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DISCIPLINED INVESTORS, L.L.C. 13F portfolio summary

DISCIPLINED INVESTORS, L.L.C. of DISCIPLINED INVESTORS, L.L.C. has 138 current stock holdings with a reported portfolio value of $168.0M. The portfolio 1 year return is +16.64%. Top holdings include QQQ (0.00%), CSPF (0.00%), SPY (0.00%), IDV (7.84%), VUG (5.56%).

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DISCIPLINED INVESTORS, L.L.C.

DISCIPLINED INVESTORS, L.L.C.
Latest filing: 2026-03-31

DISCIPLINED INVESTORS, L.L.C. runs DISCIPLINED INVESTORS, L.L.C. and currently holds 138 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $167.98M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. DISCIPLINED INVESTORS, L.L.C. ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, DISCIPLINED INVESTORS, L.L.C.'s portfolio at DISCIPLINED INVESTORS, L.L.C. has delivered returns of +16.64%. Their 3-year annualized return is +15.12%. Looking at the 5-year horizon, DISCIPLINED INVESTORS, L.L.C. has achieved +15.12% annualized returns at DISCIPLINED INVESTORS, L.L.C..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.64%
#0/1000
3 Year
+15.12%
#0/1000
5 Year
+15.12%
#0/1000

Portfolio Value

$167.98M

Alpha Score

13.8

#0 of 1000

Holdings

138

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change