Stock Taper

DISCIPLINED INVESTORS, L.L.C.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Union Pacific CorporationUNP811$220.53K
Lam Research CorporationLRCX801$347.2K
Lockheed Martin CorporationLMT787$401.03K
GE Vernova Inc.GEV774$909.12K
First Citizens BancShares, Inc.FCNCA642$1.34M
Elevance Health Inc.ELV624$241.5K
Meta Platforms, Inc.META610$343.67K
Eli Lilly and CompanyLLY553$662.79K
Applied Materials, Inc.AMAT460$332.58K
Seagate Technology Holdings plcSTX245$236.43K
Micron Technology, Inc.MU225$259.84K