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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 $436,049,070
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 53,375 $22,497,463 5.15%
2.
Apple Inc.
 AAPL 83,177 $20,829,223 4.77%
3.
Spdr Series Trust
 185,420 $16,298,410 3.73%
4.
Spdr Series Trust
 294,808 $15,076,480 3.45%
5.
Spdr Series Trust
 79,299 $6,890,257 1.58%
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)