Holdings
Disciplina Capital Management LLC
As of Jun 30, 2026, Disciplina Capital Management LLC reported 33 positions worth US$3.02M. Largest: Home Depot, Inc. (the), Applied Materials, Inc. and Quanta Services, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Home Depot, Inc. (the) | 3,175 | US$1.12M | +22 | Jun 30, 2026 |
| Applied Materials, Inc. | 273 | US$197K | +1 | Jun 30, 2026 |
| Quanta Services, Inc. | 253 | US$182K | no change | Jun 30, 2026 |
| Nvidia Corporation | 847 | US$169K | +2 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 345 | US$123K | no change | Jun 30, 2026 |
| United Rentals, Inc. | 101 | US$115K | no change | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 261 | US$89,006 | −74 | Jun 30, 2026 |
| Analog Devices, Inc. | 209 | US$82,963 | +1 | Jun 30, 2026 |
| Meta Platforms, Inc. | 140 | US$78,622 | +1 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 238 | US$78,035 | +1 | Jun 30, 2026 |