Disciplined Investors, L.L.C.
•CIK: 2056242•Filing: Q4 2025
**Disciplined Investors, L.L.C.** manages $152M across a diversified portfolio of 121 positions. The strategy exhibits a clear tilt toward established, high-quality equity sectors, evidenced by significant allocations to IDV ($10.6M) and VUG ($9.3M). Core holdings further emphasize broad market exposure and dividend growth, including SCHB ($8.8M) and VEU ($5.0M). Notable positions also include major tech and index plays such as AAPL ($3.8M) and VOO ($3.7M).
Total AUM
$152.4M
QoQ Performance
+8.5%
Positions
83
Top 10 Concentration
37.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IDV*
VUG
SCHB
IDV*6.9%
VUG6.1%
SCHB5.8%
VEU3.3%
VXUS3.2%
DFSV2.6%
XLK2.5%
AAPL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.9%
Technology8.3%
Financial6.1%
Consumer5.0%
ETF3.9%
Industrial2.0%
Healthcare1.5%
Energy0.6%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW10 new positions
↑56 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024