CIK 1909380
Disciplined Equity Management, Inc.
Institutional 13F holdings & portfolio
Holdings
64
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 64
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 527K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 802K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 418K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 350K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 416K | $1M+ | SH |
| F | FORD MTR CO | 206K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 53K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 41K | $1M+ | SH |
| AB | ALLIANCEBERNSTEIN HLDG L P | 58K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 19K | $1M+ | SH |
| PFE | PFIZER INC | 85K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 48K | $1M+ | SH |
| VTRS | VIATRIS INC | 139K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 39K | $1M+ | SH |
| USB | US BANCORP DEL | 28K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 8K | $1M+ | SH |
| OMC | OMNICOM GROUP INC | 17K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 10K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 47K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 34K | $1M+ | SH |
| T | AT&T INC | 46K | $1M+ | SH |
| DOW | DOW INC | 48K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $1M+ | SH |
| BBY | BEST BUY INC | 16K | $1M+ | SH |
| OKE | ONEOK INC NEW | 14K | $1M+ | SH |
| KHC | KRAFT HEINZ CO | 41K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 176 | $500K+ | SH |
| CAG | CONAGRA BRANDS INC | 54K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| PGR | PROGRESSIVE CORP | 3K | $500K+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 20K | $500K+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 532 | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 4K | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| CF | CF INDS HLDGS INC | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 780 | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 660 | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 437 | $100K–$500K | SH |
| AAPL | APPLE INC | 660 | $100K–$500K | SH |
| IP | INTERNATIONAL PAPER CO | 5K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 243 | $100K–$500K | SH |
| MMM | 3M CO | 591 | $50K–$100K | SH |
| SCHD | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |