Fred Martin - Disciplined Growth Investors Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Disciplined Growth Investors portfolio managed by Fred Martin was diversified across 9 sectors, according to the most recent SEC 13F filing dated Nov 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Technology sector represents the largest share at 46.8% of total portfolio value, followed by Technology and ETF and Industrials. Together, the top three sectors account for 77.6% of the portfolio, reflecting Fred Martin's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Technology | 46.85% | |
| ETF | 20.88% | |
| Industrials | 9.90% | |
| Energy | 9.40% | |
| Consumer Cyclical | 6.74% | |
| Healthcare | 3.31% | |
| Communication Services | 1.43% | |
| Basic Materials | 0.78% | |
| Consumer Defensive | 0.72% | |