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 |
|---|---|---|---|
Q3 2024Sep 30, 2024 | UAA Under Armour, Inc. | Buy | +327,979+6.1% |
Q3 2024Sep 30, 2024 | CGNX Cognex Corporation | Buy | +305,913+8.9% |
Q3 2024Sep 30, 2024 | PGNY Progyny, Inc. | Buy | +298,314+56.5% |
Q3 2024Sep 30, 2024 | CTRA Coterra Energy Inc. | Buy | +284,106+5.6% |
Q3 2024Sep 30, 2024 | GNTX Gentex Corporation | Buy | +234,083+5.5% |
Q3 2024Sep 30, 2024 | VRNT Verint Systems Inc. | Buy - Position Entry | +200,673 |
Q3 2024Sep 30, 2024 | PSTG Pure Storage, Inc. | Buy | +177,559+3.2% |
Q3 2024Sep 30, 2024 | ALRM Alarm.com Holdings, Inc. | Buy | +163,851+6.0% |
Q3 2024Sep 30, 2024 | FOXF Fox Factory Holding Corp. | Buy - Position Entry | +138,393 |
Q3 2024Sep 30, 2024 | SMTC Semtech Corporation | Buy | +114,999+4.6% |
Q3 2024Sep 30, 2024 | PRLB Proto Labs, Inc. | Buy | +110,244+5.7% |
Q3 2024Sep 30, 2024 | AKAM Akamai Technologies, Inc. | Buy | +88,732+6.3% |
Q3 2024Sep 30, 2024 | POWI Power Integrations, Inc. | Buy | +80,761+4.0% |
Q3 2024Sep 30, 2024 | MCHP Microchip Technology Incorporat | Buy | +79,473+4.6% |
Q3 2024Sep 30, 2024 | DLB Dolby Laboratories | Buy | +63,589+4.5% |
Q3 2024Sep 30, 2024 | FND Floor & Decor Holdings, Inc. | Buy | +59,839+5.3% |
Q3 2024Sep 30, 2024 | PLXS Plexus Corp. | Buy | +59,465+2.8% |
Q3 2024Sep 30, 2024 | KRNT Kornit Digital | Buy | +53,257+2.6% |
Q3 2024Sep 30, 2024 | GRMN Garmin | Buy | +48,645+3.6% |
Q3 2024Sep 30, 2024 | ALGN Align Technology, Inc. | Buy | +45,484+6.4% |
Q3 2024Sep 30, 2024 | IPGP IPG Photonics Corporation | Buy | +43,874+8.9% |
Q3 2024Sep 30, 2024 | IDCC InterDigital, Inc. | Buy | +39,891+3.6% |
Q3 2024Sep 30, 2024 | MSM MSC Industrial Direct Company, | Buy | +35,077+5.8% |
Q3 2024Sep 30, 2024 | LGIH LGI Homes, Inc. | Buy | +33,306+3.7% |
Q3 2024Sep 30, 2024 | SMCI Super Micro | Buy | +31,064+3.1% |
Q3 2024Sep 30, 2024 | THRM Gentherm Inc | Buy | +23,051+2.0% |
Q3 2024Sep 30, 2024 | GNRC Generac Holdlings Inc. | Buy | +20,576+5.6% |
Q3 2024Sep 30, 2024 | TTWO Take-Two Interactive Software, | Buy | +16,990+5.5% |
Q3 2024Sep 30, 2024 | SNA Snap-On Incorporated | Buy | +16,079+4.4% |
Q3 2024Sep 30, 2024 | PAYX Paychex, Inc. | Buy | +14,063+10.0% |