
DISCIPLINED INVESTORS, L.L.C.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CRK | 116K | $2.30M |
![]() | CADE | 70K | $2.63M |
![]() | ET | 16K | $273.82K |
![]() | AAPL | 15K | $3.81M |
![]() | WMT | 14K | $1.44M |
![]() | T | 13K | $365.78K |
![]() | AMZN | 12K | $2.58M |
![]() | BBVA | 11K | $211.75K |
![]() | KOS | 10K | $16.60K |
![]() | SONY | 9K | $269.91K |
![]() | MAIN | 8K | $518.26K |
![]() | XOM | 7K | $764.09K |
![]() | MRVL | 7K | $554.69K |
![]() | JPM | 6K | $2.04M |
![]() | GOOGL | 6K | $1.55M |
![]() | MSFT | 6K | $3.13M |
![]() | BRK-B | 6K | $2.98M |
![]() | NVDA | 5K | $1.02M |
![]() | KO | 5K | $355.67K |
![]() | MSTR | 5K | $1.50M |

Comstock Resources, Inc.
CRK
Shares Held
116K
Value
$2.30M

Cadence Bank
CADE
Shares Held
70K
Value
$2.63M

Energy Transfer LP
ET
Shares Held
16K
Value
$273.82K

Apple Inc.
AAPL
Shares Held
15K
Value
$3.81M

Walmart Inc.
WMT
Shares Held
14K
Value
$1.44M

AT&T Inc.
T
Shares Held
13K
Value
$365.78K

Amazon.com, Inc.
AMZN
Shares Held
12K
Value
$2.58M

Banco Bilbao Vizcaya Argentaria, S.A.
BBVA
Shares Held
11K
Value
$211.75K

Kosmos Energy Ltd.
KOS
Shares Held
10K
Value
$16.60K

Sony Group Corporation
SONY
Shares Held
9K
Value
$269.91K

Main Street Capital Corporation
MAIN
Shares Held
8K
Value
$518.26K

Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$764.09K

Marvell Technology, Inc.
MRVL
Shares Held
7K
Value
$554.69K

JPMorgan Chase & Co.
JPM
Shares Held
6K
Value
$2.04M

Alphabet Inc.
GOOGL
Shares Held
6K
Value
$1.55M

Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.13M

Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.98M

NVIDIA Corporation
NVDA
Shares Held
5K
Value
$1.02M

The Coca-Cola Company
KO
Shares Held
5K
Value
$355.67K

Strategy Inc
MSTR
Shares Held
5K
Value
$1.50M
