§ 13F · FUND PROFILE
Diligent Investors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $422M (13F)Positions · 335Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 66K | $17M | 4.1% | ±0% |
| 2 | SPYG | SPDR SERIES TRUST | 166K | $16M | 4.0% | −2% |
| 3 | SPYV | SPDR SERIES TRUST | 219K | $12M | 3.1% | −2% |
| 4 | MSFT | MICROSOFT CORP | 21K | $8M | 2.0% | −3% |
| 5 | SPDW | SPDR INDEX SHS FDS | 161K | $7M | 1.8% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 40K | $7M | 1.7% | +2% |
| 7 | MDYG | SPDR SERIES TRUST | 60K | $6M | 1.4% | −1% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6M | 1.4% | −1% |
| 9 | MDYV | SPDR SERIES TRUST | 64K | $5M | 1.4% | −1% |
| 10 | CVX | CHEVRON CORPORATION | 26K | $5M | 1.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DILIGENT SIGNAL
AC read
Diligent Investors, LLC is a Other fund managing $422 million in assets. The fund runs a broad portfolio of 335 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed