Diligent Investors, LLC
CIK
1549042
City
REDLANDS
State / Country
CA
Top Portfolio Positions
179 positions ·
$209,266,670 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
65,776 | $16,693,291 | 7.98% | |
| MSFT |
Microsoft Corp
Technology
|
21,453 | $7,941,257 | 3.79% | |
| NVDA |
Nvidia Corp
Technology
|
39,849 | $6,949,665 | 3.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
11,773 | $5,641,621 | 2.70% | |
| CVX |
Chevron Corp
Energy
|
25,926 | $5,364,089 | 2.56% | |
| V |
Visa Inc.
Financial Services
|
16,537 | $4,998,142 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,328 | $4,441,982 | 2.12% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
34,127 | $4,241,303 | 2.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
7,242 | $4,143,365 | 1.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,031 | $4,034,754 | 1.93% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EVG
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $420,052 | 39,294 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $427,332 | 39,133 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $440,461 | 38,910 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,827 | 38,697 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $519,815 | 47,342 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $514,943 | 47,156 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $525,012 | 46,960 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $505,105 | 46,769 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $565,752 | 53,575 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $553,503 | 53,324 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $551,051 | 53,139 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $519,478 | 52,954 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $518,320 | 49,600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $523,827 | 51,406 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $498,290 | 50,846 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $344,494 | 32,046 | Shares | Sole | 2022-07-13 | |
| No 13F history on record for this holder in this stock. | ||||||