DISCIPLINA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HD | 3K | $1.26M |
 | NVDA | 858 | $160.15K |
 | SCHW | 844 | $80.58K |
 | BSX | 674 | $65.80K |
 | ORCL | 435 | $122.31K |
 | NVO | 416 | $23.08K |
 | PANW | 374 | $76.15K |
 | GOOGL | 351 | $85.23K |
 | AMZN | 305 | $66.97K |
 | LEN | 296 | $37.27K |
 | PYPL | 294 | $19.72K |
 | AMAT | 273 | $55.99K |
 | PWR | 256 | $106.17K |
 | AAPL | 236 | $60.05K |
 | JPM | 235 | $74.12K |
 | TRGP | 230 | $38.49K |
 | ADI | 223 | $54.70K |
 | WM | 223 | $49.16K |
 | RCL | 199 | $64.54K |
 | V | 176 | $60.10K |
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.26M
NVIDIA Corporation
NVDA
Shares Held
858
Value
$160.15K
The Charles Schwab Corporation
SCHW
Shares Held
844
Value
$80.58K
Boston Scientific Corporation
BSX
Shares Held
674
Value
$65.80K
Oracle Corporation
ORCL
Shares Held
435
Value
$122.31K
Novo Nordisk A/S
NVO
Shares Held
416
Value
$23.08K
Palo Alto Networks, Inc.
PANW
Shares Held
374
Value
$76.15K
Alphabet Inc.
GOOGL
Shares Held
351
Value
$85.23K
Amazon.com, Inc.
AMZN
Shares Held
305
Value
$66.97K
Lennar Corporation
LEN
Shares Held
296
Value
$37.27K
PayPal Holdings, Inc.
PYPL
Shares Held
294
Value
$19.72K
Applied Materials, Inc.
AMAT
Shares Held
273
Value
$55.99K
Quanta Services, Inc.
PWR
Shares Held
256
Value
$106.17K
Apple Inc.
AAPL
Shares Held
236
Value
$60.05K
JPMorgan Chase & Co.
JPM
Shares Held
235
Value
$74.12K
Targa Resources Corp.
TRGP
Shares Held
230
Value
$38.49K
Analog Devices, Inc.
ADI
Shares Held
223
Value
$54.70K
Waste Management, Inc.
WM
Shares Held
223
Value
$49.16K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
199
Value
$64.54K
Visa Inc.
V
Shares Held
176
Value
$60.10K