Fund HoldingsDisciplined Investors, L.L.C.

Total Portfolio Value
$199.94M
Total Bought
$36.22M
Total Sold
$12.06M
Net Transaction
+$24.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS20,977160,363+139,3869,16213,8146.91%+4,651
INTEL CORP(INTC)12,37231,048+18,6765464,3352.17%+3,789
VANGUARD STAR FDS68,96687,300+18,3345,3187,4633.73%+2,145
SELECT SECTOR SPDR TR
ST STR TECHN ETF
27,11927,873+7543,6045,3102.66%+1,706
FIRST CTZNS BANCSHARES INC D(FCNCA)0642+64201,3360.67%+1,336
ISHARES TR303,357343,245+39,88812,91114,2217.11%+1,310
DIMENSIONAL ETF TRUST
US LARG VALU ETF
59,00985,355+26,3462,1073,3751.69%+1,268
VANGUARD INDEX FDS6,2177,243+1,0263,7154,9752.49%+1,260
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
142,833160,505+17,6725,0056,2263.11%+1,221
SCHWAB STRATEGIC TR333,058327,667-5,3918,3609,4894.75%+1,129
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
64,82984,137+19,3083,5004,5822.29%+1,082
URANIUM ENERGY CORP(UEC)089,000+89,00009490.47%+949
INTERNATIONAL BUSINESS MACHS(IBM)03,054+3,05408590.43%+859
SPDR SERIES TRUST
ST STR SP600 SML
71,12774,134+3,0073,4374,2752.14%+838
VANGUARD BD INDEX FDS11,72522,764+11,0398631,6710.84%+808
MICROSOFT CORP(MSFT)5,9527,802+1,8502,2032,9101.46%+707
INVESCO EXCH TRADED FD TR II04,078+4,07806590.33%+659
VANGUARD INTL EQUITY INDEX F68,45968,701+2425,1415,7542.88%+612
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,3953,582+1871,1471,7110.86%+563
HUNTINGTON BANCSHARES INC(HBAN)173,424184,019+10,5952,7143,2631.63%+549
TIDAL TRUST I61,53469,043+7,5091,4691,9090.95%+440
SPDR SERIES TRUST
ST STR SW SERV
02,464+2,46404230.21%+423
LAM RESEARCH CORP(LRCX)0801+80103470.17%+347
ALPHABET INC(GOOG)6,4406,153-2871,8522,1991.10%+347
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
23,19023,19001,7442,0891.05%+346
APPLIED MATLS INC0460+46003330.17%+333
GE VERNOVA INC(GEV)665774+1095809090.45%+329
VANGUARD WHITEHALL FDS23,27223,876+6043,4473,7731.89%+327
VANGUARD INTL EQUITY INDEX F24,07627,179+3,1031,3011,6220.81%+321
SERVICENOW INC(NOW)9,06612,600+3,5349481,2510.63%+303
VANGUARD INDEX FDS9,5029,942+4401,8642,1671.08%+302
BITDEER TECHNOLOGIES GROUP(BTDR)018,120+18,12002880.14%+288
CATERPILLAR INC(CAT)3,5832,649-9342,5392,8211.41%+282
APPLE INC(AAPL)14,90714,046-8613,7834,0642.03%+281
INVESCO QQQ TR1,3641,448+847871,0660.53%+279
STATE STR SPDR S&P 500 ETF T(SPY)2,8092,813+41,8272,1001.05%+273
AMERICAN CENTY ETF TR21,18321,664+4811,3201,5890.79%+269
MICRON TECHNOLOGY INC(MU)0225+22502600.13%+260
AMAZON COM INC(AMZN)12,31011,829-4812,5642,8191.41%+255
PALO ALTO NETWORKS INC(PANW)1,4431,406-372314790.24%+248
CORNING INC(GLW)2,1262,087-392895330.27%+244
ELEVANCE HEALTH INC FORMERLY(ELV)0624+62402420.12%+242
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0245+24502360.12%+236
MERCK & CO INC(MRK)01,836+1,83602360.12%+236
PAYPAL HLDGS INC(PYPL)05,300+5,30002290.11%+229
VANGUARD WORLD FD02,759+2,75902270.11%+227
ISHARES TR01,496+1,49602220.11%+222
UNION PAC CORP(UNP)0811+81102210.11%+221
ISHARES TR
HDG MSCI EAFE
40,17540,984+8091,7071,9230.96%+216
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
02,600+2,60002130.11%+213
VANGUARD WORLD FD01,259+1,25902060.10%+206
VANGUARD INTL EQUITY INDEX F02,295+2,29502030.10%+203
AMERICAN AIRLINES GROUP INC(AAL)25,00126,001+1,0002694700.23%+201
JPMORGAN CHASE & CO(JPM)6,6666,585-811,9612,1561.08%+195
VIKING HOLDINGS LTD(VIK)5,2005,20003825440.27%+162
VANGUARD INDEX FDS5,0864,843-2431,6321,7920.90%+160
NUCOR CORP(NUE)3,0093,000-95096680.33%+159
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
28,34828,388+401,1021,2590.63%+158
SELECT SECTOR SPDR TR
ST STR UTIL ETF
24,55728,310+3,7531,1271,2840.64%+157
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
7,8507,85003555060.25%+151
ELI LILLY & CO(LLY)559553-65146630.33%+149
GE AEROSPACE(GE)1,0981,227+1293124590.23%+147
SCHWAB STRATEGIC TR40,12040,394+2741,3221,4650.73%+143
VANGUARD WORLD FD
INF TECH ETF
3703,194+2,8242583820.19%+124
SCHWAB STRATEGIC TR30,04330,166+1237708880.44%+117
RTX CORPORATION(RTX)2,1542,790+6364165290.26%+114
BERKSHIRE HATHAWAY INC DEL6,3596,313-463,0473,1591.58%+112
NVIDIA CORPORATION(NVDA)7,2946,844-4501,2721,3690.68%+97
ALTRIA GROUP INC(MO)17,20217,112-901,1351,2310.62%+96
CISCO SYS INC(CSCO)3,4383,089-3492673630.18%+96
UNITEDHEALTH GROUP INC(UNH)1,149963-1863114000.20%+89
GLOBAL X FDS
ARTIFICIAL ETF
4,4754,47502092940.15%+85
ISHARES TR1,2004,798+3,5985115960.30%+84
ALPHABET INC(GOOG)3,3582,958-4009631,0450.52%+82
DIMENSIONAL ETF TRUST
WORLD EX US CORE
31,28530,993-2921,0631,1420.57%+79
VANGUARD WORLD FD1,9691,971+24655390.27%+74
VANGUARD WORLD FD
HEALTH CAR ETF
3,0943,052-428429120.46%+70
TOLL BROTHERS INC(TOL)2,4872,469-183394070.20%+67
CHUBB LIMITED
COM
4,3244,325+11,4091,4740.74%+64
VANGUARD INTL EQUITY INDEX F2,5532,659+1063534170.21%+64
ABBVIE INC(ABBV)1,4421,492+503143750.19%+62
VANGUARD WORLD FD2,4032,480+772703280.16%+58
VANGUARD INDEX FDS1,3791,381+23614190.21%+57
VISA INC(V)1,8321,778-545546100.31%+56
SCHWAB STRATEGIC TR45,60045,725+1251,3991,4500.73%+51
VANGUARD SPECIALIZED FUNDS2,1182,11804555010.25%+46
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,57110,57105225670.28%+45
SCHWAB STRATEGIC TR10,40510,401-43173620.18%+45
VANGUARD INDEX FDS1,1334,541+3,4083253660.18%+40
SCHWAB STRATEGIC TR14,53814,418-1203603990.20%+40
ISHARES GOLD TR(IAU)9,77511,932+2,1578629010.45%+39
BANCO BILBAO VIZCAYA ARGENTA(BBVA)11,00011,00002382760.14%+37
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,7754,483-2929169540.48%+37
DIMENSIONAL ETF TRUST
US TARGETED VLU
4,8444,852+83023390.17%+37
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
3,1883,194+62262620.13%+36
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
3,0603,068+82182530.13%+35
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
5,5175,464-532673010.15%+33
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,5602,56003754060.20%+31
VANGUARD WHITEHALL FDS6,7736,796+236386670.33%+29
VANGUARD TAX-MANAGED FDS4,1544,056-982662890.14%+23
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Disciplined Investors, L.L.C. — 13F Holdings — Q2 2026 | TickerTrail