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DISCIPLINED INVESTORS, L.L.C.
DISCIPLINED INVESTORS, L.L.C.
Latest filing: 2026-06-30
DISCIPLINED INVESTORS, L.L.C. runs DISCIPLINED INVESTORS, L.L.C. and currently holds 145 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $199.94M. Their top holdings are IDV, VUG, SCHB, VXUS, DFSV. The top five represent 25.6% of reported portfolio weight. DISCIPLINED INVESTORS, L.L.C. ranks #834 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DISCIPLINED INVESTORS, L.L.C. initiated 2 new positions. They added to 52 existing positions. They trimmed 39 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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145 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IDV ISHARES TR | 7.11% | $32.63 | $45.09 | +38.18% | Added +13.15% |
 VUG VANGUARD INDEX FDS | 6.91% | $73.89 | $87.49 | +18.41% | Added +664.47% |
 SCHB SCHWAB STRATEGIC TR | 4.75% | $22.73 | $29.61 | +30.27% | Trimmed -1.62% |
 VXUS VANGUARD STAR FDS | 3.73% | $68.41 | $87.71 | +28.21% | Added +26.58% |
 DFSV DIMENSIONAL ETF TRUST | 3.11% | $32.24 | $40.29 | +24.95% | Added +12.37% |
 VEU VANGUARD INTL EQUITY INDEX F | 2.88% | $58.13 | $85.70 | +47.43% | Added +0.35% |
 XLK SELECT SECTOR SPDR TR | 2.66% | $121.95 | $183.35 | +50.35% | Added +2.78% |
 VOO VANGUARD INDEX FDS | 2.49% | $567.54 | $703.77 | +24.00% | Added +16.50% |
 DFGP DIMENSIONAL ETF TRUST | 2.29% | $53.45 | $53.25 | -0.38% | Added +29.78% |
 INTC INTEL CORP | 2.17% | $98.71 | $90.07 | -8.75% | Added +150.95% |
Showing 1-10 of 145