Disciplined Investments, LLC
Top Portfolio Positions
56 positions ·
$56,655,194 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
37,370 | $7,918,703 | 13.98% | |
| PSX |
Phillips 66
Energy
|
42,781 | $7,793,842 | 13.76% | |
| COP |
Conocophillips
Energy
|
31,686 | $4,182,552 | 7.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
31,614 | $3,928,987 | 6.93% | |
| AAPL |
Apple Inc.
Technology
|
9,988 | $2,534,854 | 4.47% | |
| OKE |
Oneok Inc /New/
Energy
|
27,928 | $2,524,411 | 4.46% | |
| NVDA |
Nvidia Corp
Technology
|
14,084 | $2,456,249 | 4.34% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,547 | $2,128,724 | 3.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,233 | $2,102,549 | 3.71% | |
| ARLP |
Alliance Resource Partners LP
Energy
|
67,716 | $1,872,347 | 3.30% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARLP
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,872,347 | 67,716 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,537,384 | 66,181 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,634,745 | 64,640 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,650,714 | 63,149 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,678,620 | 61,533 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,576,979 | 59,984 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,461,875 | 58,475 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,388,496 | 56,766 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,138,158 | 56,766 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,202,303 | 56,766 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,278,937 | 56,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $717,301 | 38,794 | Shares | Sole | 2023-07-10 | |
| No 13F history on record for this holder in this stock. | ||||||