DOSSIER · 13F-HR · Q1 2026

Diligent Investors, LLC

Diligent Investors's hedge fund based in New York, NY $404M in tracked AUM across 346 positions as of Q1 2026.

DI
Diligent Investors·New York, NY·Hedge Fund
CIK 0001549042 · last filed Mar 31, 2026
Total AUM
$404M
1.6%
vs prior
Holdings
346
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
Top sector
Tech
51% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

1. Portfolio Overview

Diligent Investors, LLC manages a portfolio totaling approximately $406.61 million as of December 31, 2025, spread across 339 individual holdings. This represents a significant expansion in assets under management, with the portfolio value increasing by +58.6% (from $256.44 million) in a single quarter. This substantial growth indicates a combination of strong market performance on existing assets and likely significant capital inflows or a strategic reallo...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$17M66K4.1%
02
SPYG
SPDR SERIES TRUST
$16M166K4.0%
03
SPYV
SPDR SERIES TRUST
$12M219K3.1%
04
MSFT
MICROSOFT CORP
$8M21K2.0%
05
SPDW
SPDR INDEX SHS FDS
$7M161K1.8%
06
NVDA
NVIDIA CORPORATION
$7M40K1.7%
07
MDYG
SPDR SERIES TRUST
$6M60K1.4%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K1.4%
09
MDYV
SPDR SERIES TRUST
$5M64K1.4%
10
CVX
CHEVRON CORPORATION
$5M26K1.3%

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