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CIK: 0001549042
Total reported value
$455.0M
$455.0M
357 檔
14.9%
At the close of Q2 2026, Diligent Investors, LLC disclosed equity holdings valued at approximately $455.0M, spread across 357 reported holdings.
In Q2 2026, Diligent Investors, LLC displayed an active expansion posture, initiating 25 new positions and adding to 78 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 357 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.37% | +0.03% | -0.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.17% | +0.51% | -1.57% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.94% | -0.05% | -0.84% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | +0.21% | +1.44% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | +0.59% | +0.17% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.78% | -0.03% | -1.82% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.48% | -0.14% | -0.92% | |
| 8 | GLW | Corning Inc | Stock-Tech | 1.37% | -0.57% | -1.86% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.04% | +4.36% | |
| 10 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.35% | -0.14% | -1.00% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | +0.03% | -1.15% | |
| 12 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.22% | -0.01% | -0.26% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.01% | -0.54% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | -0.04% | -0.38% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.05% | -0.11% | +5.01% | |
| 16 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.97% | — | +0.96% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.26% | +2.75% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.13% | +1.23% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.89% | +0.17% | -6.94% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.07% | +1.71% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.85% | -0.08% | -29.50% | |
| 22 | AMAT | Applied Materials Inc | Stock-Tech | 0.84% | -0.27% | -0.78% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.81% | -0.15% | +1.71% | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.79% | -0.12% | -9.39% | |
| 25 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.77% | +0.01% | +5.29% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | -0.02% | -16.65% | |
| 27 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.71% | — | -2.28% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 0.71% | -0.03% | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | +0.03% | -5.23% | |
| 30 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.01% | -0.57% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | -0.07% | +0.24% | |
| 32 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.65% | -0.01% | -3.91% | |
| 33 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.64% | — | -1.87% | |
| 34 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.62% | +0.03% | -1.88% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | +0.02% | -0.26% | |
| 36 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.61% | +0.02% | -0.95% | |
| 37 | SFEB | Ft Vest US Sc Mb Etf-usd Inc | ETF-Other | 0.61% | -0.03% | -0.44% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.60% | -0.01% | -0.50% | |
| 39 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.60% | -0.01% | -0.62% | |
| 40 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.60% | +0.01% | — | |
| 41 | XFEB | Ft Vest Enh Mod Buff - Feb | ETF-Other | 0.58% | -0.02% | -0.65% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.04% | +0.88% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.55% | -0.15% | +0.34% | |
| 44 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-Other | 0.54% | +0.02% | +3.59% | |
| 45 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.52% | +0.05% | -1.94% | |
| 46 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.51% | -0.08% | +0.31% | |
| 47 | EME | Emcor Group Inc | Stock-Industrials | 0.50% | -0.06% | +0.71% | |
| 48 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.49% | — | +0.01% | |
| 49 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.49% | -0.02% | -9.34% | |
| 50 | CTVA | Corteva Inc | Stock-Materials | 0.47% | -0.05% | -1.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.5% | -1.86% | Trim |
| 2 | INTC | Intel CORP | +0.5% | -9.39% | Trim |
| 3 | MU | Micron Technology Inc | +0.5% | -29.50% | Trim |
| 4 | AMAT | Applied Materials Inc | +0.4% | -0.78% | Trim |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | -0.84% | Trim |
| 6 | BMAY | Innovator U.s. Equity Buffer | +0.3% | NEW | New buy |
| 7 | NMAY | Innovator Grw-100 Pb ETF May | +0.3% | NEW | New buy |
| 8 | AMD | Advanced Micro Devices | +0.2% | +3.22% | Add |
| 9 | QCAP | Ft Nsdq100consbuffetf - Apr | +0.2% | NEW | New buy |
| 10 | FAPR | Ft Vest U.s. Equity Buffer E | +0.2% | +445.00% | Add |
| 11 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.2% | NEW | New buy |
| 12 | KMAY | Innovator US Sc Pb ETF - May | +0.2% | NEW | New buy |
| 13 | QMMY | Ft Ndq100 Mod Buff ETF - May | +0.2% | NEW | New buy |
| 14 | IMAY | Innov Intl Dev Pb ETF - May | +0.2% | +401.34% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.2% | +0.24% | Add |
| 16 | ✓ | +0.2% | NEW | New buy | |
| 17 | IJUN | Innov Intl Dev Pb ETF - June | +0.2% | NEW | New buy |
| 18 | SCHA | Schwab US Small-cap ETF | +0.2% | +5.01% | Add |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +1.98% | Add |
| 20 | NBIS | Nebius Group N.V. | +0.1% | — | Unchanged |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.38% | Trim |
| 22 | CAT | Caterpillar Inc | +0.1% | -1.94% | Trim |
| 23 | NVDA | Nvidia CORP | +0.1% | +1.44% | Add |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | +1.71% | Add |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -0.92% | Trim |
| 26 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 27 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 28 | ✓ | +0.1% | NEW | New buy | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | -0.92% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | +0.88% | Add |
| 31 | SMAY | Ft Vest U.s. Small Cap Moder | +0.1% | +99.06% | Add |
| 32 | YJUN | Ft Vest Int Eq Modt Etf-june | +0.1% | +105.77% | Add |
| 33 | ✓ | +0.1% | NEW | New buy | |
| 34 | QCOM | Qualcomm Inc | +0.1% | -16.65% | Trim |
| 35 | TXN | Texas Instruments Inc | +0.1% | -2.97% | Trim |
| 36 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +36.99% | Add |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | +6.28% | Add |
| 38 | SCHD | Schwab US Dvd Equity ETF | +0.1% | NEW | New buy |
| 39 | ✓ | +0.1% | NEW | New buy | |
| 40 | NJUN | Innovator G-100 P B ETF - Ju | +0.1% | NEW | New buy |
| 41 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 42 | ✓ | +0.1% | NEW | New buy | |
| 43 | BFEB | Innovator U.s. Equity Buffer | +0.1% | NEW | New buy |
| 44 | OKLO | Oklo Inc | +0.1% | NEW | New buy |
| 45 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 46 | EOCT | Innovator Emer Mkt Pwr Buff | +0.1% | NEW | New buy |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | NEW | New buy |
| 48 | TJUN | Ft Vest Emerging Mar B Jun | +0.1% | NEW | New buy |
| 49 | DUSA | Davis Select US Equity ETF | +0.1% | NEW | New buy |
| 50 | SPG | Simon Property Group Inc | 0% | +0.31% | Add |
According to official SEC Form 13F filings, Diligent Investors, LLC reported a total U.S. public equity portfolio value of $455.0M across 357 disclosed positions in Q2 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 SPYG, AAPL, SPYV) accounted for 14.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
BMAY
市值: $1.3M
Top Position Liquidated / Trimmed
BIL
前期市值: $1.8M
During Q2 2026, Diligent Investors, LLC's top holdings by market value included SPYG (4.4%)、AAPL (4.2%)、SPYV (2.9%). The largest single position, SPYG, represented 4.4% of total portfolio value.
In Q2 2026, Diligent Investors, LLC made 181 total portfolio adjustments, initiating 25 new buys, adding to 78 positions, trimming 64 holdings, and fully liquidating 14 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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