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CIK: 0001909380
Total reported value
$225.8M
$225.8M
59 檔
46.1%
According to the latest 13F quarterly dataset, Disciplined Equity Management, Inc. managed an equity portfolio of $225.8M at the end of Q1 2025, spanning 59 distinct U.S. exchange-listed positions.
In Q1 2025, Disciplined Equity Management, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUV | Dimensional US Marketwide Va | ETF-Other | 19.54% | +0.75% | +1.12% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 19.20% | +1.53% | -2.52% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 12.04% | +0.28% | +1.05% | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 11.72% | +0.85% | +0.64% | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 9.96% | -0.71% | +0.96% | |
| 6 | MO | Altria Group Inc | Stock-Consumer Staples | 1.63% | -0.06% | -9.18% | |
| 7 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | -0.34% | -1.20% | |
| 8 | AB | Alliancebernstein Holding LP | Stock-Other | 1.43% | -0.18% | -2.32% | |
| 9 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 1.35% | -0.11% | +107.65% | |
| 10 | TFC | Truist Financial CORP | Stock-Financials | 1.35% | -0.06% | -3.31% | |
| 11 | F | Ford Motor Co | Stock-Consumer Disc | 1.34% | +0.09% | +122.19% | |
| 12 | DOW | Dow Inc | Stock-Materials | 1.32% | -0.86% | +56.83% | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 1.28% | -0.30% | +12.91% | |
| 14 | PRU | Prudential Financial Inc | Stock-Financials | 1.28% | +0.05% | +1.30% | |
| 15 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.83% | -0.14% | -25.28% | |
| 16 | OKE | Oneok Inc | Stock-Energy | 0.83% | -0.14% | -50.38% | |
| 17 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.83% | — | +0.50% | |
| 18 | T | At&t Inc | Stock-Comm Services | 0.81% | -0.27% | -25.70% | |
| 19 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.81% | +0.06% | +4.87% | |
| 20 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.75% | -0.01% | +24.18% | |
| 21 | VTRS | Viatris Inc | Stock-Healthcare | 0.71% | -0.60% | +38.61% | |
| 22 | USB | US Bancorp | Stock-Financials | 0.71% | +0.01% | +1.82% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | — | -29.46% | |
| 24 | PGR | Progressive CORP | Stock-Financials | 0.67% | -0.48% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.01% | -15.68% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.63% | -0.03% | -9.29% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | +0.42% | -2.59% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.22% | -1.57% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.56% | -0.03% | -25.00% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 0.55% | +0.11% | -2.47% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.22% | — | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.36% | -0.02% | — | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | +2.11% | |
| 34 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.24% | +0.02% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.12% | NEW | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | +0.01% | — | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.20% | -0.02% | -12.36% | |
| 38 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.20% | -0.07% | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | -0.02% | — | |
| 40 | IP | International Paper Co | Stock-Consumer Disc | 0.19% | +0.18% | NEW | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.18% | +0.05% | — | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.15% | +0.01% | +0.13% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.11% | — | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.10% | — | — | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.10% | — | -0.90% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.08% | — | -95.27% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | — | — | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.08% | — | — | |
| 50 | VFC | Vf CORP | Stock-Consumer Disc | 0.06% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | +1.7% | +0.96% | Add |
| 2 | DFUV | Dimensional US Marketwide Va | +1.7% | +1.12% | Add |
| 3 | F | Ford Motor Co | +0.8% | +122.19% | Add |
| 4 | CAG | Conagra Brands Inc | +0.7% | +107.65% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.5% | NEW | New buy |
| 6 | DOW | Dow Inc | +0.4% | +56.83% | Add |
| 7 | VZ | Verizon Communications Inc | +0.3% | -1.20% | Trim |
| 8 | KHC | Kraft Heinz Co/the | +0.2% | +24.18% | Add |
| 9 | MO | Altria Group Inc | +0.2% | -9.18% | Trim |
| 10 | PFE | Pfizer Inc | +0.2% | +12.91% | Add |
| 11 | AB | Alliancebernstein Holding LP | +0.1% | -2.32% | Trim |
| 12 | PGR | Progressive CORP | +0.1% | -8.06% | Trim |
| 13 | DFIC | Dimensional International Co | +0.1% | — | Unchanged |
| 14 | DFAT | Dimensional US Target Value | 0% | +1.05% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | 0% | -2.59% | Trim |
| 16 | PRU | Prudential Financial Inc | 0% | +1.30% | Add |
| 17 | DFAC | Dimensional US Core Equity 2 | 0% | +0.50% | Add |
| 18 | CORZZ | Core Scientific Inc - 29 | 0% | NEW | New buy |
| 19 | VTRS | Viatris Inc | 0% | +38.61% | Add |
| 20 | CVX | Chevron CORP | 0% | — | Unchanged |
| 21 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 22 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 23 | DFEM | Dimensional Emrg Mrkt Core | 0% | +0.13% | Add |
| 24 | MA | Mastercard Inc - A | 0% | -9.29% | Trim |
| 25 | CORZW | Core Scientific Inc - 27 | 0% | NEW | New buy |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | CF | Cf Industries Holdings Inc | — | — | Unchanged |
| 28 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 29 | TXN | Texas Instruments Inc | — | — | Unchanged |
| 30 | LMT | Lockheed Martin CORP | — | — | Unchanged |
| 31 | GOOGL | Alphabet Inc-cl A | — | +100.00% | Add |
| 32 | MCD | Mcdonald's CORP | — | — | Unchanged |
| 33 | T | At&t Inc | 0% | -25.70% | Trim |
| 34 | AMZN | Amazon.com Inc | 0% | +2.11% | Add |
| 35 | VFC | Vf CORP | 0% | — | Unchanged |
| 36 | SYK | Stryker CORP | 0% | -12.36% | Trim |
| 37 | AAPL | Apple Inc | 0% | -0.90% | Trim |
| 38 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 39 | SOLV | Solventum CORP | 0% | -83.94% | Trim |
| 40 | FTDS | First Trust Dividend Strengt | 0% | -20.63% | Trim |
| 41 | TFC | Truist Financial CORP | 0% | -3.31% | Trim |
| 42 | BBY | Best Buy Co Inc | 0% | +4.87% | Add |
| 43 | USB | US Bancorp | 0% | +1.82% | Add |
| 44 | CAT | Caterpillar Inc | 0% | -1.57% | Trim |
| 45 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 46 | IRM | Iron Mountain Inc | 0% | — | Unchanged |
| 47 | JPM | Jpmorgan Chase & Co | -0.1% | -15.68% | Trim |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -60.48% | Trim |
| 49 | DFAS | Dimensional US Small Cap ETF | -0.1% | +0.64% | Add |
| 50 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -2.52% | Trim |
According to official SEC Form 13F filings, Disciplined Equity Management, Inc. reported a total U.S. public equity portfolio value of $225.8M across 59 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFUV, DFUS, DFAT) accounted for 46.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
PLTR
市值: $781.5K
Top Position Liquidated / Trimmed
DELL
前期市值: $807.8K
During Q1 2025, Disciplined Equity Management, Inc.'s top holdings by market value included DFUV (19.5%)、DFUS (19.2%)、DFAT (12.0%). The largest single position, DFUV, represented 19.5% of total portfolio value.
In Q1 2025, Disciplined Equity Management, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 25 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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