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 2017Mar 31, 2017 | MDXG MiMedx Group, Inc | Sell | -5,600-0.8% |
Q1 2017Mar 31, 2017 | PRLB Proto Labs, Inc. | Sell | -5,600-0.6% |
Q1 2017Mar 31, 2017 | RL Ralph Lauren Corporation | Sell | -5,603-1.4% |
Q1 2017Mar 31, 2017 | TREX Trex Company, Inc. | Sell | -5,850-1.5% |
Q1 2017Mar 31, 2017 | IWP iShares Russell Midcap Growth E | Sell - Position Exit | -6,622-100.0% |
Q1 2017Mar 31, 2017 | ALGN Align Technology, Inc. | Sell | -6,755-0.6% |
Q1 2017Mar 31, 2017 | MYGN Myriad Genetics, Inc. | Sell | -9,438-0.7% |
Q1 2017Mar 31, 2017 | ETD Ethan Allen Interiors Inc. | Sell | -10,438-0.5% |
Q1 2017Mar 31, 2017 | CARA Cara Therapeutics, Inc. | Sell | -11,575-1.3% |
Q1 2017Mar 31, 2017 | CAKE The Cheesecake Factory Incorpor | Sell | -11,738-1.1% |
Q1 2017Mar 31, 2017 | PAYX Paychex, Inc. | Sell | -12,188-1.9% |
Q1 2017Mar 31, 2017 | LSTR Landstar System, Inc. | Sell | -13,230-1.4% |
Q1 2017Mar 31, 2017 | FDS FactSet Research Systems Inc. | Sell | -14,801-2.3% |
Q1 2017Mar 31, 2017 | MCHP Microchip Technology Incorporat | Sell | -14,950-1.6% |
Q1 2017Mar 31, 2017 | EW Edwards Lifesciences Corporatio | Sell | -15,755-0.7% |
Q1 2017Mar 31, 2017 | GRMN Garmin | Sell | -16,128-1.0% |
Q1 2017Mar 31, 2017 | TJX TJX Companies, Inc. (The) | Sell | -16,545-0.7% |
Q1 2017Mar 31, 2017 | RCL Royal Caribbean | Sell | -16,888-1.5% |
Q1 2017Mar 31, 2017 | AKAM Akamai Technologies, Inc. | Sell | -19,668-1.2% |
Q1 2017Mar 31, 2017 | POWI Power Integrations, Inc. | Sell | -23,965-1.9% |
Q1 2017Mar 31, 2017 | MIDD The Middleby Corporation | Sell | -33,724-2.0% |
Q1 2017Mar 31, 2017 | JBLU JetBlue Airways Corporation | Sell | -37,825-0.9% |
Q1 2017Mar 31, 2017 | GNTX Gentex Corporation | Sell | -60,590-1.4% |
Q1 2017Mar 31, 2017 | PLXS Plexus Corp. | Sell | -61,103-2.0% |
Q1 2017Mar 31, 2017 | ADSK Autodesk, Inc. | Sell | -120,720-6.5% |
Q1 2017Mar 31, 2017 | INTU Intuit Inc. | Sell | -123,248-8.2% |
Q1 2017Mar 31, 2017 | MRCY Mercury Systems Inc | Sell - Position Exit | -230,275-100.0% |
Q4 2016Dec 31, 2016 | PRLB Proto Labs, Inc. | Buy - Position Entry | +970,600 |
Q4 2016Dec 31, 2016 | CARA Cara Therapeutics, Inc. | Buy - Position Entry | +888,125 |
Q4 2016Dec 31, 2016 | KRNT Kornit Digital | Buy | +187,471+1102.8% |