Diligent Investors as of June 30, 2015
Portfolio Holdings for Diligent Investors
Diligent Investors holds 149 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 3.9 | $3.7M | 31k | 118.01 | |
| Apple (AAPL) | 3.3 | $3.1M | 25k | 125.96 | |
| Visa (V) | 3.0 | $2.9M | 42k | 70.10 | |
| Microsoft Corporation (MSFT) | 2.9 | $2.8M | 60k | 45.89 | |
| Intel Corporation (INTC) | 2.5 | $2.4M | 82k | 29.66 | |
| Pfizer (PFE) | 2.2 | $2.1M | 60k | 34.81 | |
| At&t (T) | 2.1 | $2.0M | 56k | 34.96 | |
| McGraw-Hill Companies | 2.1 | $2.0M | 19k | 103.98 | |
| Walgreen Boots Alliance | 1.9 | $1.9M | 20k | 94.31 | |
| Mondelez Int (MDLZ) | 1.9 | $1.8M | 44k | 41.62 | |
| Merck & Co (MRK) | 1.9 | $1.8M | 31k | 57.96 | |
| Berkshire Hathaway (BRK.B) | 1.7 | $1.7M | 12k | 141.52 | |
| Wal-Mart Stores (WMT) | 1.7 | $1.6M | 22k | 73.71 | |
| Global Payments (GPN) | 1.7 | $1.6M | 15k | 106.34 | |
| Zoetis Inc Cl A (ZTS) | 1.5 | $1.5M | 31k | 47.11 | |
| Canadian Pacific Railway | 1.5 | $1.4M | 9.0k | 156.62 | |
| Cisco Systems (CSCO) | 1.4 | $1.4M | 49k | 27.92 | |
| Cardinal Health (CAH) | 1.4 | $1.3M | 15k | 85.71 | |
| Potash Corp. Of Saskatchewan I | 1.3 | $1.3M | 44k | 29.16 | |
| Timkensteel (MTUS) | 1.3 | $1.3M | 54k | 23.74 | |
| Bristol Myers Squibb (BMY) | 1.3 | $1.3M | 18k | 69.71 | |
| General Electric Company | 1.3 | $1.2M | 45k | 26.55 | |
| Libertyinteractivecorp lbtventcoma | 1.2 | $1.2M | 42k | 28.53 | |
| Public Storage (PSA) | 1.2 | $1.2M | 6.0k | 197.36 | |
| Pool Corporation (POOL) | 1.2 | $1.2M | 16k | 71.33 | |
| Coca-Cola Company (KO) | 1.2 | $1.2M | 28k | 41.18 | |
| Health Care SPDR (XLV) | 1.1 | $1.1M | 14k | 76.36 | |
| Wyndham Worldwide Corporation | 1.1 | $1.0M | 12k | 86.00 | |
| Whole Foods Market | 1.0 | $983k | 24k | 40.57 | |
| MetLife (MET) | 1.0 | $963k | 17k | 56.73 | |
| Gladstone Ld (LAND) | 1.0 | $938k | 88k | 10.71 | |
| PS Business Parks | 1.0 | $929k | 13k | 74.33 | |
| Hanesbrands (HBI) | 1.0 | $913k | 27k | 34.21 | |
| Discover Financial Services | 0.9 | $902k | 15k | 58.59 | |
| Johnson & Johnson (JNJ) | 0.8 | $776k | 7.8k | 99.32 | |
| Seagate Technology Com Stk | 0.8 | $765k | 16k | 47.81 | |
| Dover Corporation (DOV) | 0.8 | $745k | 11k | 66.60 | |
| Icahn Enterprises (IEP) | 0.8 | $747k | 9.0k | 83.43 | |
| Corning Incorporated (GLW) | 0.8 | $738k | 38k | 19.23 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $705k | 8.6k | 81.98 | |
| Theravance | 0.7 | $697k | 41k | 16.99 | |
| Avis Budget (CAR) | 0.7 | $693k | 16k | 42.27 | |
| Abbvie (ABBV) | 0.7 | $688k | 9.8k | 70.10 | |
| Ingram Micro | 0.7 | $646k | 26k | 24.85 | |
| Hershey Company (HSY) | 0.7 | $637k | 6.9k | 92.32 | |
| TC Pipelines | 0.7 | $618k | 10k | 60.90 | |
| Senior Housing Properties Trust | 0.6 | $606k | 34k | 18.04 | |
| Chevron Corporation (CVX) | 0.6 | $590k | 6.2k | 95.48 | |
| Emcor (EME) | 0.6 | $571k | 12k | 48.19 | |
| Procter & Gamble Company (PG) | 0.6 | $560k | 6.8k | 82.00 | |
| Wp Carey (WPC) | 0.6 | $567k | 9.4k | 60.48 | |
| Dow Chemical Company | 0.6 | $550k | 10k | 52.64 | |
| Harris Corporation | 0.6 | $532k | 6.6k | 80.61 | |
| R.R. Donnelley & Sons Company | 0.6 | $524k | 30k | 17.27 | |
| Knowles (KN) | 0.6 | $527k | 28k | 19.13 | |
| McDonald's Corporation (MCD) | 0.5 | $517k | 5.3k | 98.46 | |
| Morgan Stanley (MS) | 0.5 | $496k | 12k | 39.87 | |
| Abbott Laboratories (ABT) | 0.5 | $491k | 9.8k | 50.03 | |
| Alcoa | 0.5 | $491k | 45k | 10.83 | |
| Ashland | 0.5 | $481k | 4.0k | 120.19 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.5 | $465k | 27k | 17.08 | |
| New York Community Ban | 0.5 | $461k | 25k | 18.44 | |
| Terex Corporation (TEX) | 0.5 | $458k | 20k | 23.37 | |
| Koninklijke Philips Electronics NV (PHG) | 0.5 | $449k | 17k | 26.35 | |
| Liberty Media | 0.5 | $446k | 11k | 39.90 | |
| Fortress Investment | 0.5 | $446k | 60k | 7.46 | |
| Financial Select Sector SPDR (XLF) | 0.5 | $442k | 18k | 24.99 | |
| Unisys Corporation (UIS) | 0.5 | $441k | 21k | 20.68 | |
| Applied Materials (AMAT) | 0.4 | $421k | 22k | 19.17 | |
| Trustmark Corporation (TRMK) | 0.4 | $421k | 17k | 25.04 | |
| Celgene Corporation | 0.4 | $415k | 3.4k | 122.42 | |
| Apartment Investment and Management | 0.4 | $397k | 10k | 38.87 | |
| Bank of America Corporation (BAC) | 0.4 | $385k | 23k | 17.14 | |
| American Eagle Outfitters (AEO) | 0.4 | $380k | 21k | 18.05 | |
| Newell Rubbermaid (NWL) | 0.4 | $386k | 9.1k | 42.24 | |
| Zimmer Holdings (ZBH) | 0.4 | $385k | 3.6k | 107.30 | |
| Vanguard Natural Resources | 0.4 | $385k | 28k | 13.55 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $369k | 11k | 33.79 | |
| BB&T Corporation | 0.4 | $375k | 9.1k | 41.15 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $364k | 4.4k | 82.78 | |
| Southwest Airlines (LUV) | 0.4 | $365k | 11k | 33.95 | |
| One Liberty Properties (OLP) | 0.4 | $365k | 16k | 22.63 | |
| Transocean (RIG) | 0.4 | $352k | 23k | 15.37 | |
| ConocoPhillips (COP) | 0.4 | $350k | 5.9k | 59.42 | |
| AllianceBernstein Holding (AB) | 0.4 | $355k | 13k | 28.40 | |
| Arrow Electronics (ARW) | 0.4 | $347k | 6.3k | 55.08 | |
| Marsh & McLennan Companies (MMC) | 0.4 | $342k | 5.9k | 57.92 | |
| Beacon Roofing Supply (BECN) | 0.4 | $345k | 11k | 31.51 | |
| Industrial SPDR (XLI) | 0.4 | $340k | 6.2k | 54.84 | |
| Facebook Inc cl a (META) | 0.4 | $347k | 3.8k | 90.25 | |
| Discovery Communications | 0.3 | $330k | 10k | 31.77 | |
| Equity One | 0.3 | $331k | 14k | 24.51 | |
| American Express Company (AXP) | 0.3 | $313k | 4.0k | 78.86 | |
| ConAgra Foods (CAG) | 0.3 | $320k | 7.2k | 44.44 | |
| PowerShares QQQ Trust, Series 1 | 0.3 | $312k | 2.8k | 110.40 | |
| Eaton Vance Floating-Rate Income Trust (EFT) | 0.3 | $319k | 23k | 14.05 | |
| Cst Brands | 0.3 | $315k | 7.9k | 39.90 | |
| Legg Mason | 0.3 | $310k | 6.3k | 49.06 | |
| 3M Company (MMM) | 0.3 | $306k | 1.9k | 157.00 | |
| Boeing Company (BA) | 0.3 | $303k | 2.1k | 147.37 | |
| Southern Copper Corporation (SCCO) | 0.3 | $309k | 11k | 29.12 | |
| Harley-Davidson (HOG) | 0.3 | $298k | 5.2k | 57.80 | |
| Honda Motor (HMC) | 0.3 | $297k | 9.3k | 31.94 | |
| Cibc Cad (CM) | 0.3 | $285k | 4.0k | 71.25 | |
| San Juan Basin Royalty Trust (SJT) | 0.3 | $291k | 27k | 10.97 | |
| Vanguard Mid-Cap ETF (VO) | 0.3 | $285k | 2.2k | 129.55 | |
| AFLAC Incorporated (AFL) | 0.3 | $278k | 4.5k | 61.78 | |
| TeleTech Holdings | 0.3 | $278k | 10k | 27.80 | |
| Unilever (UL) | 0.3 | $276k | 6.1k | 45.25 | |
| Apollo Investment | 0.3 | $264k | 37k | 7.15 | |
| Vanguard Europe Pacific ETF (VEA) | 0.3 | $263k | 6.5k | 40.46 | |
| Phillips 66 (PSX) | 0.3 | $269k | 3.2k | 84.19 | |
| Ace Limited Cmn | 0.3 | $261k | 2.5k | 103.61 | |
| Computer Sciences Corporation | 0.3 | $256k | 3.8k | 67.37 | |
| Energy Transfer Partners | 0.3 | $258k | 4.9k | 52.89 | |
| Goodyear Tire & Rubber Company (GT) | 0.3 | $248k | 8.2k | 30.13 | |
| Rayonier (RYN) | 0.3 | $252k | 9.7k | 26.03 | |
| Boston Scientific Corporation (BSX) | 0.2 | $238k | 13k | 17.87 | |
| Guess? (GES) | 0.2 | $233k | 11k | 21.09 | |
| Vanguard Energy ETF (VDE) | 0.2 | $232k | 2.2k | 105.69 | |
| Tripadvisor (TRIP) | 0.2 | $229k | 8.1k | 28.29 | |
| Time Warner | 0.2 | $223k | 2.5k | 89.85 | |
| AES Corporation (AES) | 0.2 | $222k | 17k | 13.16 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $215k | 2.0k | 110.26 | |
| General Mills (GIS) | 0.2 | $215k | 3.8k | 57.33 | |
| W.R. Berkley Corporation (WRB) | 0.2 | $219k | 3.9k | 56.15 | |
| Jabil Circuit (JBL) | 0.2 | $215k | 11k | 20.48 | |
| Medical Properties Trust (MPW) | 0.2 | $215k | 16k | 13.74 | |
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.2 | $219k | 15k | 14.39 | |
| Ford Motor Company (F) | 0.2 | $205k | 14k | 14.75 | |
| Lexington Realty Trust (LXP) | 0.2 | $199k | 23k | 8.66 | |
| Teekay Shipping Marshall Isl | 0.2 | $200k | 4.7k | 42.92 | |
| Fairchild Semiconductor International | 0.2 | $196k | 12k | 17.04 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $203k | 2.6k | 78.08 | |
| American Capital Agency | 0.2 | $190k | 10k | 19.00 | |
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.2 | $177k | 14k | 12.35 | |
| Permian Basin Royalty Trust (PBT) | 0.2 | $170k | 22k | 7.69 | |
| Ashford Hospitality Trust | 0.2 | $167k | 18k | 9.19 | |
| First Potomac Realty Trust | 0.2 | $166k | 16k | 10.49 | |
| American Homes 4 Rent-a reit (AMH) | 0.2 | $163k | 10k | 16.30 | |
| Helix Energy Solutions (HLX) | 0.2 | $151k | 12k | 13.02 | |
| Mfs Calif Mun | 0.1 | $143k | 13k | 10.74 | |
| Banco Santander (SAN) | 0.1 | $132k | 18k | 7.22 | |
| Sprott Physical Silver Tr tr unit (PSLV) | 0.1 | $125k | 21k | 6.01 | |
| Uti Worldwide | 0.1 | $104k | 11k | 9.25 | |
| Hugoton Royalty Trust (HGTXU) | 0.1 | $83k | 26k | 3.24 | |
| Anworth Mortgage Asset Corporation | 0.1 | $89k | 17k | 5.13 | |
| Wheeler Real Estate Investme | 0.0 | $23k | 11k | 2.09 | |
| Acre Rlty Invs | 0.0 | $14k | 10k | 1.39 |