Disciplined Investors, L.L.C.
Disciplined Investors, L.L.C. reported 145 positions worth $199.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IDV (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IDV | SH | $14.2M | 7.11% | 343,245 | — | — | |
| ▸ 2 | VUG | SH | $13.8M | 6.91% | 160,363 | — | — | |
| ▸ 3 | SCHB | SH | $9.5M | 4.75% | 327,667 | — | — | |
| ▸ 4 | VXUS | SH | $7.5M | 3.73% | 87,300 | — | — | |
| ▸ 5 | DFSV | SH | $6.2M | 3.11% | 160,505 | — | — | |
| ▸ 6 | VEU | SH | $5.8M | 2.88% | 68,701 | — | — | |
| ▸ 7 | XLK | SH | $5.3M | 2.66% | 27,873 | — | — | |
| ▸ 8 | VOO | SH | $5.0M | 2.49% | 7,243 | — | — | |
| ▸ 9 | DFGP | SH | $4.6M | 2.29% | 84,137 | — | — | |
| ▸ 10 | INTC | SH | $4.3M | 2.17% | 31,048 | — | — |
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Frequently Asked Questions
What stocks does Disciplined Investors, L.L.C. hold as of Q2 2026?
Disciplined Investors, L.L.C. reported 145 positions worth $199.9M in its Q2 2026 13F filing. Largest positions: IDV (7.1%), VUG (6.9%), SCHB (4.7%), VXUS (3.7%) and DFSV (3.1%).
What did Disciplined Investors, L.L.C. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Disciplined Investors, L.L.C. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.