DISCIPLINED INVESTMENTS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARLP | 66K | $1.54M |
 | CLIR | 56K | $31.08K |
 | PSX | 45K | $5.87M |
 | ET | 44K | $721.20K |
 | JBHT | 37K | $7.17M |
 | COP | 35K | $3.32M |
 | WMT | 31K | $3.47M |
 | OKE | 22K | $1.59M |
 | HOMB | 17K | $476.34K |
 | PNNT | 17K | $101.32K |
 | NVDA | 14K | $2.63M |
 | FBRT | 12K | $120.36K |
 | XOM | 10K | $1.22M |
 | AAPL | 10K | $2.69M |
 | TRP | 9K | $473.69K |
 | AJG | 5K | $1.36M |
 | BAC | 5K | $252.76K |
 | WMB | 4K | $228.03K |
 | TXN | 4K | $653.14K |
 | KO | 4K | $249.39K |
Alliance Resource Partners, L.P.
ARLP
Shares Held
66K
Value
$1.54M
ClearSign Technologies Corporation
CLIR
Shares Held
56K
Value
$31.08K
Phillips 66
PSX
Shares Held
45K
Value
$5.87M
Energy Transfer LP
ET
Shares Held
44K
Value
$721.20K
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
37K
Value
$7.17M
ConocoPhillips
COP
Shares Held
35K
Value
$3.32M
Walmart Inc.
WMT
Shares Held
31K
Value
$3.47M
ONEOK, Inc.
OKE
Shares Held
22K
Value
$1.59M
Home Bancshares, Inc.
HOMB
Shares Held
17K
Value
$476.34K
PennantPark Investment Corporation
PNNT
Shares Held
17K
Value
$101.32K
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.63M
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
12K
Value
$120.36K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.22M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.69M
TC Energy Corporation
TRP
Shares Held
9K
Value
$473.69K
Arthur J. Gallagher & Co.
AJG
Shares Held
5K
Value
$1.36M
Bank of America Corporation
BAC
Shares Held
5K
Value
$252.76K
The Williams Companies, Inc.
WMB
Shares Held
4K
Value
$228.03K
Texas Instruments Incorporated
TXN
Shares Held
4K
Value
$653.14K
The Coca-Cola Company
KO
Shares Held
4K
Value
$249.39K