Disciplined Investments, LLC Portfolio Holdings

Disciplined Investments, LLC

  • $226 Million
  • Q2 2025

Disciplined Investments, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $226 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $13M, Vanguard Sht Term Corp Bd ETF with a value of $9.75M, Vanguard with a value of $9.17M, Spdr Bloomberg Short Term High with a value of $8.73M, and Dimensional ETF Tr U S Target with a value of $8.17M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $210M to 226M.

Disciplined Investments, LLC is based out at Tulsa, OK

Below you can find more details about Disciplined Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $188 Million
Energy: $15.3 Million
Industrials: $6.17 Million
Technology: $5.87 Million
Financial Services: $5.13 Million
Consumer Defensive: $3.84 Million
Consumer Cyclical: $803,000
Communication Services: $440,000
Other: $367,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15B
$1.65 Million 0.73% of portfolio
63,149
Q2 2025 Added 2.63%
$5.87B
$507,000 0.22% of portfolio
17,838
Q2 2025 Reduced 0.01%
$2.05B
$107,000 0.05% of portfolio
10,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $226 Million
  • Prior Value $210 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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