Institutions / Disciplined Investors, L.L.C.
Disciplined Investors, L.L.C.
CIK 2056242 · Institution · as of Dec 31, 2025
Portfolio value
$152.45M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $10.56M | 6.9% |
| Vanguard Index Fds | $9.28M | 6.1% |
| Schwab Strategic Tr | $8.78M | 5.8% |
| Vanguard Intl Equity Index F | $5.02M | 3.3% |
| Vanguard Star Fds | $4.84M | 3.2% |
| Dimensional ETF Trust | $4.01M | 2.6% |
| Select Sector SPDR Tr | $3.88M | 2.5% |
| Apple Inc. | $3.82M | 2.5% |
| Vanguard Index Fds | $3.74M | 2.5% |
| Vanguard Whitehall Fds | $3.43M | 2.3% |
| Dimensional ETF Trust | $3.36M | 2.2% |
| SPDR Series Trust | $3.24M | 2.1% |
| Warren E. Buffett | $3.05M | 2.0% |
| Cadence Bank | $3.00M | 2.0% |
| Amazon.com Inc | $2.73M | 1.8% |
| Microsoft Corp | $2.73M | 1.8% |
| Comstock Resources IncCRK | $2.69M | 1.8% |
| SPDR Gold Tr | $2.60M | 1.7% |
| The Goldman Sachs Group, Inc. | $2.28M | 1.5% |
| JPMorgan Chase & Co | $2.07M | 1.4% |
| Caterpillar Inc | $2.04M | 1.3% |
| SPDR S&P 500 ETF Tr | $1.91M | 1.3% |
| Vanguard Index Fds | $1.81M | 1.2% |
| Alphabet Inc. | $1.78M | 1.2% |
| Invesco Exchange Traded Fd T | $1.74M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.