Diligent Investors, LLC

Q3 2026 13F-HR Holdings

Location
Redlands, CA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
362
Total value ($000)
$454,961
Net value change ($000)
+5,910 (1.3%)
New positions
17
Sold out positions
12
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 2,790 34.8%
AAPL 2,535 13.5%
EXXONMOBIL HOLDINGS CORP 2,322 NEW
META 1,226 29.2%
FIRST TRUST EXCHANGE-TRADED FUND 1,152 115.4%
NVDA 1,059 13.1%
DLAG 1,018 NEW
PLTR 906 59.8%
CVX 810 20.3%
QMAG 781 242.5%
Top Reduces (Value $000, Stocks/ETFs)
GLW -2,533 -41.1%
XOM -1,948 -100.0%
AMAT -1,175 -31.2%
BNL -754 -100.0%
IBM -648 -26.3%
GS -621 -17.2%
MDYG -562 -8.4%
CAT -546 -29.0%
MDYV -528 -8.7%
TSLA -503 -12.2%
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