Disciplined Investors, L.L.C. Incresed Positions in Q2 2025

Disciplined Investors, L.L.C.

  • $128 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
46
+ 15.7%
$713.71 - $898.95 $32.8K - $41.4K
339 $264M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.22%
$193.73 - $237.37 $581 - $712
1.37K $325M
BND
Vanguard Bd Index Fd Inc Total

ETFs
173
+ 2.35%
$72.02 - $73.82 $12.5K - $12.8K
7.53K $554M
DFAT
Dimensional ETF Tr U S Target

ETFs
11
+ 0.21%
$44.8 - $53.97 $493 - $594
5.17K $279M
SCHV
Schwab Strategic Tr Us Large C

ETFs
27
+ 0.26%
$23.55 - $27.67 $636 - $747
10.6K $294M
T
At&T Inc.

Communication Services
156
+ 1.4%
$26.33 - $28.94 $4.11K - $4.51K
11.3K $327M
HD
Home Depot, Inc.

Consumer Cyclical
26
+ 2.26%
$335.24 - $380.78 $8.72K - $9.9K
1.18K $432M
VCIT
Vanguard Intermediate Term Cor

ETFs
14
+ 0.32%
$79.56 - $82.92 $1.11K - $1.16K
4.36K $361M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.27%
$276.76 - $326.81 $830 - $980
1.1K $340M
PSX
Phillips 66

Energy
107
+ 4.56%
$92.87 - $125.73 $9.94K - $13.5K
2.45K $293M
GILD
Gilead Sciences, Inc.

Healthcare
23
+ 0.77%
$96.91 - $113.0 $2.23K - $2.6K
3.02K $335M
KO
Coca Cola CO

Consumer Defensive
8
+ 0.16%
$68.37 - $73.9 $547 - $591
5.05K $357M
ET
Energy Transfer LP

Energy
116
+ 0.74%
$15.65 - $18.93 $1.82K - $2.2K
15.8K $287M
MLPX
Global X Mlp & Energy Infrastr

ETFs
29
+ 0.41%
$55.32 - $65.02 $1.6K - $1.89K
7.14K $447M
CB
Chubb LTD

Financial Services
2
+ 0.21%
$274.32 - $302.46 $549 - $605
976 $283M
VDE
Vanguard Energy ETF

ETFs
12
+ 0.53%
$105.87 - $130.56 $1.27K - $1.57K
2.27K $270M
ABBV
Abb Vie Inc.

Healthcare
5
+ 0.33%
$170.16 - $206.27 $851 - $1.03K
1.53K $284M
BRCC
Brc Inc.

Consumer Defensive
19.5K
+ 24.84%
$1.24 - $2.37 $24.2K - $46.2K
98K $128M
OKE
Oneok Inc

Energy
18
+ 0.64%
$78.71 - $100.37 $1.42K - $1.81K
2.85K $233M
AAPL
Apple Inc.

Technology
233
+ 1.73%
$172.42 - $223.89 $40.2K - $52.2K
13.7K $2.81B
UNH
Unitedhealth Group Inc

Healthcare
122
+ 9.64%
$274.35 - $599.47 $33.5K - $73.1K
1.39K $433M
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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