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 |
|---|---|---|---|
Q1 2024Mar 31, 2024 | IWP iShares Russell Midcap Growth E | Sell - Position Exit | -20,563-100.0% |
Q1 2024Mar 31, 2024 | RCL Royal Caribbean | Sell | -23,148-3.7% |
Q1 2024Mar 31, 2024 | PSTG Pure Storage, Inc. | Sell | -51,894-0.9% |
Q1 2024Mar 31, 2024 | SNBR Sleep Number Corporation | Sell | -162,204-91.0% |
Q1 2024Mar 31, 2024 | SMCI Super Micro Computer, Inc. | Sell | -1,705,848-62.6% |
Q4 2023Dec 31, 2023 | CTLP Cantaloupe, Inc. | Buy - Position Entry | +1,445,336 |
Q4 2023Dec 31, 2023 | MTLS Materialise NV | Buy - Position Entry | +1,421,484 |
Q4 2023Dec 31, 2023 | KRNT Kornit Digital | Buy | +1,379,036+417.2% |
Q4 2023Dec 31, 2023 | LUNA Luna Innovations Incorporated | Buy - Position Entry | +841,647 |
Q4 2023Dec 31, 2023 | ALGN Align Technology, Inc. | Buy | +222,354+49.5% |
Q4 2023Dec 31, 2023 | SFIX Stitch Fix, Inc. | Buy | +98,634+1.6% |
Q4 2023Dec 31, 2023 | SWN | Buy | +55,540+0.2% |
Q4 2023Dec 31, 2023 | LGIH LGI Homes, Inc. | Buy | +41,858+8.3% |
Q4 2023Dec 31, 2023 | CARA Cara Therapeutics, Inc. | Buy | +39,703+2.2% |
Q4 2023Dec 31, 2023 | GNRC Generac Holdlings Inc. | Buy | +25,360+8.2% |
Q4 2023Dec 31, 2023 | IWP iShares Russell Midcap Growth E | Buy - Position Entry | +20,563 |
Q4 2023Dec 31, 2023 | SRDX Surmodics, Inc. | Buy | +19,188+3.2% |
Q4 2023Dec 31, 2023 | CLB Core Laboratories Inc. | Buy | +13,983+1.9% |
Q4 2023Dec 31, 2023 | FND Floor & Decor Holdings, Inc. | Buy | +13,916+2.0% |
Q4 2023Dec 31, 2023 | VSAT ViaSat, Inc. | Buy | +5,359+0.2% |
Q4 2023Dec 31, 2023 | EGAN eGain Corporation | Buy | +2,810+0.3% |
Q4 2023Dec 31, 2023 | IPGP IPG Photonics Corporation | Sell | -149-0.0% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -303-30.9% |
Q4 2023Dec 31, 2023 | ALRM Alarm.com Holdings, Inc. | Sell | -422-0.0% |
Q4 2023Dec 31, 2023 | TTWO Take-Two Interactive Software, | Sell | -558-0.5% |
Q4 2023Dec 31, 2023 | AAPL Apple Inc. | Sell | -642-30.5% |
Q4 2023Dec 31, 2023 | MLKN MillerKnoll, Inc. | Sell | -670-0.2% |
Q4 2023Dec 31, 2023 | CTRA Coterra Energy Inc. | Sell | -782-0.0% |
Q4 2023Dec 31, 2023 | CVX Chevron Corporation | Sell - Position Exit | -1,295-100.0% |
Q4 2023Dec 31, 2023 | IDCC InterDigital, Inc. | Sell | -1,361-0.2% |