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CIK: 0001549042
Total reported value
$449.1M
$449.1M
346 檔
13.5%
At the close of Q1 2026, Diligent Investors, LLC disclosed equity holdings valued at approximately $449.1M, spread across 346 reported holdings.
Diligent Investors, LLC executed strategic sector rebalancing during Q1 2026, establishing 18 new positions while fully exiting 11 holdings and trimming 83 positions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.03% | -0.47% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.03% | +0.34% | -1.60% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.07% | -0.13% | -1.66% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.18% | -3.36% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.82% | -0.04% | -2.47% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | +0.08% | +2.38% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.43% | +0.06% | -1.09% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.03% | -0.74% | |
| 9 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.36% | -0.01% | -1.17% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.33% | -0.44% | +0.10% | |
| 11 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.27% | -0.05% | -0.29% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.24% | +0.01% | -3.11% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.03% | +5.24% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | -0.17% | -2.25% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.10% | +2.01% | |
| 16 | PMAR | Innovator U.s. Equity Power | ETF-Other | 1.00% | -0.03% | +1.53% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.11% | -1.25% | |
| 18 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.90% | +0.15% | -1.75% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | +0.03% | +4.43% | |
| 20 | GLW | Corning Inc | Stock-Tech | 0.83% | +0.54% | +0.21% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 0.82% | -0.11% | +0.97% | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | -0.12% | -0.41% | |
| 23 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.76% | +0.01% | +40.81% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.76% | -0.05% | +0.28% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.07% | -1.37% | |
| 26 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.70% | -0.03% | -0.28% | |
| 27 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.04% | -2.76% | |
| 28 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.68% | -0.03% | -0.06% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.05% | -1.05% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.04% | +0.05% | |
| 31 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.64% | -0.02% | -2.56% | |
| 32 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.62% | -0.01% | — | |
| 33 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.62% | -0.02% | -0.29% | |
| 34 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.62% | -0.02% | — | |
| 35 | XFEB | Ft Vest Enh Mod Buff - Feb | ETF-Other | 0.61% | -0.03% | +6.81% | |
| 36 | SFEB | Ft Vest US Sc Mb Etf-usd Inc | ETF-Other | 0.61% | — | +20.65% | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.61% | -0.01% | +0.63% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.16% | -13.78% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.57% | -0.25% | -1.35% | |
| 40 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 0.56% | -0.02% | -4.31% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.12% | +3.46% | |
| 42 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.55% | -0.03% | -0.10% | |
| 43 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.54% | -0.05% | -0.62% | |
| 44 | CTVA | Corteva Inc | Stock-Materials | 0.53% | -0.06% | -0.38% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | +0.03% | -0.06% | |
| 46 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.51% | -0.02% | -0.19% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.04% | +1.47% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.06% | +7.65% | |
| 49 | EME | Emcor Group Inc | Stock-Industrials | 0.49% | +0.01% | -2.02% | |
| 50 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.48% | -0.01% | -0.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.4% | +0.10% | Add |
| 2 | GLW | Corning Inc | +0.3% | +0.21% | Add |
| 3 | NFEB | Innov Grw-100 Por Bu ETF - F | +0.3% | +263.01% | Add |
| 4 | PFEB | Innovator U.s. Equity Power | +0.2% | +40.81% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | +61.01% | Add |
| 6 | RSDE | Ftvestuseqeqlwghtbuffetfdec | +0.2% | +92.29% | Add |
| 7 | SFEB | Ft Vest US Sc Mb Etf-usd Inc | +0.1% | +20.65% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -13.78% | Trim |
| 9 | CTVA | Corteva Inc | +0.1% | -0.38% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | +0.05% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | -5.40% | Trim |
| 12 | WMT | Walmart Inc | +0.1% | -2.25% | Trim |
| 13 | VZ | Verizon Communications Inc | +0.1% | +1.17% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +6.11% | Add |
| 15 | EME | Emcor Group Inc | +0.1% | -2.02% | Trim |
| 16 | WMB | Williams Cos Inc | +0.1% | +0.01% | Add |
| 17 | IMAR | Innovator Intdevpow Buf-mar | +0.1% | +59.94% | Add |
| 18 | GLD | Spdr Gold Shares | +0.1% | +3.46% | Add |
| 19 | T | At&t Inc | +0.1% | -0.54% | Trim |
| 20 | XLE | Ss Energy Select Sector | +0.1% | -3.50% | Trim |
| 21 | INTC | Intel CORP | +0.1% | -0.35% | Trim |
| 22 | COST | Costco Wholesale CORP | +0.1% | +0.97% | Add |
| 23 | COP | Conocophillips | +0.1% | +2.28% | Add |
| 24 | KO | Coca-cola Co/the | +0.1% | +3.35% | Add |
| 25 | EIX | Edison International | 0% | -1.26% | Trim |
| 26 | MRK | Merck & Co. Inc. | 0% | -0.01% | Trim |
| 27 | NFLX | Netflix Inc | 0% | +10.02% | Add |
| 28 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | -1.09% | Trim |
| 29 | GLDM | Spdr Gold Minishares Trust | 0% | — | Unchanged |
| 30 | PFE | Pfizer Inc | 0% | -1.52% | Trim |
| 31 | SLV | Ishares Silver Trust | 0% | +40.11% | Add |
| 32 | KMI | Kinder Morgan, Inc. | 0% | +0.01% | Add |
| 33 | CP | Canadian Pacific Kansas City | 0% | -0.62% | Trim |
| 34 | XFEB | Ft Vest Enh Mod Buff - Feb | 0% | +6.81% | Add |
| 35 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 36 | GEV | GE Vernova Inc | 0% | -7.11% | Trim |
| 37 | GFEB | Ft Vest US Equity Moderate B | 0% | +16.54% | Add |
| 38 | PAA | Plains All Amer Pipeline LP | 0% | — | Unchanged |
| 39 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | 0% | +8.00% | Add |
| 40 | SHEL | Shell Plc-adr | 0% | +0.05% | Add |
| 41 | HSY | Hershey Co/the | 0% | -1.39% | Trim |
| 42 | DUK | Duke Energy CORP | 0% | -1.10% | Trim |
| 43 | ET | Energy Transfer LP | 0% | -0.96% | Trim |
| 44 | ETN | Eaton Corporation plc | 0% | -1.14% | Trim |
| 45 | PEP | Pepsico Inc | 0% | +0.92% | Add |
| 46 | TEX | Terex CORP | 0% | — | Unchanged |
| 47 | MDLZ | Mondelez International Inc-a | 0% | -1.39% | Trim |
| 48 | PHYS | Sprott Physical Gold Trust | 0% | +14.12% | Add |
| 49 | TXN | Texas Instruments Inc | 0% | -0.24% | Trim |
| 50 | PSLV | Sprott Physical Silver Trust | 0% | +25.14% | Add |
According to official SEC Form 13F filings, Diligent Investors, LLC reported a total U.S. public equity portfolio value of $449.1M across 346 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPYG, SPYV) accounted for 13.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
QCJA
市值: $952.1K
Top Position Liquidated / Trimmed
CPB
前期市值: $338.6K
During Q1 2026, Diligent Investors, LLC's top holdings by market value included AAPL (4.1%)、SPYG (4.0%)、SPYV (3.1%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q1 2026, Diligent Investors, LLC made 180 total portfolio adjustments, initiating 18 new buys, adding to 68 positions, trimming 83 holdings, and fully liquidating 11 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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