DISCIPLINA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HD | 3K | $1.04M |
 | NVDA | 845 | $147.45K |
 | SCHW | 763 | $71.73K |
 | BSX | 632 | $39.66K |
 | ORCL | 432 | $63.54K |
 | NVO | 416 | $15.29K |
 | NOW | 360 | $37.64K |
 | GOOGL | 345 | $99.23K |
 | PANW | 335 | $53.71K |
 | AMZN | 305 | $63.52K |
 | LEN | 298 | $25.89K |
 | PYPL | 296 | $13.37K |
 | AMAT | 272 | $93.07K |
 | PWR | 253 | $139.07K |
 | JPM | 237 | $69.79K |
 | AAPL | 236 | $59.97K |
 | ADI | 208 | $66.29K |
 | WM | 199 | $45.73K |
 | TRGP | 192 | $48.20K |
 | CRM | 175 | $32.69K |
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.04M
NVIDIA Corporation
NVDA
Shares Held
845
Value
$147.45K
The Charles Schwab Corporation
SCHW
Shares Held
763
Value
$71.73K
Boston Scientific Corporation
BSX
Shares Held
632
Value
$39.66K
Oracle Corporation
ORCL
Shares Held
432
Value
$63.54K
Novo Nordisk A/S
NVO
Shares Held
416
Value
$15.29K
ServiceNow, Inc.
NOW
Shares Held
360
Value
$37.64K
Alphabet Inc.
GOOGL
Shares Held
345
Value
$99.23K
Palo Alto Networks, Inc.
PANW
Shares Held
335
Value
$53.71K
Amazon.com, Inc.
AMZN
Shares Held
305
Value
$63.52K
Lennar Corporation
LEN
Shares Held
298
Value
$25.89K
PayPal Holdings, Inc.
PYPL
Shares Held
296
Value
$13.37K
Applied Materials, Inc.
AMAT
Shares Held
272
Value
$93.07K
Quanta Services, Inc.
PWR
Shares Held
253
Value
$139.07K
JPMorgan Chase & Co.
JPM
Shares Held
237
Value
$69.79K
Apple Inc.
AAPL
Shares Held
236
Value
$59.97K
Analog Devices, Inc.
ADI
Shares Held
208
Value
$66.29K
Waste Management, Inc.
WM
Shares Held
199
Value
$45.73K
Targa Resources Corp.
TRGP
Shares Held
192
Value
$48.20K
Salesforce, Inc.
CRM
Shares Held
175
Value
$32.69K