Fund HoldingsDisciplined Investors, L.L.C.

Total Portfolio Value
$152.45M
Total Bought
$23.57M
Total Sold
$14.13M
Net Transaction
+$9.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
026,930+26,93003,8772.54%+3,877
SPDR SERIES TRUST
ST STR SP600 SML
069,086+69,08603,2372.12%+3,237
ISHARES TR247,955267,660+19,7059,06310,5596.93%+1,496
NIKE INC(NKE)020,515+20,51501,3070.86%+1,307
CATERPILLAR INC(CAT)1,6823,570+1,8888022,0451.34%+1,243
RIO TINTO PLC(RIO)013,709+13,70901,0970.72%+1,097
CHUBB LIMITED
COM
9774,233+3,2562761,3210.87%+1,045
NOVO-NORDISK A S(NVO)020,233+20,23301,0290.68%+1,029
VANGUARD INDEX FDS17,55319,030+1,4778,4199,2846.09%+865
SELECT SECTOR SPDR TR
ST STR UTIL ETF
019,378+19,37808270.54%+827
VANGUARD STAR FDS56,25764,177+7,9204,1334,8423.18%+709
SELECT SECTOR SPDR TR
ST STR FINL ETF
010,566+10,56605790.38%+579
URANIUM ENERGY CORP(UEC)042,000+42,00004910.32%+491
INTEL CORP(INTC)012,293+12,29304540.30%+454
SELECT SECTOR SPDR TR
ST STR SVC ETF
03,448+3,44804060.27%+406
COMSTOCK RES INC(CRK)0115,840+115,84002,6851.76%+2,685
CADENCE BANK70,00970,00902,6282,9991.97%+371
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
54,54162,057+7,5163,0313,3552.20%+325
VANGUARD BD INDEX FDS8,13011,865+3,7356058790.58%+274
ISHARES TR0380+38002600.17%+260
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
117,872121,806+3,9343,7534,0062.63%+253
SAILPOINT INC(SAIL)012,000+12,00002430.16%+243
CISCO SYS INC(CSCO)02,974+2,97402290.15%+229
ALPHABET INC(GOOG)6,3785,678-7001,5501,7771.17%+227
SPDR GOLD TR(GLD)6,7056,571-1342,3832,6041.71%+221
GOLDMAN SACHS GROUP INC(GS)2,5872,590+32,0602,2761.49%+216
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,773+4,77302130.14%+213
NVIDIA CORPORATION(NVDA)5,4496,589+1,1401,0171,2290.81%+212
ACCENTURE PLC IRELAND
SHS CLASS A
0757+75702030.13%+203
ELI LILLY & CO(LLY)552575+234216170.41%+196
VANGUARD INTL EQUITY INDEX F67,67468,184+5104,8305,0163.29%+186
SCHWAB STRATEGIC TR334,741334,650-918,6068,7785.76%+172
STRATEGY INC(MSTR)010,930+10,93001,6611.09%+1,661
AMAZON COM INC(AMZN)11,74511,846+1012,5792,7341.79%+155
DIMENSIONAL ETF TRUST
US LARG VALU ETF
44,46646,484+2,0181,4631,5901.04%+127
GE VERNOVA INC(GEV)0671+67104380.29%+438
ISHARES GOLD TR(IAU)8,1808,600+4205956980.46%+103
BROADCOM INC(AVGO)01,907+1,90706600.43%+660
EXXON MOBIL CORP07,133+7,13308580.56%+858
NUCOR CORP(NUE)3,0003,00004064890.32%+83
ALPHABET INC(GOOG)3,4492,939-5108409220.60%+82
ISHARES TR
HDG MSCI EAFE
40,16840,405+2371,5911,6711.10%+80
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,3523,335-179361,0130.66%+77
VANGUARD WORLD FD
HEALTH CAR ETF
3,1073,065-428078820.58%+76
VANGUARD INDEX FDS9,3119,458+1471,7361,8061.18%+70
AMERICAN CENTY ETF TR15,69716,438+7418999660.63%+67
BERKSHIRE HATHAWAY INC DEL06,063+6,06303,0482.00%+3,048
VANGUARD INDEX FDS6,0115,966-453,6813,7412.45%+60
VANGUARD WHITEHALL FDS23,95323,901-523,3763,4302.25%+54
VANGUARD WHITEHALL FDS7,1227,248+1266036520.43%+49
GILEAD SCIENCES INC(GILD)03,039+3,03903730.24%+373
DIMENSIONAL ETF TRUST
WORLD EX US CORE
31,07331,243+1709751,0230.67%+48
INVESCO QQQ TR1,2391,288+497447910.52%+47
BANCO BILBAO VIZCAYA ARGENTA(BBVA)11,00011,00002122560.17%+45
SPDR S&P 500 ETF TR(SPY)2,8112,808-31,8731,9151.26%+42
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
23,19023,19001,7001,7401.14%+41
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
4,4154,908+4933714110.27%+40
JPMORGAN CHASE & CO.(JPM)6,4536,432-212,0362,0731.36%+37
VANGUARD INTL EQUITY INDEX F1,8011,995+1942482810.18%+33
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
28,27128,308+371,0901,1210.74%+30
SCHWAB STRATEGIC TR36,53337,988+1,4551,2191,2440.82%+25
VANGUARD INDEX FDS4,1504,135-151,3621,3860.91%+25
VANGUARD SPECIALIZED FUNDS2,0542,118+644434650.31%+22
WALMART INC(WMT)13,98313,128-8551,4411,4630.96%+22
INTERNATIONAL BUSINESS MACHS(IBM)722752+302042230.15%+19
JOHNSON & JOHNSON(JNJ)1,9781,857-1213673840.25%+18
VISA INC(V)1,8271,828+16246410.42%+18
RANI THERAPEUTICS HLDGS INC012,200+12,2000160.01%+16
APPLE INC(AAPL)14,95914,062-8973,8093,8232.51%+14
VANGUARD TAX-MANAGED FDS4,0994,150+512462590.17%+14
VANGUARD INTL EQUITY INDEX F18,26218,594+3329891,0000.66%+10
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
04,865+4,86509320.61%+932
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
7,2507,130-1202642720.18%+8
SPDR DOW JONES INDL AVERAGE(DIA)46446402152230.15%+8
SCHWAB STRATEGIC TR10,62410,703+793093170.21%+8
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
7,8507,85003503570.23%+7
DIMENSIONAL ETF TRUST
US TARGETED VLU
4,8264,836+102812880.19%+7
GLOBAL X FDS
ARTIFICIAL ETF
4,4754,47502212280.15%+7
GE AEROSPACE(GE)87987902642710.18%+6
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
3,1763,181+52302360.15%+6
VANGUARD INDEX FDS1,3741,377+33493550.23%+6
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
3,0493,056+72092130.14%+4
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
5,9415,759-1822662680.18%+3
VANGUARD WORLD FD
INF TECH ETF
37037002762790.18%+3
SCHWAB STRATEGIC TR15,48915,085-4043613630.24%+2
ABBVIE INC(ABBV)1,4341,460+263323340.22%+2
SCHWAB STRATEGIC TR31,19230,517-6758228210.54%-0
VANGUARD INDEX FDS1,1241,130+63303280.22%-2
BLACKROCK MUNIYIELD QUALITY14,50014,50001611580.10%-3
COCA COLA CO(KO)5,3635,035-3283563520.23%-4
ISHARES TR1,2201,200-205725680.37%-4
RTX CORPORATION(RTX)2,1271,897-2303563480.23%-8
PHILLIPS 66(PSX)2,1952,249+542992900.19%-8
ENERGY TRANSFER L P(ET)016,088+16,08802650.17%+265
VANECK ETF TRUST
FALLEN ANGEL HG
8,9328,731-2012662560.17%-9
VANGUARD WORLD FD2,0631,967-965034940.32%-9
LOCKHEED MARTIN CORP(LMT)760762+23793690.24%-11
THE CIGNA GROUP(CI)0876+87602410.16%+241
GLOBAL X FDS
GLB X MLP ENRG I
06,600+6,60003990.26%+399
SCHWAB STRATEGIC TR46,31045,597-7131,2641,2510.82%-14
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