Diligent Investors, LLC
Filing Date
Global Rank
#4,086
/ 8,603
▲ 46
· as of Mar 2026
Top Industry
Consumer Electronics
8.4%
3Y Alpha vs SPY
-4.6%
Period ended 3 months ago
Filed Apr 15, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+55.9%
SPY
+76.5%
Annualised alpha
-4.9%
Max drawdown
−17.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
178 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.1%
−0.3 pts
Top 5
20.5%
−1.7 pts
Top 10
31.1%
−1.4 pts
HHI
176
Diversified−15
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.7% | $55,381,306 |
| Financial Services | 20.1% | $41,752,021 |
| Industrials | 8.4% | $17,435,345 |
| Communication Services | 8.0% | $16,592,750 |
| Consumer Cyclical | 6.9% | $14,251,739 |
| Healthcare | 6.9% | $14,202,299 |
| Consumer Defensive | 6.6% | $13,634,894 |
| Energy | 5.1% | $10,610,435 |
| Real Estate | 4.2% | $8,756,429 |
| Unclassified | 3.8% | $7,906,095 |
| Basic Materials | 1.8% | $3,747,096 |
| Utilities | 1.5% | $3,038,253 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MUC | Blackrock Muniholdings California Quality Fund, Inc. | +8,231 | 145,275 | $1,510,860 | |
| PSLV | Sprott Physical Silver Trust | +2,250 | 11,200 | $273,168 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | +2,008 | 32,731 | $981,602 | |
| MU | Micron Technology Inc | +1,770 | 4,671 | $1,578,050 | |
| SLV | iShares Silver Trust | +1,755 | 6,130 | $417,698 | |
| NFLX | Netflix Inc | +1,315 | 14,435 | $1,387,925 | |
| PHYS | Sprott Physical Gold Trust | +1,297 | 10,485 | $371,588 | |
| AMZN | Amazon Com Inc | +1,061 | 21,328 | $4,441,982 | |
| NVDA | Nvidia Corp | +925 | 39,849 | $6,949,665 | |
| SOFI | SoFi Technologies, Inc. | +907 | 11,027 | $175,108 | |
| HIMS | Hims & Hers Health, Inc. | +859 | 14,057 | $291,823 | |
| NOW | ServiceNow, Inc. | +800 | 2,275 | $237,851 | |
| ORCL | Oracle Corp | +736 | 4,986 | $733,490 | |
| KO | Coca Cola Co | +700 | 21,622 | $1,644,353 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | +608 | 62,244 | $539,033 | |
| COF | Capital One Financial Corp | +581 | 6,962 | $1,270,077 | |
| TSLA | Tesla, Inc. | +410 | 9,664 | $3,592,592 | |
| VZ | Verizon Communications Inc | +384 | 33,087 | $1,660,967 | |
| BX | Blackstone Inc. | +359 | 14,548 | $1,672,874 | |
| RBLX | Roblox Corp | +340 | 4,100 | $231,896 | |
| PLTR | Palantir Technologies Inc. | +329 | 11,729 | $1,715,718 | |
| BNL | Broadstone Net Lease, Inc. | +296 | 36,828 | $672,847 | |
| AVGO | Broadcom Inc. | +261 | 2,338 | $723,634 | |
| AIG | American International Group, Inc. | +251 | 5,789 | $435,622 | |
| UNH | Unitedhealth Group Inc | +229 | 1,608 | $435,108 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GBTC | Grayscale Bitcoin Trust ETF | −1,900 | 25,521 | $1,346,487 | |
| COLB | Columbia Banking System, Inc. | −1,830 | 11,956 | $327,953 | |
| ACI | Albertsons Companies, Inc. | −1,767 | 34,765 | $592,395 | |
| BA | Boeing Co | −1,565 | 8,337 | $1,659,313 | |
| AMH | American Homes 4 Rent | −1,519 | 46,274 | $1,291,970 | |
| BROS | Dutch Bros Inc. | −1,356 | 5,899 | $298,843 | |
| WMT | Walmart Inc. | −785 | 34,127 | $4,241,303 | |
| PFE | Pfizer Inc | −756 | 48,955 | $1,374,656 | |
| MSFT | Microsoft Corp | −746 | 21,453 | $7,941,257 | |
| SW | Smurfit Westrock plc | −735 | 6,805 | $271,179 | |
| O | Realty Income Corp | −630 | 16,895 | $1,033,636 | |
| KKR | KKR & Co. Inc. | −600 | 2,645 | $244,662 | |
| V | Visa Inc. | −530 | 16,537 | $4,998,142 | |
| KR | Kroger Co | −500 | 7,164 | $518,387 | |
| Q | Qnity Electronics, Inc. | −413 | 2,793 | $322,256 | |
| BAC | Bank Of America Corp /De/ | −362 | 36,451 | $1,776,986 | |
| MDLZ | Mondelez International, Inc. | −318 | 22,616 | $1,303,586 | |
| AAPL | Apple Inc. | −310 | 65,776 | $16,693,291 | |
| AMAT | Applied Materials Inc /De | −300 | 5,254 | $1,795,764 | |
| T | At&T Inc. | −294 | 54,251 | $1,572,736 | |
| MO | Altria Group, Inc. | −292 | 8,545 | $563,884 | |
| MSTR | Strategy Inc | −288 | 2,335 | $291,408 | |
| ET | Energy Transfer LP | −286 | 29,446 | $568,307 | |
| VVV | Valvoline Inc | −274 | 14,146 | $476,437 | |
| GIS | General Mills Inc | −250 | 5,383 | $200,355 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CIEN | Ciena Corp | 700 | $271,761 | |
| VLO | Valero Energy Corp/Tx | 1,088 | $268,823 | |
| MPC | Marathon Petroleum Corp | 1,078 | $263,226 | |
| LRCX | Lam Research Corp | 1,086 | $232,034 | |
| SLB | Slb Limited/Nv | 4,315 | $221,747 | |
| EPD | Enterprise Products Partners L.P. | 5,614 | $212,433 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CPB | CAMPBELL'S Co | 12,148 | $338,564 | |
| NKE | NIKE, Inc. | 3,719 | $236,937 | |
| OKLO | Oklo Inc. | 2,928 | $210,113 | |
| IBIT | iShares Bitcoin Trust ETF | 4,153 | $206,196 | |
| LULU | lululemon athletica inc. | 981 | $203,861 | |
| DE | Deere & Co | 437 | $203,454 | |
| STLA | Stellantis N.V. | 10,107 | $110,065 | |
| FPI | Farmland Partners Inc. | 10,311 | $99,913 | |
| No positions match the current search. | ||||
178 positions ·
$207,308,662 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 178 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 65,776 | $16,693,291 | 8.05% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 21,453 | $7,941,257 | 3.83% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 39,849 | $6,949,665 | 3.35% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 11,773 | $5,641,621 | 2.72% | |
| CVX |
Chevron Corp
Energy
|
Added | 25,926 | $5,364,089 | 2.59% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 16,537 | $4,998,142 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 21,328 | $4,441,982 | 2.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 34,127 | $4,241,303 | 2.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 7,242 | $4,143,365 | 2.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 14,031 | $4,034,754 | 1.95% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 9,664 | $3,592,592 | 1.73% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 24,613 | $3,346,629 | 1.61% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 33,425 | $3,221,501 | 1.55% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 7,827 | $3,149,608 | 1.52% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 3,517 | $2,975,346 | 1.44% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 20,931 | $2,695,494 | 1.30% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 10,961 | $2,679,306 | 1.29% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 13,964 | $2,298,055 | 1.11% | |
| GLD |
Spdr Gold Trust
|
Added | 5,261 | $2,263,755 | 1.09% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Reduced | 27,845 | $2,190,287 | 1.06% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Reduced | 25,476 | $2,132,595 | 1.03% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 8,720 | $2,113,640 | 1.02% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 2,661 | $1,964,642 | 0.95% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 25,135 | $1,950,224 | 0.94% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Added | 10,202 | $1,902,979 | 0.92% | |
| AXP |
American Express Co
Financial Services
|
Added | 6,232 | $1,885,055 | 0.91% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 5,254 | $1,795,764 | 0.87% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 36,451 | $1,776,986 | 0.86% | |
| GLDM |
World Gold Trust
|
Held | 19,011 | $1,762,129 | 0.85% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,988 | $1,761,430 | 0.85% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 11,729 | $1,715,718 | 0.83% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 14,548 | $1,672,874 | 0.81% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 33,087 | $1,660,967 | 0.80% | |
| BA |
Boeing Co
Industrials
|
Reduced | 8,337 | $1,659,313 | 0.80% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 21,622 | $1,644,353 | 0.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 10,979 | $1,585,806 | 0.76% | |
| MU |
Micron Technology Inc
Technology
|
Added | 4,671 | $1,578,050 | 0.76% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 54,251 | $1,572,736 | 0.76% | |
| MUC |
Blackrock Muniholdings California Quality Fund, Inc.
Financial Services
|
Added | 145,275 | $1,510,860 | 0.73% | |
| WMB |
Williams Companies, Inc.
Energy
|
Added | 20,752 | $1,510,330 | 0.73% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 4,627 | $1,438,025 | 0.69% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 7,252 | $1,398,910 | 0.67% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 14,435 | $1,387,925 | 0.67% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 11,463 | $1,378,884 | 0.67% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 48,955 | $1,374,656 | 0.66% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,352 | $1,347,173 | 0.65% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Reduced | 25,521 | $1,346,487 | 0.65% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 4,018 | $1,321,480 | 0.64% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 16,594 | $1,321,048 | 0.64% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 22,616 | $1,303,586 | 0.63% |