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 2022Jun 30, 2022 | ISRG Intuitive Surgical, Inc. | Buy | +7,230+2.2% |
Q2 2022Jun 30, 2022 | DLX Deluxe Corporation | Buy | +6,666+0.8% |
Q2 2022Jun 30, 2022 | SNA Snap-On Incorporated | Buy | +5,714+1.3% |
Q2 2022Jun 30, 2022 | CARA Cara Therapeutics, Inc. | Buy | +4,472+0.3% |
Q2 2022Jun 30, 2022 | GEOS Geospace Technologies Corporati | Buy | +3,771+0.3% |
Q2 2022Jun 30, 2022 | MSM MSC Industrial Direct Company, | Buy | +3,458+1.1% |
Q2 2022Jun 30, 2022 | IPGP IPG Photonics Corporation | Buy | +2,896+1.4% |
Q2 2022Jun 30, 2022 | DLTH Duluth Holdings Inc. | Buy | +2,484+0.2% |
Q2 2022Jun 30, 2022 | TTWO Take-Two Interactive Software, | Buy | +2,154+1.6% |
Q2 2022Jun 30, 2022 | MDXG MiMedx Group, Inc | Buy | +1,698+0.5% |
Q2 2022Jun 30, 2022 | CEVA CEVA, Inc. | Buy | +1,394+0.3% |
Q2 2022Jun 30, 2022 | TREX Trex Company, Inc. | Buy | +1,252+0.3% |
Q2 2022Jun 30, 2022 | CHRS Coherus BioSciences, Inc. | Buy | +1,100+0.4% |
Q2 2022Jun 30, 2022 | SRDX Surmodics, Inc. | Buy | +1,037+0.3% |
Q2 2022Jun 30, 2022 | SRI Stoneridge, Inc. | Buy | +1,015+0.5% |
Q2 2022Jun 30, 2022 | IRBT iRobot Corporation | Buy | +902+0.3% |
Q2 2022Jun 30, 2022 | MLKN MillerKnoll, Inc. | Buy | +788+0.3% |
Q2 2022Jun 30, 2022 | SPSC SPS Commerce, Inc. | Buy | +651+0.3% |
Q2 2022Jun 30, 2022 | ZUMZ Zumiez Inc. | Buy | +474+0.3% |
Q2 2022Jun 30, 2022 | PRO PROS Holdings, Inc. | Buy | +401+0.3% |
Q2 2022Jun 30, 2022 | SSYS Stratasys | Buy | +335+0.5% |
Q2 2022Jun 30, 2022 | CVX Chevron Corporation | Sell | -175-9.0% |
Q2 2022Jun 30, 2022 | MSFT Microsoft Corporation | Sell | -659-17.8% |
Q2 2022Jun 30, 2022 | PLD Prologis, Inc. | Sell - Position Exit | -1,257-100.0% |
Q2 2022Jun 30, 2022 | OKTA Okta, Inc. | Sell - Position Exit | -1,667-100.0% |
Q2 2022Jun 30, 2022 | AON Aon Plc | Sell - Position Exit | -1,939-100.0% |
Q2 2022Jun 30, 2022 | VLO Valero Energy Corporation | Sell - Position Exit | -2,000-100.0% |
Q2 2022Jun 30, 2022 | CMCSA Comcast Corporation | Sell | -2,148-29.6% |
Q2 2022Jun 30, 2022 | EMR Emerson Electric Company | Sell - Position Exit | -2,300-100.0% |
Q2 2022Jun 30, 2022 | CB Chubb Limited | Sell - Position Exit | -2,462-100.0% |