Disciplined Equity Management, Inc. New Holdings in Q2 2025

Disciplined Equity Management, Inc.

  • $169 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
11
New
$146.36 - $159.82 $1.61K - $1.76K
11 $1K
PSX
Phillips 66

Energy
15
New
$92.87 - $125.73 $1.39K - $1.89K
15 $1K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
4
New
$5.0 - $7.65 $20 - $30.6
4 $0
PG
Procter & Gamble CO

Consumer Defensive
6
New
$157.66 - $172.39 $946 - $1.03K
6 $0
PMM
Putnam Managed Municipal Income Trust

Financial Services
140
New
$5.75 - $6.19 $805 - $867
140 $0
DWAC
Digital World Acquisition Corp.

Financial Services
3
New
N/A
3 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
37
New
$7.69 - $11.46 $285 - $424
37 $0
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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