Disciplined Equity Management, Inc. Top Holdings and 13F Report (2025) About Disciplined Equity Management, Inc.Investment ActivityDisciplined Equity Management, Inc. has $143.78 million in total holdings as of March 31, 2025.Disciplined Equity Management, Inc. owns shares of 59 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.58% of the portfolio was purchased this quarter.About 8.84% of the portfolio was sold this quarter.This quarter, Disciplined Equity Management, Inc. has purchased 58 new stocks and bought additional shares in 17 stocks.Disciplined Equity Management, Inc. sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional US Marketwide Value ETF $28,099,698Dimensional U.S. Equity ETF $27,601,319Dimensional U.S. Targeted Value ETF $17,307,386Dimensional U.S. Small Cap ETF $16,855,236Dimensional International Value ETF $14,324,443 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $781,544 Holding21874A130 - CORE SCIENTIFIC INC NEW $37,882 Holding21874A114 - CORE SCIENTIFIC INC NEW $19,183 Holding Largest Purchases this Quarter Ford Motor 106,000 shares (about $1.06M)Conagra Brands 37,710 shares (about $1.01M)PALANTIR TECHNOLOGIES INC 9,260 shares (about $781.54K)DOW 19,730 shares (about $688.97K)Dimensional US Marketwide Value ETF 7,538 shares (about $310.64K) Largest Sales this Quarter 3M 15,413 shares (about $2.26M)Crown Castle 16,940 shares (about $1.77M)Philip Morris International 9,960 shares (about $1.54M)International Paper 25,160 shares (about $1.34M)ONEOK 12,200 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDisciplined Equity Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUVDimensional US Marketwide Value ETF$28,099,698$310,641 ▲1.1%681,86619.5%ETFDFUSDimensional U.S. Equity ETF$27,601,319$712,273 ▼-2.5%456,37119.2%ETFDFATDimensional U.S. Targeted Value ETF$17,307,386$180,369 ▲1.1%336,13112.0%ETFDFASDimensional U.S. Small Cap ETF$16,855,236$107,550 ▲0.6%282,09611.7%ETFDFIVDimensional International Value ETF$14,324,443$136,186 ▲1.0%363,93410.0%ETFMOAltria Group$2,340,480$236,479 ▼-9.2%38,9951.6%Consumer StaplesVZVerizon Communications$2,203,816$26,762 ▼-1.2%48,5851.5%Computer and TechnologyABAllianceBernstein$2,061,193$49,037 ▼-2.3%53,8031.4%FinanceCAGConagra Brands$1,939,976$1,005,726 ▲107.7%72,7401.3%Consumer StaplesTFCTruist Financial$1,934,462$66,252 ▼-3.3%47,0101.3%FinanceFFord Motor$1,933,283$1,063,180 ▲122.2%192,7501.3%Auto/Tires/TrucksDOWDOW$1,901,360$688,972 ▲56.8%54,4491.3%Basic MaterialsPFEPfizer$1,843,739$210,829 ▲12.9%72,7601.3%MedicalPRUPrudential Financial$1,833,786$23,453 ▲1.3%16,4201.3%FinanceKMIKinder Morgan$1,195,122$404,270 ▼-25.3%41,8900.8%EnergyOKEONEOK$1,192,129$1,210,485 ▼-50.4%12,0150.8%EnergyDFACDimensional U.S. Core Equity 2 ETF$1,189,950$5,938 ▲0.5%36,0700.8%ETFTAT&T$1,169,435$404,404 ▼-25.7%41,3520.8%Computer and TechnologyBBYBest Buy$1,158,107$53,735 ▲4.9%15,7330.8%Retail/WholesaleKHCKraft Heinz$1,076,918$209,663 ▲24.2%35,3900.7%Consumer StaplesVTRSViatris$1,026,822$286,036 ▲38.6%117,8900.7%MedicalUSBU.S. Bancorp$1,015,391$18,155 ▲1.8%24,0500.7%FinanceNVDANVIDIA$973,253$406,425 ▼-29.5%8,9800.7%Computer and TechnologyPGRProgressive$967,895$84,903 ▼-8.1%3,4200.7%FinanceJPMJPMorgan Chase & Co.$923,064$171,710 ▼-15.7%3,7630.6%FinanceMAMastercard$909,880$93,180 ▼-9.3%1,6600.6%Business ServicesCRWDCrowdStrike$862,059$22,918 ▼-2.6%2,4450.6%Computer and TechnologyCATCaterpillar$824,500$13,192 ▼-1.6%2,5000.6%IndustrialsBKNGBooking$801,603$267,201 ▼-25.0%1740.6%Retail/WholesaleARISTA NETWORKS INC$794,945$20,145 ▼-2.5%10,2600.6%COM SHSPALANTIR TECHNOLOGIES INC$781,544$781,544 ▲New Holding9,2600.5%CL ADFICDimensional International Core Equity 2 ETF$516,8000.0%18,6100.4%ETFAMZNAmazon.com$369,105$7,610 ▲2.1%1,9400.3%Retail/WholesaleIRMIron Mountain$351,4740.0%4,0850.2%Business ServicesUNHUnitedHealth Group$345,6750.0%6600.2%MedicalSPYSPDR S&P 500 ETF Trust$297,5960.0%5320.2%FinanceSYKStryker$290,355$40,948 ▼-12.4%7800.2%MedicalCFCF Industries$282,1220.0%3,6100.2%Basic MaterialsLOWLowe's Companies$277,5440.0%1,1900.2%Retail/WholesaleIPInternational Paper$272,085$1,342,286 ▼-83.1%5,1000.2%Basic MaterialsTXNTexas Instruments$262,3620.0%1,4600.2%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$208,770$265 ▲0.1%7,8900.1%ETFMSFTMicrosoft$161,4180.0%4300.1%Computer and TechnologyXOMExxon Mobil$160,1990.0%1,3470.1%EnergyCVXChevron$150,5610.0%9000.1%EnergyAAPLApple$146,606$1,333 ▼-0.9%6600.1%Computer and TechnologyMMM3M$112,348$2,263,555 ▼-95.3%7650.1%Multi-Sector ConglomeratesTSLATesla$111,4390.0%4300.1%Auto/Tires/TrucksLMTLockheed Martin$108,5510.0%2430.1%AerospaceVFCVF$81,4800.0%5,2500.1%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$49,685$76,051 ▼-60.5%1,7770.0%ETFPMPhilip Morris International$38,753$1,543,920 ▼-97.6%2500.0%Consumer StaplesCORE SCIENTIFIC INC NEW$37,882$37,882 ▲New Holding5,2760.0%*W EXP 01/23/202FTDSFirst Trust Dividend Strength ETF$32,335$8,402 ▼-20.6%6350.0%ETFCCICrown Castle$26,058$1,765,690 ▼-98.5%2500.0%FinanceCORE SCIENTIFIC INC NEW$19,183$19,183 ▲New Holding6,3310.0%*W EXP 01/23/202MCDMcDonald's$15,9310.0%510.0%Retail/WholesaleGOOGLAlphabet$6,186$3,093 ▲100.0%400.0%Computer and TechnologySOLVENTUM CORP$2,662$13,918 ▼-83.9%350.0%COM SHSDELLDell Technologies$0$807,833 ▼-100.0%00.0%Computer and TechnologyUBERUber Technologies$0$649,647 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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