Diligent Investors, LLC
SEC Form 13F institutional filer · CIK 0001549042
13F-HR · 141 reported holdings · 2026-03-31
Reported long-US-equity value
$0.21B
Top-10 concentration
35.8%
Diligent Investors, LLC — $209M AUM allocation strategy
Diligent Investors, LLC files SEC Form 13F and reports $209M of long US equity value across 141 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.0%, followed by Financials 15.4% and Communication Services 5.5%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Diligent Investors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$209M
total across 141 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MU +1.77K sh · +$750K+$NFLX +1.31K sh · +$158K+$AMZN +1.06K sh · −$236K
Biggest trims (shares)
−$SPGI −4.23K sh · −$686K−$SCHW −2.35K sh · −$75.9K−$XOM −2.25K sh · +$422K
Exited to nil (held last quarter, gone now)
$NKE ($237K last qtr)$LULU ($204K last qtr)$DE ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals8.0%—
- Financial Exchanges & Data5.6%—
- Investment Banking & Brokerage4.7%—
- Semiconductors4.6%—
- Interactive Media & Services3.9%—
- Systems Software3.8%—
- Integrated Oil & Gas3.7%—
- Multi-Sector Holdings2.7%—
- Other holdings63.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 65.8K | $16.7M | -310 | 8.0% |
| $SPGI | S&P Global Inc | 179K | $11.7M | -4.23K | 5.6% |
| $MSFT | Microsoft Corporation | 21.5K | $7.94M | -746 | 3.8% |
| $NVDA | NVIDIA Corporation | 39.8K | $6.95M | +925 | 3.3% |
| $SCHW | Charles Schwab Corporation | 233K | $6.83M | -2.35K | 3.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 11.8K | $5.64M | -88 | 2.7% |
| $CVX | Chevron Corporation | 25.9K | $5.36M | +26 | 2.6% |
| $V | Visa Inc | 16.5K | $5M | -530 | 2.4% |
| $AMZN | Amazon.com Inc | 21.3K | $4.44M | +1.06K | 2.1% |
| $WMT | Walmart Inc | 34.1K | $4.24M | -785 | 2.0% |
…and 131 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.