Disciplined Equity Management, Inc.
Net seller this quarter
$226M
35
-$1.37M
10.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MO | $2.69M | 1.19% | 0.00% | -0.3% | Q4 2021 |
 F | $2.66M | 1.18% | 0.01% | +1.9% | Q1 2024 |
 PRU | $2.53M | 1.12% | 0.01% | +7.6% | Q4 2021 |
 TFC | $2.52M | 1.11% | 0.00% | -0.2% | Q1 2024 |
 VZ | $2.27M | 1.00% | 0.00% | +0.5% | Q4 2022 |
 AB | $2.26M | 1.00% | 0.07% | +2.3% | Q4 2021 |
 CRWD | $2.24M | 0.99% | 0.00% | +0.2% | Q1 2024 |
 CAT | $2.15M | 0.95% | 0.00% | -1.5% | Q1 2023 |
 CAG | $2.12M | 0.94% | 0.03% | +18.6% | Q1 2024 |
 PFE | $2.08M | 0.92% | 0.00% | -0.1% | Q4 2021 |
 DOW | $1.96M | 0.87% | 0.01% | -13.6% | Q4 2021 |
 ANET | $1.62M | 0.72% | 0.00% | -2.9% | Q1 2024 |
 USB | $1.59M | 0.70% | 0.00% | -0.4% | Q1 2024 |
 OKE | $1.51M | 0.67% | 0.00% | -2.3% | Q4 2021 |
 NVDA | $1.5M | 0.67% | 0.00% | -1.6% | Q4 2021 |
 KMI | $1.5M | 0.66% | 0.00% | -1.0% | Q1 2024 |
 BBY | $1.49M | 0.66% | 0.01% | +4.5% | Q3 2022 |
 KHC | $1.37M | 0.61% | 0.00% | +5.9% | Q4 2021 |
 JPM | $1.36M | 0.60% | 0.00% | +0.4% | Q4 2021 |
 HPQ | $1.32M | 0.58% | 0.01% | +414.5% | Q1 2026 |
 PLTR | $1.15M | 0.51% | 0.00% | -1.0% | Q1 2025 |
 BKNG | $1.09M | 0.48% | 0.00% | +2.2% | Q1 2023 |
 T | $1.07M | 0.47% | 0.00% | +1.2% | Q4 2021 |
 MA | $1.06M | 0.47% | 0.00% | +2.6% | Q4 2021 |
 IRM | $516K | 0.23% | 0.00% | Not reported | Q4 2021 |
 TXN | $435K | 0.19% | 0.00% | Not reported | Q4 2021 |
 VTRS | $417K | 0.18% | 0.00% | -77.0% | Q2 2022 |
 IP | $412K | 0.18% | 0.00% | Not reported | Q4 2021 |
 CF | $391K | 0.17% | 0.00% | Not reported | Q4 2021 |
 AMZN | $367K | 0.16% | 0.00% | Not reported | Q4 2021 |
 SPY | $285K | 0.13% | Not reported | Not reported | Q4 2021 |
 UNH | $274K | 0.12% | 0.00% | Not reported | Q4 2021 |
 LOW | $262K | 0.12% | 0.00% | Not reported | Q4 2021 |
 SYK | $246K | 0.11% | 0.00% | Not reported | Q4 2021 |
 OMC | $210K | 0.09% | 0.00% | -82.8% | Q3 2022 |
| Q1 2026 | |||||
| DOW | $3.45M | 1.73% | 0.01% | +72.8% | Q4 2021 |
| VZ | $2.67M | 1.34% | 0.00% | +11.1% | Q4 2022 |
| MO | $2.48M | 1.24% | 0.00% | -8.2% | Q4 2021 |
| PFE | $2.43M | 1.22% | 0.00% | +1.7% | Q4 2021 |
| AB | $2.35M | 1.18% | 0.07% | +8.0% | Q4 2021 |
| TFC | $2.33M | 1.17% | 0.00% | -5.3% | Q1 2024 |
| F | $2.17M | 1.09% | 0.01% | -8.9% | Q1 2024 |
| PRU | $2.13M | 1.07% | 0.01% | +12.7% | Q4 2021 |
| CAG | $2.09M | 1.05% | 0.03% | +143.9% | Q1 2024 |
| OKE | $1.61M | 0.81% | 0.00% | +29.9% | Q4 2021 |
| KMI | $1.59M | 0.80% | 0.00% | +1.4% | Q1 2024 |
| VTRS | $1.54M | 0.78% | 0.01% | -17.5% | Q2 2022 |
| T | $1.48M | 0.74% | 0.00% | +10.8% | Q4 2021 |
| PLTR | $1.46M | 0.73% | 0.00% | +25.0% | Q1 2025 |
| CAT | $1.45M | 0.73% | 0.00% | -25.0% | Q1 2023 |
| USB | $1.38M | 0.69% | 0.00% | -6.5% | Q1 2024 |
| NVDA | $1.33M | 0.67% | 0.00% | -5.8% | Q4 2021 |
| OMC | $1.26M | 0.63% | 0.01% | +0.4% | Q3 2022 |
| KHC | $1.23M | 0.62% | 0.00% | +34.2% | Q4 2021 |
| JPM | $1.22M | 0.61% | 0.00% | +12.5% | Q4 2021 |
| ANET | $1.2M | 0.61% | 0.00% | -2.9% | Q1 2024 |
| BBY | $1.2M | 0.60% | 0.01% | +16.6% | Q3 2022 |
| CRWD | $1.14M | 0.57% | 0.00% | +24.7% | Q1 2024 |
| BKNG | $1.01M | 0.51% | 0.00% | +35.8% | Q1 2023 |
| MA | $1M | 0.50% | 0.00% | +22.9% | Q4 2021 |
 PGR | $961K | 0.48% | 0.00% | +40.6% | Q2 2024 |
| CF | $469K | 0.24% | 0.00% | Not reported | Q4 2021 |
| IRM | $417K | 0.21% | 0.00% | Not reported | Q4 2021 |
| AMZN | $321K | 0.16% | 0.00% | Not reported | Q4 2021 |
| TXN | $283K | 0.14% | 0.00% | Not reported | Q4 2021 |
| LOW | $281K | 0.14% | 0.00% | Not reported | Q4 2021 |
| SYK | $256K | 0.13% | 0.00% | Not reported | Q4 2021 |
| SPY | $248K | 0.12% | Not reported | -28.2% | Q4 2021 |
| HPQ | $224K | 0.11% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| F | $2.71M | 1.40% | 0.01% | -1.0% | Q1 2024 |
| TFC | $2.63M | 1.36% | 0.00% | -1.1% | Q1 2024 |
| MO | $2.36M | 1.22% | 0.00% | -1.0% | Q4 2021 |
| AB | $2.24M | 1.16% | 0.06% | -1.1% | Q4 2021 |
| PRU | $2.18M | 1.13% | 0.01% | -0.9% | Q4 2021 |
| PFE | $2.12M | 1.10% | 0.00% | -0.9% | Q4 2021 |
| VZ | $1.95M | 1.01% | 0.00% | -1.0% | Q4 2022 |
| VTRS | $1.72M | 0.89% | 0.01% | Not reported | Q2 2022 |
| CAT | $1.56M | 0.81% | 0.00% | -1.8% | Q1 2023 |
| USB | $1.51M | 0.78% | 0.00% | Not reported | Q1 2024 |
| NVDA | $1.51M | 0.78% | 0.00% | -1.8% | Q4 2021 |
| PLTR | $1.41M | 0.73% | 0.00% | -2.7% | Q1 2025 |
| OMC | $1.34M | 0.70% | 0.01% | Not reported | Q3 2022 |
| ANET | $1.32M | 0.69% | 0.00% | -2.7% | Q1 2024 |
| KMI | $1.28M | 0.66% | 0.00% | Not reported | Q1 2024 |
| JPM | $1.19M | 0.62% | 0.00% | -1.9% | Q4 2021 |
| T | $1.14M | 0.59% | 0.00% | Not reported | Q4 2021 |
| DOW | $1.12M | 0.58% | 0.01% | -27.1% | Q4 2021 |
| CRWD | $1.1M | 0.57% | 0.00% | -2.5% | Q1 2024 |
| BBY | $1.08M | 0.56% | 0.01% | Not reported | Q3 2022 |
| OKE | $1.01M | 0.52% | 0.00% | Not reported | Q4 2021 |
| KHC | $990K | 0.51% | 0.00% | Not reported | Q4 2021 |
| BKNG | $943K | 0.49% | 0.00% | -2.2% | Q1 2023 |
| CAG | $941K | 0.49% | 0.01% | -34.0% | Q1 2024 |
| MA | $931K | 0.48% | 0.00% | -2.4% | Q4 2021 |
| PGR | $786K | 0.41% | 0.00% | -2.0% | Q2 2024 |
| SPY | $363K | 0.19% | Not reported | Not reported | Q4 2021 |
| AMZN | $355K | 0.18% | 0.00% | Not reported | Q4 2021 |
| IRM | $339K | 0.18% | 0.00% | Not reported | Q4 2021 |
| LOW | $287K | 0.15% | 0.00% | Not reported | Q4 2021 |
| CF | $279K | 0.14% | 0.00% | Not reported | Q4 2021 |
| SYK | $274K | 0.14% | 0.00% | Not reported | Q4 2021 |
| TXN | $253K | 0.13% | 0.00% | Not reported | Q4 2021 |
| UNH | $218K | 0.11% | 0.00% | Not reported | Q4 2021 |
 MSFT | $211K | 0.11% | 0.00% | Not reported | Q2 2022 |
 AAPL | $179K | 0.09% | 0.00% | Not reported | Q4 2021 |
| IP | $178K | 0.09% | 0.00% | Not reported | Q4 2021 |
 LMT | $118K | 0.06% | 0.00% | Not reported | Q2 2022 |
 MMM | $94.6K | 0.05% | 0.00% | +10.5% | Q4 2021 |
 HD | $34.4K | 0.02% | 0.00% | Not reported | Q2 2022 |
 MCD | $15.6K | 0.01% | 0.00% | Not reported | Q2 2022 |
 GOOGL | $12.5K | 0.01% | 0.00% | Not reported | Q4 2022 |
 INTC | $5.9K | 0.00% | 0.00% | Not reported | Q4 2023 |
 CRDO | $4.32K | 0.00% | 0.00% | Not reported | Q3 2025 |
 SOLV | $2.77K | 0.00% | 0.00% | +66.7% | Q2 2024 |
 WPRT | $618 | 0.00% | 0.00% | New | Q4 2025 |
 CRDL | $605 | 0.00% | 0.00% | New | Q4 2025 |
 PSQH | $488 | 0.00% | Not reported | New | Q4 2025 |
 PMN | $441 | 0.00% | 0.05% | New | Q4 2025 |
 FBLG | $418 | 0.00% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| MO | $2.73M | 1.48% | 0.00% | -2.6% | Q4 2021 |
| F | $2.49M | 1.36% | 0.01% | -2.4% | Q1 2024 |
| TFC | $2.47M | 1.34% | 0.00% | -2.1% | Q1 2024 |
| AB | $2.25M | 1.22% | 0.06% | -2.5% | Q4 2021 |
| PFE | $2.19M | 1.19% | 0.00% | -1.3% | Q4 2021 |
| VZ | $2.13M | 1.16% | 0.00% | -8.8% | Q4 2022 |
| PRU | $2.02M | 1.10% | 0.01% | -1.0% | Q4 2021 |
| NVDA | $1.54M | 0.84% | 0.00% | Not reported | Q4 2021 |
| ANET | $1.51M | 0.82% | 0.00% | -7.7% | Q1 2024 |
| CAG | $1.51M | 0.82% | 0.02% | +0.9% | Q1 2024 |
| DOW | $1.51M | 0.82% | 0.01% | -2.9% | Q4 2021 |
| PLTR | $1.49M | 0.81% | 0.00% | -10.5% | Q1 2025 |
| VTRS | $1.37M | 0.75% | 0.01% | -3.9% | Q2 2022 |
| USB | $1.37M | 0.74% | 0.00% | -4.1% | Q1 2024 |
| CAT | $1.33M | 0.72% | 0.00% | Not reported | Q1 2023 |
| KMI | $1.32M | 0.72% | 0.00% | -5.1% | Q1 2024 |
| T | $1.3M | 0.71% | 0.00% | -5.5% | Q4 2021 |
| BBY | $1.21M | 0.66% | 0.01% | -15.2% | Q3 2022 |
| JPM | $1.19M | 0.65% | 0.00% | Not reported | Q4 2021 |
| CRWD | $1.18M | 0.64% | 0.00% | +0.8% | Q1 2024 |
| KHC | $1.06M | 0.58% | 0.00% | -4.1% | Q4 2021 |
| OKE | $1M | 0.54% | 0.00% | -5.3% | Q4 2021 |
| BKNG | $972K | 0.53% | 0.00% | +3.5% | Q1 2023 |
| MA | $950K | 0.52% | 0.00% | +0.6% | Q4 2021 |
| PGR | $869K | 0.47% | 0.00% | +3.2% | Q2 2024 |
| IRM | $416K | 0.23% | 0.00% | Not reported | Q4 2021 |
| SPY | $354K | 0.19% | Not reported | Not reported | Q4 2021 |
| AMZN | $338K | 0.18% | 0.00% | -20.6% | Q4 2021 |
| CF | $324K | 0.18% | 0.00% | Not reported | Q4 2021 |
| LOW | $299K | 0.16% | 0.00% | Not reported | Q4 2021 |
| SYK | $288K | 0.16% | 0.00% | Not reported | Q4 2021 |
| TXN | $268K | 0.15% | 0.00% | Not reported | Q4 2021 |
| UNH | $228K | 0.12% | 0.00% | Not reported | Q4 2021 |
| MSFT | $226K | 0.12% | 0.00% | +1.6% | Q2 2022 |
| IP | $210K | 0.11% | 0.00% | -11.4% | Q4 2021 |
| AAPL | $168K | 0.09% | 0.00% | -4.1% | Q4 2021 |
| LMT | $121K | 0.07% | 0.00% | Not reported | Q2 2022 |
| MMM | $83K | 0.05% | 0.00% | -30.1% | Q4 2021 |
| MCD | $15.5K | 0.01% | 0.00% | Not reported | Q2 2022 |
| GOOGL | $9.72K | 0.01% | 0.00% | Not reported | Q4 2022 |
| INTC | $5.37K | 0.00% | 0.00% | Not reported | Q4 2023 |
| CRDO | $4.37K | 0.00% | 0.00% | New | Q3 2025 |
| SOLV | $1.53K | 0.00% | 0.00% | -40.0% | Q2 2024 |