Disciplined Investments, LLC
•CIK: 1812492•Filing: Q4 2025
**Disciplined Investments, LLC** manages $260M across a diversified portfolio of 130 positions. The fund exhibits a concentrated exposure to specific names, with top holdings including DFIV at $15.7M and DFLV at $12.0M. Notable allocations also include DFSD ($10.3M), VCSH ($9.8M), and DFAT ($9.8M). This structure suggests a focused, bottom-up approach within its investment mandate.
Total AUM
$260.1M
QoQ Performance
+3.6%
Positions
67
Top 10 Concentration
38.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFIV
DFIV6.0%
DFLV4.6%
DFSD4.0%
VCSH3.8%
DFAT3.8%
VGSH3.6%
DFAE3.5%
SJNK3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.0%
Technology3.3%
ETF2.0%
Consumer1.8%
Energy1.7%
Financial0.3%
Industrial0.3%
Healthcare0.3%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW9 new positions
↑47 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023