DISCIPLINED INVESTMENTS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARLP | 68K | $1.87M |
 | PSX | 43K | $7.79M |
 | JBHT | 37K | $7.92M |
 | COP | 32K | $4.18M |
 | WMT | 32K | $3.93M |
 | ET | 29K | $556.45K |
 | OKE | 28K | $2.52M |
 | PNNT | 17K | $76.33K |
 | NVDA | 14K | $2.46M |
 | XOM | 13K | $2.13M |
 | T | 12K | $359.93K |
 | FBRT | 12K | $101.88K |
 | PAGP | 11K | $269.36K |
 | AAPL | 10K | $2.53M |
 | PFE | 10K | $274.57K |
 | HOMB | 9K | $249.61K |
 | EPD | 9K | $334.81K |
 | TRP | 9K | $539.05K |
 | WMB | 8K | $548.87K |
 | VZ | 7K | $350.20K |
Alliance Resource Partners, L.P.
ARLP
Shares Held
68K
Value
$1.87M
Phillips 66
PSX
Shares Held
43K
Value
$7.79M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
37K
Value
$7.92M
ConocoPhillips
COP
Shares Held
32K
Value
$4.18M
Walmart Inc.
WMT
Shares Held
32K
Value
$3.93M
Energy Transfer LP
ET
Shares Held
29K
Value
$556.45K
ONEOK, Inc.
OKE
Shares Held
28K
Value
$2.52M
PennantPark Investment Corporation
PNNT
Shares Held
17K
Value
$76.33K
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.46M
Exxon Mobil Corporation
XOM
Shares Held
13K
Value
$2.13M
AT&T Inc.
T
Shares Held
12K
Value
$359.93K
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
12K
Value
$101.88K
Plains GP Holdings LP
PAGP
Shares Held
11K
Value
$269.36K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.53M
Pfizer Inc.
PFE
Shares Held
10K
Value
$274.57K
Home Bancshares, Inc.
HOMB
Shares Held
9K
Value
$249.61K
Enterprise Products Partners L.P.
EPD
Shares Held
9K
Value
$334.81K
TC Energy Corporation
TRP
Shares Held
9K
Value
$539.05K
The Williams Companies, Inc.
WMB
Shares Held
8K
Value
$548.87K
Verizon Communications Inc.
VZ
Shares Held
7K
Value
$350.20K