Disciplined Investors, L.L.C. Incresed Positions in Q3 2025

Disciplined Investors, L.L.C.

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
1.86K
+ 11.88%
$433.97 - $484.08 $809K - $902K
17.6K $8.42B
IDV
Ishares Tr

ETFs
18.5K
+ 8.06%
$34.54 - $37.28 $639K - $690K
248K $9.06B
AAPL
Apple Inc.

Technology
1.26K
+ 9.16%
$202.38 - $256.87 $254K - $322K
15K $3.81B
XLK
Technology Sector Spdr

ETFs
2.29K
+ 20.06%
$250.97 - $282.66 $574K - $646K
13.7K $3.86B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.92K
+ 0.88%
$23.82 - $25.84 $69.6K - $75.5K
335K $8.61B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
577
+ 10.62%
$567.77 - $614.76 $328K - $355K
6.01K $3.68B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.86K
+ 7.36%
$68.24 - $73.73 $263K - $284K
56.3K $4.13B
MSFT
Microsoft Corp

Technology
771
+ 14.62%
$491.09 - $535.64 $379K - $413K
6.04K $3.13B
AMZN
Amazon Com Inc

Consumer Cyclical
2.3K
+ 24.33%
$211.65 - $238.24 $486K - $547K
11.7K $2.58B
Tidal Trust I
15.1K
+ 32.26%
N/A
61.9K $1.55B
WMT
Walmart Inc.

Consumer Defensive
3.54K
+ 33.9%
$94.4 - $104.27 $334K - $369K
14K $1.44B
QQQ
Invesco Qqq Trust, Series 1

ETFs
467
+ 60.49%
$546.99 - $602.2 $255K - $281K
1.24K $744M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.01K
+ 0.87%
$29.2 - $32.74 $29.5K - $33.1K
118K $3.75B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
367
+ 0.54%
$42.26 - $47.16 $15.5K - $17.3K
69K $3.19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.14K
+ 20.74%
$49.43 - $54.52 $155K - $171K
18.3K $989M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.03%
$175.16 - $255.24 $175 - $255
3.45K $840M
NVDA
Nvidia Corp

Technology
365
+ 7.18%
$153.3 - $186.58 $56K - $68.1K
5.45K $1.02B
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 8.91%
$293.94 - $444.72 $31.7K - $48K
1.32K $587M
VTV
Vanguard Value ETF

ETFs
587
+ 6.73%
$175.51 - $186.57 $103K - $110K
9.31K $1.74B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.28K
+ 6.64%
$30.13 - $33.37 $68.5K - $75.9K
36.5K $1.22B
VTI
Vanguard Total Stock Market Et

ETFs
219
+ 5.57%
$303.93 - $329.86 $66.6K - $72.2K
4.15K $1.36B
LLY
Eli Lilly & CO

Healthcare
213
+ 62.83%
$625.65 - $812.69 $133K - $173K
552 $421M
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$390.92 - $477.15 $391 - $477
1.68K $802M
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 0.61%
$617.65 - $666.84 $10.5K - $11.3K
2.81K $1.87B
Dimensional ETF Trust
1.32K
+ 2.49%
N/A
54.5K $3.03B
IAU
Ishares Gold Trust

ETFs
150
+ 1.87%
$61.62 - $72.77 $9.24K - $10.9K
8.18K $595M
VDE
Vanguard Energy ETF

ETFs
593
+ 26.13%
$118.37 - $129.65 $70.2K - $76.9K
2.86K $360M
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 5.77%
$357.4 - $423.42 $24.3K - $28.8K
1.25K $505M
HEFA
Ishares Currency Hedged Msci E

ETFs
93
+ 0.23%
$37.2 - $39.61 $3.46K - $3.68K
40.2K $1.59B
DFAX
Dimensional ETF Tr
141
+ 0.46%
$29.25 - $31.56 $4.12K - $4.45K
31.1K $975M
JNJ
Johnson & Johnson

Healthcare
8
+ 0.41%
$155.17 - $185.42 $1.24K - $1.48K
1.98K $367M
PANW
Palo Alto Networks Inc

Technology
278
+ 21.65%
$167.06 - $208.19 $46.4K - $57.9K
1.56K $318M
XLC
Select Sector Spdr Tr Communic

ETFs
153
+ 4.64%
$105.99 - $119.41 $16.2K - $18.3K
3.45K $408M
BND
Vanguard Bd Index Fd Inc Total

ETFs
601
+ 7.98%
$72.57 - $74.72 $43.6K - $44.9K
8.13K $605M
Ishares Bitcoin Trust ETF
535
+ 13.28%
N/A
4.56K $297M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.09%
$144.19 - $167.33 $288 - $335
2.13K $356M
MGC
Vanguard Mega Cap ETF

ETFs
3
+ 0.15%
$224.2 - $245.55 $673 - $737
2.06K $503M
T
At&T Inc.

Communication Services
1.66K
+ 14.68%
$26.94 - $29.62 $44.7K - $49.1K
13K $366M
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.61%
$359.61 - $401.35 $2.16K - $2.41K
990 $392M
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.29%
$237.58 - $259.17 $950 - $1.04K
1.37K $349M
V
Visa Inc.

Financial Services
134
+ 7.91%
$332.09 - $358.86 $44.5K - $48.1K
1.83K $624M
VT
Vanguard Total World Stk Index

ETFs
13
+ 0.73%
$128.41 - $138.03 $1.67K - $1.79K
1.8K $248M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8
+ 0.25%
$67.01 - $72.84 $536 - $583
3.18K $230M
SCHV
Schwab Strategic Tr Us Large C

ETFs
16
+ 0.15%
$27.61 - $29.15 $442 - $466
10.6K $309M
VEA
Vanguard Ftse Developed Market

ETFs
41
+ 1.01%
$56.02 - $60.3 $2.3K - $2.47K
4.1K $246M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
232
+ 2.67%
$28.95 - $29.73 $6.72K - $6.9K
8.93K $266M
VCIT
Vanguard Intermediate Term Cor

ETFs
57
+ 1.31%
$81.75 - $84.54 $4.66K - $4.82K
4.42K $371M
KO
Coca Cola CO

Consumer Defensive
317
+ 6.28%
$65.67 - $71.67 $20.8K - $22.7K
5.36K $356M
LNG
Cheniere Energy, Inc.

Energy
10
+ 1.01%
$222.68 - $244.28 $2.23K - $2.44K
1K $236M
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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