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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | SWN | Buy | +15,166+0.0% |
Q4 2022Dec 31, 2022 | VSAT ViaSat, Inc. | Buy | +11,904+0.4% |
Q4 2022Dec 31, 2022 | CHRS Coherus BioSciences, Inc. | Buy | +11,324+1.0% |
Q4 2022Dec 31, 2022 | THRM Gentherm Inc | Buy | +11,257+0.9% |
Q4 2022Dec 31, 2022 | IRBT iRobot Corporation | Buy | +7,654+2.3% |
Q4 2022Dec 31, 2022 | CEVA CEVA, Inc. | Buy | +6,107+1.4% |
Q4 2022Dec 31, 2022 | SNBR Sleep Number Corporation | Buy | +4,766+0.2% |
Q4 2022Dec 31, 2022 | GEOS Geospace Technologies Corporati | Buy | +4,615+0.3% |
Q4 2022Dec 31, 2022 | GRMN Garmin | Buy | +4,048+0.3% |
Q4 2022Dec 31, 2022 | KRNT Kornit Digital | Buy | +2,871+1.1% |
Q4 2022Dec 31, 2022 | MDXG MiMedx Group, Inc | Buy | +2,558+0.8% |
Q4 2022Dec 31, 2022 | SSYS Stratasys | Buy | +2,232+0.5% |
Q4 2022Dec 31, 2022 | SRI Stoneridge, Inc. | Buy | +1,725+0.8% |
Q4 2022Dec 31, 2022 | STRA Strategic Education, Inc. | Buy | +1,585+0.3% |
Q4 2022Dec 31, 2022 | LSTR Landstar System, Inc. | Buy | +1,363+0.3% |
Q4 2022Dec 31, 2022 | SRDX Surmodics, Inc. | Buy | +1,111+0.3% |
Q4 2022Dec 31, 2022 | MLKN MillerKnoll, Inc. | Buy | +853+0.3% |
Q4 2022Dec 31, 2022 | GNTX Gentex Corporation | Buy | +736+0.0% |
Q4 2022Dec 31, 2022 | GGG Graco Inc. | Buy | +599+0.1% |
Q4 2022Dec 31, 2022 | AKAM Akamai Technologies, Inc. | Buy | +368+0.0% |
Q4 2022Dec 31, 2022 | TREX Trex Company, Inc. | Buy | +257+0.1% |
Q4 2022Dec 31, 2022 | ZUMZ Zumiez Inc. | Sell | -53-0.0% |
Q4 2022Dec 31, 2022 | AAPL Apple Inc. | Sell | -90-4.1% |
Q4 2022Dec 31, 2022 | DLTH Duluth Holdings Inc. | Sell | -92-0.0% |
Q4 2022Dec 31, 2022 | SPSC SPS Commerce, Inc. | Sell | -360-0.2% |
Q4 2022Dec 31, 2022 | INTU Intuit Inc. | Sell | -523-0.2% |
Q4 2022Dec 31, 2022 | SNA Snap-On Incorporated | Sell | -697-0.2% |
Q4 2022Dec 31, 2022 | IWP iShares Russell Midcap Growth E | Sell | -1,072-20.3% |
Q4 2022Dec 31, 2022 | ALGN Align Technology, Inc. | Sell | -1,343-0.3% |
Q4 2022Dec 31, 2022 | MSM MSC Industrial Direct Company, | Sell | -1,610-0.5% |