Disciplined Investors, L.L.C. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Disciplined Investors, L.L.C. opened 21 positions, added to 28, reduced 14, sold out of 15 and left 6 unchanged. The largest increase in value was DFSV (+$6,226,000); the largest decrease was DFSV (-$5,004,869).
- SPHQ: Country of operation —; Class S&P500 QUALITY; Shares 2026-03-31 23,190; Shares 2026-06-30 23,190.
- RSPT: Country of operation —; Class S&P500 EQL TEC; Shares 2026-03-31 7,850; Shares 2026-06-30 7,850.
- AIQ: Country of operation —; Class ARTIFICIAL ETF; Shares 2026-03-31 4,475; Shares 2026-06-30 4,475.
- VIG: Country of operation —; Class DIV APP ETF; Shares 2026-03-31 2,118; Shares 2026-06-30 2,118.
Two Form 13F-HR filings compared (SEC CIK 2056242): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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