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Home > Institutional Investor > Diligent Investors, Llc > Profile

Instuitional Investor - Diligent Investors, Llc

Fund Profile
Filing Period:
Fund Name: Diligent Investors, Llc
Portfolio Value $422,148,262
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 179,826 $17,140,982 4.06%
2.
Apple Inc.
 AAPL 81,504 $16,722,087 3.96%
3.
Spdr Series Trust
 286,385 $14,989,370 3.55%
4.
Microsoft Corp
 MSFT 21,971 $10,928,399 2.59%
5.
Schwab Strategic Trust
 FNDF 410,300 $10,003,123 2.37%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)