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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 Q3 2023 · Filed July 24, 2023 · Accession 0001085146-23-002850

Total Value
$338.3M
Positions
288
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (288)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT58,519$19.9M5.89%
2APPLE INCAAPL80,111$15.5M4.59%
3SPDR SER TR78464A409246,295$15.0M4.44%
4SPDR SER TR78464A508346,053$14.9M4.42%
5ISHARES TR464287226139,044$13.6M4.03%
6SPDR INDEX SHS FDS78463X889249,182$8.1M2.40%
7SPDR SER TR78464A839109,325$7.5M2.22%
8SPDR SER TR78464A821102,588$7.4M2.17%
9VISA INCV26,237$6.2M1.84%
10S&P GLOBAL INCSPGI9,989$4.0M1.18%
11BERKSHIRE HATHAWAY INC DELBRK-A11,618$4.0M1.17%
12SCHWAB STRATEGIC TR80852460789,727$3.9M1.16%
13PACIFIC PREMIER BANCORP69478X105181,842$3.8M1.11%
14SCHWAB STRATEGIC TR80852485475,267$3.7M1.10%
15CHEVRON CORP NEWCVX23,231$3.7M1.08%
16DISNEY WALT CO25468710637,344$3.3M0.99%
17INTEL CORPINTC99,142$3.3M0.98%
18INNOVATOR ETFS TRINHD94,490$3.3M0.96%
19QUALCOMM INCQCOM25,525$3.0M0.90%
20WALMART INCWMT17,305$2.7M0.80%
21ZOETIS INCZTS14,601$2.5M0.74%
22ISHARES TR46428862049,846$2.5M0.74%
23SPDR INDEX SHS FDS78463X50972,311$2.5M0.73%
24BLACKROCK MUNIHLDNGS CALI QLBLK226,898$2.5M0.73%
25PROCTER AND GAMBLE CO74271810915,848$2.4M0.71%
26POOL CORPPOOL6,419$2.4M0.71%
27CANADIAN PACIFIC KANSAS CITYCP29,442$2.4M0.70%
28BLACKSTONE INCBX24,521$2.3M0.67%
29SPDR SER TR78464A30028,867$2.2M0.66%
30PFIZER INCPFE57,566$2.1M0.62%
31MERCK & CO INCMRK18,173$2.1M0.62%
32APPLIED MATLS INC03822210514,379$2.1M0.61%
33SPDR SER TR78464A20126,574$2.0M0.60%
34CORTEVA INCCTVA34,454$2.0M0.58%
35AMAZON COM INCAMZN15,088$2.0M0.58%
36BANK AMERICA CORP06050510468,054$2.0M0.58%
37INNOVATOR ETFS TRINHD58,865$1.9M0.57%
38COCA COLA COKO30,680$1.8M0.55%
39INNOVATOR ETFS TRINHD52,555$1.8M0.55%
40INNOVATOR ETFS TRINHD45,450$1.8M0.54%
41META PLATFORMS INCMETA6,293$1.8M0.53%
42MONDELEZ INTL INC60920710524,247$1.8M0.52%
43INNOVATOR ETFS TRINHD85,236$1.8M0.52%
44BOEING COBA-PA8,162$1.7M0.51%
45INNOVATOR ETFS TRINHD50,149$1.7M0.50%
46JOHNSON & JOHNSONJNJ9,925$1.6M0.49%
47FS KKR CAP CORPFSK82,675$1.6M0.47%
48HOME DEPOT INCHD4,872$1.5M0.45%
49SELECT SECTOR SPDR TR81369Y20911,335$1.5M0.44%
50ALPHABET INCGOOG12,162$1.5M0.43%
51CISCO SYS INCCSCO28,061$1.5M0.43%
52INNOVATOR ETFS TRINHD39,340$1.4M0.42%
53CVS HEALTH CORPCVS20,180$1.4M0.41%
54TESLA INCTSLA5,318$1.4M0.41%
55INNOVATOR ETFS TRINHD44,898$1.4M0.41%
56INVESCO EXCHANGE TRADED FD TIVZ9,048$1.4M0.40%
57CAMPBELL SOUP COCPB29,443$1.3M0.40%
58SCHWAB STRATEGIC TR80852410226,000$1.3M0.40%
59MCDONALDS CORPMCD4,473$1.3M0.39%
60L3HARRIS TECHNOLOGIES INCLHX6,600$1.3M0.38%
61MORGAN STANLEYMS-PQ14,802$1.3M0.37%
62DOW INCDOW23,666$1.3M0.37%
63GLOBAL PMTS INC37940X10212,768$1.3M0.37%
64GOLDMAN SACHS GROUP INCGSCE3,821$1.2M0.36%
65INVESCO EXCH TRADED FD TR IIIVZ54,198$1.2M0.36%
66ALBERTSONS COS INC01309110355,146$1.2M0.36%
67VERIZON COMMUNICATIONS INCVZ32,351$1.2M0.36%
68CATERPILLAR INCCAT4,859$1.2M0.35%
69INTERNATIONAL BUSINESS MACHSINTR8,884$1.2M0.35%
70INNOVATOR ETFS TRINHD34,800$1.2M0.35%
71VANGUARD INDEX FDS9229087448,295$1.2M0.35%
72ABBVIE INCABBV8,746$1.2M0.35%
73INNOVATOR ETFS TRINHD34,787$1.2M0.34%
74AMERICAN EXPRESS COAXP6,676$1.2M0.34%
75UNITED PARCEL SERVICE INCUPS6,461$1.2M0.34%
76JABIL INCJBL10,530$1.1M0.34%
77SEAGATE TECHNOLOGY HLDNGS PLSE18,275$1.1M0.33%
78PEPSICO INCPEP5,965$1.1M0.33%
79CARDINAL HEALTH INCCAH11,654$1.1M0.33%
80NVIDIA CORPORATIONNVDA2,561$1.1M0.32%
81VALVOLINE INCVVV28,340$1.1M0.31%
82AMGEN INCAMGN4,756$1.1M0.31%
83ADOBE SYSTEMS INCORPORATEDADBE2,143$1.0M0.31%
84SALESFORCE INCCRM4,878$1.0M0.30%
85METLIFE INCMET-PF16,755$947,1600.28%
86HERSHEY COHSY3,777$943,1170.28%
87ISHARES TR46432F3966,455$931,1340.28%
88WALGREENS BOOTS ALLIANCE INC93142710832,672$930,8370.28%
89CORNING INCGLW26,508$928,8400.27%
90BORGWARNER INCBWA18,850$921,9540.27%
91AVIS BUDGET GROUPCAR4,023$919,9390.27%
92SCHWAB STRATEGIC TR80852450812,887$915,3640.27%
93EDISON INTL28102010713,116$910,8950.27%
94GENERAL MLS INC37033410411,640$892,7700.26%
95TOYOTA MOTOR CORPTOYOF5,551$892,3230.26%
96AT&T INCT-PC55,269$881,5390.26%
97WELLS FARGO CO NEW94974610120,601$879,2360.26%
98DISCOVER FINL SVCS2547091087,437$869,0130.26%
99DUPONT DE NEMOURS INCDD12,086$863,3960.26%
100ARCOS DORADOS HOLDINGS INCARCO83,788$858,8280.25%
101SPDR SER TR78464A29225,360$848,7880.25%
102SELECT SECTOR SPDR TR81369Y50610,372$841,9190.25%
103ISHARES TR4642884147,820$834,6600.25%
104ABBOTT LABSABLZF7,604$828,9880.25%
105RAYTHEON TECHNOLOGIES CORPRTX8,461$828,8860.24%
106BROADSTONE NET LEASE INCBNL53,421$824,8260.24%
107ARROW ELECTRS INC0427351005,700$816,4110.24%
108PAPA JOHNS INTL INC69881310211,020$813,6070.24%
109MEDTRONIC PLCMDT9,210$811,4010.24%
110APARTMENT INCOME REIT CORPAPA22,443$809,9650.24%
111WORLD GOLD TRGLDW20,838$793,7190.23%
112INTUITIVE SURGICAL INCISRG2,233$763,5520.23%
113JPMORGAN CHASE & COVYLD5,238$761,7990.23%
114TEREX CORP NEWTEX12,660$757,4480.22%
115WESTROCK COWEST25,967$754,8480.22%
116INNOVATOR ETFS TRINHD29,381$754,7980.22%
117SEMPRASREA5,165$751,9720.22%
118SELECT SECTOR SPDR TR81369Y7046,894$739,8640.22%
119KRAFT HEINZ COKHC20,802$738,4580.22%
1203M COMMM7,240$724,6740.21%
121BRISTOL-MYERS SQUIBB COCELG-RI11,247$719,2430.21%
122EATON CORP PLCETN3,528$709,4810.21%
123ALPS ETF TR00162Q38715,855$697,4470.21%
124INNOVATOR ETFS TRINHD25,248$695,3300.21%
125INNOVATOR ETFS TRINHD20,319$695,3160.21%
126INNOVATOR ETFS TRINHD13,319$682,7320.20%
127DOVER CORPDOV4,615$681,4050.20%
128INNOVATOR ETFS TRINHD16,231$675,5290.20%
129EMCOR GROUP INCEME3,650$674,4470.20%
130WILLIAMS COS INC96945710020,163$657,9210.19%
131MASTERCARD INCORPORATEDMA1,671$657,2350.19%
132SYNCHRONY FINANCIALSYF-PB19,303$654,7630.19%
133INNOVATOR ETFS TRINHD21,034$647,6370.19%
134FORD MTR CO DEL34537086042,034$635,9690.19%
135SPDR SER TR78464A85412,154$633,3450.19%
136AFLAC INCAFL9,025$629,9450.19%
137NUVEEN CALIFORNIA AMT QLT MUNU54,197$625,4320.18%
138TEXAS INSTRS INC8825081043,436$618,6160.18%
139PUBLIC STORAGEPSA-PS2,112$616,4510.18%
140NETFLIX INCNFLX1,396$614,9240.18%
141EXXON MOBIL CORPXOM5,699$611,2550.18%
142AMERICAN HOMES 4 RENTAMH-PG16,881$598,4310.18%
143INNOVATOR ETFS TRINHD25,928$597,6400.18%
144INNOVATOR ETFS TRINHD20,277$590,6750.17%
145INNOVATOR ETFS TRINHD20,732$588,3290.17%
146SHELL PLCRYDAF9,728$587,3770.17%
147GREEN DOT CORPGDOT29,922$560,7380.17%
148FREEPORT-MCMORAN INCFCX13,695$547,7990.16%
149SELECT SECTOR SPDR TR81369Y8033,072$534,0980.16%
150VANGUARD INDEX FDS9229086292,405$529,5490.16%
151KROGER COKR11,164$524,7080.16%
152EATON VANCE SHORT DURATION DETN52,954$519,4810.15%
153STELLANTIS N.VSTLA29,270$513,3960.15%
154HERCULES CAPITAL INCHCXY34,284$507,4100.15%
155INTERNATIONAL FLAVORS&FRAGRA4595061016,070$483,1110.14%
156THE CIGNA GROUP1255231001,692$474,7750.14%
157INVESCO DB COMMDY INDX TRCKIVZ20,893$474,2710.14%
158ZIMMER BIOMET HOLDINGS INCZBH3,254$473,7820.14%
159ETF MANAGERS TR26924G40911,075$472,9400.14%
160SPDR SER TR78464A47415,863$467,0180.14%
161ALPS ETF TR00162Q36114,489$463,6480.14%
162RLJ LODGING TRRLJ-PA19,047$458,8420.14%
163INNOVATOR ETFS TRINHD13,890$454,6200.13%
164BEACON ROOFING SUPPLY INC0736851095,466$453,5690.13%
165PIONEER NAT RES CO7237871072,162$448,0030.13%
166CONAGRA BRANDS INCCAG13,108$442,0010.13%
167HONEYWELL INTL INC4385161062,120$439,8030.13%
168UNION PAC CORPUNP2,139$437,6550.13%
169ENERGY TRANSFER L PET-PI34,050$432,4350.13%
170SELECT SECTOR SPDR TR81369Y60512,791$431,1820.13%
171SOUTHERN COSOMN6,127$430,4370.13%
172INNOVATOR ETFS TRINHD10,296$429,2400.13%
173AMERICAN INTL GROUP INC0268747847,437$427,9140.13%
174INNOVATOR ETFS TRINHD16,227$426,2720.13%
175STARBUCKS CORPSBUX4,294$425,3830.13%
176SCHWAB STRATEGIC TR8085248628,805$423,1520.13%
177PALO ALTO NETWORKS INCPANW1,645$420,3140.12%
178SPDR S&P 500 ETF TRSPY937$415,4480.12%
179ISHARES TR4642874404,278$413,2120.12%
180GENERAL ELECTRIC CO3696043013,761$413,1170.12%
181VANGUARD INDEX FDS9229087691,874$412,8220.12%
182SPDR SER TR78464A8478,866$406,8730.12%
183KKR & CO INCKKRT6,893$386,0130.11%
184SPDR GOLD TRGLD2,121$378,1110.11%
185NRG ENERGY INCNRG10,000$373,9000.11%
186INNOVATOR ETFS TRINHD12,258$365,9010.11%
187TRAVELERS COMPANIES INCTRV2,056$357,0450.11%
188SPDR SER TR78468R7217,702$355,5110.11%
189KONINKLIJKE PHILIPS N VRYLPF16,390$355,4990.11%
190TYSON FOODS INCTSN6,903$352,3310.10%
191INVESCO QQQ TRIVZ948$350,2100.10%
192PROSHARES TR74347G44020,456$347,3430.10%
193FIRST TR EXCHNG TRADED FD VI33740F43311,500$346,3800.10%
194DUKE ENERGY CORP NEWDUKB3,816$342,4480.10%
195INNOVATOR ETFS TRINHD10,115$341,5840.10%
196SELECT SECTOR SPDR TR81369Y8865,203$340,4840.10%
197TTEC HLDGS INCTTEC10,000$338,4000.10%
198WASTE MGMT INC DEL94106L1091,946$337,5430.10%
199VANGUARD INDEX FDS9229085534,031$336,8660.10%
200UNILEVER PLCUNLYF6,411$334,1820.10%
201WYNDHAM HOTELS & RESORTS INCWH4,820$330,5070.10%
202BLACKROCK CALIF MUN INCOME TBLK27,742$329,0200.10%
203SCHWAB CHARLES CORPSCHW-PJ5,783$327,7800.10%
204SPDR SER TR78468R7396,946$326,8090.10%
205LYONDELLBASELL INDUSTRIES NLYB3,540$325,0780.10%
206WP CAREY INC92936U1094,791$323,6480.10%
207DAVIS FUNDAMENTAL ETF TR23908L10811,901$322,7130.10%
208ARK ETF TR00214Q1047,276$321,1630.09%
209VALERO ENERGY CORPVLO2,675$313,7780.09%
210INNOVATOR ETFS TRINHD9,347$311,0680.09%
211VANGUARD INTL EQUITY INDEX F9220428744,953$305,5930.09%
212DAVIS FUNDAMENTAL ETF TR23908L30610,602$305,3250.09%
213COSTCO WHSL CORP NEW22160K105560$301,4830.09%
214WARNER BROS DISCOVERY INCWBD23,471$294,3260.09%
215ING GROEP N.V.INGVF21,800$293,6460.09%
216PETROLEO BRASILEIRO SA PETRO71654V40821,002$290,4580.09%
217DOMINION ENERGY INCD5,605$290,2830.09%
218ELEVANCE HEALTH INCELV640$284,4680.08%
219CONOCOPHILLIPSCOP2,715$281,3010.08%
220PVH CORPORATIONPVH3,276$278,3820.08%
221BLACKSTONE SECD LENDING FDBX10,108$276,5500.08%
222INTERNATIONAL PAPER CO4601461038,692$276,4830.08%
223SHOPIFY INCSHOP4,242$274,0330.08%
224ASHLAND INCASH3,147$273,5060.08%
225RIO TINTO PLCRTNTF4,225$269,7240.08%
226NASDAQ INCNDAQ5,400$269,1900.08%
227BERKLEY W R CORPWRB-PH4,500$268,0200.08%
228MARSH & MCLENNAN COS INC5717481021,425$268,0140.08%
229UNITEDHEALTH GROUP INCUNH557$267,7950.08%
230SYSCO CORPSYY3,603$267,3430.08%
231ALPS ETF TR00162Q3957,280$267,1760.08%
232INVESCO EXCH TRADED FD TR IIIVZ3,326$266,0480.08%
233HCA HEALTHCARE INCHCA861$261,2920.08%
234INNOVATOR ETFS TRINHD10,000$257,1500.08%
235LAMB WESTON HLDGS INCLW2,220$255,1890.08%
236INNOVATOR ETFS TRINHD7,947$254,1640.08%
237DAVIS FUNDAMENTAL ETF TR23908L2077,910$253,4520.07%
238SPDR SER TR78464A8703,018$251,0980.07%
239ALPINE INCOME PPTY TR INC02083X10315,042$244,4390.07%
240ALIBABA GROUP HLDG LTDBBAAY2,908$242,3820.07%
241AGNC INVT CORP00123Q10423,575$238,8150.07%
242INNOVATOR ETFS TRINHD7,500$237,5250.07%
243NUVEEN QUALITY MUNCP INCOMENU21,057$237,3170.07%
244ALLEGION PLCALLE1,963$235,5990.07%
245INVESCO EXCHANGE TRADED FD TIVZ1,544$235,5610.07%
246LILLY ELI & COLLY502$235,4880.07%
247INVESCO EXCHANGE TRADED FD TIVZ2,959$229,4590.07%
248DEVON ENERGY CORP NEW25179M1034,639$224,2710.07%
249PNC FINL SVCS GROUP INC6934751051,780$224,1910.07%
250DIREXION SHS ETF TR25459Y2072,891$222,5110.07%
251SELECT SECTOR SPDR TR81369Y4071,281$217,5270.06%
252DEUTSCHE BANK A GD1819089820,500$215,8650.06%
253CHARTER COMMUNICATIONS INC N16119P108586$215,2790.06%
254RALPH LAUREN CORPRL1,708$210,6070.06%
255ISHARES TR4642887601,800$210,0060.06%
256GLADSTONE LD CORP37654910112,896$209,8180.06%
257REGENCY CTRS CORP7588491033,377$208,5970.06%
258HALLIBURTON COHAL6,322$208,5780.06%
259PINNACLE WEST CAP CORPPNW2,550$207,7230.06%
260INNOVATOR ETFS TRINHD8,370$206,4860.06%
261INNOVATOR ETFS TRINHD5,748$205,7270.06%
262ALTRIA GROUP INCMO4,507$204,1500.06%
263ALPHABET INCGOOG1,687$204,0760.06%
264UBS GROUP AGUBS10,048$203,6730.06%
265EATON VANCE TAX-MANAGED GLOBETN25,679$203,3780.06%
266PHILIP MORRIS INTL INC7181721092,067$201,7500.06%
267SUNRUN INCRUN11,245$200,8360.06%
268SPROTT PHYSICAL GOLD TRSII12,850$191,7220.06%
269UTZ BRANDS INCUTZ11,382$186,2020.06%
270EL PASO ENERGY CAP TR I28367820910,554$181,7400.05%
271WESTERN ASSET INVT GRADE DEF95790A10111,000$179,5200.05%
272LEVI STRAUSS & CO NEWLEVI12,400$178,9320.05%
273EATON VANCE CALIF MUN BD FDETN20,000$178,0000.05%
274WESTERN UN COWU14,603$171,2890.05%
275GOOD TIMES RESTAURANTS INCGTIM49,833$169,4320.05%
276RIOT PLATFORMS INCRIOT13,250$156,6150.05%
277SPROTT PHYSICAL SILVER TRSII17,600$137,1040.04%
278OFFICE PPTYS INCOME TR67623C10916,494$127,0070.04%
279NOKIA CORPNOKBF30,000$124,8000.04%
280INVESCO CALIF VALUE MUN INCOIVZ12,857$123,1700.04%
281NEWELL BRANDS INCNWL13,822$120,2510.04%
282NEW YORK CMNTY BANCORP INC64944510310,000$112,4000.03%
283VIATRIS INCVTRS10,920$108,9830.03%
284STEELCASE INC85815520310,400$80,1840.02%
285HANESBRANDS INC41034510216,410$74,5010.02%
286BLACKROCK MUNIVEST FD INCBLK10,973$73,8480.02%
287LUMEN TECHNOLOGIES INCLUMN32,550$73,5630.02%
288MESOBLAST LTDMEOBF13,198$51,6040.02%