Diligent Investors, LLC
Top Portfolio Positions
178 positions ·
$203,944,209 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
65,776 | $16,693,291 | 8.19% |
| MSFT |
Microsoft Corp
Technology
|
21,453 | $7,941,257 | 3.89% |
| NVDA |
Nvidia Corp
Technology
|
39,849 | $6,949,665 | 3.41% |
| CVX |
Chevron Corp
Energy
|
25,926 | $5,364,089 | 2.63% |
| V |
Visa Inc.
Financial Services
|
16,537 | $4,998,142 | 2.45% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,328 | $4,441,982 | 2.18% |
| WMT |
Walmart Inc.
Consumer Defensive
|
34,127 | $4,241,303 | 2.08% |
| META |
Meta Platforms, Inc.
Communication Services
|
7,242 | $4,143,365 | 2.03% |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,031 | $4,034,754 | 1.98% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
9,664 | $3,592,592 | 1.76% |
Portfolio Trend
Holdings in PINE
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,146 | 11,397 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $187,598 | 11,220 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $156,323 | 11,032 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,681 | 12,011 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $277,267 | 16,583 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $275,188 | 16,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $294,894 | 16,203 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $249,504 | 16,035 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $240,537 | 15,742 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $260,126 | 15,383 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $248,851 | 15,211 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $244,432 | 15,042 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $250,767 | 14,900 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $281,945 | 14,777 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $237,363 | 14,634 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $188,303 | 10,508 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $195,369 | 10,392 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $208,255 | 10,392 | Shares | Sole | 2022-01-21 | |
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