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Manager record

Disciplined Equity Management, Inc.

Neptune Beach, FL · CIK 1909380 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$227.08MReported 13F valueQ3 2026 · as filed
47Holdings listed
+0.6%vs prior quartervalue change includes market moves
6Quarters on record
Oct 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $170.3M$170.3MQ2 202564 holdingsQ3 2025: $183.8M$183.8MQ3 202556 holdingsQ4 2025: $193.0M$193.0MQ4 202564 holdingsQ1 2026: $199.0M$199.0MQ1 202644 holdingsQ2 2026: $225.8M$225.8MQ2 202645 holdingsQ3 2026: $227.1M$227.1MQ3 202647 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 14 2026 13F-HR · period Q3 2026

$227.08M · 47 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$225.79M · 45 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$199.00M · 44 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$193.00M · 64 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$183.77M · 56 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$170.34M · 64 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 14, 2026 · Change methodology