Disciplined Investments LLC Portfolio Activity Analysis: Q2 2026 Changes
Disciplined Investments made strategic adjustments to its portfolio in the second quarter of 2026, focusing on specific sectors and individual holdings.
As part of their ongoing investment strategy, Disciplined Investments LLC has recently adjusted its portfolio for the period ending June 30th, 2026. The firm manages a substantial portfolio valued at $305.7 million.
The investor's actions this quarter were characterized by both increases and decreases in specific holdings across various sectors. Notable purchases included significant additions to Vanguard ETFs like VUG (VANGUARD INDEX FDS) and ISHARES funds such as IWF (ISHARES TR), alongside smaller but still noteworthy positions in VO (VANGUARD INDEX FDS). Conversely, the firm also reduced its stake in certain stocks.
In the Energy sector, Disciplined Investments maintained exposure through CONOCOPHILLIPS (COP) with a slight increase. However, they significantly scaled back their position in HUNT J B TRANS SVCS INC (JBHT), an Industrials company, by over 25% during this period.
Technology remained a key focus area for the investor, evidenced by purchases of VUG and IWF, both technology-oriented ETFs. The firm also increased its position in several Dimensional Fund Trust holdings (DFIV, DFLV, DFSD, DUHP, DFIS), which are known for their factor-based approach across various sectors.
Disciplined Investments demonstrated a clear preference for broad market exposure and diversification through ETFs. This quarter saw increased allocations to Dimensional Fund Trust products (DFIV, DFLV, DFSD, DUHP, DFIS), Vanguard funds (VGSH, VO), SPDR Series Trust holdings (SJNK), and other established fund providers like ISHARES (IWF) and VANGUARD SCOTTSDALE FDS (VGSH).
Specifically, the investor significantly increased their position in Dimensional Fund Trust's DFIV ($18.5 million increase), DFLV ($16.9 million increase), SJNK (SPDR Series Trust) by 8.25%, and several other Dimensional ETFs like DUHP (+8.43%), DIHP (+10.07%). They also purchased substantial amounts of Vanguard's VO (+300.11%) and VUG (+488.33%), while reducing their stake in JBHT (-25.13%) and slightly decreasing others.