Long-term investor
Disciplined Equity Management, Inc. @disciplinedequitymanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909380).
Record
- Tracked since 2025-06-30 (446 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +22.0% · all +22.0%
- Max drawdown n/a · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V724 · 20.4% · long · since 2025-06-30
- 25434V401 · 20.2% · long · since 2025-06-30
- 25434V500 · 13.3% · long · since 2025-06-30
- 25434V609 · 13.3% · long · since 2025-06-30
- 25434V807 · 9.9% · long · since 2025-06-30
- MO · 1.2% · long · since 2025-06-30
- 345370860 · 1.2% · long · since 2025-06-30
- PRU · 1.1% · long · since 2025-06-30
- TFC · 1.1% · long · since 2025-06-30
- VZ · 1.0% · long · since 2025-06-30
- AB · 1.0% · long · since 2025-06-30
- CRWD · 1.0% · long · since 2025-06-30