The Analysis of Disciplined Equity Management, Inc.'s Holdings
Currently, Disciplined Equity Management, Inc. holds 64 types of securities in its portfolio with a total value $193.0M. In the most recent quarter, they have increased their positions in DFUV (+29.5K shares, valued at $1.4M), OMC (+16.6K shares, valued at $1.3M), DFUS (+13.9K shares, valued at $1.0M); decreased their positions in CAG (-28.0K shares, valued at $485.0K), DOW (-17.8K shares, valued at $415.5K), PLTR (-220 shares, valued at $39.1K); initiated new positions in OMC (+16.6K shares, valued at $1.3M), HD (+100 shares, valued at $34.4K), N/A (+300 shares, valued at $618). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST526.6K shares2.71%2025-12-312026-01-14
DFUV DIMENSIONAL ETF TRUST802.3K shares3.82%2025-12-312026-01-14 DFAT DIMENSIONAL ETF TRUST418.0K shares2.79%2025-12-312026-01-14 DFAS DIMENSIONAL ETF TRUST350.2K shares2.35%2025-12-312026-01-14 DFIV DIMENSIONAL ETF TRUST416.0K shares2.15%2025-12-312026-01-14 F FORD MTR CO206.3K shares-1.01%2025-12-312026-01-14 TFC TRUIST FINL CORP53.5K shares-1.07%2025-12-312026-01-14 MO ALTRIA GROUP INC40.9K shares-0.99%2025-12-312026-01-14 AB ALLIANCEBERNSTEIN HLDG L P58.2K shares-1.09%2025-12-312026-01-14 PRU PRUDENTIAL FINL INC19.3K shares-0.87%2025-12-312026-01-14 PFE PFIZER INC85.2K shares-0.91%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC48.0K shares-0.97%2025-12-312026-01-14 VTRS VIATRIS INC138.5K shares0.00%2025-12-312026-01-14 CAT CATERPILLAR INC2.7K shares-1.80%2025-12-312026-01-14 DFAC DIMENSIONAL ETF TRUST39.2K shares7.76%2025-12-312026-01-14 USB US BANCORP DEL28.3K shares0.00%2025-12-312026-01-14 NVDA NVIDIA CORPORATION8.1K shares-1.82%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC8.0K shares-2.69%2025-12-312026-01-14 OMC OMNICOM GROUP INC16.6K sharesnew addition2025-12-312026-01-14 KMI KINDER MORGAN INC DEL46.6K shares0.00%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.3.7K shares-1.86%2025-12-312026-01-14 DFLV DIMENSIONAL ETF TRUST34.0K shares0.00%2025-12-312026-01-14 T AT&T INC46.1K shares0.00%2025-12-312026-01-14 DOW DOW INC47.9K shares-27.05%2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC2.3K shares-2.49%2025-12-312026-01-14 BBY BEST BUY INC16.1K shares0.00%2025-12-312026-01-14 OKE ONEOK INC NEW13.7K shares0.00%2025-12-312026-01-14 KHC KRAFT HEINZ CO40.8K shares0.00%2025-12-312026-01-14 BKNG BOOKING HOLDINGS INC176 shares-2.22%2025-12-312026-01-14 CAG CONAGRA BRANDS INC54.4K shares-34.00%2025-12-312026-01-14 MA MASTERCARD INCORPORATED1.6K shares-2.40%2025-12-312026-01-14 PGR PROGRESSIVE CORP3.5K shares-1.99%2025-12-312026-01-14 DFIC DIMENSIONAL ETF TRUST20.3K shares8.62%2025-12-312026-01-14 DUHP DIMENSIONAL ETF TRUST10.8K shares0.00%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR532 shares0.00%2025-12-312026-01-14 AMZN AMAZON COM INC1.5K shares0.00%2025-12-312026-01-14 IRM IRON MTN INC DEL4.1K shares0.00%2025-12-312026-01-14 DFEM DIMENSIONAL ETF TRUST9.5K shares10.13%2025-12-312026-01-14 LOW LOWES COS INC1.2K shares0.00%2025-12-312026-01-14 CF CF INDS HLDGS INC3.6K shares0.00%2025-12-312026-01-14 SYK STRYKER CORPORATION780 shares0.00%2025-12-312026-01-14 TXN TEXAS INSTRS INC1.5K shares0.00%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC660 shares0.00%2025-12-312026-01-14 MSFT MICROSOFT CORP437 shares0.00%2025-12-312026-01-14 AAPL APPLE INC660 shares0.00%2025-12-312026-01-14 IP INTERNATIONAL PAPER CO4.5K shares0.00%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP243 shares0.00%2025-12-312026-01-14 MMM 3M CO591 shares10.47%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR1.8K shares0.00%2025-12-312026-01-14 HD HOME DEPOT INC100 sharesnew addition2025-12-312026-01-14 MCD MCDONALDS CORP51 shares0.00%2025-12-312026-01-14 FTDS FIRST TR EXCHANGE-TRADED FD266 shares-32.83%2025-12-312026-01-14 INTC INTEL CORP160 shares0.00%2025-12-312026-01-14 CRDO CREDO TECHNOLOGY GROUP HOLDI30 shares0.00%2025-12-312026-01-14 SOLV SOLVENTUM CORP35 shares66.67%2025-12-312026-01-14 CRDL CARDIOL THERAPEUTICS INC500 sharesnew addition2025-12-312026-01-14 PSQH PSQ HOLDINGS INC250 sharesnew addition2025-12-312026-01-14 FBLG FIBROBIOLOGICS INC1.0K sharesnew addition2025-12-312026-01-14 EONR EON RESOURCES INC750 sharesnew addition2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available