Disciplined Investments, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 260,138
- 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 |
|---|---|---|---|---|---|
| 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 | 185.2 K | 72.4% | 14.2 K | 0 | 14.2 K |
| ETFs | 69.48 K | 27.2% | 0 | 4.787 K | -4.787 K |
| Debt | 1.132 K | 0.4% | 0 | 75 | -75 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
260,138
Holdings
130
QoQ value change ($000)
8,710
(3.5%)
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.