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Manager record

Disciplined Investments, LLC

Tulsa, OK · CIK 1812492 · 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.

$309.63MReported 13F valueQ2 2026 · as filed
144Holdings listed
+11.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $236.4M$236.4MQ2 2025124 holdingsQ3 2025: $251.4M$251.4MQ3 2025129 holdingsQ4 2025: $260.1M$260.1MQ4 2025130 holdingsQ1 2026: $278.5M$278.5MQ1 2026141 holdingsQ2 2026: $309.6M$309.6MQ2 2026144 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
Aug 07 2026 13F-HR/A · period Q2 2026

$309.63M · 144 holdings listed · amendment (restatement) · View original SEC filing ↗
Aug 07 2026 13F-HR · period Q2 2026

$309.63M · 144 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$278.54M · 141 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$260.14M · 130 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$251.43M · 129 holdings listed · View original SEC filing ↗
Jul 29 2025 13F-HR · period Q2 2025

$236.35M · 124 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: Q2 2026 · latest filing Aug 07, 2026 · Change methodology