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 2015Dec 31, 2015 | PAYX Paychex, Inc. | Sell | -17,500-2.6% |
Q4 2015Dec 31, 2015 | RCL Royal Caribbean | Sell | -19,150-1.7% |
Q4 2015Dec 31, 2015 | VSAT ViaSat, Inc. | Sell | -19,225-3.2% |
Q4 2015Dec 31, 2015 | TJX TJX Companies, Inc. (The) | Sell | -19,940-0.8% |
Q4 2015Dec 31, 2015 | ALGN Align Technology, Inc. | Sell | -21,675-1.8% |
Q4 2015Dec 31, 2015 | ETD Ethan Allen Interiors Inc. | Sell | -22,175-0.9% |
Q4 2015Dec 31, 2015 | PLXS Plexus Corp. | Sell | -22,575-0.7% |
Q4 2015Dec 31, 2015 | MYGN Myriad Genetics, Inc. | Sell | -30,125-2.2% |
Q4 2015Dec 31, 2015 | ADSK Autodesk, Inc. | Sell | -43,150-2.2% |
Q4 2015Dec 31, 2015 | GNTX Gentex Corporation | Sell | -69,625-1.5% |
Q4 2015Dec 31, 2015 | JBLU JetBlue Airways Corporation | Sell | -123,300-2.8% |
Q4 2015Dec 31, 2015 | TDC Teradata Corporation | Sell - Position Exit | -717,128-100.0% |
Q3 2015Sep 30, 2015 | SWN | Buy - Position Entry | +2,007,825 |
Q3 2015Sep 30, 2015 | SMCI Super Micro Computer, Inc. | Buy | +789,975+49.5% |
Q3 2015Sep 30, 2015 | MTLS Materialise NV | Buy - Position Entry | +725,025 |
Q3 2015Sep 30, 2015 | TRIP TripAdvisor, Inc. | Buy - Position Entry | +488,600 |
Q3 2015Sep 30, 2015 | POWI Power Integrations, Inc. | Buy | +189,422+23.1% |
Q3 2015Sep 30, 2015 | ZUMZ Zumiez Inc. | Buy | +103,600+72.4% |
Q3 2015Sep 30, 2015 | GNTX Gentex Corporation | Buy | +56,450+1.3% |
Q3 2015Sep 30, 2015 | PLXS Plexus Corp. | Buy | +43,337+1.4% |
Q3 2015Sep 30, 2015 | OTEX Open Text Corporation | Buy | +34,275+1.1% |
Q3 2015Sep 30, 2015 | ADSK Autodesk, Inc. | Buy | +24,100+1.2% |
Q3 2015Sep 30, 2015 | ETD Ethan Allen Interiors Inc. | Buy | +23,425+1.0% |
Q3 2015Sep 30, 2015 | SYNA Synaptics Incorporated | Buy | +20,200+2.1% |
Q3 2015Sep 30, 2015 | AKAM Akamai Technologies, Inc. | Buy | +18,300+1.1% |
Q3 2015Sep 30, 2015 | GRMN Garmin | Buy | +17,450+1.0% |
Q3 2015Sep 30, 2015 | CEVA CEVA, Inc. | Buy | +16,425+2.7% |
Q3 2015Sep 30, 2015 | MYGN Myriad Genetics, Inc. | Buy | +15,700+1.2% |
Q3 2015Sep 30, 2015 | ALGN Align Technology, Inc. | Buy | +15,425+1.3% |
Q3 2015Sep 30, 2015 | THRM Gentherm Inc | Buy | +15,425+2.0% |