Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DISCIPLINED INVESTMENTS LLC | 04-15-2024 | 03-31-2024 | 117 | 183,311,994 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 151 | $561,661 | 1,335 | 0.00 | 0.00 | -725 | -35.19 | 03-31-2024 |
| PEMBINA PIPELINE CORP | COM | 152 | $547,770 | 15,500 | 0.00 | 15,500 | +Inf | 03-31-2024 | |
| ISHARES TR | ISHS 1-5YR INVS | 153 | $521,671 | 10,173 | 0.00 | 0.00 | 110 | 1.09 | 03-31-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 154 | $517,352 | 5,480 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
