Disciplined Investors, L.L.C. Portfolio Holdings

Disciplined Investors, L.L.C.

  • $140 Billion
  • Q3 2025

Disciplined Investors, L.L.C. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $9.06B, Schwab Strategic Tr Us Broad M with a value of $8.61B, Vanguard Growth ETF with a value of $8.42B, Vanguard Ftse All World Ex Us with a value of $4.83B, and Vanguard Star Fd Vanguard Tota with a value of $4.13B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $128B to 140B.

Disciplined Investors, L.L.C. is based out at Waco, TX

Below you can find more details about Disciplined Investors, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $85.7 Billion
Technology: $12.3 Billion
Financial Services: $12.3 Billion
Energy: $4.56 Billion
Consumer Defensive: $4.3 Billion
Consumer Cyclical: $4.28 Billion
Communication Services: $3.14 Billion
Industrials: $2.48 Billion
Other: $2.87 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.01B
$2.63 Billion 1.87% of portfolio
70,009
Q4 2024 New
$5.9B
$2.3 Billion 1.63% of portfolio
115,826
Q2 2025 Added 14.19%
$4.4B
$518 Million 0.37% of portfolio
8,150
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $140 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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