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 | IDCC InterDigital, Inc. | Sell | -123,721-11.4% |
Q2 2025Jun 30, 2025 | SFIX Stitch Fix, Inc. | Sell | -132,231-0.7% |
Q2 2025Jun 30, 2025 | STRA Strategic Education, Inc. | Sell - Position Exit | -474,788-100.0% |
Q2 2025Jun 30, 2025 | MSM MSC Industrial Direct Company, | Sell - Position Exit | -618,116-100.0% |
Q2 2025Jun 30, 2025 | UAA Under Armour, Inc. | Sell | -860,452-14.0% |
Q2 2025Jun 30, 2025 | THRM Gentherm Inc | Sell - Position Exit | -1,190,008-100.0% |
Q2 2025Jun 30, 2025 | MYGN Myriad Genetics, Inc. | Sell | -3,979,736-84.1% |
Q1 2025Mar 31, 2025 | SFIX Stitch Fix, Inc. | Buy | +2,187,953+13.3% |
Q1 2025Mar 31, 2025 | MYGN Myriad Genetics, Inc. | Buy | +2,177,113+85.2% |
Q1 2025Mar 31, 2025 | CTRA Coterra Energy Inc. | Buy | +1,333,248+23.8% |
Q1 2025Mar 31, 2025 | VSAT ViaSat, Inc. | Buy | +1,110,257+28.2% |
Q1 2025Mar 31, 2025 | SMCI Super Micro Computer, Inc. | Buy | +958,911+13.0% |
Q1 2025Mar 31, 2025 | CGNX Cognex Corporation | Buy | +921,239+24.2% |
Q1 2025Mar 31, 2025 | DV DoubleVerify Holdings, Inc. | Buy | +858,757+72.1% |
Q1 2025Mar 31, 2025 | MCHP Microchip Technology Incorporat | Buy | +778,101+41.6% |
Q1 2025Mar 31, 2025 | CELH Celsius Holdings, Inc. | Buy - Position Entry | +721,264 |
Q1 2025Mar 31, 2025 | TREX Trex Company, Inc. | Buy | +715,126+188.6% |
Q1 2025Mar 31, 2025 | ZIP ZipRecruiter, Inc. | Buy | +611,522+60.5% |
Q1 2025Mar 31, 2025 | PRO PROS Holdings, Inc. | Buy | +581,106+117.9% |
Q1 2025Mar 31, 2025 | PRLB Proto Labs, Inc. | Buy | +497,019+22.9% |
Q1 2025Mar 31, 2025 | ALRM Alarm.com Holdings, Inc. | Buy | +447,787+15.2% |
Q1 2025Mar 31, 2025 | CTLP Cantaloupe, Inc. | Buy | +411,205+26.2% |
Q1 2025Mar 31, 2025 | MTLS Materialise NV | Buy | +315,447+20.2% |
Q1 2025Mar 31, 2025 | SSD Simpson Manufacturing Company, | Buy - Position Entry | +266,935 |
Q1 2025Mar 31, 2025 | AKAM Akamai Technologies, Inc. | Buy | +240,362+14.9% |
Q1 2025Mar 31, 2025 | GNRC Generac Holdlings Inc. | Buy | +232,970+56.7% |
Q1 2025Mar 31, 2025 | VRNT Verint Systems Inc. | Buy | +206,700+106.7% |
Q1 2025Mar 31, 2025 | MLKN MillerKnoll, Inc. | Buy | +205,047+55.9% |
Q1 2025Mar 31, 2025 | UAA Under Armour, Inc. | Buy | +163,021+2.7% |
Q1 2025Mar 31, 2025 | GNTX Gentex Corporation | Buy | +143,719+3.0% |