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  Name: Disciplined Equity Management Inc.
  City: NEPTUNE BEACH
  State: FL
  Zip: 32266
   
Achive data
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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

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Holdings Found : 54     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
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 63 Closed $62.21 $0 0 0% -774,000 -13,349 0    Closed - End Fund - E...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 96 Closed $48.17 $0 0 0% -152,000 -3,000 0    Networking & Communic...
   (FNF)1 Year Chart         FNF Fidelity National Financial... 83 Closed $52.28 $0 0 0% -1,279,000 -25,076 0    Surety & Title Insurance
   (CHTR)1 Year Chart         CHTR Charter Communications Inc 70 Closed $273.02 $0 0 0% -84,000 -215 0    CATV Systems
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 102 Closed $39.27 $0 0 0% -76,000 -1,728 0    CATV Systems
   (IPGP)1 Year Chart         IPGP IPG Photonics Corp 89 Closed $88.61 $0 0 0% -43,000 -400 0    Semiconductor - Integ...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 76 Closed $164.00 $0 0 0% -831,000 -5,180 0    Wireless Communications
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 108 Closed $223.66 $0 0 0% -95,000 -498 0    Closed - End Fund - E...
   (UVV)1 Year Chart         UVV Universal Corp 62 Closed $54.07 $0 0 0% -135,000 -2,000 0    Cigarettes & Other To...
   (IBM)1 Year Chart         IBM International Business Mach... 95 Closed $169.03 $0 0 0% -2,047,000 -12,514 0    Diversified Computer ...
   (MELI)1 Year Chart         MELI Mercadolibre Inc 82 Closed $1,749.17 $0 0 0% -42,000 -27 0    Business Services
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 69 Closed $249.65 $0 0 0% -24,000 -100 0    Railroads
   (LH)1 Year Chart         LH Laboratory Corp of America 101 Closed $210.59 $0 0 0% -68,000 -300 0    Medical Laboratories ...
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 88 Closed $467.72 $0 0 0% -7,000 -19 0    Investment Brokerage ...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 75 Closed $44.03 $0 0 0% -132,000 -2,581 0    Drug Manufacturers - ...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 107 Closed $765.05 $0 0 0% -35,000 -50 0    Information Technolog...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 61 Closed $54.75 $0 0 0% -73,000 -1,500 0    Food - Major Diversified
   (VLTO)1 Year Chart         VLTO Veralto Corp 94 Closed $98.60 $0 0 0% -6,000 -75 0    N/A
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 81 Closed $18.18 $0 0 0% -1,323,000 -50,653 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc 113 Closed $471.91 $0 0 0% -51,000 -144 0    Internet Service Prov...
   (ABT)1 Year Chart         ABT Abbott Laboratories 68 Closed $104.09 $0 0 0% -55,000 -500 0    Drug Manufacturers - ...
   (ANTM)1 Year Chart         ANTM Anthem Inc 100 Closed $547.71 $0 0 0% -6,000 -13 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 87 Closed $123.50 $0 0 0% -977,000 -9,270 0    Application Software
   (LBRDK)1 Year Chart         LBRDK Liberty Broadband Corporation 74 Closed $53.41 $0 0 0% -2,000 -23 0    N/A
   (V)1 Year Chart         V Visa Inc 106 Closed $280.10 $0 0 0% -87,000 -335 0    Business Services
   (WFC)1 Year Chart         WFC Wells Fargo & Co 60 Closed $61.08 $0 0 0% -6,000 -123 0    Domestic Money Center...
   (NYCB)1 Year Chart         NYCB New York Community Bancorp Inc 93 Closed $3.69 $0 0 0% -1,133,000 -110,728 0    Savings & Loans
   (GE)1 Year Chart         GE General Electric Co 80 Closed $159.89 $0 0 0% -14,000 -106 0    Conglomerates
   (OMC)1 Year Chart         OMC Omnicom Group Inc 112 Closed $96.13 $0 0 0% -1,139,000 -13,167 0    Advertising Agencies
   (WM)1 Year Chart         WM Waste Management Inc 66 Closed $210.44 $0 0 0% -161,000 -900 0    Waste Management
   (AMLP)1 Year Chart         AMLP Alerian MLP ETF 99 Closed $4.60 $0 0 0% -109,000 -2,570 0    Closed - End Fund - Debt
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 86 Closed $166.42 $0 0 0% -77,000 -500 0    Drug Manufacturers - ...
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 73 Closed $67.72 $0 0 0% -16,000 -200 0    Biotechnology
   (FULT)1 Year Chart         FULT Fulton Financial Corp 105 Closed $17.36 $0 0 0% -32,000 -1,969 0    Domestic Regional Banks
   (WAB)1 Year Chart         WAB Westinghouse Air Brake Tech... 59 Closed $163.38 $0 0 0% -1,000 -4 0    Auto Parts
   (COF)1 Year Chart         COF Capital One Financial Corp 92 Closed $141.81 $0 0 0% -3,000 -25 0    Credit Services
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 79 Closed $483.43 $0 0 0% -23,000 -38 0    Application Software
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 111 Closed $1,012.06 $0 0 0% -155,000 -163 0    Auto Parts Stores
   (MS)1 Year Chart         MS Morgan Stanley 65 Closed $100.22 $0 0 0% -6,000 -66 0    Investment Brokerage ...
   (BERY)1 Year Chart         BERY Berry Plastics Group Inc 98 Closed $60.68 $0 0 0% -6,000 -92 0    Rubber & Plastics
   (GOOG)1 Year Chart         GOOG Alphabet Inc 85 Closed $177.29 $0 0 0% -198,000 -1,406 0    Search Engines & Info...
   (INTC)1 Year Chart         INTC Intel Corp 72 Closed $31.83 $0 0 0% -126,000 -2,500 0    Semiconductor- Broad...
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 104 Closed $143.83 $0 0 0% -67,000 -500 0    REIT - Diversified
   (CRM)1 Year Chart         CRM Salesforce.com Inc 91 Closed $285.61 $0 0 0% -16,000 -62 0    Internet Software & S...
   (BX)1 Year Chart         BX Blackstone Group LP 78 Closed $120.62 $0 0 0% -1,323,000 -10,102 0    Asset Management
   (SYY)1 Year Chart         SYY SYSCO Corp 110 Closed $75.91 $0 0 0% -76,000 -1,035 0    Food Wholesale
   (MCO)1 Year Chart         MCO Moodys Corp 64 Closed $413.92 $0 0 0% -130,000 -332 0    Business Services
   (AMT)1 Year Chart         AMT American Tower Corp 97 Closed $194.51 $0 0 0% -86,000 -400 0    Integrated Telecommun...
   (COST)1 Year Chart         COST Costco Wholesale Corp 84 Closed $795.81 $0 0 0% -13,000 -20 0    Discount, Variety Stores
   (CRUS)1 Year Chart         CRUS Cirrus Logic Inc 71 Closed $110.02 $0 0 0% -83,000 -1,000 0    Semiconductor - Speci...
   (DIS)1 Year Chart         DIS Walt Disney Co 103 Closed $103.25 $0 0 0% -63,000 -700 0    Entertainment - Diver...
   (BA)1 Year Chart         BA Boeing Co 90 Closed $184.95 $0 0 0% -878,000 -3,370 0    Aerospace/Defense - M...
   (DHR)1 Year Chart         DHR Danaher Corp 77 Closed $265.80 $0 0 0% -53,000 -227 0    General Building Mate...
   (STLD)1 Year Chart         STLD Steel Dynamics Inc 109 Closed $133.93 $0 0 0% -354,000 -3,000 0    Steel & Iron
      54 Records Found
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Page 1 of 1
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