Diligent Investors, LLC
Filing Date
Global Rank
#4,154
/ 8,517
▲ 83
Top Industry
Semiconductors
10.2%
3Y Alpha vs SPY
+3.1%
Period ended 46 days ago
Filed Jul 24, 2026 · 22d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+89.9%
SPY
+75.3%
Annualised alpha
+3.3%
Max drawdown
−17.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
177 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.2%
+0.4 pts
Top 5
20.7%
+0.5 pts
Top 10
31.2%
+0.1 pts
HHI
181
Diversified+10
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.9% | $72,759,821 |
| Financial Services | 18.8% | $42,896,990 |
| Industrials | 8.7% | $19,849,273 |
| Communication Services | 7.4% | $16,973,450 |
| Consumer Cyclical | 6.8% | $15,541,973 |
| Healthcare | 5.7% | $13,008,136 |
| Consumer Defensive | 5.6% | $12,778,730 |
| Energy | 4.6% | $10,482,772 |
| Real Estate | 4.4% | $9,989,314 |
| Unclassified | 3.2% | $7,293,518 |
| Basic Materials | 1.4% | $3,274,838 |
| Utilities | 1.4% | $3,177,156 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GBTC | Grayscale Bitcoin Trust ETF | +1,850 | 27,371 | $1,245,927 | |
| NFLX | Netflix Inc | +1,270 | 15,705 | $1,121,337 | |
| PLTR | Palantir Technologies Inc. | +1,258 | 12,987 | $1,515,193 | |
| FSK | FS KKR Capital Corp | +1,192 | 28,594 | $300,237 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +982 | 33,713 | $874,852 | |
| VZ | Verizon Communications Inc | +586 | 33,673 | $1,425,714 | |
| WMT | Walmart Inc. | +582 | 34,709 | $3,931,141 | |
| NVDA | Nvidia Corp | +573 | 40,422 | $8,088,037 | |
| O | Realty Income Corp | +565 | 17,460 | $1,081,821 | |
| BRK-B | Berkshire Hathaway Inc | +513 | 12,286 | $6,147,791 | |
| RBLX | Roblox Corp | +506 | 4,606 | $250,474 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | +502 | 62,746 | $615,538 | |
| KKR | KKR & Co. Inc. | +500 | 3,145 | $288,648 | |
| CRM | Salesforce, Inc. | +391 | 2,724 | $426,741 | |
| HIMS | Hims & Hers Health, Inc. | +317 | 14,374 | $498,346 | |
| KR | Kroger Co | +300 | 7,464 | $414,475 | |
| MA | Mastercard Inc | +279 | 1,720 | $883,392 | |
| PEP | Pepsico Inc | +262 | 6,062 | $820,794 | |
| BAC | Bank Of America Corp /De/ | +250 | 36,701 | $2,091,222 | |
| SCHW | Schwab Charles Corp | +250 | 5,735 | $529,168 | |
| ORCL | Oracle Corp | +215 | 5,201 | $762,206 | |
| SLV | iShares Silver Trust | +215 | 6,345 | $339,267 | |
| XOM | ExxonMobil Holdings Corp | +203 | 14,245 | $1,947,576 | |
| OHI | Omega Healthcare Investors Inc | +202 | 15,010 | $715,676 | |
| BA | Boeing Co | +200 | 8,537 | $1,848,004 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ING | Ing Groep NV | −10,000 | 11,900 | $373,422 | |
| MS | Morgan Stanley | −7,158 | 6,806 | $1,422,726 | |
| GOOGL | Alphabet Inc. | −6,966 | 13,977 | $4,994,960 | |
| MUC | Blackrock Muniholdings California Quality Fund, Inc. | −4,543 | 140,732 | $1,546,644 | |
| DD | DuPont de Nemours, Inc. | −4,267 | 2,119 | $287,421 | |
| T | At&T Inc. | −4,173 | 50,078 | $1,036,614 | |
| EVG | Eaton Vance Short Duration Diversified Income Fund | −3,697 | 35,597 | $383,735 | |
| QCOM | Qualcomm Inc/De | −3,486 | 17,445 | $3,223,661 | |
| ACI | Albertsons Companies, Inc. | −3,057 | 31,708 | $429,009 | |
| INTC | Intel Corp | −2,638 | 25,460 | $3,554,979 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −2,600 | 25,245 | $2,187,479 | |
| SNOW | Snowflake Inc. | −2,356 | 1,893 | $481,768 | |
| AXP | American Express Co | −1,984 | 4,248 | $1,436,886 | |
| CVX | Chevron Corp | −1,798 | 24,128 | $3,999,457 | |
| DIS | Walt Disney Co | −1,747 | 31,678 | $3,049,007 | |
| PFE | Pfizer Inc | −1,548 | 47,407 | $1,141,560 | |
| MU | Micron Technology Inc | −1,378 | 3,293 | $3,801,076 | |
| AAPL | Apple Inc. | −1,034 | 64,742 | $18,733,745 | |
| NKX | Nuveen California Amt-Free Quality Municipal Income Fund | −1,011 | 35,076 | $439,502 | |
| SOFI | SoFi Technologies, Inc. | −1,000 | 10,027 | $179,784 | |
| COF | Capital One Financial Corp | −812 | 6,150 | $1,233,813 | |
| BMY | Bristol Myers Squibb Co | −800 | 3,698 | $213,078 | |
| EIX | Edison International | −790 | 13,672 | $1,017,880 | |
| BX | Blackstone Inc. | −757 | 13,791 | $1,622,786 | |
| ARCO | Arcos Dorados Holdings Inc. | −738 | 26,681 | $215,048 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 4,592 | $784,589 | |
| STX | Seagate Technology Holdings plc | 315 | $303,975 | |
| DAL | Delta Air Lines, Inc. | 3,235 | $302,990 | |
| UBER | Uber Technologies, Inc | 3,063 | $221,026 | |
| OKLO | Oklo Inc. | 4,166 | $218,006 | |
| HOOD | Robinhood Markets, Inc. | 2,152 | $215,802 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
11 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 19,500 | $1,786,980 | |
| MDT | Medtronic plc | 9,659 | $836,952 | |
| ABT | Abbott Laboratories | 7,500 | $770,025 | |
| AIG | American International Group, Inc. | 5,789 | $435,622 | |
| HON | Honeywell International Inc | 1,717 | $388,093 | |
| BAPR | Innovator U.S. Equity Buffer ETF - April | 5,733 | $280,802 | |
| MPC | Marathon Petroleum Corp | 1,078 | $263,226 | |
| DFNL | Davis Select Financial ETF | 5,446 | $244,198 | |
| SLB | Slb Limited/Nv | 4,315 | $221,747 | |
| ALLE | Allegion plc | 1,463 | $212,559 | |
| GIS | General Mills Inc | 5,383 | $200,355 | |
| No positions match the current search. | ||||
177 tracked positions ·
$228,025,971 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 177 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 64,742 | $18,733,745 | 8.22% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 40,422 | $8,088,037 | 3.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 21,489 | $8,015,826 | 3.52% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 24,154 | $6,169,656 | 2.71% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 12,286 | $6,147,791 | 2.70% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 16,347 | $5,608,492 | 2.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 21,213 | $5,055,906 | 2.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 13,977 | $4,994,960 | 2.19% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,441 | $4,191,440 | 1.84% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 9,783 | $4,114,729 | 1.80% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 24,128 | $3,999,457 | 1.75% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 34,709 | $3,931,141 | 1.72% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 3,293 | $3,801,076 | 1.67% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 5,213 | $3,768,999 | 1.65% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 3,577 | $3,617,670 | 1.59% | |
| INTC |
Intel Corp
Technology
|
Reduced | 25,460 | $3,554,979 | 1.56% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 17,445 | $3,223,661 | 1.41% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 31,678 | $3,049,007 | 1.34% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 7,827 | $3,015,727 | 1.32% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 25,196 | $2,959,522 | 1.30% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 10,932 | $2,776,400 | 1.22% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 8,750 | $2,460,587 | 1.08% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 10,234 | $2,288,834 | 1.00% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 2,680 | $2,224,078 | 0.98% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Reduced | 25,245 | $2,187,479 | 0.96% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Reduced | 25,146 | $2,129,614 | 0.93% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 36,701 | $2,091,222 | 0.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 6,037 | $1,976,091 | 0.87% | |
| GLD |
Spdr Gold Trust
|
Added | 5,360 | $1,974,516 | 0.87% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 14,245 | $1,947,576 | 0.85% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,771 | $1,885,937 | 0.83% | |
| BA |
Boeing Co
Industrials
|
Added | 8,537 | $1,848,004 | 0.81% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 21,630 | $1,757,870 | 0.77% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,918 | $1,695,095 | 0.74% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 13,791 | $1,622,786 | 0.71% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 10,921 | $1,601,455 | 0.70% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
Reduced | 140,732 | $1,546,644 | 0.68% | |
| AMH |
American Homes 4 Rent
Real Estate
|
Reduced | 46,062 | $1,543,998 | 0.68% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 20,755 | $1,542,926 | 0.68% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 12,987 | $1,515,193 | 0.66% | |
| GLDM |
World Gold Trust
|
Held | 19,011 | $1,509,853 | 0.66% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 11,294 | $1,451,279 | 0.64% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 4,088 | $1,441,755 | 0.63% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 4,248 | $1,436,886 | 0.63% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 33,673 | $1,425,714 | 0.63% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 6,806 | $1,422,726 | 0.62% | |
| RTX |
RTX Corp
Industrials
|
Added | 7,253 | $1,376,111 | 0.60% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 16,609 | $1,372,567 | 0.60% | |
| MMM |
3M Co
Industrials
|
Added | 8,108 | $1,312,766 | 0.58% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 22,533 | $1,303,308 | 0.57% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.