Diligent Investors, LLC

Q2 2026 13F-HR Holdings

Location
Redlands, CA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
357
Total value ($000)
$449,051
Net value change ($000)
+45,346 (11.2%)
New positions
25
Sold out positions
14
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYG 3,340 20.5%
GLW 2,823 84.3%
INTC 2,315 186.7%
MU 2,223 140.9%
AAPL 2,041 12.2%
AMAT 1,973 109.9%
BMAY 1,301 NEW
NMAY 1,223 NEW
NVDA 1,138 16.4%
AMD 1,120 194.8%
Top Reduces (Value $000, Stocks/ETFs)
BIL -1,787 -100.0%
CVX -1,365 -25.4%
VGSH -1,171 -100.0%
SPTS -1,167 -100.0%
MS -875 -38.1%
MDT -837 -100.0%
ABT -770 -100.0%
T -536 -34.1%
AXP -448 -23.8%
AIG -436 -100.0%
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