DISCIPLINA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HD | 3K | $1.08M |
 | NVDA | 845 | $157.68K |
 | SCHW | 761 | $76.00K |
 | BSX | 674 | $64.27K |
 | ORCL | 431 | $83.94K |
 | NVO | 416 | $21.17K |
 | NOW | 360 | $55.15K |
 | GOOGL | 345 | $107.93K |
 | PANW | 335 | $61.71K |
 | AMZN | 305 | $70.40K |
 | LEN | 297 | $30.52K |
 | PYPL | 295 | $17.20K |
 | AMAT | 272 | $69.88K |
 | PWR | 253 | $106.88K |
 | JPM | 236 | $76.08K |
 | AAPL | 236 | $64.18K |
 | ADI | 208 | $56.31K |
 | WM | 198 | $43.54K |
 | TRGP | 191 | $35.31K |
 | CRM | 175 | $46.32K |
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.08M
NVIDIA Corporation
NVDA
Shares Held
845
Value
$157.68K
The Charles Schwab Corporation
SCHW
Shares Held
761
Value
$76.00K
Boston Scientific Corporation
BSX
Shares Held
674
Value
$64.27K
Oracle Corporation
ORCL
Shares Held
431
Value
$83.94K
Novo Nordisk A/S
NVO
Shares Held
416
Value
$21.17K
ServiceNow, Inc.
NOW
Shares Held
360
Value
$55.15K
Alphabet Inc.
GOOGL
Shares Held
345
Value
$107.93K
Palo Alto Networks, Inc.
PANW
Shares Held
335
Value
$61.71K
Amazon.com, Inc.
AMZN
Shares Held
305
Value
$70.40K
Lennar Corporation
LEN
Shares Held
297
Value
$30.52K
PayPal Holdings, Inc.
PYPL
Shares Held
295
Value
$17.20K
Applied Materials, Inc.
AMAT
Shares Held
272
Value
$69.88K
Quanta Services, Inc.
PWR
Shares Held
253
Value
$106.88K
JPMorgan Chase & Co.
JPM
Shares Held
236
Value
$76.08K
Apple Inc.
AAPL
Shares Held
236
Value
$64.18K
Analog Devices, Inc.
ADI
Shares Held
208
Value
$56.31K
Waste Management, Inc.
WM
Shares Held
198
Value
$43.54K
Targa Resources Corp.
TRGP
Shares Held
191
Value
$35.31K
Salesforce, Inc.
CRM
Shares Held
175
Value
$46.32K