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 | PLXS Plexus Corp. | Sell | -25,802-1.5% |
Q1 2025Mar 31, 2025 | SRDX Surmodics, Inc. | Sell | -26,631-11.6% |
Q1 2025Mar 31, 2025 | KRNT Kornit Digital | Sell | -29,274-1.5% |
Q1 2025Mar 31, 2025 | IDCC InterDigital, Inc. | Sell | -30,630-2.7% |
Q1 2025Mar 31, 2025 | EGAN eGain Corporation | Sell | -46,127-4.6% |
Q1 2025Mar 31, 2025 | CHK | Sell | -57,343-2.1% |
Q1 2025Mar 31, 2025 | ISRG Intuitive Surgical, Inc. | Sell | -108,987-44.7% |
Q1 2025Mar 31, 2025 | PSTG Pure Storage, Inc. | Sell | -144,347-2.6% |
Q1 2025Mar 31, 2025 | GEOS Geospace Technologies Corporati | Sell | -157,184-11.0% |
Q1 2025Mar 31, 2025 | AIOT PowerFleet, Inc. | Sell | -286,914-3.4% |
Q1 2025Mar 31, 2025 | RCL Royal Caribbean | Sell | -483,185-82.8% |
Q1 2025Mar 31, 2025 | CHRS Coherus BioSciences, Inc. | Sell - Position Exit | -566,746-100.0% |
Q1 2025Mar 31, 2025 | ANET Arista Networks | Sell | -788,842-32.8% |
Q4 2024Dec 31, 2024 | SMCI Super Micro Computer, Inc. | Buy | +6,347,347+608.3% |
Q4 2024Dec 31, 2024 | SFIX Stitch Fix, Inc. | Buy | +2,774,795+20.2% |
Q4 2024Dec 31, 2024 | CHK | Buy - Position Entry | +2,736,972 |
Q4 2024Dec 31, 2024 | ANET Arista Networks | Buy | +1,792,111+292.3% |
Q4 2024Dec 31, 2024 | GNTX Gentex Corporation | Buy | +288,894+6.4% |
Q4 2024Dec 31, 2024 | CTRA Coterra Energy Inc. | Buy | +264,054+4.9% |
Q4 2024Dec 31, 2024 | UAA Under Armour, Inc. | Buy | +232,566+4.1% |
Q4 2024Dec 31, 2024 | PRLB Proto Labs, Inc. | Buy | +117,106+5.7% |
Q4 2024Dec 31, 2024 | AKAM Akamai Technologies, Inc. | Buy | +110,258+7.4% |
Q4 2024Dec 31, 2024 | SMTC Semtech Corporation | Buy | +82,971+3.2% |
Q4 2024Dec 31, 2024 | ALRM Alarm.com Holdings, Inc. | Buy | +66,707+2.3% |
Q4 2024Dec 31, 2024 | DLB Dolby Laboratories | Buy | +62,626+4.3% |
Q4 2024Dec 31, 2024 | CGNX Cognex Corporation | Buy | +54,743+1.5% |
Q4 2024Dec 31, 2024 | MCHP Microchip Technology Incorporat | Buy | +49,597+2.7% |
Q4 2024Dec 31, 2024 | DV DoubleVerify Holdings, Inc. | Buy | +35,215+3.0% |
Q4 2024Dec 31, 2024 | ALGN Align Technology, Inc. | Buy | +34,570+4.6% |
Q4 2024Dec 31, 2024 | MYGN Myriad Genetics, Inc. | Buy | +29,144+1.2% |