Diligent Investors 13F annual report
Diligent Investors is an investment fund managing more than $402 billion ran by Gerardo Martinez. There are currently 237 companies in Mr. Martinez’s portfolio. The largest investments include Microsoft and Apple Inc, together worth $42.4 billion.
Limited to 30 biggest holdings
$402 billion Assets Under Management (AUM)
As of 8th July 2024, Diligent Investors’s top holding is 54,683 shares of Microsoft currently worth over $24.4 billion and making up 6.1% of the portfolio value.
Relative to the number of outstanding shares of Microsoft, Diligent Investors owns more than approximately 0.1% of the company.
In addition, the fund holds 85,050 shares of Apple Inc worth $17.9 billion, whose value fell approximately 0.1% in the past six months.
The third-largest holding is Spdr Ser Tr worth $50.5 billion and the next is Spdr Index Shs Fds worth $8.81 billion, with 247,682 shares owned.
Currently, Diligent Investors's portfolio is worth at least $402 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Diligent Investors
The Diligent Investors office and employees reside in Banning, California. According to the last 13-F report filed with the SEC, Gerardo Martinez serves as the Regulatory Consultant at Diligent Investors.
Recent trades
In the most recent 13F filing, Diligent Investors revealed that it had opened a new position in
First Tr Exchng Traded Fd Vi and bought 234,881 shares worth $6.58 billion.
The investment fund also strengthened its position in Microsoft by buying
408 additional shares.
This makes their stake in Microsoft total 54,683 shares worth $24.4 billion.
Microsoft dropped approximately 0.1% in the past year.
On the other hand, there are companies that Diligent Investors is getting rid of from its portfolio.
Diligent Investors closed its position in Apartment Income REIT on 15th July 2024.
It sold the previously owned 20,477 shares for $711 million.
Gerardo Martinez also disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%.
This leaves the value of the investment at $50.5 billion and 778,153 shares.
One of the average hedge funds
The two most similar investment funds to Diligent Investors are Stanley Capital Management and Harspring Capital Management. They manage $402 billion and $402 billion respectively.
Gerardo Martinez investment strategy
Diligent Investors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 15.4% of
the total portfolio value.
The fund focuses on investments in the United States as
51.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
45% of the total holdings value.
On the other hand, small-cap stocks make up only 2.1% of the portfolio.
The average market cap of the portfolio companies is close to $121 billion.
The complete list of Diligent Investors trades based on 13F SEC filings
These positions were updated on July 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Microsoft Corporation |
0.75%
54,683
|
$24,440,669,000 | 6.07% |
| Apple Inc |
2.37%
85,050
|
$17,913,326,000 | 4.45% |
| Spdr Ser Tr |
3.17%
778,153
|
$50,494,581,000 | 12.55% |
| Spdr Index Shs Fds |
2.91%
247,682
|
$8,811,730,000 | 2.19% |
| Ishares Tr |
29.96%
98,317
|
$8,435,661,000 | 2.10% |
| Berkshire Hathaway Inc. |
3.28%
12,105
|
$4,924,172,000 | 1.22% |
| Visa Inc |
4.99%
18,209
|
$4,779,382,000 | 1.19% |
| Qualcomm, Inc. |
2.76%
23,150
|
$4,611,052,000 | 1.15% |
| NVIDIA Corp |
1,305.02%
35,547
|
$4,391,431,000 | 1.09% |
| Sp Global Inc |
3.72%
9,617
|
$4,289,182,000 | 1.07% |
| Innovator ETFs Trust |
18.93%
1,575,236
|
$55,862,044,000 | 13.88% |
| Chevron Corp. |
0.37%
24,051
|
$3,762,043,000 | 0.93% |
| Schwab Strategic Tr |
13.31%
144,388
|
$7,500,181,000 | 1.86% |
| Disney Walt Co |
3.49%
36,498
|
$3,623,907,000 | 0.90% |
| Walmart Inc |
198.96%
51,389
|
$3,479,557,000 | 0.86% |
| Applied Matls Inc |
2.31%
13,828
|
$3,263,320,000 | 0.81% |
| American Homes 4 Rent |
0.10%
84,947
|
$3,156,618,000 | 0.78% |
| Meta Platforms Inc |
4.58%
6,256
|
$3,154,447,000 | 0.78% |
| Amazon.com Inc. |
10.06%
16,138
|
$3,118,631,000 | 0.78% |
| Intel Corp. |
0.41%
100,313
|
$3,106,697,000 | 0.77% |
| Blackstone Inc |
4.92%
23,170
|
$2,868,387,000 | 0.71% |
| Bank America Corp |
1.52%
68,297
|
$2,716,155,000 | 0.68% |
| Procter And Gamble Co |
2.96%
15,745
|
$2,596,625,000 | 0.65% |
| Alphabet Inc |
17.76%
16,706
|
$3,046,039,000 | 0.76% |
| Zoetis Inc |
3.11%
13,663
|
$2,368,631,000 | 0.59% |
| Canadian Pacific Kansas City |
No change
29,392
|
$2,314,032,000 | 0.58% |
| Jpmorgan Chase Co. |
1.28%
11,061
|
$2,237,136,000 | 0.56% |
| Merck Co Inc |
0.03%
17,835
|
$2,207,987,000 | 0.55% |
| Simon Ppty Group Inc New |
1.33%
13,740
|
$2,085,794,000 | 0.52% |
| First Tr Exchng Traded Fd Vi |
Opened
234,881
|
$6,576,629,000 | 1.63% |
| Blackrock Munihldngs Cali Ql |
9.68%
173,653
|
$1,927,549,000 | 0.48% |
| Coca-Cola Co |
1.05%
30,137
|
$1,918,209,000 | 0.48% |
| Seagate Technology Hldngs Pl |
0.14%
18,250
|
$1,884,678,000 | 0.47% |
| Pool Corporation |
1.86%
5,957
|
$1,830,714,000 | 0.45% |
| Boeing Co. |
26.52%
9,371
|
$1,705,641,000 | 0.42% |
| Goldman Sachs Group, Inc. |
0.50%
3,753
|
$1,697,582,000 | 0.42% |
| Verizon Communications Inc |
2.56%
40,471
|
$1,669,022,000 | 0.41% |
| Corteva Inc |
3.84%
30,938
|
$1,668,792,000 | 0.41% |
| Home Depot, Inc. |
0.94%
4,713
|
$1,622,495,000 | 0.40% |
| Select Sector Spdr Tr |
3.64%
56,568
|
$5,616,618,000 | 1.40% |
| Innovator ETFs Trust |
Opened
113,266
|
$3,225,802,000 | 0.80% |
| Pfizer Inc. |
2.84%
57,050
|
$1,596,263,000 | 0.40% |
| Caterpillar Inc. |
1.19%
4,773
|
$1,590,036,000 | 0.40% |
| International Business Machs |
0.12%
9,054
|
$1,565,932,000 | 0.39% |
| Exxon Mobil Corp. |
64.51%
13,580
|
$1,563,310,000 | 0.39% |
| Mondelez International Inc. |
0.51%
23,389
|
$1,530,596,000 | 0.38% |
| AMGEN Inc. |
1.55%
4,890
|
$1,527,902,000 | 0.38% |
| Grayscale Bitcoin Tr Btc |
Opened
28,151
|
$1,498,759,000 | 0.37% |
| L3Harris Technologies Inc |
No change
6,600
|
$1,482,228,000 | 0.37% |
| Public Storage Oper Co |
1.06%
5,151
|
$1,481,771,000 | 0.37% |
| Johnson Johnson |
0.02%
10,109
|
$1,477,519,000 | 0.37% |
| Abbvie Inc |
0.23%
8,590
|
$1,473,297,000 | 0.37% |
| American Express Co. |
6.44%
6,246
|
$1,446,234,000 | 0.36% |
| Dow Inc |
4.81%
26,604
|
$1,411,357,000 | 0.35% |
| Cisco Sys Inc |
0.33%
29,456
|
$1,399,438,000 | 0.35% |
| Morgan Stanley |
0.16%
14,172
|
$1,377,399,000 | 0.34% |
| Fs Kkr Cap Corp |
9.10%
69,262
|
$1,366,545,000 | 0.34% |
| Mcdonalds Corp |
19.38%
5,360
|
$1,365,946,000 | 0.34% |
| Invesco Exchange Traded Fd T |
4.70%
17,908
|
$1,802,066,000 | 0.45% |
| Tesla Inc |
34.77%
6,624
|
$1,310,772,000 | 0.33% |
| Invesco Exch Traded Fd Tr Ii |
1.97%
55,269
|
$1,535,095,000 | 0.38% |
| Campbell Soup Co. |
1.41%
27,501
|
$1,242,788,000 | 0.31% |
| Emcor Group, Inc. |
0.03%
3,351
|
$1,223,447,000 | 0.30% |
| Adobe Inc |
0.05%
2,119
|
$1,177,253,000 | 0.29% |
| Intuitive Surgical Inc |
16.79%
2,608
|
$1,160,169,000 | 0.29% |
| MetLife, Inc. |
1.80%
16,400
|
$1,151,116,000 | 0.29% |
| Jabil Inc |
No change
10,530
|
$1,145,560,000 | 0.28% |
| Cardinal Health, Inc. |
1.65%
11,611
|
$1,141,607,000 | 0.28% |
| Valvoline Inc |
No change
26,221
|
$1,132,747,000 | 0.28% |
| WestRock Co |
8.27%
22,110
|
$1,111,269,000 | 0.28% |
| Global Pmts Inc |
3.36%
11,481
|
$1,110,206,000 | 0.28% |
| Edison Intl |
14.08%
15,456
|
$1,109,862,000 | 0.28% |
| CVS Health Corp |
6.27%
18,430
|
$1,088,481,000 | 0.27% |
| Toyota Motor Corporation |
No change
5,284
|
$1,083,061,000 | 0.27% |
| Salesforce Inc |
2.72%
4,106
|
$1,055,743,000 | 0.26% |
| Att Inc |
9.81%
54,691
|
$1,045,135,000 | 0.26% |
| Vanguard Index Fds |
12.59%
16,692
|
$2,591,694,000 | 0.64% |
| 3M Co. |
9.56%
10,058
|
$1,027,782,000 | 0.26% |
| Eaton Corp Plc |
5.00%
3,255
|
$1,020,605,000 | 0.25% |
| Realty Income Corp. |
23.62%
19,236
|
$1,016,028,000 | 0.25% |
| Wells Fargo Co New |
4.95%
17,055
|
$1,012,869,000 | 0.25% |
| Pepsico Inc |
0.72%
6,127
|
$1,010,545,000 | 0.25% |
| RTX Corp |
13.61%
9,976
|
$1,001,491,000 | 0.25% |
| Albertsons Cos Inc |
2.08%
50,667
|
$1,000,674,000 | 0.25% |
| Corning, Inc. |
3.03%
25,033
|
$972,543,000 | 0.24% |
| First Tr Exchng Traded Fd Vi |
16.92%
115,085
|
$3,965,869,000 | 0.99% |
| United Parcel Service, Inc. |
5.56%
6,764
|
$925,650,000 | 0.23% |
| DuPont de Nemours Inc |
4.32%
11,492
|
$924,953,000 | 0.23% |
| World Gold Tr |
0.25%
19,738
|
$909,724,000 | 0.23% |
| Abbott Labs |
14.67%
8,600
|
$893,626,000 | 0.22% |
| Broadstone Net Lease, Inc. |
3.25%
55,598
|
$882,338,000 | 0.22% |
| Synchrony Financial |
5.03%
18,276
|
$862,454,000 | 0.21% |
| Discover Finl Svcs |
13.42%
6,396
|
$836,678,000 | 0.21% |
| Williams Cos Inc |
9.43%
19,284
|
$819,568,000 | 0.20% |
| Aflac Inc. |
No change
9,025
|
$806,037,000 | 0.20% |
| Sempra |
No change
10,330
|
$785,700,000 | 0.20% |
| NRG Energy Inc. |
No change
10,000
|
$778,600,000 | 0.19% |
| Duke Energy Corp. |
17.30%
7,467
|
$748,423,000 | 0.19% |
| Pacer Fds Tr |
18.71%
35,979
|
$1,360,306,000 | 0.34% |
| Costco Whsl Corp New |
52.02%
865
|
$735,178,000 | 0.18% |
| Medtronic Plc |
1.15%
9,316
|
$733,262,000 | 0.18% |
| Alps Etf Tr |
5.29%
32,258
|
$1,429,449,000 | 0.36% |
| Apartment Income REIT Corp. |
Closed
20,477
|
$711,161,000 | |
| General Mls Inc |
0.73%
11,222
|
$709,913,000 | 0.18% |
| Hershey Company |
4.11%
3,847
|
$707,268,000 | 0.18% |
| Terex Corp. |
No change
12,660
|
$694,274,000 | 0.17% |
| Arrow Electrs Inc |
No change
5,700
|
$688,332,000 | 0.17% |
| Netflix Inc. |
1.52%
1,001
|
$675,555,000 | 0.17% |
| Texas Instrs Inc |
0.09%
3,443
|
$669,721,000 | 0.17% |
| Kraft Heinz Co |
3.79%
20,699
|
$666,910,000 | 0.17% |
| Freeport-McMoRan Inc |
0.62%
13,686
|
$665,160,000 | 0.17% |
| Kkr Co Inc |
4.40%
6,304
|
$663,427,000 | 0.16% |
| Mastercard Incorporated |
3.46%
1,496
|
$660,066,000 | 0.16% |
| Digital Rlty Tr Inc |
0.05%
4,168
|
$633,781,000 | 0.16% |
| Arcos Dorados Holdings Inc |
3.39%
69,683
|
$627,148,000 | 0.16% |
| Shell Plc |
No change
8,628
|
$622,769,000 | 0.15% |
| Tanger Inc. |
2.57%
22,267
|
$603,670,000 | 0.15% |
| International Flavorsfragra |
3.75%
6,290
|
$598,842,000 | 0.15% |
| Wp Carey Inc |
1.32%
10,815
|
$595,348,000 | 0.15% |
| Palo Alto Networks Inc |
3.00%
1,715
|
$581,402,000 | 0.14% |
| GE Aerospace |
6.94%
3,529
|
$560,943,000 | 0.14% |
| Altria Group Inc. |
0.19%
12,312
|
$560,794,000 | 0.14% |
| Union Pac Corp |
11.39%
2,475
|
$560,008,000 | 0.14% |
| Energy Transfer L P |
0.64%
34,498
|
$559,556,000 | 0.14% |
| Walgreens Boots Alliance Inc |
7.02%
45,967
|
$555,973,000 | 0.14% |
| Kroger Co. |
1.77%
11,125
|
$555,471,000 | 0.14% |
| Pioneer Nat Res Co |
Closed
2,438
|
$548,236,000 | |
| Micron Technology Inc. |
43.36%
3,948
|
$519,215,000 | 0.13% |
| American Intl Group Inc |
1.43%
6,840
|
$507,775,000 | 0.13% |
| Eaton Vance Short Duration D |
12.29%
46,769
|
$505,105,000 | 0.13% |
| Kinder Morgan Inc |
No change
25,354
|
$503,784,000 | 0.13% |
| Northrop Grumman Corp. |
0.44%
1,152
|
$502,214,000 | 0.12% |
| Oneok Inc. |
No change
6,135
|
$500,309,000 | 0.12% |
| Hercules Capital Inc |
28.85%
24,422
|
$499,438,000 | 0.12% |
| Stellantis N.V |
8.07%
25,050
|
$497,243,000 | 0.12% |
| Omega Healthcare Invs Inc |
3.47%
14,473
|
$495,684,000 | 0.12% |
| Healthpeak Properties Inc. |
No change
25,216
|
$494,234,000 | 0.12% |
| Cigna Group (The) |
6.43%
1,484
|
$490,566,000 | 0.12% |
| Honeywell International Inc |
13.69%
2,292
|
$489,331,000 | 0.12% |
| Ford Mtr Co Del |
3.52%
38,716
|
$485,498,000 | 0.12% |
| Regency Ctrs Corp |
2.17%
7,490
|
$465,878,000 | 0.12% |
| Papa Johns Intl Inc |
4.32%
9,903
|
$465,222,000 | 0.12% |
| Target Corp |
Opened
3,142
|
$465,207,000 | 0.12% |
| Conocophillips |
11.04%
4,014
|
$459,124,000 | 0.11% |
| Spdr Gold Tr |
5.39%
2,130
|
$457,971,000 | 0.11% |
| Beacon Roofing Supply Inc |
3.83%
5,016
|
$453,948,000 | 0.11% |
| The Southern Co. |
1.55%
5,844
|
$453,334,000 | 0.11% |
| Bristol-Myers Squibb Co. |
3.58%
10,498
|
$435,982,000 | 0.11% |
| Rlj Lodging Tr |
5.90%
17,173
|
$427,433,000 | 0.11% |
| International Paper Co. |
12.81%
9,896
|
$426,996,000 | 0.11% |
| Lyondellbasell Industries N |
No change
4,390
|
$419,947,000 | 0.10% |
| Waste Mgmt Inc Del |
0.46%
1,965
|
$419,113,000 | 0.10% |
| Travelers Companies Inc. |
No change
2,056
|
$418,067,000 | 0.10% |
| Schwab Charles Corp |
4.93%
5,665
|
$417,454,000 | 0.10% |
| Nuveen California Amt Qlt Mu |
39.82%
33,000
|
$412,825,000 | 0.10% |
| Valero Energy Corp. |
1.03%
2,598
|
$407,262,000 | 0.10% |
| Etf Managers Tr |
Closed
8,600
|
$399,126,000 | |
| Aim Etf Products Trust |
No change
11,410
|
$393,654,000 | 0.10% |
| Dover Corp. |
6.46%
2,156
|
$388,974,000 | 0.10% |
| Starbucks Corp. |
10.21%
4,902
|
$381,630,000 | 0.09% |
| Shopify Inc |
80.77%
5,752
|
$379,920,000 | 0.09% |
| Amplify Etf Tr |
Opened
8,102
|
$379,013,000 | 0.09% |
| Agnc Invt Corp |
28.59%
39,701
|
$378,747,000 | 0.09% |
| Koninklijke Philips N.V. |
3.40%
15,010
|
$378,252,000 | 0.09% |
| Macerich Co. |
0.00%
24,073
|
$371,694,000 | 0.09% |
| Proshares Tr |
19.15%
16,398
|
$369,119,000 | 0.09% |
| ING Groep N.V. |
No change
21,300
|
$365,082,000 | 0.09% |
| Snowflake Inc. |
Opened
2,701
|
$364,878,000 | 0.09% |
| Berkley W R Corp |
No change
4,500
|
$353,610,000 | 0.09% |
| Zimmer Biomet Holdings Inc |
No change
3,254
|
$353,157,000 | 0.09% |
| Unilever plc |
1.51%
6,318
|
$347,443,000 | 0.09% |
| Davis Fundamental Etf Tr |
2.10%
26,608
|
$936,681,000 | 0.23% |
| Pacific Premier Bancorp, Inc. |
No change
14,730
|
$338,348,000 | 0.08% |
| BorgWarner Inc |
15.38%
10,450
|
$336,908,000 | 0.08% |
| Blackrock Calif Mun Income T |
Closed
27,742
|
$333,736,000 | |
| Conagra Brands Inc |
1.97%
11,651
|
$331,132,000 | 0.08% |
| Ark Etf Tr |
17.12%
7,502
|
$329,713,000 | 0.08% |
| Crowdstrike Holdings Inc |
Opened
855
|
$327,627,000 | 0.08% |
| Nasdaq Inc |
No change
5,400
|
$325,404,000 | 0.08% |
| Marathon Pete Corp |
12.60%
1,859
|
$322,441,000 | 0.08% |
| Deutsche Bank A G |
No change
20,000
|
$318,800,000 | 0.08% |
| Vanguard Intl Equity Index F |
4.36%
4,763
|
$318,031,000 | 0.08% |
| Dominion Energy Inc |
2.27%
6,455
|
$316,295,000 | 0.08% |
| UBS Group AG |
Closed
10,048
|
$310,483,000 | |
| Blackstone Secd Lending Fd |
0.05%
10,119
|
$309,857,000 | 0.08% |
| Tyson Foods, Inc. |
6.13%
5,407
|
$308,966,000 | 0.08% |
| Advanced Micro Devices Inc. |
33.29%
1,902
|
$308,548,000 | 0.08% |
| Rithm Capital Corp |
0.09%
27,536
|
$300,414,000 | 0.07% |
| Marsh Mclennan Cos Inc |
No change
1,425
|
$300,276,000 | 0.07% |
| Elevance Health Inc |
No change
542
|
$293,688,000 | 0.07% |
| Eli Lilly Co |
Closed
502
|
$292,747,000 | |
| Wyndham Hotels Resorts Inc |
11.31%
3,922
|
$290,228,000 | 0.07% |
| Petroleo Brasileiro Sa Petro |
4.77%
20,000
|
$289,800,000 | 0.07% |
| Avis Budget Group Inc |
11.43%
2,713
|
$283,563,000 | 0.07% |
| Unitedhealth Group Inc |
23.06%
555
|
$282,595,000 | 0.07% |
| PVH Corp |
8.73%
2,625
|
$277,928,000 | 0.07% |
| HCA Healthcare Inc |
No change
860
|
$276,424,000 | 0.07% |
| Direxion Shs Etf Tr |
8.99%
5,089
|
$484,645,000 | 0.12% |
| Trustmark Corp. |
0.06%
8,885
|
$266,910,000 | 0.07% |
| MercadoLibre Inc |
Opened
158
|
$259,657,000 | 0.06% |
| Eaton Vance Tax-managed Glob |
8.02%
30,585
|
$258,439,000 | 0.06% |
| Sysco Corp. |
No change
3,603
|
$257,218,000 | 0.06% |
| Diamondback Energy Inc |
Opened
1,265
|
$253,240,000 | 0.06% |
| Alpine Income Ppty Tr Inc |
4.24%
16,035
|
$249,509,000 | 0.06% |
| Rockwell Automation Inc |
6.21%
906
|
$249,395,000 | 0.06% |
| Ashland Inc |
14.70%
2,599
|
$245,546,000 | 0.06% |
| Spdr Sp 500 Etf Tr |
2.04%
451
|
$245,458,000 | 0.06% |
| Fox Corporation |
No change
7,000
|
$240,590,000 | 0.06% |
| Lamb Weston Holdings Inc |
Closed
2,220
|
$239,960,000 | |
| Chubb Limited |
No change
931
|
$237,479,000 | 0.06% |
| Ralph Lauren Corp |
Opened
1,327
|
$232,312,000 | 0.06% |
| ServiceNow Inc |
Opened
295
|
$232,068,000 | 0.06% |
| AES Corp. |
Opened
13,119
|
$230,501,000 | 0.06% |
| Taiwan Semiconductor Mfg Ltd |
Opened
1,325
|
$230,298,000 | 0.06% |
| Halliburton Co. |
Closed
6,358
|
$229,826,000 | |
| Nuveen Quality Muncp Income |
16.89%
19,225
|
$225,696,000 | 0.06% |
| Charter Communications Inc N |
Closed
579
|
$225,046,000 | |
| Allegion plc |
Closed
1,763
|
$223,354,000 | |
| Bhp Group Ltd |
Closed
3,263
|
$222,919,000 | |
| Green Dot Corp. |
Closed
22,192
|
$219,701,000 | |
| Pacer Fds Tr |
Opened
5,035
|
$219,332,000 | 0.05% |
| Lennar Corp. |
Opened
1,460
|
$218,822,000 | 0.05% |
| Super Micro Computer Inc |
Opened
265
|
$217,128,000 | 0.05% |
| TTEC Holdings Inc |
Closed
10,000
|
$216,700,000 | |
| Pnc Finl Svcs Group Inc |
26.54%
1,384
|
$215,184,000 | 0.05% |
| Truist Finl Corp |
Closed
5,670
|
$209,346,000 | |
| Devon Energy Corp. |
1.12%
4,402
|
$208,660,000 | 0.05% |
| United Sts Commodity Index F |
Opened
7,640
|
$207,884,000 | 0.05% |
| Rio Tinto plc |
26.04%
3,125
|
$206,031,000 | 0.05% |
| Jefferies Finl Group Inc |
Opened
4,100
|
$204,016,000 | 0.05% |
| Motorola Solutions Inc |
Opened
524
|
$202,290,000 | 0.05% |
| Gilead Sciences, Inc. |
Closed
2,479
|
$200,832,000 | |
| Kimco Rlty Corp |
3.72%
10,029
|
$195,164,000 | 0.05% |
| Levi Strauss Co New |
9.09%
10,000
|
$192,800,000 | 0.05% |
| Eaton Vance Calif Mun Bd Fd |
Closed
20,000
|
$183,000,000 | |
| Utz Brands, Inc. |
10.33%
10,389
|
$172,871,000 | 0.04% |
| Western Asset Invt Grade Def |
No change
10,000
|
$170,800,000 | 0.04% |
| American Airls Group Inc |
Opened
14,513
|
$164,432,000 | 0.04% |
| Paramount Global |
No change
15,796
|
$164,120,000 | 0.04% |
| Gladstone Ld Corp |
8.60%
11,529
|
$157,828,000 | 0.04% |
| Sprott Physical Silver Tr |
Closed
17,400
|
$140,592,000 | |
| Sunrun Inc |
No change
11,045
|
$130,994,000 | 0.03% |
| Steelcase, Inc. |
No change
10,100
|
$130,896,000 | 0.03% |
| Western Un Co |
13.22%
10,500
|
$128,310,000 | 0.03% |
| Good Times Restaurants Inc. |
No change
49,833
|
$126,077,000 | 0.03% |
| Farmland Partners Inc |
Opened
10,096
|
$116,407,000 | 0.03% |
| City Office REIT Inc |
No change
23,000
|
$114,540,000 | 0.03% |
| Nokia Corp |
0.33%
30,100
|
$113,778,000 | 0.03% |
| Viatris Inc. |
2.41%
10,474
|
$111,338,000 | 0.03% |
| Warner Bros.Discovery Inc |
14.57%
14,862
|
$110,573,000 | 0.03% |
| Newell Brands Inc. |
3.68%
11,301
|
$72,440,000 | 0.02% |
| Hanesbrands Inc |
0.17%
14,030
|
$69,168,000 | 0.02% |
| Lumen Technologies, Inc. |
Closed
24,300
|
$44,469,000 | |
| New York Cmnty Bancorp Inc |
3.16%
10,316
|
$33,219,000 | 0.01% |
| Office Pptys Income Tr |
26.06%
12,018
|
$24,517,000 | 0.01% |
| Mesoblast Ltd |
Closed
11,000
|
$12,100,000 | |
| No transactions found | |||
| Showing first 500 out of 256 holdings | |||
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