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Gerardo Martinez

Diligent Investors, Llc

Assets Managed
$449.051M
Holdings
357
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.24%(2Q avg: 5.26%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Diligent Investors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 357 positions.

Assets under management

The assets under management (AUM) of Diligent Investors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 449.051M in assets, with a quarterly growth rate of 11.24% and a 2-quarter average growth rate of 5.26%. The portfolio is managed by Gerardo Martinez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.84%
4.37%
$19.623M
164,910 shares@ $119.0 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.57%
4.18%
$18.734M
64,742 shares@ $289.36 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -0.84%
2.95%
$13.224M
217,539 shares@ $60.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 1.44%
1.81%
$8.088M
40,422 shares@ $200.1 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.17%
1.79%
$8.016M
21,489 shares@ $373.03 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -1.81%
1.78%
$7.971M
158,189 shares@ $50.39 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Decreased -0.91%
1.49%
$6.658M
59,401 shares@ $112.09 avg price
GLW
Corning Inc
Recent Activity
Decreased -1.86%
1.38%
$6.17M
24,154 shares@ $255.44 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 4.36%
1.37%
$6.148M
12,286 shares@ $500.4 avg price
MDYV
Spdr S&p 400 Mid Cap Value E
Recent Activity
Decreased -0.99%
1.35%
$6.055M
63,836 shares@ $94.85 avg price

1-10 of 357