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Disciplined Investments is based out of Tulsa. Disciplined Investments is a large advisory firm with 291 clients and discretionary assets under management (AUM) of $276,351,500 (Form ADV from 2020-03-18). Their last reported 13F filing for Q1 2020 included $105,117,000 in managed 13F securities and a top 10 holdings concentration of 35.06%. Disciplined Investments's largest holding is iShares Russell 1000 Value ETF-iShares Russell 1000 Value ETF with shares held of 66,091. Whalewisdom has at least 2 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $105.117 Million
  • Prior Market Value $118.553 Million
  • New Purchases49 stocks
  • Additional Purchases127 stocks
  • Sold out of47 stocks
  • Reduced holdings in75 stocks
  • Top 10 Holdings % 35.06 %
  • Turnover % [1]:21.43%
  • Turnover Alt % [2]: 14.51 %
  • Time Held Top20:0.90 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -13.63%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TULSA OK    74114-7000
Country: United States

Business Phone: 918.388.2690
Fax: 800.388.3793
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: OK
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 291
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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