Institutions / Disciplined Investments, LLC / Activity
Activity — Disciplined Investments, LLC
57 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 Common stock | $6.60M | +77K +485.50% | 92,456 2.57% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $4.22M | +34K +300.44% | 45,338 1.82% of portfolio | low |
| Q2 2026 as of | Add | 25434V864 Common stock | $3.66M | +77K +35.62% | 291,464 4.49% of portfolio | low |
| Q2 2026 as of | Add | 25434V666 Common stock | $3.00M | +76K +21.59% | 426,625 5.45% of portfolio | low |
| Q2 2026 as of | Add | 92206C102 Common stock | $2.01M | +34K +21.52% | 194,611 3.66% of portfolio | low |
| Q2 2026 as of | Add | 25434V831 Common stock | $1.77M | +42K +25.64% | 207,790 2.80% of portfolio | low |
| Q2 2026 as of | Add | 25434V807 Common stock | $1.48M | +27K +8.72% | 341,670 5.96% of portfolio | low |
| Q2 2026 as of | Add | 25434V609 Common stock | $1.12M | +16K +9.80% | 180,235 4.07% of portfolio | low |
| Q2 2026 as of | Add | 25434V773 Common stock | $925.4K | +26K +10.66% | 274,142 3.10% of portfolio | low |
| Q2 2026 as of | Add | 25434V765 Common stock | $825.1K | +24K +17.92% | 159,064 1.75% of portfolio | low |
| Q2 2026 as of | Add | 92206C409 Common stock | $785.9K | +10K +8.08% | 133,040 3.40% of portfolio | low |
| Q2 2026 as of | Add | 25434V302 Common stock | $750.3K | +19K +6.64% | 299,702 3.89% of portfolio | low |
| Q2 2026 as of | Add | 25434V823 Common stock | $700.2K | +27K +17.62% | 178,662 1.51% of portfolio | low |
| Q2 2026 as of | Add | 78468R408 Common stock | $677.0K | +27K +7.60% | 383,015 3.10% of portfolio | low |
| Q2 2026 as of | Add | 922908629 Common stock | $627.0K | +8K +290.70% | 10,459 0.27% of portfolio | low |
| Q2 2026 as of | Add | 922907746 Common stock | $469.9K | +9K +34.66% | 36,095 0.59% of portfolio | low |
| Q2 2026 as of | Add | Phillips 66 Common stock | $413.3K | +2K +5.37% | 47,936 2.62% of portfolio | low |
| Q2 2026 as of | Add | ConocoPhillips Common stock | $392.0K | +4K +10.64% | 39,221 1.32% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $344.1K | +3K +24.79% | 12,672 0.56% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $318.6K | +1K +70.46% | 2,741 0.25% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $315.1K | +1K +122.87% | 2,271 0.18% of portfolio | low |
| Q2 2026 as of | Add | ONEOK Inc Common stock | $311.6K | +4K +16.61% | 25,161 0.71% of portfolio | low |
| Q2 2026 as of | Add | Williams Cos Inc/The Common stock | $276.3K | +4K +97.94% | 7,510 0.18% of portfolio | low |
| Q2 2026 as of | Add | 46138G870 Common stock | $203.5K | +8K +50.11% | 25,082 0.20% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $170.5K | +477 +64.20% | 1,220 0.14% of portfolio | low |
| Q2 2026 as of | Add | 92206C706 Common stock | $165.7K | +3K +16.34% | 20,006 0.38% of portfolio | low |
| Q2 2026 as of | Add | 464287622 Common stock | $163.8K | +400 +62.02% | 1,045 0.14% of portfolio | low |
| Q2 2026 as of | Add | 464287630 Common stock | $125.2K | +566 +10.67% | 5,873 0.42% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $111.0K | +339 +30.57% | 1,448 0.15% of portfolio | low |
| Q2 2026 as of | Add | 464288885 Common stock | $84.0K | +675 +2.42% | 28,603 1.15% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $80.8K | +791 +12.92% | 6,913 0.23% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 Common stock | $74.6K | +772 +3.41% | 23,432 0.73% of portfolio | low |
| Q2 2026 as of | Add | 25434V732 Common stock | $66.7K | +2K +8.19% | 21,682 0.28% of portfolio | low |
| Q2 2026 as of | Add | 921946885 Common stock | $62.7K | +932 +3.41% | 28,252 0.61% of portfolio | low |
| Q2 2026 as of | Add | 25434V849 Common stock | $50.8K | +1K +7.39% | 15,276 0.24% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $50.1K | +459 +3.65% | 13,045 0.46% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $49.2K | +132 +5.59% | 2,493 0.30% of portfolio | low |
| Q2 2026 as of | Add | 025072349 Common stock | $42.0K | +461 +6.15% | 7,963 0.23% of portfolio | low |
| Q2 2026 as of | Add | 92206C870 Common stock | $41.7K | +505 +2.22% | 23,267 0.62% of portfolio | low |
| Q2 2026 as of | Add | 464287655 Common stock | $31.2K | +104 +1.57% | 6,719 0.65% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $24.1K | +101 +3.63% | 2,880 0.22% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $16.4K | +275 +0.47% | 58,442 1.13% of portfolio | low |
| Q2 2026 as of | Add | Coca Cola Co Common stock | $15.0K | +185 +5.19% | 3,752 0.10% of portfolio | low |
| Q2 2026 as of | Add | PDI PIMCO Dynamic Income Fund Closed-End Fund | $13.2K | +793 +3.92% | 21,037 0.11% of portfolio | low |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $10.5K | +18 +0.87% | 2,090 0.39% of portfolio | low |
| Q2 2026 as of | Add | Pepsico Inc Common stock | $10.0K | +74 +4.99% | 1,558 0.07% of portfolio | low |
| Q2 2026 as of | Add | GOF Guggenheim Strategic Opportunities Fund Closed-End Fund | $8.1K | +745 +2.74% | 27,956 0.10% of portfolio | low |
| Q2 2026 as of | Add | General Electric Co Common stock | $7.1K | +19 +1.45% | 1,325 0.16% of portfolio | low |
| Q2 2026 as of | Add | Lowes Companies Inc Common stock | $4.4K | +20 +1.24% | 1,635 0.12% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $3.8K | +19 +0.13% | 14,099 0.91% of portfolio | low |