Disciplined Investors, L.L.C. Purchases and Sells in Q3 2025

Disciplined Investors, L.L.C.

$140 Billion
Q3 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.86K + 11.88%	$433.97 - $484.08 $809K - $902K	17.6K $8.42B
IDV	18.5K + 8.06%	$34.54 - $37.28 $639K - $690K	248K $9.06B
AAPL	1.26K + 9.16%	$202.38 - $256.87 $254K - $322K	15K $3.81B
XLK	2.29K + 20.06%	$250.97 - $282.66 $574K - $646K	13.7K $3.86B
SCHB	2.92K + 0.88%	$23.82 - $25.84 $69.6K - $75.5K	335K $8.61B
VOO	577 + 10.62%	$567.77 - $614.76 $328K - $355K	6.01K $3.68B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRVL	6.6K New	$62.31 - $84.07 $411K - $555K	6.6K $555M
VO	1.12K New	$279.83 - $293.74 $315K - $330K	1.12K $330M
GE	879 New	$244.75 - $305.63 $215K - $269K	879 $264M
MCD	753 New	$291.67 - $316.99 $220K - $239K	753 $229M
AIQ	4.48K New	$43.2 - $49.66 $193K - $222K	4.48K $221M
DFAS	3.05K New	$63.41 - $69.69 $193K - $212K	3.05K $209M

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE VERNOVA INC	-1.34K - 71.1%	N/A	545 $335M
VFH	-1.62K - 11.15%	$125.23 - $132.78 $203K - $215K	12.9K $1.69B
AMLP	-1.88K - 7.41%	$46.51 - $50.07 $87.3K - $93.9K	23.4K $1.1B
AVGO	-622 - 26.64%	$264.74 - $369.57 $165K - $230K	1.71K $565M
RSP	-606 - 11.08%	$181.56 - $190.33 $110K - $115K	4.86K $922M
XOM	-896 - 11.68%	$105.83 - $117.22 $94.8K - $105K	6.78K $764M

Activity Summary All Purchases 66 New Holdings 8 Increased Positions 58 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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