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 2025Mar 31, 2025 | SMTC Semtech Corporation | Buy | +85,660+3.2% |
Q1 2025Mar 31, 2025 | ALGN Align Technology, Inc. | Buy | +49,637+6.3% |
Q1 2025Mar 31, 2025 | STRA Strategic Education, Inc. | Buy | +39,258+9.0% |
Q1 2025Mar 31, 2025 | IPGP IPG Photonics Corporation | Buy | +25,280+4.5% |
Q1 2025Mar 31, 2025 | DLB Dolby Laboratories | Buy | +18,123+1.2% |
Q1 2025Mar 31, 2025 | LGIH LGI Homes, Inc. | Buy | +3,745+0.4% |
Q1 2025Mar 31, 2025 | THRM Gentherm Inc | Buy | +2,692+0.2% |
Q1 2025Mar 31, 2025 | FOXF Fox Factory Holding Corp. | Buy | +1,813+1.3% |
Q1 2025Mar 31, 2025 | SRI Stoneridge, Inc. | Buy | +1,384+0.6% |
Q1 2025Mar 31, 2025 | SSTI SoundThinking, Inc. | Buy | +559+0.1% |
Q1 2025Mar 31, 2025 | AAPL Apple Inc. | Sell | -132-9.0% |
Q1 2025Mar 31, 2025 | AVGO Broadcom Inc. | Sell - Position Exit | -1,206-100.0% |
Q1 2025Mar 31, 2025 | AMZN Amazon.com, Inc. | Sell - Position Exit | -1,260-100.0% |
Q1 2025Mar 31, 2025 | SNA Snap-On Incorporated | Sell | -1,790-0.5% |
Q1 2025Mar 31, 2025 | PAYX Paychex, Inc. | Sell | -5,391-3.2% |
Q1 2025Mar 31, 2025 | GRMN Garmin | Sell | -5,883-0.4% |
Q1 2025Mar 31, 2025 | TTWO Take-Two Interactive Software, | Sell | -6,405-1.9% |
Q1 2025Mar 31, 2025 | PGNY Progyny, Inc. | Sell | -6,917-1.0% |
Q1 2025Mar 31, 2025 | M5425M103 InMode | Sell | -7,142-2.4% |
Q1 2025Mar 31, 2025 | SPSC SPS Commerce, Inc. | Sell | -7,167-4.6% |
Q1 2025Mar 31, 2025 | CEVA CEVA, Inc. | Sell | -7,197-1.6% |
Q1 2025Mar 31, 2025 | MDXG MiMedx Group, Inc | Sell | -8,082-2.3% |
Q1 2025Mar 31, 2025 | CLB Core Laboratories Inc. | Sell | -11,929-0.2% |
Q1 2025Mar 31, 2025 | ADSK Autodesk, Inc. | Sell | -12,045-3.4% |
Q1 2025Mar 31, 2025 | GGG Graco Inc. | Sell | -13,696-3.3% |
Q1 2025Mar 31, 2025 | FND Floor & Decor Holdings, Inc. | Sell | -15,026-1.3% |
Q1 2025Mar 31, 2025 | INTU Intuit Inc. | Sell | -15,221-7.8% |
Q1 2025Mar 31, 2025 | LSTR Landstar System, Inc. | Sell | -16,842-5.1% |
Q1 2025Mar 31, 2025 | POWI Power Integrations, Inc. | Sell | -23,316-1.1% |
Q1 2025Mar 31, 2025 | MSM MSC Industrial Direct Company, | Sell | -24,028-3.7% |