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 2024Dec 31, 2024 | GNRC Generac Holdlings Inc. | Buy | +25,113+6.5% |
Q4 2024Dec 31, 2024 | IPGP IPG Photonics Corporation | Buy | +21,281+4.0% |
Q4 2024Dec 31, 2024 | GRMN Garmin | Buy | +19,031+1.4% |
Q4 2024Dec 31, 2024 | THRM Gentherm Inc | Buy | +17,645+1.5% |
Q4 2024Dec 31, 2024 | SNA Snap-On Incorporated | Buy | +14,986+3.9% |
Q4 2024Dec 31, 2024 | FND Floor & Decor Holdings, Inc. | Buy | +12,613+1.1% |
Q4 2024Dec 31, 2024 | PAYX Paychex, Inc. | Buy | +12,275+7.9% |
Q4 2024Dec 31, 2024 | TTWO Take-Two Interactive Software, | Buy | +1,514+0.5% |
Q4 2024Dec 31, 2024 | LSTR Landstar System, Inc. | Buy | +538+0.2% |
Q4 2024Dec 31, 2024 | MSM MSC Industrial Direct Company, | Buy | +365+0.1% |
Q4 2024Dec 31, 2024 | AVGO Broadcom Inc. | Sell | -710-37.1% |
Q4 2024Dec 31, 2024 | VLO Valero Energy Corporation | Sell - Position Exit | -1,500-100.0% |
Q4 2024Dec 31, 2024 | ADSK Autodesk, Inc. | Sell | -1,780-0.5% |
Q4 2024Dec 31, 2024 | GGG Graco Inc. | Sell | -2,220-0.5% |
Q4 2024Dec 31, 2024 | FOXF Fox Factory Holding Corp. | Sell | -2,967-2.1% |
Q4 2024Dec 31, 2024 | INTU Intuit Inc. | Sell | -3,588-1.8% |
Q4 2024Dec 31, 2024 | ISRG Intuitive Surgical, Inc. | Sell | -4,564-1.8% |
Q4 2024Dec 31, 2024 | VRNT Verint Systems Inc. | Sell | -6,987-3.5% |
Q4 2024Dec 31, 2024 | MDXG MiMedx Group, Inc | Sell | -7,441-2.1% |
Q4 2024Dec 31, 2024 | RCL Royal Caribbean | Sell | -8,150-1.4% |
Q4 2024Dec 31, 2024 | LGIH LGI Homes, Inc. | Sell | -9,242-1.0% |
Q4 2024Dec 31, 2024 | POWI Power Integrations, Inc. | Sell | -11,771-0.6% |
Q4 2024Dec 31, 2024 | SSTI SoundThinking, Inc. | Sell | -12,278-2.7% |
Q4 2024Dec 31, 2024 | SPSC SPS Commerce, Inc. | Sell | -13,850-8.2% |
Q4 2024Dec 31, 2024 | IDCC InterDigital, Inc. | Sell | -17,835-1.6% |
Q4 2024Dec 31, 2024 | SRI Stoneridge, Inc. | Sell | -20,651-8.4% |
Q4 2024Dec 31, 2024 | STRA Strategic Education, Inc. | Sell | -25,482-5.5% |
Q4 2024Dec 31, 2024 | PRO PROS Holdings, Inc. | Sell | -26,188-5.0% |
Q4 2024Dec 31, 2024 | CEVA CEVA, Inc. | Sell | -28,338-6.0% |
Q4 2024Dec 31, 2024 | TREX Trex Company, Inc. | Sell | -34,064-8.2% |