Diligent Investors, LLC

Q4 2025 13F-HR Holdings

Location
Redlands, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
339
Total value ($000)
$406,606
Net value change ($000)
+10,989 (2.8%)
New positions
24
Sold out positions
17
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DDFD 1,257 NEW
VGSH 1,175 NEW
SPTS 1,171 NEW
GOOGL 1,052 31.0%
ZDEK 1,029 NEW
PNOV 914 98.9%
BIL 910 104.4%
AAPL 733 4.3%
QMNV 653 147.1%
RSDE 639 NEW
Top Reduces (Value $000, Stocks/ETFs)
SAP -732 -100.0%
ARW -690 -100.0%
MSFT -684 -6.0%
FBTC -658 -100.0%
HD -650 -31.8%
GBTC -634 -25.3%
POOL -537 -36.8%
ARKK -491 -100.0%
HTGC -464 -100.0%
ETN -459 -39.7%
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