Stock Taper 
DISCIPLINA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eli Lilly and Company | LLY | 4 | $4.81K |
 McKesson Corporation | MCK | 15 | $11.38K |
 Millrose Properties, Inc. | MRP | 24 | $726 |
 Netflix, Inc. | NFLX | 40 | $2.86K |
 S&P Global Inc. | SPGI | 76 | $30.98K |
 Intuitive Surgical, Inc. | ISRG | 95 | $37.78K |
 United Rentals, Inc. | URI | 101 | $114.53K |
 Adobe Inc. | ADBE | 102 | $20.91K |
 Stryker Corporation | SYK | 110 | $34.73K |
 Axon Enterprise, Inc. | AXON | 122 | $68.39K |
 Arthur J. Gallagher & Co. | AJG | 130 | $29.78K |
 Salesforce, Inc. | CRM | 135 | $21.18K |
 Meta Platforms, Inc. | META | 140 | $78.62K |
 Royal Caribbean Cruises Ltd. | RCL | 154 | $48.97K |
 Slb N.V. | SLB | 157 | $7.32K |
 Visa Inc. | V | 160 | $54.73K |
 Waste Management, Inc. | WM | 188 | $41.82K |
 Targa Resources Corp. | TRGP | 193 | $51.79K |
 Analog Devices, Inc. | ADI | 209 | $82.96K |
 Apple Inc. | AAPL | 237 | $68.44K |