Diligent Investors, LLC

CIK

1549042

Location

REDLANDS, CA

Portfolio Value

Micro $55,700,466

Diversification

Diversified

Filing Date

Global Rank

#3,762 / 8,232 ▲ 140

Top Industry

Consumer Electronics 8.3%

3Y Alpha vs SPY

-5.2%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.7%

SPY

+76.3%

Annualised alpha

-5.2%

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, 2025

Top 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	Positions
Technology	26.6%	$55,700,466	29
Financial Services	20.0%	$41,931,549	38
Industrials	8.3%	$17,416,418	21
Communication Services	7.9%	$16,592,750	8
Consumer Cyclical	6.8%	$14,251,739	14
Healthcare	6.8%	$14,202,299	17
Consumer Defensive	6.5%	$13,634,894	11
Energy	6.2%	$12,992,800	12
Real Estate	4.2%	$8,756,429	14
Unclassified	3.8%	$7,906,095	7
Basic Materials	1.5%	$3,162,138	4
Utilities	1.4%	$3,038,253	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $55,700,466 total · Technology 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	65,776	-310	$16,693,291	−7.1%	29.97%
MSFT	Microsoft Corp Technology	Reduced	21,453	-746	$7,941,257	−26.0%	14.26%
NVDA	Nvidia Corp Technology	Added	39,849	+925	$6,949,665	−4.3%	12.48%
GLW	Corning Inc /Ny Technology	Added	24,613	+52	$3,346,629	+55.6%	6.01%
QCOM	Qualcomm Inc/De Technology	Reduced	20,931	-222	$2,695,494	−25.5%	4.84%
IBM	International Business Machines Corp Technology	Reduced	8,720	-5	$2,113,640	−18.2%	3.79%
CSCO	Cisco Systems, Inc. Technology	Reduced	25,135	-117	$1,950,224	+0.3%	3.50%
AMAT	Applied Materials Inc /De Technology	Reduced	5,254	-300	$1,795,764	+25.8%	3.22%
PLTR	Palantir Technologies Inc. Technology	Added	11,729	+329	$1,715,718	−15.3%	3.08%
MU	Micron Technology Inc Technology	Added	4,671	+1,770	$1,578,050	+90.6%	2.83%
INTC	Intel Corp Technology	Reduced	28,098	-100	$1,239,964	+19.2%	2.23%
ORCL	Oracle Corp Technology	Added	4,986	+736	$733,490	−11.5%	1.32%
AVGO	Broadcom Inc. Technology	Added	2,338	+261	$723,634	+0.7%	1.30%
TXN	Texas Instruments Inc Technology	Reduced	3,336	-8	$647,651	+11.6%	1.16%
SNOW	Snowflake Inc. Technology	Reduced	4,249	-65	$640,834	−32.3%	1.15%
AMD	Advanced Micro Devices Inc Technology	Added	2,827	+170	$575,096	+1.1%	1.03%
PANW	Palo Alto Networks Inc Technology	Reduced	3,430	-249	$549,897	−18.9%	0.99%
ADBE	Adobe Inc. Technology	Added	2,056	+6	$499,772	−30.3%	0.90%
CRM	Salesforce, Inc. Technology	Added	2,333	+83	$435,501	−26.9%	0.78%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,090	+150	$425,546	−3.4%	0.76%
SHOP	Shopify Inc. Technology	Reduced	3,067	-243	$363,807	−31.7%	0.65%
Q	Qnity Electronics, Inc. Technology	Reduced	2,793	-413	$322,256	+23.1%	0.58%
MSTR	Strategy Inc Technology	Reduced	2,335	-288	$291,408	−26.9%	0.52%
CIEN	Ciena Corp Technology	NEW	700	NEW	$271,761	NEW	0.49%
NET	Cloudflare, Inc. Technology	Added	1,315	+54	$271,337	+9.1%	0.49%
NOW	ServiceNow, Inc. Technology	Added	2,275	+800	$237,851	+5.3%	0.43%
LRCX	Lam Research Corp Technology	NEW	1,086	NEW	$232,034	NEW	0.42%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	685	0	$231,495	+11.2%	0.42%
MSI	Motorola Solutions, Inc. Technology	Held	524	0	$227,400	+13.2%	0.41%