StockDriftsStockDriftsTop 46 Disciplined Equity Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 20.47% | 559.9K | $46.5M | +0.63%(+3.48K) | $52.92(+57.54%) | 2026-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 20.34% | 839.7K | $46.2M | +0.10%(+844) | $34.82(+60.78%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 12.62% | 431.4K | $28.7M | +0.54%(+2.32K) | $48.55(+39.37%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 12.59% | 369.3K | $28.6M | +0.92%(+3.35K) | $60.02(+29.19%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 10.11% | 410.9K | $23.0M | -0.56%(-2.33K) | $34.53(+62.14%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.35% | 11.6K | $3.1M | -1.02%(-120) | $320.37(-28.80%) | 2026-09-30 | |
| PRU | PRUDENTIAL FINL INC | 1.17% | 23.4K | $2.7M | +0.00%(+0) | $107.07(+6.16%) | 2026-09-30 | |
| MO | ALTRIA GROUP INC | 1.11% | 37.4K | $2.5M | +0.00%(+0) | $46.76(+58.45%) | 2026-09-30 | |
| PFE | PFIZER INC | 1.1% | 87.9K | $2.5M | +1.57%(+1.36K) | $27.54(+6.90%) | 2026-09-30 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.08% | 53.6K | $2.5M | +0.00%(+0) | $40.07(+10.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.37% | +57.57% | — | — | +44.94% |
| Top 20 Holdings Unweighted | +12.97% | +44.18% | — | — | +29.91% |
Disciplined Equity Management INC reports $227.08M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (20.5%), DFUV (20.3%) and DFAT (12.6%). The top 20 holdings account for 90.85% of reported assets. Its disclosed equity book has returned +57.57% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Disciplined Equity Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909380). View Disciplined Equity Management INC’s 13F filings on SEC