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 NUV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,665 | 65,480 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $570,336 | 62,951 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $566,278 | 63,060 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $524,893 | 60,402 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $525,340 | 59,902 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $473,154 | 55,082 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $491,256 | 54,463 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $473,390 | 54,854 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $443,286 | 50,894 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $437,284 | 50,847 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $657,231 | 79,568 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $750,723 | 86,290 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $850,667 | 96,557 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $877,526 | 102,038 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $837,954 | 99,049 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $838,785 | 93,929 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $568,889 | 59,383 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $388,585 | 37,436 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $421,919 | 37,272 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $428,385 | 37,154 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $412,458 | 37,025 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $389,798 | 35,117 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $388,994 | 36,491 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $370,821 | 36,355 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $353,487 | 36,218 | Shares | Sole | 2020-05-19 | |
| No 13F history on record for this holder in this stock. | ||||||