Stock Taper 
DISCIPLINED INVESTORS, L.L.C.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 225 | $259.84K |
 Seagate Technology Holdings plc | STX | 245 | $236.43K |
 Applied Materials, Inc. | AMAT | 460 | $332.58K |
 Eli Lilly and Company | LLY | 553 | $662.79K |
 Meta Platforms, Inc. | META | 610 | $343.67K |
 Elevance Health Inc. | ELV | 624 | $241.5K |
 First Citizens BancShares, Inc. | FCNCA | 642 | $1.34M |
 GE Vernova Inc. | GEV | 774 | $909.12K |
 Lockheed Martin Corporation | LMT | 787 | $401.03K |
 Lam Research Corporation | LRCX | 801 | $347.2K |
 Union Pacific Corporation | UNP | 811 | $220.53K |
 Cheniere Energy, Inc. | LNG | 848 | $202.72K |
 Cigna Corporation | CI | 876 | $241.5K |
 UnitedHealth Group Incorporated | UNH | 963 | $400.43K |
 Automatic Data Processing, Inc. | ADP | 1.11K | $249.42K |
 The Home Depot, Inc. | HD | 1.12K | $395.07K |
 GE Aerospace | GE | 1.23K | $458.75K |
 Tesla, Inc. | TSLA | 1.3K | $546.78K |
 Chevron Corporation | CVX | 1.32K | $218.53K |
 Palo Alto Networks, Inc. | PANW | 1.41K | $479.47K |