Diligent Investors, LLC

Q1 2026 13F-HR Holdings

Location
Redlands, CA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
346
Total value ($000)
$403,705
Net value change ($000)
-2,901 (-0.7%)
New positions
18
Sold out positions
11
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 1,417 35.9%
GLW 1,196 55.6%
NFEB 1,009 254.8%
QCJA 952 NEW
GJAN 941 NEW
PFEB 854 38.6%
MU 750 90.6%
RSDE 596 93.3%
KFEB 562 NEW
JEPQ 561 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,795 -26.0%
SPYG -1,750 -9.7%
AAPL -1,273 -7.1%
V -988 -16.5%
QCOM -923 -25.5%
SPGI -722 -17.8%
DIS -597 -15.6%
TSLA -569 -13.7%
META -543 -11.6%
GBTC -529 -28.2%
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