1y return+14.3%S&P 500 +20.9%
3y return+43.6%S&P 500 +68.5%
5y return+37.1%S&P 500 +74.5%
10y return+154.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $255 against $357 in the S&P 500.2
Diligent Investors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYGSpdr Series Trust | $19.6M | 4.4% | |
| AAPLApple Inc | $18.7M | 4.2% | −1.6% |
| SPYVSpdr Series Trust | $13.2M | 2.9% | |
| NVDANvidia Corporation | $8.1M | 1.8% | +1.4% |
| MSFTMicrosoft Corp | $8.0M | 1.8% | |
| SPDWSpdr Index Shs Fds | $8.0M | 1.8% | −1.8% |
| MDYGSpdr Series Trust | $6.7M | 1.5% | |
| GLWCorning Inc | $6.2M | 1.4% | −1.9% |
| BRK/BBerkshire Hathaway Inc Del | $6.1M | 1.4% | +4.4% |
| MDYVSpdr Series Trust | $6.1M | 1.3% | |
| VVisa Inc | $5.6M | 1.2% | −1.1% |
| PAUGInnovator Etfs Trust | $5.5M | 1.2% | |
| AMZNAmazon Com Inc | $5.1M | 1.1% | |
| GOOGLAlphabet Inc | $5.0M | 1.1% | |
| SCHASchwab Strategic Tr | $4.7M | 1.1% | +5.0% |
| PMARInnovator Etfs Trust | $4.4M | 1.0% | |
| METAMeta Platforms Inc | $4.2M | 0.9% | +2.7% |
| TSLATesla Inc | $4.1M | 0.9% | +1.2% |
| CVXChevron Corporation | $4.0M | 0.9% | −6.9% |
| WMTWalmart Inc | $3.9M | 0.9% | +1.7% |
| MUMicron Technology Inc | $3.8M | 0.8% | −29.5% |
| AMATApplied Matls Inc | $3.8M | 0.8% | |
| GSGoldman Sachs Group Inc | $3.6M | 0.8% | +1.7% |
| INTCIntel Corp | $3.6M | 0.8% | −9.4% |
| PFEBInnovator Etfs Trust | $3.5M | 0.8% | +5.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $8.1M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $3.8M |
| GLWCorning Inc | June 30, 2020 | +886.1% | $6.2M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $3.6M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $5.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $18.7M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $3.9M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $6.1M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $19.6M |
| CSCOCisco Sys Inc | June 30, 2020 | +151.8% | $3.0M |
Sold off last quarter
- BILSpdr Series Trust was $1.8M
- VGSHVanguard Scottsdale Fds was $1.2M
- SPTSSpdr Series Trust was $1.2M
- Medtronic PLCCUSIP G5960L103 was $837K
- ABTAbbott Laboratories was $770K
- AIGAmerican Intl Group Inc was $436K
- Honeywell Intl IncCUSIP 438516106 was $388K
- Dupont De Nemours IncCUSIP 26614N102 was $292K
- MPCMarathon Pete Corp was $263K
- SLBSlb Limited was $222K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +7.8% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | +6.1% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +4.5% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −4.9% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Diligent Investors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1549042&type=13F-HR&dateb=&owner=include&count=40CIK 1549042
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1549042/000154904226000003/Filed July 24, 2026 · accession 0001549042-26-000003