Fred Martin – Disciplined Growth Investors Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – SharkNinja (SN), AxoGen, Inc. (AXGN), Bank of America Corporation (BAC), Broadcom Inc. (AVGO)
Increases – ZipRecruiter, Inc. (ZIP), Super Micro (SMCI), Cantaloupe, Inc. (CTLP), ViaSat, Inc. (VSAT), Arista Networks, Inc. (ANET), and 14 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Disciplined Growth Investors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | ZIP ZipRecruiter, Inc. | Buy | +2,886,725+178.0% |
Q2 2025Jun 30, 2025 | SMCI Super Micro | Buy | +1,381,046+16.5% |
Q2 2025Jun 30, 2025 | CTLP Cantaloupe, Inc. | Buy | +1,191,748+60.1% |
Q2 2025Jun 30, 2025 | VSAT ViaSat, Inc. | Buy | +796,349+15.8% |
Q2 2025Jun 30, 2025 | SN SharkNinja | Buy - Position Entry | +465,178 |
Q2 2025Jun 30, 2025 | ANET Arista Networks, Inc. | Buy | +415,102+25.7% |
Q2 2025Jun 30, 2025 | PRO PROS Holdings, Inc. | Buy | +326,673+30.4% |
Q2 2025Jun 30, 2025 | SPSC SPS Commerce, Inc. | Buy | +277,499+188.0% |
Q2 2025Jun 30, 2025 | CEVA CEVA, Inc. | Buy | +179,098+40.6% |
Q2 2025Jun 30, 2025 | AXGN AxoGen, Inc. | Buy - Position Entry | +165,657 |
Q2 2025Jun 30, 2025 | SMTC Semtech Corporation | Buy | +115,921+4.2% |
Q2 2025Jun 30, 2025 | ALRM Alarm.com Holdings, Inc. | Buy | +102,481+3.0% |
Q2 2025Jun 30, 2025 | PRLB Proto Labs, Inc. | Buy | +51,293+1.9% |
Q2 2025Jun 30, 2025 | CGNX Cognex Corporation | Buy | +40,927+0.9% |
Q2 2025Jun 30, 2025 | MDXG MiMedx Group, Inc | Buy | +21,385+6.3% |
Q2 2025Jun 30, 2025 | MTLS Materialise NV | Buy | +15,573+0.8% |
Q2 2025Jun 30, 2025 | ALGN Align Technology, Inc. | Buy | +7,754+0.9% |
Q2 2025Jun 30, 2025 | M5425M103 InMode | Buy | +7,432+2.5% |
Q2 2025Jun 30, 2025 | GRMN Garmin | Buy | +5,213+0.4% |
Q2 2025Jun 30, 2025 | BAC Bank of America Corporation | Buy - Position Entry | +5,000 |
Q2 2025Jun 30, 2025 | MLKN MillerKnoll, Inc. | Buy | +2,227+0.4% |
Q2 2025Jun 30, 2025 | AVGO Broadcom Inc. | Buy - Position Entry | +1,080 |
Q2 2025Jun 30, 2025 | AAPL Apple Inc. | Buy | +980+73.6% |
Q2 2025Jun 30, 2025 | LSTR Landstar System, Inc. | Sell | -834-0.3% |
Q2 2025Jun 30, 2025 | FOXF Fox Factory Holding Corp. | Sell | -962-0.7% |
Q2 2025Jun 30, 2025 | SSD Simpson Manufacturing Company, | Sell | -1,331-0.5% |
Q2 2025Jun 30, 2025 | IPGP IPG Photonics Corporation | Sell | -1,443-0.2% |
Q2 2025Jun 30, 2025 | TTWO Take-Two Interactive Software, | Sell | -1,984-0.6% |
Q2 2025Jun 30, 2025 | KRNT Kornit Digital | Sell | -2,073-0.1% |
Q2 2025Jun 30, 2025 | ADSK Autodesk, Inc. | Sell | -2,896-0.8% |