Disciplined Investments, LLC Portfolio Holdings

Disciplined Investments, LLC

  • $210 Million
  • Q1 2025

Disciplined Investments, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $210 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $11.3M, Vanguard Sht Term Corp Bd ETF with a value of $9.14M, Spdr Bloomberg Short Term High with a value of $8.24M, Vanguard with a value of $7.76M, and Dimensional ETF Tr U S Target with a value of $7.14M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $197M to 210M.

Disciplined Investments, LLC is based out at Tulsa, OK

Below you can find more details about Disciplined Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $170 Million
Energy: $17.5 Million
Industrials: $6.94 Million
Financial Services: $5.22 Million
Technology: $5.06 Million
Consumer Defensive: $3.53 Million
Consumer Cyclical: $742,000
Healthcare: $276,000
Other: $117,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $210 Million
  • Prior Value $197 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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