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 | CTLP Cantaloupe, Inc. | Sell | -37,977-2.4% |
Q4 2024Dec 31, 2024 | MTLS Materialise NV | Sell | -41,741-2.6% |
Q4 2024Dec 31, 2024 | SRDX Surmodics, Inc. | Sell | -47,292-17.1% |
Q4 2024Dec 31, 2024 | PSTG Pure Storage, Inc. | Sell | -54,722-1.0% |
Q4 2024Dec 31, 2024 | KRNT Kornit Digital | Sell | -99,999-4.7% |
Q4 2024Dec 31, 2024 | EGAN eGain Corporation | Sell | -107,476-9.6% |
Q4 2024Dec 31, 2024 | GEOS Geospace Technologies Corporati | Sell | -130,526-8.4% |
Q4 2024Dec 31, 2024 | CLB Core Laboratories Inc. | Sell | -149,940-2.7% |
Q4 2024Dec 31, 2024 | PGNY Progyny, Inc. | Sell | -166,739-20.2% |
Q4 2024Dec 31, 2024 | ZUMZ Zumiez Inc. | Sell - Position Exit | -183,851-100.0% |
Q4 2024Dec 31, 2024 | CHRS Coherus BioSciences, Inc. | Sell | -199,562-26.0% |
Q4 2024Dec 31, 2024 | VSAT ViaSat, Inc. | Sell | -480,729-10.9% |
Q4 2024Dec 31, 2024 | MLKN MillerKnoll, Inc. | Sell | -485,809-57.0% |
Q4 2024Dec 31, 2024 | PLXS Plexus Corp. | Sell | -491,399-22.7% |
Q4 2024Dec 31, 2024 | ZIP ZipRecruiter, Inc. | Sell | -496,594-33.0% |
Q4 2024Dec 31, 2024 | M5425M103 InMode | Sell | -504,370-62.4% |
Q4 2024Dec 31, 2024 | AIOT PowerFleet, Inc. | Sell | -525,857-5.9% |
Q4 2024Dec 31, 2024 | CARA Cara Therapeutics, Inc. | Sell - Position Exit | -1,113,043-100.0% |
Q4 2024Dec 31, 2024 | VZIO VIZIO Holding Corp. | Sell - Position Exit | -1,576,110-100.0% |
Q4 2024Dec 31, 2024 | SWN | Sell - Position Exit | -31,570,774-100.0% |
Q3 2024Sep 30, 2024 | SFIX Stitch Fix, Inc. | Buy | +4,460,668+48.1% |
Q3 2024Sep 30, 2024 | CLB Core Laboratories Inc. | Buy | +1,192,871+26.7% |
Q3 2024Sep 30, 2024 | DV DoubleVerify Holdings, Inc. | Buy - Position Entry | +1,155,384 |
Q3 2024Sep 30, 2024 | VSAT ViaSat, Inc. | Buy | +969,942+28.1% |
Q3 2024Sep 30, 2024 | SWN | Buy | +906,702+3.0% |
Q3 2024Sep 30, 2024 | MLKN MillerKnoll, Inc. | Buy | +521,318+157.4% |
Q3 2024Sep 30, 2024 | ZIP ZipRecruiter, Inc. | Buy | +516,676+52.2% |
Q3 2024Sep 30, 2024 | SSTI SoundThinking, Inc. | Buy - Position Entry | +461,961 |
Q3 2024Sep 30, 2024 | MYGN Myriad Genetics, Inc. | Buy | +440,107+21.1% |
Q3 2024Sep 30, 2024 | AIOT PowerFleet, Inc. | Buy | +433,322+5.1% |