Disciplined Investments, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 278,544
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 141 | 278,544 | 13F-HR | Disciplined Investments, LLC |
| Q4 2025 | 2/5/2026 | 130 | 260,138 | 13F-HR | Disciplined Investments, LLC |
| Q3 2025 | 11/3/2025 | 129 | 251,428 | 13F-HR | Disciplined Investments, LLC |
| Q2 2025 | 7/29/2025 | 124 | 236,354 | 13F-HR | Disciplined Investments, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.64 K | 19.2% | 0 | 132.5 K | -132.5 K |
| ETFs | 220.6 K | 80.4% | 151.1 K | 0 | 151.1 K |
| Debt | 1.055 K | 0.4% | 0 | 77 | -77 |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
278,544
Holdings
141
QoQ value change ($000)
18,406
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.