Disciplined Investors, L.L.C. Purchases in Q2 2025

Disciplined Investors, L.L.C.

  • $128 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.48K
+ 18.79%
$329.49 - $438.4 $818K - $1.09M
15.7K $6.88B
IDV
Ishares Tr

ETFs
24.6K
+ 12.03%
$27.79 - $34.84 $684K - $858K
229K $7.92B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18.5K
+ 398.6%
$59.24 - $71.39 $1.1M - $1.32M
23.2K $1.65B
CRK
Comstock Resources Inc

Energy
14.4K
+ 14.19%
$17.12 - $30.74 $246K - $442K
116K $3.2B
MSTR
Microstrategy Inc

Technology
1.28K
+ 39.33%
$237.95 - $421.61 $304K - $538K
4.52K $1.83B
MSFT
Microsoft Corp

Technology
111
+ 2.15%
$354.56 - $497.45 $39.4K - $55.2K
5.27K $2.62B
XLK
Technology Sector Spdr

ETFs
608
+ 5.63%
$179.73 - $253.23 $109K - $154K
11.4K $2.89B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.1K
+ 4.74%
$54.19 - $67.22 $168K - $208K
68.5K $4.6B
AMZN
Amazon Com Inc

Consumer Cyclical
1.9K
+ 25.09%
$167.32 - $223.3 $317K - $423K
9.45K $2.07B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.68K
+ 7.55%
$55.54 - $69.09 $204K - $254K
52.4K $3.62B
MAIN
Main Street Capital Corp

Financial Services
8.15K
New
$49.15 - $59.32 $401K - $483K
8.15K $482M
Ge Vernova Inc
1
+ 0.05%
N/A
1.89K $998M
NVDA
Nvidia Corp

Technology
844
+ 19.91%
$94.31 - $157.99 $79.6K - $133K
5.08K $803M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 0.93%
$456.74 - $568.03 $22.8K - $28.4K
5.43K $3.09B
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 0.35%
$210.28 - $289.91 $4.84K - $6.67K
6.54K $1.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.1K
+ 21.57%
$483.48 - $539.8 $534K - $596K
6.22K $3.02B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.12K
+ 6.39%
$35.35 - $42.68 $146K - $176K
68.6K $2.92B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
480
+ 16.71%
$141.37 - $228.57 $67.9K - $110K
3.35K $759M
CQP
Cheniere Energy Partners, L.P.

Energy
5.36K
+ 174.04%
$54.61 - $68.04 $293K - $365K
8.45K $473M
AVGO
Broadcom Inc.

Technology
53
+ 2.32%
$146.29 - $275.65 $7.75K - $14.6K
2.34K $644M
Ishares Bitcoin Trust ETF
4.03K
New
N/A
4.03K $247M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.17K
New
$53.65 - $67.02 $170K - $212K
3.17K $212M
KMI
Kinder Morgan, Inc.

Energy
7.07K
New
$25.21 - $29.4 $178K - $208K
7.07K $208M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
464
New
$376.48 - $440.65 $175K - $204K
464 $204M
SCHW
Schwab Charles Corp

Financial Services
41
+ 0.3%
$69.06 - $91.24 $2.83K - $3.74K
13.8K $1.26B
SPY
Spdr S&P 500 ETF Trust

ETFs
27
+ 0.98%
$496.48 - $617.85 $13.4K - $16.7K
2.79K $1.73B
TSLA
Tesla, Inc.

Consumer Cyclical
376
+ 44.98%
$221.86 - $362.89 $83.4K - $136K
1.21K $385M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.53K
+ 19.15%
$24.32 - $27.87 $183K - $210K
46.8K $1.24B
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.02%
$144.7 - $178.6 $145 - $179
6.2K $1.09B
META
Meta Platforms, Inc.

Communication Services
70
+ 14.52%
$484.66 - $738.09 $33.9K - $51.7K
552 $407M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.72K
+ 4.47%
$32.11 - $38.21 $55.1K - $65.6K
40.1K $1.52B
VFH
Vanguard Financial ETF

ETFs
77
+ 0.53%
$104.87 - $127.3 $8.07K - $9.8K
14.5K $1.85B
Dimensional ETF Trust
3.19K
+ 7.59%
N/A
45.1K $1.4B
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.05%
$243.75 - $303.93 $488 - $608
3.93K $1.19B
WMT
Walmart Inc.

Consumer Defensive
78
+ 0.75%
$81.79 - $99.98 $6.38K - $7.8K
10.4K $1.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
94
+ 13.86%
$416.06 - $551.64 $39.1K - $51.9K
772 $426M
DFAX
Dimensional ETF Tr
291
+ 0.95%
$23.37 - $29.39 $6.8K - $8.55K
30.9K $908M
CAT
Caterpillar Inc

Industrials
20
+ 1.2%
$273.94 - $388.21 $5.48K - $7.76K
1.68K $652M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.01%
$114.78 - $133.31 $230 - $267
24K $3.2B
GOOG
Alphabet Inc.

Communication Services
89
+ 2.65%
$146.58 - $180.01 $13K - $16K
3.45K $612M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
545
+ 8.26%
$65.84 - $80.81 $35.9K - $44K
7.15K $573M
AVSC
American Centy ETF Tr Avantis
732
+ 4.89%
$42.39 - $51.76 $31K - $37.9K
15.7K $809M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
50
+ 0.18%
$29.12 - $35.84 $1.46K - $1.79K
28.6K $1.02B
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.99%
$320.42 - $424.58 $3.85K - $5.09K
1.22K $518M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
342
+ 2.31%
$39.89 - $49.46 $13.6K - $16.9K
15.1K $748M
Dimensional ETF Trust
355
+ 0.67%
N/A
53.2K $2.9B
BX
Blackstone Inc.

Financial Services
14
+ 0.31%
$120.07 - $151.11 $1.68K - $2.12K
4.55K $680M
RTX
Raytheon Technologies Corp

Industrials
102
+ 5.04%
$113.75 - $148.48 $11.6K - $15.1K
2.13K $310M
XLF
Financial Sector Spdr

ETFs
226
+ 2.12%
$43.92 - $52.37 $9.93K - $11.8K
10.9K $571M
Activity Summary
Buys All Purchases 77 New Holdings 5 Increased Positions 72 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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