Disciplined Investors, L.L.C. Reduced Holdings in Q3 2025

Disciplined Investors, L.L.C.

  • $140 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Ge Vernova Inc
-1.34K
- 71.1%
N/A
545 $335M
VFH
Vanguard Financial ETF

ETFs
-1.62K
- 11.15%
$125.23 - $132.78 $203K - $215K
12.9K $1.69B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.88K
- 7.41%
$46.51 - $50.07 $87.3K - $93.9K
23.4K $1.1B
AVGO
Broadcom Inc.

Technology
-622
- 26.64%
$264.74 - $369.57 $165K - $230K
1.71K $565M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-606
- 11.08%
$181.56 - $190.33 $110K - $115K
4.86K $922M
XOM
Exxon Mobil Corp

Energy
-896
- 11.68%
$105.83 - $117.22 $94.8K - $105K
6.78K $764M
CI
Cigna Corp

Healthcare
-54
- 5.81%
$262.23 - $334.39 $14.2K - $18.1K
876 $253M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-294
- 4.72%
$459.11 - $506.91 $135K - $149K
5.93K $2.98B
LHX
L3 Harris Technologies, Inc.

Industrials
-400
- 25.64%
$252.18 - $305.41 $101K - $122K
1.16K $354M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-568
- 7.96%
$59.5 - $62.99 $33.8K - $35.8K
6.57K $412M
GILD
Gilead Sciences, Inc.

Healthcare
-90
- 2.98%
$108.22 - $120.47 $9.74K - $10.8K
2.93K $325M
XLE
Energy Sector Spdr

ETFs
-225
- 8.61%
$84.25 - $91.99 $19K - $20.7K
2.39K $213M
XLF
Financial Sector Spdr

ETFs
-312
- 2.86%
$51.37 - $54.25 $16K - $16.9K
10.6K $570M
DFAT
Dimensional ETF Tr U S Target

ETFs
-348
- 6.73%
$53.36 - $59.69 $18.6K - $20.8K
4.83K $281M
PSX
Phillips 66

Energy
-257
- 10.48%
$118.37 - $139.46 $30.4K - $35.8K
2.2K $299M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-138
- 2.27%
$41.91 - $44.87 $5.78K - $6.19K
5.94K $266M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-426
- 2.68%
$21.69 - $23.34 $9.24K - $9.94K
15.5K $361M
VHT
Vanguard Health Care ETF

ETFs
-84
- 2.63%
$239.12 - $259.95 $20.1K - $21.8K
3.11K $807M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-525
- 1.12%
$26.38 - $27.95 $13.8K - $14.7K
46.3K $1.26B
LMT
Lockheed Martin Corp

Industrials
-9
- 1.17%
$410.74 - $499.21 $3.7K - $4.49K
760 $379M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-25
- 0.35%
$79.76 - $85.78 $1.99K - $2.14K
7.12K $603M
UNH
Unitedhealth Group Inc

Healthcare
-20
- 1.44%
$237.77 - $353.61 $4.76K - $7.07K
1.37K $472M
GLD
Spdr Gold Trust

ETFs
-973
- 12.67%
$300.96 - $355.47 $293K - $346K
6.71K $2.38B
ABBV
Abb Vie Inc.

Healthcare
-96
- 6.27%
$184.85 - $231.54 $17.7K - $22.2K
1.43K $332M
BX
Blackstone Inc.

Financial Services
-272
- 5.98%
$152.77 - $188.68 $41.6K - $51.3K
4.28K $731M
XLU
Utilities Sector Spdr

ETFs
-19
- 0.2%
$81.14 - $87.32 $1.54K - $1.66K
9.55K $833M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-151
- 0.48%
$24.46 - $26.5 $3.69K - $4K
31.2K $822M
Dimensional ETF Trust
-668
- 1.48%
N/A
44.5K $1.46B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-291
- 1.02%
$36.04 - $38.78 $10.5K - $11.3K
28.3K $1.09B
GS
Goldman Sachs Group Inc

Financial Services
-176
- 6.37%
$696.56 - $806.32 $123K - $142K
2.59K $2.06B
JPM
Jpmorgan Chase & CO

Financial Services
-91
- 1.39%
$282.78 - $316.06 $25.7K - $28.8K
6.45K $2.04B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-16
- 0.07%
$132.9 - $142.03 $2.13K - $2.27K
24K $3.38B
VEU
Vanguard Ftse All World Ex Us

ETFs
-806
- 1.18%
$66.38 - $71.68 $53.5K - $57.8K
67.7K $4.83B
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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