Disciplined Equity Management, Inc.
All 13F Filings
- Location
- Neptune Beach, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 227,078
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/14/2026 | 47 | 227,078 | 13F-HR | Disciplined Equity Management, Inc. |
| Q2 2026 | 7/29/2026 | 45 | 225,792 | 13F-HR | Disciplined Equity Management, Inc. |
| Q1 2026 | 4/28/2026 | 44 | 199,004 | 13F-HR | Disciplined Equity Management, Inc. |
| 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 | 49.43 K | 21.8% | 2.794 K | 0 | 2.794 K |
| ETFs | 177.7 K | 78.2% | 0 | 1.504 K | -1.504 K |
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Fund Snapshot
Q3 2026
Latest filed
10/14/2026
Total value ($000)
227,078
Holdings
47
QoQ value change ($000)
1,286
(0.6%)
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.