Portfolio (Quarterly) Guide ↗

Disciplined Equity Management, Inc.

· CIK 0001909380

13F Portfolio $226M AUM 45 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 17 Added 9 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PGR	PROGRESSIVE CORP	Financial Services	4,850	$961K	0.48%	SOLD

Sector Allocation

Financial Services 24.7%

Technology 17.6%

Consumer Cyclical 13.4%

Consumer Defensive 13.2%

Communication Services 7.6%

Energy 6.4%

Healthcare 6.4%

Basic Materials 5.0%

Industrials 4.6%

Real Estate 1.1%