Disciplined Equity Management, Inc.
Disciplined Equity Management, Inc. reported 45 holdings worth US$226M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Disciplined Equity Management, Inc. reported 45 holdings worth US$226M as of Jun 30, 2026. Largest: Altria Group, Inc., Ford Mtr Co Del and Prudential Financial, Inc. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 45
- Value as reported
- US$226M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Altria Group, Inc. | 37,445 | US$2.69M | 1.2% |
| Ford Mtr Co Del | 191K | US$2.66M | 1.2% |
| Prudential Financial, Inc. | 23,430 | US$2.53M | 1.1% |
| Truist Financial Corporation | 50,510 | US$2.52M | 1.1% |
| Verizon Communications Inc. | 53,555 | US$2.27M | 1.0% |
| Alliancebernstein Holding L.p. | 64,283 | US$2.26M | 1.0% |
| Crowdstrike Holdings, Inc. | 2,932 | US$2.24M | 0.99% |
| Caterpillar, Inc. | 2,019 | US$2.15M | 0.95% |
| Conagra Brands, Inc. | 157K | US$2.12M | 0.94% |
| Pfizer, Inc. | 86,560 | US$2.08M | 0.92% |
| Dow Inc. | 71,529 | US$1.96M | 0.87% |
| Arista Networks, Inc. | 9,530 | US$1.62M | 0.72% |
| U.s. Bancorp | 26,340 | US$1.59M | 0.70% |
| Oneok, Inc. | 17,415 | US$1.51M | 0.67% |
| Nvidia Corporation | 7,507 | US$1.5M | 0.67% |
| Kinder Morgan, Inc. | 46,850 | US$1.5M | 0.66% |
| Best Buy Co., Inc. | 19,573 | US$1.49M | 0.66% |
| The Kraft Heinz Company | 58,030 | US$1.37M | 0.61% |
| Jp Morgan Chase & Co. | 4,168 | US$1.36M | 0.60% |
| Hp Inc. | 59,990 | US$1.32M | 0.58% |
| Palantir Technologies Inc. | 9,850 | US$1.15M | 0.51% |
| Booking Holdings Inc. Common Stock | 6,105 | US$1.09M | 0.48% |
| At&t Inc. | 51,662 | US$1.07M | 0.47% |
| Mastercard Incorporated | 2,057 | US$1.06M | 0.47% |
| Iron Mountain Incorporated (delaware) | 4,085 | US$516K | 0.23% |
| Texas Instruments Incorporated | 1,460 | US$435K | 0.19% |
| Viatris Inc. | 26,250 | US$417K | 0.18% |
| International Paper Company | 10,820 | US$412K | 0.18% |
| Cf Industries Holdings, Inc. | 3,610 | US$391K | 0.17% |
| Amazon.com, Inc. | 1,540 | US$367K | 0.16% |
| Unitedhealth Group Incorporated | 660 | US$274K | 0.12% |
| Lowe's Companies, Inc. | 1,190 | US$262K | 0.12% |
| Stryker Corporation | 780 | US$246K | 0.11% |
| Omnicom Group Inc. | 2,879 | US$210K | 0.09% |
| Progressive Corporation (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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