Disciplined Investors, L.L.C.
Top Portfolio Positions
78 positions ·
$67,615,493 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
14,907 | $3,783,247 | 5.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
6,359 | $3,047,232 | 4.51% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
22,591 | $2,807,609 | 4.15% | |
| GLD |
Spdr Gold Trust
|
6,501 | $2,797,315 | 4.14% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
173,424 | $2,714,085 | 4.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,310 | $2,563,803 | 3.79% | |
| CAT |
Caterpillar Inc
Industrials
|
3,583 | $2,538,412 | 3.75% | |
| CRK |
Comstock Resources Inc
Energy
|
115,840 | $2,441,907 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
5,952 | $2,203,251 | 3.26% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,585 | $2,186,884 | 3.23% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SNBR
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,043 | 70,024 | Shares | Sole | 2026-05-12 | |
| 2025-03-31 | $173,399 | 27,350 | Shares | Sole | 2025-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||