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 2015Sep 30, 2015 | RCL Royal Caribbean | Sell | -109,937-8.9% |
Q3 2015Sep 30, 2015 | ETN Eaton | Sell - Position Exit | -177,502-100.0% |
Q3 2015Sep 30, 2015 | BRC Brady Corporation | Sell - Position Exit | -646,210-100.0% |
Q3 2015Sep 30, 2015 | TRMB Trimble Inc. | Sell | -1,502,610-91.2% |
Q2 2015Jun 30, 2015 | SMCI Super Micro | Buy | +1,351,050+554.2% |
Q2 2015Jun 30, 2015 | POWI Power Integrations, Inc. | Buy | +147,875+22.0% |
Q2 2015Jun 30, 2015 | ZUMZ Zumiez Inc. | Buy - Position Entry | +143,125 |
Q2 2015Jun 30, 2015 | PRO PROS Holdings, Inc. | Buy - Position Entry | +116,800 |
Q2 2015Jun 30, 2015 | GNTX Gentex Corporation | Buy | +28,800+0.6% |
Q2 2015Jun 30, 2015 | OTEX Open Text Corporation | Buy | +12,845+0.4% |
Q2 2015Jun 30, 2015 | ETD Ethan Allen Interiors Inc. | Buy | +12,075+0.5% |
Q2 2015Jun 30, 2015 | JBLU JetBlue Airways Corporation | Buy | +11,763+0.3% |
Q2 2015Jun 30, 2015 | RCL Royal Caribbean | Buy | +10,200+0.8% |
Q2 2015Jun 30, 2015 | GRMN Garmin | Buy | +9,350+0.6% |
Q2 2015Jun 30, 2015 | ADSK Autodesk, Inc. | Buy | +9,150+0.5% |
Q2 2015Jun 30, 2015 | MYGN Myriad Genetics, Inc. | Buy | +8,525+0.6% |
Q2 2015Jun 30, 2015 | TRMB Trimble Inc. | Buy | +6,875+0.4% |
Q2 2015Jun 30, 2015 | URBN Urban Outfitters, Inc. | Buy | +6,650+0.7% |
Q2 2015Jun 30, 2015 | EW Edwards Lifesciences Corporatio | Buy | +5,825+0.5% |
Q2 2015Jun 30, 2015 | LSTR Landstar System, Inc. | Buy | +5,475+0.6% |
Q2 2015Jun 30, 2015 | PLXS Plexus Corp. | Buy | +5,263+0.2% |
Q2 2015Jun 30, 2015 | MCHP Microchip Technology Incorporat | Buy | +4,900+0.5% |
Q2 2015Jun 30, 2015 | TDC Teradata Corporation | Buy | +4,150+0.6% |
Q2 2015Jun 30, 2015 | PAYX Paychex, Inc. | Buy | +3,950+0.6% |
Q2 2015Jun 30, 2015 | TREX Trex Company, Inc. | Buy | +3,750+1.0% |
Q2 2015Jun 30, 2015 | DLB Dolby Laboratories | Buy | +3,588+0.5% |
Q2 2015Jun 30, 2015 | SYNA Synaptics Incorporated | Buy | +3,525+0.4% |
Q2 2015Jun 30, 2015 | VSAT ViaSat, Inc. | Buy | +3,500+0.6% |
Q2 2015Jun 30, 2015 | ALGN Align Technology, Inc. | Buy | +3,375+0.3% |
Q2 2015Jun 30, 2015 | CAKE The Cheesecake Factory Incorpor | Buy | +3,250+0.3% |