Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Disciplined Equity Management Inc.
  City: NEPTUNE BEACH
  State: FL
  Zip: 32266
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $150,542,000
  Total Value Change : $4,817,000
  Securities Held Change : -44
   
All Securities Held : 59
  New Positions : 10
  Closed Positions : 54
  Increased Positions : 19
  Unchanged Positions : 10
  Decreased Positions : 20

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 10     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (LOW)1 Year Chart         LOW Lowes Companies Inc 41 - $225.02 $303,000 1,190 0.2% 38,000 0 0    Home Improvement Stores
   (CF)1 Year Chart         CF CF Industries Holdings Inc 42 - $75.19 $300,000 3,610 0.2% 13,000 0 0.002    Basic Materials Whole...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 44 - $198.98 $254,000 1,460 0.17% 5,000 0 0    Semiconductor- Broad...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 51 - $459.11 $111,000 243 0.07% 1,000 0 0    Aerospace/Defense - M...
   (VFC)1 Year Chart         VFC VF Corp 52 - $13.80 $81,000 5,250 0.05% -18,000 0 0.001    Textile - Apparel Clo...
   (MCD)1 Year Chart         MCD McDonalds Corp 54 - $254.48 $14,000 51 0.01% -1,000 0 0    Restaurants
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 55 - $177.79 $3,000 20 0% 0 0 0    Search Engines & Info...
   (PG)1 Year Chart         PG Procter & Gamble Co 57 - $165.18 $1,000 6 0% 0 0 0    Cleaning Products
   (PMM)1 Year Chart         PMM Putnam Managed Municipal In... 58 - $6.11 $1,000 140 0% 0 0 0    Closed - End Fund - Debt
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 67 - $7.81 $0 37 0% 0 0 0    Broadcasting - TV

      10 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results