Stock Taper 
DISCIPLINA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 238 | $78.03K |
 Lennar Corporation | LEN | 243 | $22.03K |
 Quanta Services, Inc. | PWR | 253 | $182.42K |
 Palo Alto Networks, Inc. | PANW | 261 | $89.01K |
 Applied Materials, Inc. | AMAT | 273 | $197.07K |
 ServiceNow, Inc. | NOW | 295 | $29.29K |
 PayPal Holdings, Inc. | PYPL | 297 | $12.8K |
 Amazon.com, Inc. | AMZN | 305 | $72.69K |
 Novo Nordisk A/S | NVO | 317 | $15.2K |
 Alphabet Inc. | GOOGL | 345 | $123.39K |
 Oracle Corporation | ORCL | 433 | $63.48K |
 Boston Scientific Corporation | BSX | 506 | $21.6K |
 The Charles Schwab Corporation | SCHW | 766 | $70.67K |
 NVIDIA Corporation | NVDA | 847 | $169.39K |
 The Home Depot, Inc. | HD | 3.17K | $1.12M |