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  Name: Disciplined Investments LLC
  City: TULSA
  State: OK
  Zip: 74114
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $183,313,000
  Total Value Change : $12,613,000
  Securities Held Change : 9
   
All Securities Held : 117
  New Positions : 15
  Closed Positions : 6
  Increased Positions : 51
  Unchanged Positions : 14
  Decreased Positions : 37

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (KYN)1 Year Chart         KYN Kayne Anderson Mlp Investme... 120 Closed $9.84 $0 0 0% -110,000 -12,537 0    Closed - End Fund - Debt
   (BP)1 Year Chart         BP BP Plc (ADR) 119 Closed $37.76 $0 0 0% -374,000 -10,575 0    Integrated Oil & Gas
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 118 Closed $251.78 $0 0 0% -1,230,000 -5,471 0    Insurance Brokers
   (T)1 Year Chart         T AT&T Corp 123 Closed $17.33 $0 0 0% -185,000 -11,035 0    Long Distance Carriers
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 122 Closed $36.99 $0 0 0% -202,000 -5,608 0    Oil & Gas Pipelines &...
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 121 Closed $0.00 $0 0 0% -2,501,000 -74,952 0    N/A

      6 Records Found
  1    
Page 1 of 1
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