Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Disciplined Equity Management, Inc. (CIK 1909380) reported $225.8M across 45 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFUV ($46.1M, 20.44%), DFUS ($45.6M, 20.19%), DFAS ($30.1M, 13.34%), DFAT ($30.0M, 13.28%), DFIV ($22.3M, 9.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $46.1M | 20.44% | 838,894 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $45.6M | 20.19% | 556,457 | Added |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $30.1M | 13.34% | 365,926 | Added |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $30.0M | 13.28% | 429,100 | Added |
| 5 | DFIV | DIMENSIONAL ETF TRUST | $22.3M | 9.89% | 413,227 | Added |
| 6 | MO | ALTRIA GROUP INC | $2.7M | 1.19% | 37,445 | Trimmed |
| 7 | F | FORD MTR CO | $2.7M | 1.18% | 191,450 | Added |
| 8 | PRU | PRUDENTIAL FINL INC | $2.5M | 1.12% | 23,430 | Added |
| 9 | TFC | TRUIST FINL CORP | $2.5M | 1.11% | 50,510 | Trimmed |
| 10 | AB | ALLIANCEBERNSTEIN HLDG L P | $2.3M | 1.00% | 64,283 | Added |
| 11 | VZ | VERIZON COMMUNICATIONS INC | $2.3M | 1.00% | 53,555 | Added |
| 12 | CRWD | CROWDSTRIKE HLDGS INC | $2.2M | 0.99% | 2,932 | Added |
| 13 | CAT | CATERPILLAR INC | $2.2M | 0.95% | 2,019 | Trimmed |
| 14 | CAG | CONAGRA BRANDS INC | $2.1M | 0.94% | 157,380 | Added |
| 15 | PFE | PFIZER INC | $2.1M | 0.92% | 86,560 | Trimmed |
| 16 | DOW | DOW HLDGS INC | $2.0M | 0.87% | 71,529 | Trimmed |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $1.7M | 0.77% | 39,340 | Hold |
| 18 | ANET | ARISTA NETWORKS INC | $1.6M | 0.72% | 9,530 | Trimmed |
| 19 | USB | US BANCORP | $1.6M | 0.70% | 26,340 | Trimmed |
| 20 | OKE | ONEOK INC NEW | $1.5M | 0.67% | 17,415 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $1.5M | 0.67% | 7,507 | Trimmed |
| 22 | BBY | BEST BUY INC | $1.5M | 0.66% | 19,573 | Added |
| 23 | KMI | KINDER MORGAN INC DEL | $1.5M | 0.66% | 46,850 | Trimmed |
| 24 | KHC | KRAFT HEINZ CO | $1.4M | 0.61% | 58,030 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $1.4M | 0.60% | 4,168 | Added |
Source: SEC Form 13F filings · as of 2026-06-30