Fred Martin - Disciplined Growth Investors Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Disciplined Growth Investors portfolio balances reported a total equity value of $5.52B across 64 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight SUPER MICRO COMPUTER INC COM N (SMCI) as the single largest position, accounting for 8.2% of total equity value, followed by PURE STORAGE INC CL A (PSTG), GARMIN LTD SHS (GRMN), ARISTA NETWORKS INC COM SHS (ANET), and others. Collectively, the top five holdings represent 32.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.