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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Diligent Investors, LLC

Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001085146-23-002211

Total Value
$323.9M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT58,624$16.9M5.22%
2SPDR SER TR78464A508360,289$14.7M4.53%
3SPDR SER TR78464A409254,891$14.1M4.36%
4ISHARES TR464287226140,089$14.0M4.31%
5APPLE INCAAPL80,941$13.3M4.12%
6SPDR INDEX SHS FDS78463X889249,409$8.0M2.47%
7SPDR SER TR78464A839110,488$7.3M2.25%
8SPDR SER TR78464A821103,598$7.1M2.19%
9VISA INCV26,460$6.0M1.84%
10PACIFIC PREMIER BANCORP69478X105181,842$4.4M1.35%
11SCHWAB STRATEGIC TR80852485479,690$4.0M1.24%
12DISNEY WALT CO25468710637,737$3.8M1.17%
13SCHWAB STRATEGIC TR80852460789,119$3.7M1.15%
14CHEVRON CORP NEWCVX22,857$3.7M1.15%
15BERKSHIRE HATHAWAY INC DELBRK-A11,618$3.6M1.11%
16S&P GLOBAL INCSPGI10,139$3.5M1.08%
17INTEL CORPINTC99,166$3.2M1.00%
18QUALCOMM INCQCOM25,165$3.2M0.99%
19INNOVATOR ETFS TRINHD94,490$3.0M0.94%
20ISHARES TR46428862052,740$2.7M0.82%
21WALMART INCWMT17,703$2.6M0.81%
22BLACKROCK MUNIHLDNGS CALI QLBLK226,492$2.5M0.77%
23SPDR INDEX SHS FDS78463X50972,204$2.5M0.76%
24ZOETIS INCZTS14,626$2.4M0.75%
25PROCTER AND GAMBLE CO74271810916,084$2.4M0.74%
26SPDR SER TR78464A30031,057$2.4M0.73%
27PFIZER INCPFE56,791$2.3M0.72%
28CANADIAN PAC RY LTD13645T10029,442$2.3M0.70%
29POOL CORPPOOL6,454$2.2M0.68%
30BLACKSTONE INCBX24,178$2.1M0.66%
31SPDR SER TR78464A20128,489$2.1M0.65%
32CORTEVA INCCTVA34,457$2.1M0.64%
33MERCK & CO INCMRK18,545$2.0M0.61%
34COCA COLA COKO30,729$1.9M0.59%
35INNOVATOR ETFS TRINHD61,540$1.9M0.58%
36BOEING COBA-PA8,613$1.8M0.56%
37INNOVATOR ETFS TRINHD48,250$1.8M0.56%
38BANK AMERICA CORP06050510462,134$1.8M0.55%
39APPLIED MATLS INC03822210514,405$1.8M0.55%
40INNOVATOR ETFS TRINHD85,236$1.8M0.54%
41INNOVATOR ETFS TRINHD52,555$1.7M0.54%
42MONDELEZ INTL INC60920710524,843$1.7M0.53%
43CAMPBELL SOUP COCPB29,932$1.6M0.51%
44INNOVATOR ETFS TRINHD50,149$1.6M0.49%
45JOHNSON & JOHNSONJNJ10,054$1.6M0.48%
46FS KKR CAP CORPFSK80,733$1.5M0.46%
47SELECT SECTOR SPDR TR81369Y20911,423$1.5M0.46%
48AMAZON COM INCAMZN14,117$1.5M0.45%
49CVS HEALTH CORPCVS19,574$1.5M0.45%
50HOME DEPOT INCHD4,877$1.4M0.44%
51CISCO SYS INCCSCO26,884$1.4M0.43%
52ABBVIE INCABBV8,734$1.4M0.43%
53INVESCO EXCHANGE TRADED FD TIVZ9,371$1.4M0.42%
54GLOBAL PMTS INC37940X10212,767$1.3M0.41%
55META PLATFORMS INCMETA6,294$1.3M0.41%
56INNOVATOR ETFS TRINHD39,340$1.3M0.41%
57MORGAN STANLEYMS-PQ14,800$1.3M0.40%
58L3HARRIS TECHNOLOGIES INCLHX6,600$1.3M0.40%
59MCDONALDS CORPMCD4,626$1.3M0.40%
60SCHWAB STRATEGIC TR80852410226,769$1.3M0.40%
61DOW INCDOW23,228$1.3M0.39%
62UNITED PARCEL SERVICE INCUPS6,461$1.3M0.39%
63GOLDMAN SACHS GROUP INCGSCE3,823$1.3M0.39%
64VERIZON COMMUNICATIONS INCVZ31,597$1.2M0.38%
65SEAGATE TECHNOLOGY HLDNGS PLSE18,275$1.2M0.37%
66INVESCO EXCH TRADED FD TR IIIVZ53,889$1.2M0.37%
67ALPHABET INCGOOG11,217$1.2M0.36%
68VANGUARD INDEX FDS9229087448,420$1.2M0.36%
69AMGEN INCAMGN4,753$1.1M0.35%
70ALBERTSONS COS INC01309110355,217$1.1M0.35%
71INTERNATIONAL BUSINESS MACHSINTR8,710$1.1M0.35%
72CATERPILLAR INCCAT4,961$1.1M0.35%
73INNOVATOR ETFS TRINHD35,131$1.1M0.34%
74INNOVATOR ETFS TRINHD34,800$1.1M0.34%
75WALGREENS BOOTS ALLIANCE INC93142710831,792$1.1M0.34%
76TESLA INCTSLA5,086$1.1M0.33%
77NVIDIA CORPORATIONNVDA3,739$1.0M0.32%
78VALVOLINE INCVVV28,540$997,1880.31%
79GENERAL MLS INC37033410411,636$994,4380.31%
80AT&T INCT-PC51,429$990,0160.31%
81BORGWARNER INCBWA20,050$984,6560.30%
82ISHARES TR46432F3967,010$974,6700.30%
83SALESFORCE INCCRM4,878$974,5270.30%
84METLIFE INCMET-PF16,755$970,7850.30%
85HERSHEY COHSY3,777$960,9070.30%
86PEPSICO INCPEP5,192$946,5390.29%
87CORNING INCGLW26,508$935,2020.29%
88JABIL INCJBL10,530$928,3250.29%
89EDISON INTL28102010712,915$911,6460.28%
90AMERICAN EXPRESS COAXP5,501$907,4160.28%
91BROADSTONE NET LEASE INCBNL52,259$888,9220.27%
92CARDINAL HEALTH INCCAH11,653$879,8260.27%
93DUPONT DE NEMOURS INCDD12,084$867,2940.27%
94SPDR SER TR78464A29225,345$860,7190.27%
95SELECT SECTOR SPDR TR81369Y50610,372$859,1320.27%
96ISHARES TR4642884147,813$841,7530.26%
97KRAFT HEINZ COKHC21,639$836,7750.26%
98APARTMENT INCOME REIT CORPAPA23,114$827,7110.26%
99ADOBE SYSTEMS INCORPORATEDADBE2,143$825,8480.25%
100PAPA JOHNS INTL INC69881310211,020$825,7290.25%
101SCHWAB STRATEGIC TR80852450812,097$820,7810.25%
102WORLD GOLD TRGLDW20,838$814,9740.25%
103INNOVATOR ETFS TRINHD27,650$812,9100.25%
104WESTROCK COWEST26,066$794,2340.25%
105AVIS BUDGET GROUPCAR4,073$793,4200.24%
106TOYOTA MOTOR CORPTOYOF5,551$786,5210.24%
107RAYTHEON TECHNOLOGIES CORPRTX8,030$786,3860.24%
108BRISTOL-MYERS SQUIBB COCELG-RI11,247$779,5270.24%
109ABBOTT LABSABLZF7,604$769,9810.24%
110MEDTRONIC PLCMDT9,210$742,5100.23%
111DISCOVER FINL SVCS2547091087,487$740,0150.23%
112INNOVATOR ETFS TRINHD29,793$737,8710.23%
1133M COMMM6,862$721,2330.22%
114ARROW ELECTRS INC0427351005,700$711,7590.22%
115DOVER CORPDOV4,615$701,2030.22%
116SELECT SECTOR SPDR TR81369Y7046,894$697,5350.22%
117SPDR S&P 500 ETF TRSPY1,648$674,5020.21%
118ALPS ETF TR00162Q38715,852$668,1760.21%
119INNOVATOR ETFS TRINHD13,769$659,6730.20%
120JPMORGAN CHASE & COVYLD5,050$658,0550.20%
121PUBLIC STORAGEPSA-PS2,149$649,2990.20%
122ARCOS DORADOS HOLDINGS INCARCO83,759$645,7790.20%
123INNOVATOR ETFS TRINHD20,319$642,8930.20%
124TEXAS INSTRS INC8825081043,435$638,9110.20%
125INNOVATOR ETFS TRINHD16,231$635,2810.20%
126EMCOR GROUP INCEME3,900$634,1010.20%
127NUVEEN CALIFORNIA AMT QLT MUNU53,639$624,3610.19%
128EATON CORP PLCETN3,628$621,6220.19%
129EXXON MOBIL CORPXOM5,626$616,9950.19%
130INNOVATOR ETFS TRINHD26,365$615,6280.19%
131INNOVATOR ETFS TRINHD21,034$614,8240.19%
132INTERNATIONAL FLAVORS&FRAGRA4595061016,674$613,7810.19%
133TEREX CORP NEWTEX12,660$612,4910.19%
134MASTERCARD INCORPORATEDMA1,671$607,2740.19%
135SPDR SER TR78464A85412,154$585,2150.18%
136INNOVATOR ETFS TRINHD20,732$584,4350.18%
137AFLAC INCAFL9,025$582,2930.18%
138INNOVATOR ETFS TRINHD20,277$576,8810.18%
139WELLS FARGO CO NEW94974610115,338$573,3330.18%
140INTUITIVE SURGICAL INCISRG2,233$570,4650.18%
141WILLIAMS COS INC96945710018,859$563,1340.17%
142SYNCHRONY FINANCIALSYF-PB19,302$561,2950.17%
143SHELL PLCRYDAF9,703$558,3110.17%
144KROGER COKR11,284$557,0910.17%
145STELLANTIS N.VSTLA29,910$544,0630.17%
146FORD MTR CO DEL34537086042,652$537,4150.17%
147FREEPORT-MCMORAN INCFCX13,134$537,2930.17%
148AMERICAN HOMES 4 RENTAMH-PG16,881$530,9070.16%
149CONAGRA BRANDS INCCAG13,921$522,8760.16%
150EATON VANCE SHORT DURATION DETN49,600$518,3180.16%
151GREEN DOT CORPGDOT29,922$514,0600.16%
152PIONEER NAT RES CO7237871072,509$512,3760.16%
153VANGUARD INDEX FDS9229086292,405$507,3170.16%
154INVESCO DB COMMDY INDX TRCKIVZ20,893$496,0000.15%
155ETF MANAGERS TR26924G40911,575$482,3300.15%
156RLJ LODGING TRRLJ-PA19,047$477,3180.15%
157NETFLIX INCNFLX1,376$475,3800.15%
158SPDR SER TR78464A47415,832$469,1140.14%
159SCHWAB STRATEGIC TR8085248629,543$465,6100.14%
160SELECT SECTOR SPDR TR81369Y8033,072$463,9030.14%
161STARBUCKS CORPSBUX4,398$458,0030.14%
162HERCULES CAPITAL INCHCXY34,118$439,7870.14%
163ZIMMER BIOMET HOLDINGS INCZBH3,355$433,4850.13%
164THE CIGNA GROUP1255231001,692$432,3570.13%
165INNOVATOR ETFS TRINHD13,890$431,8680.13%
166SOUTHERN COSOMN6,123$426,0360.13%
167UNION PAC CORPUNP2,111$424,8830.13%
168ENERGY TRANSFER L PET-PI34,050$424,6040.13%
169ISHARES TR4642874404,271$423,3800.13%
170INNOVATOR ETFS TRINHD16,664$422,8520.13%
171ALPS ETF TR00162Q36114,489$416,5590.13%
172SELECT SECTOR SPDR TR81369Y60512,790$411,1990.13%
173TYSON FOODS INCTSN6,915$410,2100.13%
174HONEYWELL INTL INC4385161062,117$404,5760.12%
175SPDR SER TR78464A8478,865$389,5460.12%
176SPDR GOLD TRGLD2,121$388,6100.12%
177WARNER BROS DISCOVERY INCWBD25,283$381,7730.12%
178AMERICAN INTL GROUP INC0268747847,436$374,4860.12%
179VALERO ENERGY CORPVLO2,675$373,4300.12%
180TTEC HLDGS INCTTEC10,000$372,3000.11%
181WP CAREY INC92936U1094,779$370,1700.11%
182GENERAL ELECTRIC CO3696043013,860$369,0540.11%
183INNOVATOR ETFS TRINHD13,873$369,0220.11%
184SEMPRASREA2,439$368,6790.11%
185DUKE ENERGY CORP NEWDUKB3,816$368,1300.11%
186KKR & CO INCKKRT6,893$362,0090.11%
187PROSHARES TR74347G44020,656$361,8930.11%
188TRAVELERS COMPANIES INCTRV2,056$352,4190.11%
189SELECT SECTOR SPDR TR81369Y8865,203$352,1910.11%
190SPDR SER TR78468R7217,378$345,4550.11%
191NRG ENERGY INCNRG10,000$342,9000.11%
192PALO ALTO NETWORKS INCPANW1,695$338,5590.10%
193VANGUARD INDEX FDS9229085534,052$336,5130.10%
194UNILEVER PLCUNLYF6,409$332,8020.10%
195WASTE MGMT INC DEL94106L1092,010$328,0530.10%
196SHOPIFY INCSHOP6,842$328,0050.10%
197WYNDHAM HOTELS & RESORTS INCWH4,820$327,0370.10%
198INNOVATOR ETFS TRINHD10,115$325,4000.10%
199BLACKROCK CALIF MUN INCOME TBLK27,742$324,5810.10%
200ASHLAND INCASH3,147$323,2280.10%
201BEACON ROOFING SUPPLY INC0736851095,466$321,6740.10%
202ALIBABA GROUP HLDG LTDBBAAY3,063$312,9770.10%
203DAVIS FUNDAMENTAL ETF TR23908L10811,921$309,5320.10%
204INTERNATIONAL PAPER CO4601461038,579$309,3440.10%
205SPDR SER TR78468R7396,445$306,4740.09%
206DOMINION ENERGY INCD5,475$306,1070.09%
207LYONDELLBASELL INDUSTRIES NLYB3,240$304,2040.09%
208SCHWAB CHARLES CORPSCHW-PJ5,783$302,9140.09%
209VANGUARD INDEX FDS9229087691,481$302,2680.09%
210INVESCO QQQ TRIVZ940$301,6740.09%
211PVH CORPORATIONPVH3,376$301,0140.09%
212VANGUARD INTL EQUITY INDEX F9220428744,882$297,5790.09%
213NASDAQ INCNDAQ5,400$295,2180.09%
214ELEVANCE HEALTH INCELV640$294,3860.09%
215INNOVATOR ETFS TRINHD9,347$293,9630.09%
216ARK ETF TR00214Q1047,226$291,4970.09%
217DAVIS FUNDAMENTAL ETF TR23908L30611,002$290,8810.09%
218RIO TINTO PLCRTNTF4,225$289,8350.09%
219KONINKLIJKE PHILIPS N VRYLPF15,694$287,9850.09%
220BERKLEY W R CORPWRB-PH4,500$280,1700.09%
221SYSCO CORPSYY3,603$278,2600.09%
222COSTCO WHSL CORP NEW22160K105554$275,2030.08%
223LEVI STRAUSS & CO NEWLEVI14,800$269,8040.08%
224CONOCOPHILLIPSCOP2,715$269,3550.08%
225ALPS ETF TR00162Q3957,580$267,7260.08%
226ING GROEP N.V.INGVF21,800$258,7660.08%
227INVESCO EXCH TRADED FD TR IIIVZ3,321$252,7360.08%
228BLACKSTONE SECD LENDING FDBX10,105$251,9170.08%
229ALPINE INCOME PPTY TR INC02083X10314,900$250,7610.08%
230INNOVATOR ETFS TRINHD10,000$245,8150.08%
231INNOVATOR ETFS TRINHD7,947$244,2110.08%
232NUVEEN QUALITY MUNCP INCOMENU21,022$242,3880.07%
233OFFICE PPTYS INCOME TR67623C10919,689$242,1780.07%
234AGNC INVT CORP00123Q10423,575$237,6360.07%
235MARSH & MCLENNAN COS INC5717481021,425$237,3340.07%
236INVESCO EXCHANGE TRADED FD TIVZ1,542$233,0940.07%
237NUTRIEN LTDNTR3,147$232,4060.07%
238LAMB WESTON HLDGS INCLW2,220$232,0340.07%
239INNOVATOR ETFS TRINHD7,500$230,8150.07%
240SPDR SER TR78464A8703,018$230,0020.07%
241HCA HEALTHCARE INCHCA861$227,0020.07%
242SUNRUN INCRUN11,245$226,5870.07%
243PNC FINL SVCS GROUP INC6934751051,780$226,2380.07%
244DAVIS FUNDAMENTAL ETF TR23908L2077,910$224,8810.07%
245DEVON ENERGY CORP NEW25179M1034,437$224,5420.07%
246TRUSTMARK CORPTRMK9,080$224,2760.07%
247INVESCO EXCHANGE TRADED FD TIVZ2,953$224,1040.07%
248KIMBALL INTL INC49427410317,916$222,1580.07%
249PETROLEO BRASILEIRO SA PETRO71654V40821,002$219,0510.07%
250ONE LIBERTY PPTYS INC6824061039,513$218,1330.07%
251UNITEDHEALTH GROUP INCUNH457$215,8450.07%
252GLADSTONE LD CORP37654910112,896$214,7220.07%
253UBS GROUP AGUBS10,000$213,4000.07%
254UTZ BRANDS INCUTZ12,798$210,7790.07%
255ALLEGION PLCALLE1,970$210,2580.06%
256DIREXION SHS ETF TR25459Y2072,889$209,6080.06%
257DEUTSCHE BANK A GD1819089820,500$209,3050.06%
258MARATHON PETE CORPMARA1,543$208,0430.06%
259ISHARES TR4642887601,800$207,1440.06%
260REGENCY CTRS CORP7588491033,377$206,6050.06%
261BHP GROUP LTDBHPLF3,254$206,3530.06%
262PINNACLE WEST CAP CORPPNW2,550$202,0620.06%
263AES CORPAES8,349$201,0460.06%
264ALTRIA GROUP INCMO4,500$200,7790.06%
265PHILIP MORRIS INTL INC7181721092,061$200,4410.06%
266EATON VANCE TAX-MANAGED GLOBETN25,271$197,3650.06%
267WESTERN ASSET INVT GRADE DEF95790A10111,000$186,2300.06%
268EL PASO ENERGY CAP TR I28367820910,554$184,8010.06%
269EATON VANCE CALIF MUN BD FDETN20,000$180,4000.06%
270SPROTT PHYSICAL GOLD TRSII11,600$179,3360.06%
271NEWELL BRANDS INCNWL13,922$173,1900.05%
272WESTERN UN COWU15,103$168,3950.05%
273SPROTT PHYSICAL SILVER TRSII17,600$146,7840.05%
274GOOD TIMES RESTAURANTS INCGTIM49,833$136,0440.04%
275LUMEN TECHNOLOGIES INCLUMN50,199$133,0270.04%
276INVESCO CALIF VALUE MUN INCOIVZ12,857$130,7560.04%
277RIOT PLATFORMS INCRIOT12,350$123,3770.04%
278CARNIVAL CORPCUKPF10,748$109,0920.03%
279VIATRIS INCVTRS10,984$105,6680.03%
280HANESBRANDS INC41034510217,374$91,3870.03%
281NEW YORK CMNTY BANCORP INC64944510310,000$90,4000.03%
282STEELCASE INC85815520310,400$87,5680.03%
283BLACKROCK MUNIVEST FD INCBLK10,973$75,9330.02%
284MESOBLAST LTDMEOBF13,198$43,4210.01%
285COGNITION THERAPEUTICS INCCGTX10,000$19,8000.01%