Diligent Investors, LLC

13F filer · CIK 0001549042

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$449MU.S. long equity reported on 13F

Positions1857 new · 9 closed

Net flow last quarter-$7.96MBuys minus sells

Top 10 positions weight15.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026185 positions
AAPLApple Inc.	$18.7M	4.17%	0.00%	-1.6%	Q4 2014
NVDANvidia Corp	$8.09M	1.80%	0.00%	+1.4%	Q4 2019
MSFTMicrosoft Corp	$8.02M	1.79%	0.00%	+0.2%	Q4 2014
GLWCorning Inc	$6.17M	1.37%	0.00%	-1.9%	Q4 2014
BRK.BBerkshire Hathaway Inc	$6.15M	1.37%	Not reported	+4.4%	Q4 2014
VVisa Inc.	$5.61M	1.25%	0.00%	-1.2%	Q4 2014
AMZNAmazon Com Inc	$5.06M	1.13%	0.00%	-0.5%	Q2 2016
GOOGLAlphabet Inc.	$4.99M	1.11%	0.00%	-0.4%	Q2 2017
METAMeta Platforms, Inc.	$4.19M	0.93%	Not reported	+2.8%	Q4 2014
TSLATesla, Inc.	$4.11M	0.92%	0.00%	+1.2%	Q2 2020
CVXChevron Corp	$4M	0.89%	0.00%	-6.9%	Q4 2014
WMTWalmart Inc.	$3.93M	0.88%	0.00%	+1.7%	Q4 2014
MUMicron Technology Inc	$3.8M	0.85%	0.00%	-29.5%	Q4 2021
AMATApplied Materials Inc	$3.77M	0.84%	0.00%	-0.8%	Q4 2014
GSGoldman Sachs Group Inc	$3.62M	0.81%	0.00%	+1.7%	Q2 2016
INTCIntel Corp	$3.55M	0.79%	0.00%	-9.4%	Q4 2014
QCOMQualcomm Inc	$3.22M	0.72%	0.00%	-16.7%	Q4 2015
SPGIS&P Global Inc.	$3.19M	0.71%	0.00%	Not reported	Q2 2016
DISWalt Disney Co	$3.05M	0.68%	0.00%	-5.2%	Q4 2014
CSCOCisco Systems, Inc.	$2.96M	0.66%	0.00%	+0.2%	Q4 2014
PDECPetals Decorative Accents, Inc.	$2.89M	0.64%	Not reported	-1.9%	Q1 2023
JNJJohnson & Johnson	$2.78M	0.62%	0.00%	-0.3%	Q4 2014
GOOGAlphabet Inc.	$2.46M	0.55%	Not reported	+0.9%	Q2 2021
IBMInternational Business Machines Corp	$2.46M	0.55%	0.00%	+0.3%	Q4 2021
SPGSimon Property Group Inc.	$2.29M	0.51%	127.93%	+0.3%	Q3 2023
EMEEMCOR Group, Inc.	$2.22M	0.50%	0.01%	+0.7%	Q4 2014
BUFFBlue Buffalo Pet Products, Inc.	$2.19M	0.49%	0.02%	0.0%	Q4 2023
CPCanadian Pacific Kansas City Ltd	$2.19M	0.49%	0.00%	-9.3%	Q4 2014
CTVACorteva, Inc.	$2.13M	0.47%	0.00%	-1.3%	Q2 2019
BACBank of America Corp	$2.09M	0.47%	0.00%	+0.7%	Q4 2014
JPMJPMorgan Chase & Co	$1.98M	0.44%	0.00%	+0.8%	Q2 2020
GLDSPDR Gold Trust	$1.97M	0.44%	0.00%	+1.9%	Q2 2021
XOMExxonMobil Holdings Corp	$1.95M	0.43%	0.00%	+1.5%	Q4 2014
CATCaterpillar Inc	$1.89M	0.42%	0.00%	-1.9%	Q3 2016
BABoeing Co	$1.85M	0.41%	0.00%	+2.4%	Q4 2014
KOCoca Cola Co	$1.76M	0.39%	0.00%	0.0%	Q4 2014
AMDAdvanced Micro Devices Inc	$1.7M	0.38%	0.00%	+3.2%	Q4 2023
BXBlackstone Inc.	$1.62M	0.36%	0.00%	-5.2%	Q3 2019
PGPROCTER & GAMBLE Co	$1.6M	0.36%	0.00%	-0.5%	Q4 2014
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.55M	0.34%	Not reported	-3.1%	Q2 2017
AMHAmerican Homes 4 Rent	$1.54M	0.34%	Not reported	-0.5%	Q4 2014
WMBWilliams Companies, Inc.	$1.54M	0.34%	0.00%	0.0%	Q4 2020
PLTRPalantir Technologies Inc.	$1.52M	0.34%	0.00%	+10.7%	Q3 2024
GLDMWorld Gold Trust	$1.51M	0.34%	0.01%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$1.45M	0.32%	0.00%	-1.5%	Q4 2014
HDHome Depot, Inc.	$1.44M	0.32%	0.00%	+1.7%	Q2 2016
AXPAmerican Express Co	$1.44M	0.32%	0.00%	-31.8%	Q1 2015
VZVerizon Communications Inc	$1.43M	0.32%	0.00%	+1.8%	Q1 2017
MSMorgan Stanley	$1.42M	0.32%	0.00%	-51.3%	Q4 2014
RTXRTX Corp	$1.38M	0.31%	0.00%	0.0%	Q2 2020

Q1 2026Reported Apr 15, 2026187 positions
AAPLApple Inc.	$16.7M	4.14%	0.00%	-0.5%	Q4 2014
MSFTMicrosoft Corp	$7.94M	1.97%	0.00%	-3.4%	Q4 2014
NVDANvidia Corp	$6.95M	1.72%	0.00%	+2.4%	Q4 2019
BRK.BBerkshire Hathaway Inc	$5.64M	1.40%	Not reported	-0.7%	Q4 2014
CVXChevron Corp	$5.36M	1.33%	0.00%	+0.1%	Q4 2014
VVisa Inc.	$5M	1.24%	0.00%	-3.1%	Q4 2014
AMZNAmazon Com Inc	$4.44M	1.10%	0.00%	+5.2%	Q2 2016
WMTWalmart Inc.	$4.24M	1.05%	0.00%	-2.3%	Q4 2014
METAMeta Platforms, Inc.	$4.14M	1.03%	Not reported	+2.0%	Q4 2014
GOOGLAlphabet Inc.	$4.03M	1.00%	0.00%	-1.3%	Q2 2017
TSLATesla, Inc.	$3.59M	0.89%	0.00%	+4.4%	Q2 2020
GLWCorning Inc	$3.35M	0.83%	0.00%	+0.2%	Q4 2014
SPGIS&P Global Inc.	$3.33M	0.82%	0.00%	+1.0%	Q2 2016
DISWalt Disney Co	$3.22M	0.80%	0.00%	-0.4%	Q4 2014
GSGoldman Sachs Group Inc	$2.98M	0.74%	0.00%	-1.4%	Q2 2016
PDECPetals Decorative Accents, Inc.	$2.73M	0.68%	Not reported	-2.8%	Q1 2023
QCOMQualcomm Inc	$2.7M	0.67%	0.00%	-1.1%	Q4 2015
JNJJohnson & Johnson	$2.68M	0.66%	0.00%	+0.1%	Q4 2014
XOMExxonMobil Holdings Corp	$2.38M	0.59%	0.00%	-13.8%	Q4 2014
MSMorgan Stanley	$2.3M	0.57%	0.00%	-1.4%	Q4 2014
GLDSPDR Gold Trust	$2.26M	0.56%	0.00%	+3.5%	Q2 2021
CPCanadian Pacific Kansas City Ltd	$2.19M	0.54%	0.00%	-0.6%	Q4 2014
CTVACorteva, Inc.	$2.13M	0.53%	0.00%	-0.4%	Q2 2019
IBMInternational Business Machines Corp	$2.11M	0.52%	0.00%	-0.1%	Q4 2021
BUFFBlue Buffalo Pet Products, Inc.	$2.05M	0.51%	0.02%	-0.2%	Q4 2023
GOOGAlphabet Inc.	$1.98M	0.49%	Not reported	+7.7%	Q2 2021
EMEEMCOR Group, Inc.	$1.96M	0.49%	0.01%	-2.0%	Q4 2014
CSCOCisco Systems, Inc.	$1.95M	0.48%	0.00%	-0.5%	Q4 2014
SPGSimon Property Group Inc.	$1.9M	0.47%	127.53%	+0.1%	Q3 2023
AXPAmerican Express Co	$1.89M	0.47%	0.00%	+0.5%	Q1 2015
AMATApplied Materials Inc	$1.8M	0.44%	0.00%	-5.4%	Q4 2014
BACBank of America Corp	$1.78M	0.44%	0.00%	-1.0%	Q4 2014
GLDMWorld Gold Trust	$1.76M	0.44%	0.01%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$1.76M	0.44%	0.00%	-0.3%	Q2 2020
PLTRPalantir Technologies Inc.	$1.72M	0.42%	0.00%	+2.9%	Q3 2024
BXBlackstone Inc.	$1.67M	0.41%	0.00%	+2.5%	Q3 2019
VZVerizon Communications Inc	$1.66M	0.41%	0.00%	+1.2%	Q1 2017
BABoeing Co	$1.66M	0.41%	0.00%	-15.8%	Q4 2014
KOCoca Cola Co	$1.64M	0.41%	0.00%	+3.4%	Q4 2014
PGPROCTER & GAMBLE Co	$1.59M	0.39%	0.00%	-1.0%	Q4 2014
MUMicron Technology Inc	$1.58M	0.39%	0.00%	+61.0%	Q4 2021
TAt&T Inc.	$1.57M	0.39%	0.00%	-0.5%	Q4 2014
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.51M	0.37%	Not reported	+6.0%	Q2 2017
WMBWilliams Companies, Inc.	$1.51M	0.37%	0.00%	0.0%	Q4 2020
MCDMcdonalds Corp	$1.44M	0.36%	0.00%	Not reported	Q4 2014
RTXRTX Corp	$1.4M	0.35%	0.00%	-1.3%	Q2 2020
NFLXNetflix Inc	$1.39M	0.34%	0.00%	+10.0%	Q2 2020
MRKMerck & Co., Inc.	$1.38M	0.34%	0.00%	0.0%	Q4 2014
PFEPfizer Inc	$1.37M	0.34%	0.00%	-1.5%	Q4 2014
COSTCostco Wholesale Corp	$1.35M	0.33%	0.00%	+1.0%	Q4 2017

Q4 2025Reported Jan 23, 2026189 positions
AAPLApple Inc.	$18M	4.42%	0.00%	-2.4%	Q4 2014
MSFTMicrosoft Corp	$10.7M	2.64%	0.00%	+0.7%	Q4 2014
NVDANvidia Corp	$7.26M	1.79%	0.00%	+1.0%	Q4 2019
VVisa Inc.	$5.99M	1.47%	0.00%	+0.5%	Q4 2014
BRK.BBerkshire Hathaway Inc	$5.96M	1.47%	Not reported	-1.1%	Q4 2014
METAMeta Platforms, Inc.	$4.69M	1.15%	Not reported	+2.5%	Q4 2014
AMZNAmazon Com Inc	$4.68M	1.15%	0.00%	+5.0%	Q2 2016
GOOGLAlphabet Inc.	$4.45M	1.09%	0.00%	+1.7%	Q2 2017
TSLATesla, Inc.	$4.16M	1.02%	0.00%	+5.3%	Q2 2020
SPGIS&P Global Inc.	$4.05M	1.00%	0.00%	-6.1%	Q2 2016
CVXChevron Corp	$3.95M	0.97%	0.00%	-4.3%	Q4 2014
WMTWalmart Inc.	$3.89M	0.96%	0.00%	-4.2%	Q4 2014
DISWalt Disney Co	$3.82M	0.94%	0.00%	-1.8%	Q4 2014
QCOMQualcomm Inc	$3.62M	0.89%	0.00%	-1.3%	Q4 2015
GSGoldman Sachs Group Inc	$3.13M	0.77%	0.00%	Not reported	Q2 2016
PDECPetals Decorative Accents, Inc.	$2.87M	0.70%	Not reported	+5.0%	Q1 2023
IBMInternational Business Machines Corp	$2.58M	0.64%	0.00%	-2.2%	Q4 2021
MSMorgan Stanley	$2.51M	0.62%	0.00%	-0.5%	Q4 2014
AXPAmerican Express Co	$2.29M	0.56%	0.00%	0.0%	Q1 2015
JNJJohnson & Johnson	$2.27M	0.56%	0.00%	-0.8%	Q4 2014
BXBlackstone Inc.	$2.19M	0.54%	0.00%	-0.2%	Q3 2019
GLWCorning Inc	$2.15M	0.53%	0.00%	-2.0%	Q4 2014
BABoeing Co	$2.15M	0.53%	0.00%	-0.2%	Q4 2014
BUFFBlue Buffalo Pet Products, Inc.	$2.07M	0.51%	0.02%	-0.3%	Q4 2023
CPCanadian Pacific Kansas City Ltd	$2.06M	0.51%	0.00%	-3.0%	Q4 2014
PLTRPalantir Technologies Inc.	$2.03M	0.50%	0.00%	+10.1%	Q3 2024
BACBank of America Corp	$2.02M	0.50%	0.00%	-0.7%	Q4 2014
GLDSPDR Gold Trust	$2.02M	0.50%	0.00%	+30.6%	Q2 2021
GOOGAlphabet Inc.	$2.02M	0.50%	Not reported	+6.1%	Q2 2021
XOMExxonMobil Holdings Corp	$1.96M	0.48%	0.00%	+6.9%	Q4 2014
CSCOCisco Systems, Inc.	$1.95M	0.48%	0.00%	+0.1%	Q4 2014
JPMJPMorgan Chase & Co	$1.93M	0.48%	0.00%	-1.2%	Q2 2020
SPGSimon Property Group Inc.	$1.89M	0.46%	127.41%	-0.2%	Q3 2023
GBTCGrayscale Bitcoin Trust ETF	$1.87M	0.46%	0.01%	-1.9%	Q1 2024
CTVACorteva, Inc.	$1.71M	0.42%	0.00%	-2.1%	Q2 2019
EMEEMCOR Group, Inc.	$1.66M	0.41%	0.01%	-0.7%	Q4 2014
GLDMWorld Gold Trust	$1.62M	0.40%	0.01%	+1.6%	Q4 2020
PGPROCTER & GAMBLE Co	$1.59M	0.39%	0.00%	-7.7%	Q4 2014
COFCapital One Financial Corp	$1.55M	0.38%	0.00%	+0.1%	Q2 2025
WFCWells Fargo & Company	$1.55M	0.38%	0.00%	+0.1%	Q2 2018
AMHAmerican Homes 4 Rent	$1.53M	0.38%	Not reported	-2.1%	Q4 2014
KOCoca Cola Co	$1.46M	0.36%	0.00%	-6.4%	Q4 2014
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.45M	0.36%	Not reported	-4.1%	Q2 2017
AMATApplied Materials Inc	$1.43M	0.35%	0.00%	-0.9%	Q4 2014
MCDMcdonalds Corp	$1.41M	0.35%	0.00%	-1.6%	Q4 2014
SYFSynchrony Financial	$1.41M	0.35%	0.00%	-0.6%	Q3 2016
HDHome Depot, Inc.	$1.39M	0.34%	0.00%	-19.7%	Q2 2016
TAt&T Inc.	$1.35M	0.33%	0.00%	-0.1%	Q4 2014
RTXRTX Corp	$1.35M	0.33%	0.00%	-0.3%	Q2 2020
VZVerizon Communications Inc	$1.33M	0.33%	0.00%	-10.2%	Q1 2017

Q3 2025Reported Nov 14, 2025188 positions
AAPLApple Inc.	$17.2M	4.36%	0.00%	-17.0%	Q4 2014
MSFTMicrosoft Corp	$11.4M	2.89%	0.00%	+0.4%	Q4 2014
NVDANvidia Corp	$7.19M	1.82%	0.00%	-0.3%	Q4 2019
BRK.BBerkshire Hathaway Inc	$6.03M	1.52%	Not reported	-3.3%	Q4 2014
VVisa Inc.	$5.8M	1.47%	0.00%	-0.8%	Q4 2014
METAMeta Platforms, Inc.	$5.09M	1.29%	Not reported	+1.8%	Q4 2014
AMZNAmazon Com Inc	$4.24M	1.07%	0.00%	+1.9%	Q2 2016
CVXChevron Corp	$4.2M	1.06%	0.00%	+0.8%	Q4 2014
SPGIS&P Global Inc.	$4.02M	1.02%	0.00%	Not reported	Q2 2016
DISWalt Disney Co	$3.91M	0.99%	0.00%	-2.5%	Q4 2014
TSLATesla, Inc.	$3.91M	0.99%	0.00%	+1.7%	Q2 2020
WMTWalmart Inc.	$3.76M	0.95%	0.00%	+0.8%	Q4 2014
QCOMQualcomm Inc	$3.57M	0.90%	0.00%	-0.5%	Q4 2015
GOOGLAlphabet Inc.	$3.4M	0.86%	0.00%	-0.3%	Q2 2017
GSGoldman Sachs Group Inc	$2.84M	0.72%	0.00%	-4.0%	Q2 2016
PDECPetals Decorative Accents, Inc.	$2.64M	0.67%	Not reported	-0.1%	Q1 2023
IBMInternational Business Machines Corp	$2.52M	0.64%	0.00%	-1.7%	Q4 2021
GBTCGrayscale Bitcoin Trust ETF	$2.51M	0.63%	0.01%	-0.1%	Q1 2024
BXBlackstone Inc.	$2.43M	0.61%	0.00%	-2.6%	Q3 2019
MSMorgan Stanley	$2.26M	0.57%	0.00%	+0.1%	Q4 2014
CPCanadian Pacific Kansas City Ltd	$2.15M	0.54%	0.00%	Not reported	Q4 2014
BABoeing Co	$2.14M	0.54%	0.00%	0.0%	Q4 2014
AXPAmerican Express Co	$2.06M	0.52%	0.00%	+0.5%	Q1 2015
GLWCorning Inc	$2.06M	0.52%	0.00%	-2.1%	Q4 2014
JNJJohnson & Johnson	$2.05M	0.52%	0.00%	-1.7%	Q4 2014
HDHome Depot, Inc.	$2.05M	0.52%	0.00%	+0.8%	Q2 2016
BUFFBlue Buffalo Pet Products, Inc.	$2.04M	0.52%	0.02%	-2.8%	Q4 2023
SPGSimon Property Group Inc.	$1.92M	0.48%	127.70%	-0.1%	Q3 2023
JPMJPMorgan Chase & Co	$1.92M	0.48%	0.00%	-44.3%	Q2 2020
BACBank of America Corp	$1.91M	0.48%	0.00%	-40.3%	Q4 2014
PLTRPalantir Technologies Inc.	$1.89M	0.48%	0.00%	+1.0%	Q3 2024
PGPROCTER & GAMBLE Co	$1.84M	0.47%	0.00%	-24.4%	Q4 2014
EMEEMCOR Group, Inc.	$1.78M	0.45%	0.01%	-0.1%	Q4 2014
CTVACorteva, Inc.	$1.77M	0.45%	0.00%	-5.0%	Q2 2019
CSCOCisco Systems, Inc.	$1.73M	0.44%	0.00%	+0.1%	Q4 2014
XOMExxonMobil Holdings Corp	$1.72M	0.43%	0.00%	+0.1%	Q4 2014
AMHAmerican Homes 4 Rent	$1.62M	0.41%	Not reported	-35.4%	Q4 2014
VZVerizon Communications Inc	$1.6M	0.40%	0.00%	-2.9%	Q1 2017
MUCBlackRock Muniholdings California Quality Fund, Inc.	$1.55M	0.39%	Not reported	-21.0%	Q2 2017
NFLXNetflix Inc	$1.54M	0.39%	0.00%	-11.4%	Q2 2020
TAt&T Inc.	$1.54M	0.39%	0.00%	+1.7%	Q4 2014
KOCoca Cola Co	$1.48M	0.37%	0.00%	0.0%	Q4 2014
MDLZMondelez International, Inc.	$1.48M	0.37%	0.00%	+2.1%	Q4 2014
GOOGAlphabet Inc.	$1.47M	0.37%	Not reported	+1.5%	Q2 2021
POOLPool Corp	$1.46M	0.37%	0.01%	-3.1%	Q4 2014
GLDMWorld Gold Trust	$1.43M	0.36%	0.01%	Not reported	Q4 2020
MCDMcdonalds Corp	$1.43M	0.36%	0.00%	+0.8%	Q4 2014
WFCWells Fargo & Company	$1.39M	0.35%	0.00%	-2.6%	Q2 2018
GLDSPDR Gold Trust	$1.38M	0.35%	0.00%	+4.0%	Q2 2021
COFCapital One Financial Corp	$1.36M	0.34%	0.00%	0.0%	Q2 2025

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