.64%
$9.53B
$625,000 0.17% of portfolio
12,556
Q2 2025 Added 15.12%
$0
$645,000 0.17% of portfolio
2,548
Q2 2025 Reduced 2.86%
$0
$594,000 0.16% of portfolio
4,029
Q2 2025 Reduced 9.48%
$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%
$9.62B
$603,000 0.16% of portfolio
19,678
Q2 2025 Reduced 15.01%
$3.43B
$586,000 0.16% of portfolio
12,560
Q1 2025 Reduced 0.79%
$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%
$0
$561,000 0.15% of portfolio
13,890
Q1 2022 New

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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