Portfolio (Quarterly)
Guide ↗
Disciplined Equity Management, Inc.
· CIK 0001909380| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 660 | $218K | 0.11% | SOLD |
| 2 | MSFT | MICROSOFT CORP | Technology | 437 | $211K | 0.11% | SOLD |
| 3 | AAPL | APPLE INC | Technology | 660 | $179K | 0.09% | SOLD |
| 4 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 4,520 | $178K | 0.09% | SOLD |
| 5 | LMT | LOCKHEED MARTIN CORP | Industrials | 243 | $118K | 0.06% | SOLD |
| 6 | MMM | 3M CO | Industrials | 591 | $95K | 0.05% | SOLD |
| 7 | SCHD | SCHWAB STRATEGIC TR | — | 1,777 | $49K | 0.03% | SOLD |
| 8 | HD | HOME DEPOT INC | Consumer Cyclical | 100 | $34K | 0.02% | SOLD |
| 9 | MCD | MCDONALDS CORP | Consumer Cyclical | 51 | $16K | 0.01% | SOLD |
| 10 | FTDS | FIRST TR EXCHANGE-TRADED FD | — | 266 | $15K | 0.01% | SOLD |
| 11 | GOOGL | ALPHABET INC | Communication Services | 40 | $13K | 0.01% | SOLD |
| 12 | BOTT | THEMES ETF TR | — | 220 | $9K | 0.01% | SOLD |
| 13 | INTC | INTEL CORP | Technology | 160 | $6K | 0.00% | SOLD |
| 14 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 30 | $4K | 0.00% | SOLD |
| 15 | SOLV | SOLVENTUM CORP | Healthcare | 35 | $3K | 0.00% | SOLD |
| 16 | — | WESTPORT FUEL SYSTEMS INC | — | 300 | $618.0 | — | SOLD |
| 17 | CRDL | CARDIOL THERAPEUTICS INC | Healthcare | 500 | $605.0 | — | SOLD |
| 18 | PSQH | PSQ HOLDINGS INC | Technology | 250 | $488.0 | — | SOLD |
| 19 | — | PROMIS NEUROSCIENCES INC | — | 1,000 | $441.0 | — | SOLD |
| 20 | — | FIBROBIOLOGICS INC | — | 1,000 | $418.0 | — | SOLD |
Sector Allocation
Financial Services
24.9%
Consumer Defensive
12.4%
Technology
12.1%
Communication Services
11.6%
Consumer Cyclical
10.7%
Healthcare
9.1%
Basic Materials
8.4%
Energy
6.9%
Industrials
3.1%
Real Estate
0.9%