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CIK: 0001549042
Total reported value
$449.1M
$449.1M
362 檔
16.5%
During the Q1 2025 filing period, Diligent Investors, LLC (CIK: 0001549042) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $449.1M across 362 reported positions.
In Q1 2025, Diligent Investors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.88% | -0.18% | +0.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.41% | +0.03% | -1.91% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.55% | -0.13% | -3.01% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.50% | +0.34% | -3.49% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.72% | -0.04% | -3.30% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.63% | -0.03% | -4.94% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.45% | +0.01% | -1.83% | |
| 8 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.43% | -0.01% | -10.82% | |
| 9 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.37% | +0.06% | -10.61% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.18% | -0.04% | -6.00% | |
| 11 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.09% | -0.05% | — | |
| 12 | SPGI | S&p Global Inc | Stock-Financials | 1.02% | -0.11% | -0.30% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.08% | +0.35% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.44% | -1.45% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.10% | +0.76% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | -0.12% | +0.29% | |
| 17 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.87% | -0.03% | +14.29% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.03% | +1.11% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.17% | -20.23% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 0.81% | +0.05% | -5.13% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.80% | +0.15% | -9.71% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 0.76% | -0.05% | +1.56% | |
| 23 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 0.75% | +0.02% | -2.95% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.05% | +7.47% | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 0.69% | +0.03% | +1.28% | |
| 26 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.66% | -0.03% | -2.41% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | — | -0.06% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.03% | -0.68% | |
| 29 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.59% | -0.01% | -38.70% | |
| 30 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.59% | -0.03% | +16.22% | |
| 31 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.59% | -0.02% | -14.07% | |
| 32 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.59% | -0.04% | -20.70% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | +0.03% | +3.44% | |
| 34 | ZTS | Zoetis Inc | Stock-Healthcare | 0.54% | -0.11% | -0.67% | |
| 35 | INTC | Intel CORP | Stock-Tech | 0.54% | +0.48% | -2.45% | |
| 36 | XFEB | Ft Vest Enh Mod Buff - Feb | ETF-Other | 0.52% | -0.03% | +7.67% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.07% | +3.79% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.11% | -2.99% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.03% | +15.71% | |
| 40 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.50% | -0.05% | -0.68% | |
| 41 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.50% | +0.04% | -10.20% | |
| 42 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.03% | -29.92% | |
| 43 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.02% | +3.00% | |
| 44 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.40% | +0.04% | |
| 45 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.47% | +0.01% | +78.26% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.47% | -0.01% | -1.29% | |
| 47 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.46% | -0.02% | -1.31% | |
| 48 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.45% | -0.05% | +0.01% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.04% | +0.31% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.01% | +0.12% |
According to official SEC Form 13F filings, Diligent Investors, LLC reported a total U.S. public equity portfolio value of $449.1M across 362 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPYV) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $20.0M
During Q1 2025, Diligent Investors, LLC's top holdings by market value included MSFT (4.9%)、AAPL (4.4%)、SPYV (3.5%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q1 2025, Diligent Investors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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