Disciplined Investors, L.L.C.

data from 30/09/2025

Capitalization

$ 140.489 M 9.46 %

Average holding period

3 ans

Performance

$ 17.103 M 14.33 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Disciplined Investors, L.L.C.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IDV ISHARES TR 6.45% 9.063 M $ 247955 2024/12/31 468.082 K $ 5.91 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 6.13% 8.606 M $ 334741 2024/12/31 623.817 K $ 7.89 %
2025/09/30 VUG VANGUARD INDEX FDS 5.99% 8.419 M $ 17553 2024/12/31 646.543 K $ 9.40 %
2025/09/30 VEU VANGUARD INTL EQUITY INDEX F 3.44% 4.830 M $ 67674 2024/12/31 284.192 K $ 6.17 %
2025/09/30 VXUS VANGUARD STAR FDS 2.94% 4.133 M $ 56257 2024/12/31 228.983 K $ 6.33 %
2025/09/30 XLK SELECT SECTOR SPDR TR 2.75% 3.858 M $ 13687 2024/12/31 326.382 K $ 11.31 %
2025/09/30 AAPL APPLE INC 2.71% 3.809 M $ 14959 2024/12/31 677.799 K $ 24.11 %
2025/09/30 DFSV DIMENSIONAL ETF TRUST 2.67% 3.753 M $ 117872 2024/12/31 281.635 K $ 8.19 %
2025/09/30 VOO VANGUARD INDEX FDS 2.62% 3.681 M $ 6011 2024/12/31 240.997 K $ 7.81 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 2.40% 3.376 M $ 23953 2024/12/31 183.123 K $ 5.73 %
2025/09/30 SPSM SPDR SERIES TRUST 2.27% 3.194 M $ 68963 2024/12/31 255.177 K $ 8.73 %
2025/09/30 MSFT MICROSOFT CORP 2.23% 3.130 M $ 6043 2024/12/31 108.286 K $ 4.13 %
2025/09/30 DFGP DIMENSIONAL ETF TRUST 2.16% 3.031 M $ 54541 2024/12/31 57.474 K $ 1.98 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.12% 2.981 M $ 5929 2024/12/31 105.604 K $ 3.49 %
2025/09/30 CADE CADENCE BANK 1.87% 2.628 M $ 70009 2024/12/31 389.250 K $ 17.39 %
2025/09/30 AMZN AMAZON COM INC 1.84% 2.579 M $ 11745 2024/12/31 1.700 K $ 0.08 %
2025/09/30 GLD SPDR GOLD TR 1.70% 2.383 M $ 6705 2024/12/31 388.813 K $ 16.61 %
2025/09/30 CRK COMSTOCK RES INC 1.63% 2.297 M $ 115826 2024/12/31 -908.075 K $ -28.33 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.47% 2.060 M $ 2587 2024/12/31 244.801 K $ 12.52 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.45% 2.036 M $ 6453 2024/12/31 167.002 K $ 8.80 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.34% 1.876 M $ 2027 2024/12/31 -128.620 K $ -6.50 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.33% 1.873 M $ 2811 2024/12/31 135.034 K $ 7.82 %
2025/09/30 VTV VANGUARD INDEX FDS 1.24% 1.736 M $ 9311 2024/12/31 85.059 K $ 5.52 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 1.21% 1.700 M $ 23190 2024/12/31 47.075 K $ 2.85 %
2025/09/30 VFH VANGUARD WORLD FD 1.20% 1.692 M $ 12890 2024/12/31 57.161 K $ 3.10 %
2025/09/30 HEFA ISHARES TR 1.13% 1.591 M $ 40168 2024/12/31 66.123 K $ 4.35 %
2025/09/30 GOOGL ALPHABET INC 1.10% 1.550 M $ 6378 2024/12/31 414.326 K $ 37.95 %
2025/09/30 GRNY TIDAL TRUST I 1.10% 1.548 M $ 61934 2025/03/31 108.170 K $ 10.19 %
2025/09/30 MSTR STRATEGY INC 1.07% 1.505 M $ 4670 2025/03/31 -370.730 K $ -20.29 %
2025/09/30 DFLV DIMENSIONAL ETF TRUST 1.04% 1.463 M $ 44466 2024/12/31 84.851 K $ 6.06 %
2025/09/30 WMT WALMART INC 1.03% 1.441 M $ 13983 2024/12/31 55.139 K $ 5.40 %
2025/09/30 VTI VANGUARD INDEX FDS 0.97% 1.362 M $ 4150 2024/12/31 95.287 K $ 7.98 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.90% 1.264 M $ 46310 2024/12/31 37.468 K $ 3.02 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 0.87% 1.219 M $ 36533 2024/12/31 110.653 K $ 10.72 %
2025/09/30 AMLP ALPS ETF TR 0.78% 1.099 M $ 23428 2024/12/31 -48.836 K $ -3.95 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 0.78% 1.090 M $ 28271 2024/12/31 77.974 K $ 7.62 %
2025/09/30 NVDA NVIDIA CORPORATION 0.72% 1.017 M $ 5449 2024/12/31 145.351 K $ 18.10 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.70% 989.460 K $ 18262 2024/12/31 71.389 K $ 9.54 %
2025/09/30 DFAX DIMENSIONAL ETF TRUST 0.69% 975.076 K $ 31073 2024/12/31 62.173 K $ 6.84 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.67% 936.180 K $ 3352 2024/12/31 176.985 K $ 23.31 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.66% 922.113 K $ 4861 2024/12/31 43.517 K $ 4.38 %
2025/09/30 AVSC AMERICAN CENTY ETF TR 0.64% 898.653 K $ 15697 2024/12/31 89.158 K $ 11.01 %
2025/09/30 GOOG ALPHABET INC 0.60% 840.106 K $ 3449 2024/12/31 228.119 K $ 37.29 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.59% 833.013 K $ 9552 2024/12/31 53.119 K $ 6.80 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.58% 821.601 K $ 31192 2024/12/31 59.551 K $ 7.77 %
2025/09/30 VHT VANGUARD WORLD FD 0.57% 806.671 K $ 3107 2024/12/31 35.930 K $ 4.53 %
2025/09/30 CAT CATERPILLAR INC 0.57% 802.463 K $ 1682 2024/12/31 149.508 K $ 22.92 %
2025/09/30 XOM EXXON MOBIL CORP 0.54% 764.085 K $ 6777 2024/12/31 37.981 K $ 4.59 %
2025/09/30 QQQ INVESCO QQQ TR 0.53% 743.858 K $ 1239 2024/12/31 37.619 K $ 8.83 %
2025/09/30 BX BLACKSTONE INC 0.52% 730.725 K $ 4277 2024/12/31 96.757 K $ 14.22 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.45% 625.571 K $ 4071 2024/12/31 -22.957 K $ -3.56 %
2025/09/30 V VISA INC 0.44% 623.632 K $ 1827 2024/12/31 -23.143 K $ -3.85 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.43% 604.611 K $ 8130 2024/12/31 5.571 K $ 1.01 %
2025/09/30 VYMI VANGUARD WHITEHALL FDS 0.43% 603.114 K $ 7122 2024/12/31 32.661 K $ 5.70 %
2025/09/30 IAU ISHARES GOLD TR 0.42% 595.259 K $ 8180 2024/12/31 83.592 K $ 16.69 %
2025/09/30 TSLA TESLA INC 0.42% 587.097 K $ 1320 2024/12/31 153.996 K $ 39.99 %
2025/09/30 IWF ISHARES TR 0.41% 571.515 K $ 1220 2024/12/31 53.472 K $ 10.33 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.41% 570.106 K $ 10583 2024/12/31 16.342 K $ 2.86 %
2025/09/30 AVGO BROADCOM INC 0.40% 565.216 K $ 1713 2024/12/31 126.697 K $ 19.68 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.39% 554.694 K $ 6598 2025/09/30 0.000 $ 0.00 %
2025/09/30 MAIN MAIN STR CAP CORP 0.37% 518.258 K $ 8150 2025/06/30 36.593 K $ 7.60 %
2025/09/30 HD HOME DEPOT INC 0.36% 505.011 K $ 1246 2024/12/31 45.411 K $ 10.52 %
2025/09/30 MGC VANGUARD WORLD FD 0.36% 503.439 K $ 2063 2024/12/31 39.490 K $ 8.52 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.34% 472.160 K $ 1367 2024/12/31 46.228 K $ 10.68 %
2025/09/30 CQP CHENIERE ENERGY PARTNERS LP 0.33% 466.570 K $ 8669 2025/03/31 -18.834 K $ -3.98 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.32% 443.233 K $ 2054 2025/03/31 22.840 K $ 5.43 %
2025/09/30 LLY ELI LILLY & CO 0.30% 421.391 K $ 552 2024/12/31 -5.603 K $ -2.12 %
2025/09/30 MLPX GLOBAL X FDS 0.29% 411.952 K $ 6569 2024/12/31 356.000 $ 0.08 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.29% 408.085 K $ 3448 2024/12/31 32.422 K $ 9.07 %
2025/09/30 NUE NUCOR CORP 0.29% 406.290 K $ 3000 2024/12/31 17.670 K $ 4.55 %
2025/09/30 VCR VANGUARD WORLD FD 0.28% 392.089 K $ 990 2024/12/31 33.288 K $ 9.33 %
2025/09/30 TOL TOLL BROTHERS INC 0.27% 382.510 K $ 2769 2024/12/31 66.483 K $ 21.04 %
2025/09/30 META META PLATFORMS INC 0.27% 381.220 K $ 519 2024/12/31 -2.047 K $ -0.50 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.27% 379.272 K $ 760 2024/12/31 27.737 K $ 7.79 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.26% 371.332 K $ 4415 2024/12/31 5.186 K $ 1.44 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.26% 366.833 K $ 1978 2024/12/31 64.359 K $ 21.39 %
2025/09/30 T AT&T INC 0.26% 365.776 K $ 12952 2024/12/31 -7.905 K $ -2.42 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.26% 360.595 K $ 15489 2024/12/31 18.779 K $ 5.34 %
2025/09/30 VDE VANGUARD WORLD FD 0.26% 360.167 K $ 2862 2024/12/31 15.293 K $ 5.66 %
2025/09/30 RTX RTX CORPORATION 0.25% 355.846 K $ 2127 2025/03/31 45.283 K $ 14.59 %
2025/09/30 KO COCA COLA CO 0.25% 355.670 K $ 5363 2024/12/31 -22.353 K $ -6.26 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.25% 354.393 K $ 1160 2024/12/31 85.129 K $ 21.75 %
2025/09/30 RSPT INVESCO EXCHANGE TRADED FD T 0.25% 349.953 K $ 7850 2024/12/31 29.829 K $ 9.32 %
2025/09/30 VB VANGUARD INDEX FDS 0.25% 349.419 K $ 1374 2024/12/31 23.701 K $ 7.30 %
2025/09/30 GEV GE VERNOVA INC 0.24% 334.844 K $ 545 2024/12/31 161.724 K $ 16.21 %
2025/09/30 ABBV ABBVIE INC 0.24% 331.980 K $ 1434 2024/12/31 70.257 K $ 24.75 %
2025/09/30 VO VANGUARD INDEX FDS 0.24% 330.252 K $ 1124 2025/09/30 0.000 $ 0.00 %
2025/09/30 GILD GILEAD SCIENCES INC 0.23% 325.452 K $ 2932 2024/12/31 392.000 $ 0.12 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.23% 324.186 K $ 1105 2024/12/31 -16.419 K $ -4.83 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.23% 318.108 K $ 1562 2024/12/31 -1.309 K $ -0.50 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.22% 309.278 K $ 10624 2024/12/31 15.275 K $ 5.20 %
2025/09/30 PSX PHILLIPS 66 0.21% 298.561 K $ 2195 2024/12/31 40.997 K $ 14.02 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.21% 296.660 K $ 4564 2025/06/30 15.269 K $ 6.19 %
2025/09/30 ELV ELEVANCE HEALTH INC FORMERLY 0.21% 292.254 K $ 904 2024/12/31 -59.519 K $ -16.92 %
2025/09/30 DFAT DIMENSIONAL ETF TRUST 0.20% 280.910 K $ 4826 2024/12/31 21.989 K $ 7.88 %
2025/09/30 VGT VANGUARD WORLD FD 0.20% 276.253 K $ 370 2024/12/31 30.839 K $ 12.57 %
2025/09/30 CB CHUBB LIMITED 0.20% 275.835 K $ 977 2024/12/31 -7.290 K $ -2.58 %
2025/09/30 ET ENERGY TRANSFER L P 0.19% 273.817 K $ 15957 2024/12/31 -15.357 K $ -5.35 %
2025/09/30 SONY SONY GROUP CORP 0.19% 269.906 K $ 9375 2025/03/31 25.874 K $ 10.60 %
2025/09/30 ANGL VANECK ETF TRUST 0.19% 265.548 K $ 8932 2024/12/31 3.914 K $ 1.54 %