13F Filings History of Disciplined Equity Management, Inc.

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$193,002,551
Signature - Title
Donald Davey - Director
Location
Neptune Beach, FL
Summary
This page shows a list of all the recent 13F filings made by Disciplined Equity Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Disciplined Equity Management, Inc. reported 64 stock holdings with total value $193,002,551 as of Q4 2025. Top holdings included DFUS, DFUV, DFAT, DFAS, and DFIV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 64 $193,002,551 +$5,666,540 -$1,313,240 +$4,353,300 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 14 Jan 2026, 11:45
Q3 2025 56 $183,765,408 +$4,481,768 -$2,138,912 +$2,342,856 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 22 Oct 2025, 09:30
Q2 2025 64 $170,340,763 +$18,675,605 -$228,101 +$18,447,504 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 28 Jul 2025, 14:14
Q1 2025 59 $143,777,959 +$5,150,010 -$12,703,219 -$7,553,209 DFUV, DFUS, DFAT, DFAS, DFIV 13F-HR 14 Apr 2025, 12:18
Q4 2024 58 $154,321,680 +$1,329,089 -$3,846,681 -$2,517,592 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 21 Jan 2025, 09:56
Q3 2024 63 $158,441,186 +$50,646 -$4,441,670 -$4,391,024 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 11 Oct 2024, 10:15
Q2 2024 63 $151,795,822 +$4,892,252 -$152,250 +$4,740,002 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 14 Aug 2024, 11:21
Q1 2024 59 $150,541,278 +$19,161,977 -$25,730,927 -$6,568,950 DFUV, DFUS, DFAT, DFAS, DFIV 13F-HR 03 May 2024, 13:23
Q4 2023 103 $145,725,507 +$13,532,437 -$143,740 +$13,388,697 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 02 Feb 2024, 12:39
Q3 2023 53 $119,596,770 +$433,453 -$982,153 -$548,700 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 14 Nov 2023, 12:08
Q2 2023 53 $122,736,590 +$226,433 -$206,215 +$20,218 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 14 Aug 2023, 14:38
Q1 2023 53 $118,113,171 +$8,460,566 -$6,362,924 +$2,097,642 DFUS, DFUV, DFAT, DFAS, DFIV 13F-HR 28 Apr 2023, 09:54
Q4 2022 51 $113,038,000 +$2,496,337 -$2,322,590 +$173,747 DFUV, DFUS, DFAT, DFAS, DFIV 13F-HR 13 Jan 2023, 09:26
Q3 2022 52 $101,373,000 +$10,217,292 -$11,561,236 -$1,343,944 DFUV, DFUS, DFAT, DFAS, DFIV 13F-HR 14 Oct 2022, 13:21
Q2 2022 66 $110,203,000 +$24,249,154 -$110,994 +$24,138,160 DFUV, DFUS, DFAT, DFAS, DFIV 13F-HR 05 Aug 2022, 12:08
Q1 2022 41 $98,694,000 +$6,811,977 -$7,674,979 -$863,002 DFUS, DFAT, DFAS, DFIV, IRM 13F-HR 27 Apr 2022, 09:10
Q4 2021 41 $103,583,000 $0 $0 $0 DFUS, DFAT, DFAS, DFIV, PFE 13F-HR 14 Feb 2022, 15:45