Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Disciplined Investments LLC
  City: TULSA
  State: OK
  Zip: 74114
   
Achive data
  View Filing Period:
  
 
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
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     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
   (PSX)1 Year Chart         PSX Phillips 66 1 - $144.85 $8,441,000 51,680 4.6% 1,560,000 0 0.012    Oil & Gas Refining, P...
   (PCAR)1 Year Chart         PCAR Paccar Inc 39 - $106.11 $1,441,000 11,633 0.79% 305,000 0 0.002    Trucks & Other Vehicles
   (ARLP)1 Year Chart         ARLP Alliance Resource Partners LP 47 - $22.55 $1,138,000 56,766 0.62% -64,000 0 0.045    Nonmetallic Mineral M...
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 60 - $0.00 $806,000 16,767 0.44% -7,000 0 0.104    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 62 - $0.00 $765,000 25,407 0.42% 25,000 0 0.028    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector 75 - $93.70 $517,000 5,480 0.28% 58,000 0 0    Closed - End Fund - E...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 80 - $0.00 $438,000 2,667 0.24% 46,000 0 0    N/A
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 83 - $79.69 $419,000 5,201 0.23% 23,000 0 0.002    N/A
   (CATH)1 Year Chart         CATH Global X S&p 500 Catholic V... 90 - $63.17 $350,000 5,499 0.19% 31,000 0 0.059    N/A
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 92 - $47.26 $339,000 7,140 0.18% -2,000 0 0.013    Closed - End Fund - E...
   (TRP)1 Year Chart         TRP TC Energy Corp 94 - $46.83 $338,000 8,400 0.18% 10,000 0 0.001    Foreign Utilities
   (REZ)1 Year Chart         REZ iShares FTSE NAREIT Resid P... 107 - $74.43 $258,000 3,583 0.14% -5,000 0 0.028    Closed - End Fund - Debt
   (KO)1 Year Chart         KO Coca-Cola Co 112 - $63.10 $220,000 3,594 0.12% 8,000 0 0    Beverage Soft Drinks...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 113 - $166.73 $216,000 1,277 0.12% 14,000 0 0    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us