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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 $363,938,154
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 54,275 $20,409,691 5.6%
2.
Apple Inc.
 AAPL 83,084 $15,996,248 4.39%
3.
Spdr Series Trust
 304,581 $14,202,635 3.9%
4.
Spdr Series Trust
 215,838 $14,042,446 3.85%
5.
Ishares Trust
 IEF 93,010 $9,231,280 2.53%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)