Diligent Investors, LLC
Filing Date
Global Rank
#4,086
/ 8,578
▲ 3
Top Industry
Consumer Electronics
8.3%
3Y Alpha vs SPY
-5.7%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.7%
SPY
+77.5%
Annualised alpha
-5.7%
Max drawdown
−17.5%
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
179 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.0%
−0.3 pts
Top 5
20.3%
−1.7 pts
Top 10
30.8%
−1.5 pts
HHI
173
Diversified−15
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.6% | $55,700,466 |
| Financial Services | 20.0% | $41,931,549 |
| Industrials | 8.3% | $17,416,418 |
| Communication Services | 7.9% | $16,592,750 |
| Consumer Cyclical | 6.8% | $14,251,739 |
| Healthcare | 6.8% | $14,202,299 |
| Consumer Defensive | 6.5% | $13,634,894 |
| Energy | 6.2% | $12,992,800 |
| Real Estate | 4.2% | $8,756,429 |
| Unclassified | 3.8% | $7,906,095 |
| Basic Materials | 1.5% | $3,162,138 |
| Utilities | 1.4% | $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 |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −2,245 | 14,042 | $2,382,365 | |
| 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 | |
| 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. | ||||
17 positions ·
$14,202,299 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 10,961 | $2,679,306 | 18.87% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 11,463 | $1,378,884 | 9.71% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 48,955 | $1,374,656 | 9.68% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 8,474 | $1,001,711 | 7.05% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 2,133 | $983,291 | 6.92% | |
| CAH |
Cardinal Health Inc
Healthcare
|
Added | 4,022 | $849,888 | 5.98% | |
| MDT |
Medtronic plc
Healthcare
|
Held | 9,659 | $836,952 | 5.89% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 1,686 | $797,882 | 5.62% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 7,500 | $770,025 | 5.42% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,769 | $622,422 | 4.38% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 2,637 | $573,521 | 4.04% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 7,849 | $563,715 | 3.97% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,608 | $435,108 | 3.06% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 428 | $393,661 | 2.77% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 1,412 | $376,651 | 2.65% | |
| HIMS |
Hims & Hers Health, Inc.
Healthcare
|
Added | 14,057 | $291,823 | 2.05% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 4,498 | $272,803 | 1.92% |