Disciplined Equity Management, Inc.
All 13F Filings
- Location
- Neptune Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 193,003
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 1/14/2026 | 64 | 193,003 | 13F-HR | Disciplined Equity Management, Inc. |
| Q3 2025 | 10/22/2025 | 56 | 183,765 | 13F-HR | Disciplined Equity Management, Inc. |
| Q2 2025 | 7/28/2025 | 64 | 170,341 | 13F-HR | Disciplined Equity Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 168.6 K | 87.4% | 8.272 K | 0 | 8.272 K |
| ETFs | 24.4 K | 12.6% | 974 | 0 | 974 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
193,003
Holdings
64
QoQ value change ($000)
9,238
(5.0%)
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.