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Gerardo Martinez

Diligent Investors, Llc

Assets Managed
$403.705M
Holdings
346
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-0.71%(2Q avg: 1.04%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Diligent Investors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 346 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 403.705M in assets, with a quarterly growth rate of -0.71% and a 2-quarter average growth rate of 1.04%. The portfolio is managed by Gerardo Martinez, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.46%
4.14%
$16.693M
65,776 shares@ $253.79 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -1.59%
4.04%
$16.283M
166,309 shares@ $97.92 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -1.66%
3.08%
$12.413M
219,388 shares@ $56.58 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.36%
1.97%
$7.941M
21,453 shares@ $370.17 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -2.46%
1.83%
$7.355M
161,121 shares@ $45.66 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.38%
1.73%
$6.95M
39,849 shares@ $174.4 avg price
MDYG
Spdr S&p 400 Mid Capgrowth E
Recent Activity
Decreased -1.08%
1.43%
$5.753M
59,951 shares@ $95.96 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.74%
1.4%
$5.642M
11,773 shares@ $479.21 avg price
MDYV
Spdr S&p 400 Mid Cap Value E
Recent Activity
Decreased -1.17%
1.36%
$5.49M
64,478 shares@ $85.16 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.11%
1.33%
$5.364M
25,926 shares@ $206.91 avg price

1-10 of 346