Disciplined Equity Management, Inc.
Disciplined Equity Management, Inc. reported 45 positions worth $225.8M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: DFUV (20.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFUV | SH | $46.1M | 20.44% | 838,894 | — | — | |
| ▸ 2 | DFUS | SH | $45.6M | 20.19% | 556,457 | — | — | |
| ▸ 3 | DFAS | SH | $30.1M | 13.34% | 365,926 | — | — | |
| ▸ 4 | DFAT | SH | $30.0M | 13.28% | 429,100 | — | — | |
| ▸ 5 | DFIV | SH | $22.3M | 9.89% | 413,227 | — | — | |
| ▸ 6 | MO | SH | $2.7M | 1.19% | 37,445 | — | — | |
| ▸ 7 | F | SH | $2.7M | 1.18% | 191,450 | — | — | |
| ▸ 8 | PRU | SH | $2.5M | 1.12% | 23,430 | — | — | |
| ▸ 9 | TFC | SH | $2.5M | 1.11% | 50,510 | — | — | |
| ▸ 10 | VZ | SH | $2.3M | 1.00% | 53,555 | — | — |
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Frequently Asked Questions
What stocks does Disciplined Equity Management, Inc. hold as of Q2 2026?
Disciplined Equity Management, Inc. reported 45 positions worth $225.8M in its Q2 2026 13F filing. Largest positions: DFUV (20.4%), DFUS (20.2%), DFAS (13.3%), DFAT (13.3%) and DFIV (9.9%).
What did Disciplined Equity Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Disciplined Equity Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.