Diligent Investors, LLC

Q3 2025 13F-HR Holdings

Location
Redlands, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
332
Total value ($000)
$395,617
Net value change ($000)
-26,531 (-6.3%)
New positions
20
Sold out positions
23
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DDFL 2,353 NEW
SPYG 1,179 6.9%
TSLA 1,162 42.3%
NVDA 1,082 17.7%
GOOGL 927 37.5%
GLW 709 52.6%
GSEP 579 NEW
AAPL 511 3.1%
MSFT 492 4.5%
PLTR 491 35.1%
Top Reduces (Value $000, Stocks/ETFs)
SCHO -10,003 -100.0%
VGSH -5,878 -100.0%
SPTS -5,858 -100.0%
SPYV -2,150 -14.3%
LHX -1,656 -100.0%
AMAT -1,352 -54.1%
JBL -1,309 -100.0%
JPM -1,246 -39.4%
AMH -1,104 -40.5%
VRP -1,059 -82.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type