Disciplined Investments, LLC
Disciplined Investments, LLC reported 144 positions worth $309.6M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DFIV (6.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFIV | SH | $18.5M | 5.96% | 341,670 | — | — | |
| ▸ 2 | DFLV | SH | $16.9M | 5.45% | 426,625 | — | — | |
| ▸ 3 | DFSD | SH | $13.9M | 4.49% | 291,464 | — | — | |
| ▸ 4 | DFAT | SH | $12.6M | 4.07% | 180,235 | — | — | |
| ▸ 5 | DFAE | SH | $12.1M | 3.89% | 299,702 | — | — | |
| ▸ 6 | VGSH | SH | $11.3M | 3.66% | 194,611 | — | — | |
| ▸ 7 | VCSH | SH | $10.5M | 3.40% | 133,040 | — | — | |
| ▸ 8 | DFIS | SH | $9.6M | 3.10% | 274,142 | — | — | |
| ▸ 9 | SJNK | SH | $9.6M | 3.10% | 383,015 | — | — | |
| ▸ 10 | DUHP | SH | $8.7M | 2.80% | 207,790 | — | — |
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Frequently Asked Questions
What stocks does Disciplined Investments, LLC hold as of Q2 2026?
Disciplined Investments, LLC reported 144 positions worth $309.6M in its Q2 2026 13F filing. Largest positions: DFIV (6.0%), DFLV (5.4%), DFSD (4.5%), DFAT (4.1%) and DFAE (3.9%).
What did Disciplined Investments, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Disciplined Investments, LLC 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.