Disciplined Equity Management, Inc.
Top Portfolio Positions
34 positions ·
$46,653,560 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DOW |
Dow Inc.
Basic Materials
|
82,799 | $3,448,578 | 7.39% | |
| VZ |
Verizon Communications Inc
Communication Services
|
53,285 | $2,674,907 | 5.73% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
37,545 | $2,477,594 | 5.31% | |
| PFE |
Pfizer Inc
Healthcare
|
86,630 | $2,432,570 | 5.21% | |
| AB |
Alliancebernstein Holding L.P.
Financial Services
|
62,813 | $2,351,718 | 5.04% | |
| TFC |
Truist Financial Corp
Financial Services
|
50,600 | $2,326,082 | 4.99% | |
| F |
Ford Motor Co
Consumer Cyclical
|
187,940 | $2,168,827 | 4.65% | |
| PRU |
Prudential Financial Inc
Financial Services
|
21,770 | $2,126,711 | 4.56% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
132,670 | $2,085,572 | 4.47% | |
| OKE |
Oneok Inc /New/
Energy
|
17,815 | $1,610,297 | 3.45% |
Portfolio Trend
18 quarters · across all stocks
Holdings in PMN
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,830 | 1,000 | Shares | Sole | 2026-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||