Diligent Investors, LLC

CIK

1549042

Location

REDLANDS, CA

Portfolio Value

Small $448,786,243

Diversification

Diversified

Filing Date

Global Rank

#4,101 / 8,793 ▼ 310 · as of Jun 2026

Top Industry

Semiconductors 10.0%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

199 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.9%

+0.8 pts

Top 5

44.1%

+1.2 pts

Top 10

53.5%

+1.3 pts

HHI

466

Diversified+25

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	49.8%	$223,495,006	27
Technology	16.4%	$73,377,965	31
Financial Services	9.9%	$44,373,860	40
Industrials	4.4%	$19,849,273	21
Communication Services	4.3%	$19,437,220	8
Consumer Cyclical	3.5%	$15,541,973	14
Healthcare	2.9%	$13,008,136	15
Consumer Defensive	2.8%	$12,778,730	10
Energy	2.3%	$10,482,772	10
Real Estate	2.2%	$9,989,314	14
Basic Materials	0.7%	$3,274,838	4
Utilities	0.7%	$3,177,156	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+186,808	1,516,243	$53,253,676
AFGR	First Trust Active Factor Large Cap Growth ETF	+152,883	1,091,057	$36,547,884
BAPR	Innovator U.S. Equity Buffer ETF - April	+7,983	867,612	$40,437,504
VB	Vanguard Morningstar Small-Cap ETF	+7,473	14,893	$2,027,246
FNDA	Schwab Fundamental U.S. Small Company ETF	+7,402	235,122	$7,763,480
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+3,739	13,848	$851,098
DFNL	Davis Select Financial ETF	+3,660	14,126	$706,583
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−55,830	3,670	$211,648
ING	Ing Groep NV	−10,000	11,900	$373,422
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−8,350	543,853	$48,901,768
MS	Morgan Stanley	−7,158	6,806	$1,422,726
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
CWI	State Street SPDR MSCI ACWI ex-US ETF	−3,193	210,612	$10,685,605
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	48,008	$998,086
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

10 positions

Ticker	Company	Shares	Value
BNDW	Vanguard Total World Bond ETF	20,000	$1,170,800
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
MPC	Marathon Petroleum Corp	1,078	$263,226
SLB	Slb Limited/Nv	4,315	$221,747
ALLE	Allegion plc	1,463	$212,559
AFK	VanEck Africa Index ETF	2,222	$203,912
GIS	General Mills Inc	5,383	$200,355
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

199 tracked positions · $448,786,243 total · filing declares 357 positions · $449,050,757 · 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 199 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	1,516,243	+186,808	$53,253,676	+20.8%	11.87%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	543,853	-8,350	$48,901,768	+13.4%	10.90%
BAPR	Innovator U.S. Equity Buffer ETF - April	Added	867,612	+7,983	$40,437,504	+8.9%	9.01%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	1,091,057	+152,883	$36,547,884	+22.0%	8.14%
AAPL	Apple Inc. Technology	Reduced	64,742	-1,034	$18,733,745	+12.2%	4.17%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	210,612	-3,193	$10,685,605	+8.7%	2.38%
NVDA	Nvidia Corp Technology	Added	40,422	+573	$8,088,037	+16.4%	1.80%
MSFT	Microsoft Corp Technology	Added	21,489	+36	$8,015,826	+0.9%	1.79%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	235,122	+7,402	$7,763,480	+22.9%	1.73%
GOOGL	Alphabet Inc. Communication Services	Added	20,950	+7	$7,458,730	+24.0%	1.66%
GLW	Corning Inc /Ny Technology	Reduced	24,154	-459	$6,169,656	+84.4%	1.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	12,286	+513	$6,147,791	+9.0%	1.37%
V	Visa Inc. Financial Services	Reduced	16,347	-190	$5,608,492	+12.2%	1.25%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,213	-115	$5,055,906	+13.8%	1.13%
META	Meta Platforms, Inc. Communication Services	Added	7,441	+199	$4,191,440	+1.2%	0.93%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	41,938	-461	$4,185,090	+4.3%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,783	+119	$4,114,729	+14.5%	0.92%
CVX	Chevron Corp Energy	Reduced	24,128	-1,798	$3,999,457	−25.4%	0.89%
WMT	Walmart Inc. Consumer Defensive	Added	34,709	+582	$3,931,141	−7.3%	0.88%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	44,341	-422	$3,882,871	—	0.87%
MU	Micron Technology Inc Technology	Reduced	3,293	-1,378	$3,801,076	+140.9%	0.85%
AMAT	Applied Materials Inc /De Technology	Reduced	5,213	-41	$3,768,999	+109.9%	0.84%
GS	Goldman Sachs Group Inc Financial Services	Added	3,577	+60	$3,617,670	+21.6%	0.81%
INTC	Intel Corp Technology	Reduced	25,460	-2,638	$3,554,979	+186.7%	0.79%
QCOM	Qualcomm Inc/De Technology	Reduced	17,445	-3,486	$3,223,661	+19.6%	0.72%
SPGI	S&P Global Inc. Financial Services	Held	7,827	0	$3,187,623	−4.3%	0.71%
DIS	Walt Disney Co Communication Services	Reduced	31,678	-1,747	$3,049,007	−5.4%	0.68%
CSCO	Cisco Systems, Inc. Technology	Added	25,196	+61	$2,959,522	+51.8%	0.66%
JNJ	Johnson & Johnson Healthcare	Reduced	10,932	-29	$2,776,400	+3.6%	0.62%
IBM	International Business Machines Corp Technology	Added	8,750	+30	$2,460,587	+16.4%	0.55%
SPG	Simon Property Group Inc. Real Estate	Added	10,234	+32	$2,288,834	+20.3%	0.51%
EME	EMCOR Group, Inc. Industrials	Added	2,680	+19	$2,224,078	+13.2%	0.50%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	25,245	-2,600	$2,187,479	−0.1%	0.49%
CTVA	Corteva, Inc. Basic Materials	Reduced	25,146	-330	$2,129,614	−0.1%	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Added	36,701	+250	$2,091,222	+17.7%	0.47%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	49,086	-2	$2,030,647	+5.6%	0.45%
VB	Vanguard Morningstar Small-Cap ETF	Added	14,893	+7,473	$2,027,246	+61.2%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,037	+49	$1,976,091	+12.2%	0.44%
GLD	Spdr Gold Trust	Added	5,360	+99	$1,974,516	−12.8%	0.44%
XOM	ExxonMobil Holdings Corp Energy	Added	14,245	+203	$1,947,576	−18.3%	0.43%
CAT	Caterpillar Inc Industrials	Reduced	1,771	-35	$1,885,937	+47.4%	0.42%
BA	Boeing Co Industrials	Added	8,537	+200	$1,848,004	+11.4%	0.41%
KO	Coca Cola Co Consumer Defensive	Added	21,630	+8	$1,757,870	+6.9%	0.39%
AMD	Advanced Micro Devices Inc Technology	Added	2,918	+91	$1,695,095	+194.7%	0.38%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	12,554	+201	$1,670,372	+19.7%	0.37%
BX	Blackstone Inc. Financial Services	Reduced	13,791	-757	$1,622,786	−3.0%	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,921	-58	$1,601,455	+1.0%	0.36%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Reduced	140,732	-4,543	$1,546,644	+2.4%	0.34%
AMH	American Homes 4 Rent Real Estate	Reduced	46,062	-212	$1,543,998	+19.5%	0.34%
WMB	Williams Companies, Inc. Energy	Added	20,755	+3	$1,542,926	+2.2%	0.34%

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.