Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DISCIPLINED EQUITY MANAGEMENT INC | 04-18-2024 | 03-31-2024 | 59 | 150,541,278 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 51 | $1,007,683 | 2,750 | 0.00 | 0.00 | -60 | -2.14 | 03-31-2024 |
| AT&T INC | COM | 52 | $1,002,232 | 56,945 | 0.00 | 0.00 | 5,570 | 10.84 | 03-31-2024 |
| ORACLE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JPMORGAN CHASE & CO | COM | 54 | $974,059 | 4,863 | 0.00 | 0.00 | -3,118 | -39.07 | 03-31-2024 |
