Diligent Investors, LLC
•CIK: 1549042•Filing: Q4 2025
**Diligent Investors, LLC** manages $407M across a diversified portfolio of 339 positions. The fund exhibits significant concentration in large-cap technology and index-tracking assets, notably holding SPYG and AAPL at $18.0M each. Further top allocations include SPYV ($12.7M), MSFT ($10.7M), and a combined $12.8M exposure to SPDW and NVDA. This structure suggests a tactical, growth-oriented mandate within established market leaders.
Total AUM
$406.6M
QoQ Performance
+2.8%
Positions
199
Top 10 Concentration
26.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG4.4%
AAPL4.4%
SPYV3.1%
MSFT2.6%
SPDW1.8%
NVDA1.8%
V1.5%
BRK/B1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.3%
Technology16.5%
Financial7.4%
Consumer4.8%
Healthcare2.3%
Industrial1.9%
Communication1.8%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+133 more exited positions
Changes from Q3 2025
NEW6 new positions
↑58 increased
↓107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023