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 PNNT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,330 | 17,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $101,320 | 17,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $80,520 | 12,000 | Shares | Sole | 2025-11-03 | |
| 2020-09-30 | $1,119 | 351 | Shares | Sole | 2020-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||