Disciplined Investments, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$236.4B

Holdings

124

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (124 positions)

StockValue
LOWLOWES COS INC
$314K
CATCATERPILLAR INC
$304K
VEAVANGUARD TAX-MANAGED FDS
$301K
COSTCOSTCO WHSL CORP NEW
$300K
IGSBISHARES TR
$297K
REZISHARES TR
$295K
FRELFIDELITY COVINGTON TRUST
$281K
BRK/BBERKSHIRE HATHAWAY INC DEL
$272K
PDIPIMCO DYNAMIC INCOME FD
$266K
LLYELI LILLY & CO
$261K
KOCOCA COLA CO
$253K
SHYISHARES TR
$240K
METAMETA PLATFORMS INC
$233K
PEPPEPSICO INC
$225K
WMBWILLIAMS COS INC
$223K
IWBISHARES TR
$219K
BACBANK AMERICA CORP
$217K
NFLXNETFLIX INC
$209K
PTYPIMCO CORPORATE & INCOME OPP
$209K
USHYISHARES TR
$204K
SPLVINVESCO EXCH TRADED FD TR II
$202K
TCPCBLACKROCK TCP CAPITAL CORP
$154K
ABRARBOR REALTY TRUST INC
$107K
CLIRCLEARSIGN TECHNOLOGIES CORP
$30K
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