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 2019Dec 31, 2019 | OTEX Open Text Corporation | Buy | +59,916+1.2% |
Q4 2019Dec 31, 2019 | JWN Nordstrom, Inc. | Buy | +56,537+3.0% |
Q4 2019Dec 31, 2019 | DLB Dolby Laboratories | Buy | +53,704+3.0% |
Q4 2019Dec 31, 2019 | PLXS Plexus Corp. | Buy | +51,461+1.8% |
Q4 2019Dec 31, 2019 | AKAM Akamai Technologies, Inc. | Buy | +43,369+2.8% |
Q4 2019Dec 31, 2019 | VSAT ViaSat, Inc. | Buy | +33,064+2.4% |
Q4 2019Dec 31, 2019 | GRMN Garmin | Buy | +31,787+2.1% |
Q4 2019Dec 31, 2019 | MIDD The Middleby Corporation | Buy | +29,386+1.9% |
Q4 2019Dec 31, 2019 | GGG Graco Inc. | Buy | +27,228+2.0% |
Q4 2019Dec 31, 2019 | MCHP Microchip Technology Incorporat | Buy | +25,137+2.7% |
Q4 2019Dec 31, 2019 | LSTR Landstar System, Inc. | Buy | +24,930+2.8% |
Q4 2019Dec 31, 2019 | THRM Gentherm Inc | Buy | +24,680+1.4% |
Q4 2019Dec 31, 2019 | POWI Power Integrations, Inc. | Buy | +21,836+1.3% |
Q4 2019Dec 31, 2019 | ADSK Autodesk, Inc. | Buy | +20,201+2.2% |
Q4 2019Dec 31, 2019 | PRLB Proto Labs, Inc. | Buy | +20,095+2.2% |
Q4 2019Dec 31, 2019 | CAKE The Cheesecake Factory Incorpor | Buy | +19,839+2.0% |
Q4 2019Dec 31, 2019 | ALGN Align Technology, Inc. | Buy | +19,488+2.1% |
Q4 2019Dec 31, 2019 | RCL Royal Caribbean | Buy | +18,339+1.8% |
Q4 2019Dec 31, 2019 | MSM MSC Industrial Direct Company, | Buy | +17,935+3.3% |
Q4 2019Dec 31, 2019 | IWP iShares Russell Midcap Growth E | Buy - Position Entry | +15,463 |
Q4 2019Dec 31, 2019 | PAYX Paychex, Inc. | Buy | +13,966+2.4% |
Q4 2019Dec 31, 2019 | IPGP IPG Photonics Corporation | Buy | +11,553+3.3% |
Q4 2019Dec 31, 2019 | MANH Manhattan Associates, Inc. | Buy | +11,494+2.1% |
Q4 2019Dec 31, 2019 | INTU Intuit Inc. | Buy | +9,771+1.1% |
Q4 2019Dec 31, 2019 | RL Ralph Lauren Corporation | Buy | +9,251+2.4% |
Q4 2019Dec 31, 2019 | FDS FactSet Research Systems Inc. | Buy | +8,551+1.6% |
Q4 2019Dec 31, 2019 | IWO iShares Russell 2000 Growth ETF | Buy - Position Entry | +5,058 |
Q4 2019Dec 31, 2019 | ISRG Intuitive Surgical, Inc. | Buy | +4,330+1.3% |
Q4 2019Dec 31, 2019 | SRDX Surmodics, Inc. | Buy | +655+0.4% |
Q4 2019Dec 31, 2019 | TRIP TripAdvisor, Inc. | Buy | +546+0.1% |