Disciplined Investors, L.L.C.
All 13F Filings
- Location
- Waco, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 199,941
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 145 | 199,941 | 13F-HR | Disciplined Investors, L.L.C. |
| Q1 2026 | 5/12/2026 | 139 | 167,975 | 13F-HR | Disciplined Investors, L.L.C. |
| Q4 2025 | 2/10/2026 | 121 | 152,446 | 13F-HR | Disciplined Investors, L.L.C. |
| Q3 2025 | 11/14/2025 | 120 | 140,489 | 13F-HR | Disciplined Investors, L.L.C. |
| Q2 2025 | 8/6/2025 | 118 | 128,344 | 13F-HR | Disciplined Investors, L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.95 K | 35.0% | 6.385 K | 0 | 6.385 K |
| ETFs | 130 K | 65.0% | 25.59 K | 0 | 25.59 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
199,941
Holdings
145
QoQ value change ($000)
31,966
(19.0%)
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.