Diligent Investors
Diligent Investors reported 362 stocks worth $455M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (4.7%), SPYG (4.4%) and SPYV (2.9%). Compared with Q2 2026, the fund opened new positions in XOM, added to SPDW, META and GOOGL, trimmed AAPL, SPYG and SPYV and sold out of XOM, BNL and CAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $21.3M | 4.7% | 64K | −874 (−1%) | 8 of 8 | |
| 2 |  SPYG Spdr Series Trust | $20M | 4.4% | 163K | −2,334 (−1%) | 8 of 8 | |
| 3 |  SPYV State Street | $13.2M | 2.9% | 215K | −2,363 (−1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $10.8M | 2.4% | 21K | −421 (−2%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $9.1M | 2.0% | 40K | −370 (−1%) | 8 of 8 | |
| 6 |  SPDW Spdr Developed | $8M | 1.8% | 159K | +579 (+0%) | 8 of 8 | |
| 7 |  MDYG State Street | $6.1M | 1.3% | 58K | −1,086 (−2%) | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $6.1M | 1.3% | 12K | −93 (−1%) | 8 of 8 | |
| 9 |  V Visa Inc | $5.8M | 1.3% | 16K | −156 (−1%) | 8 of 8 | |
| 10 |  PAUG Innovator Etfs Trust | $5.5M | 1.2% | 118K | −1,120 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.9M | 14K |
 BNL Broadstone Net Lease Inc | $754K | 36K |
 CAR Avis Budget Group | $301K | 2,033 |
 SW Smurfit Westrock PLC | $292K | 6,305 |
 RBLX Roblox Corp | $250K | 4,606 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Diligent Investors 13F FAQ
What does Diligent Investors own?
Diligent Investors reported 362 stocks worth $455M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (4.7%), SPYG (4.4%) and SPYV (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Diligent Investors buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 83 added to, 133 trimmed and 12 sold out. New positions include XOM. It sold all of XOM, BNL and CAR.
When will Diligent Investors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Diligent Investors's portfolio worth?
The Q3 2026 filing reports $455M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.