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 | GGG Graco Inc. | Buy | +13,876+3.4% |
Q3 2024Sep 30, 2024 | RCL Royal Caribbean | Buy | +13,520+2.3% |
Q3 2024Sep 30, 2024 | STRA Strategic Education, Inc. | Buy | +10,084+2.2% |
Q3 2024Sep 30, 2024 | ANET Arista Networks | Buy | +9,956+1.7% |
Q3 2024Sep 30, 2024 | LSTR Landstar System, Inc. | Buy | +9,375+3.0% |
Q3 2024Sep 30, 2024 | ADSK Autodesk, Inc. | Buy | +9,361+2.7% |
Q3 2024Sep 30, 2024 | MTLS Materialise NV | Buy | +8,089+0.5% |
Q3 2024Sep 30, 2024 | SRI Stoneridge, Inc. | Buy | +7,267+3.0% |
Q3 2024Sep 30, 2024 | CTLP Cantaloupe, Inc. | Buy | +7,114+0.4% |
Q3 2024Sep 30, 2024 | M5425M103 InMode | Buy | +3,191+0.4% |
Q3 2024Sep 30, 2024 | MDXG MiMedx Group, Inc | Buy | +2,737+0.8% |
Q3 2024Sep 30, 2024 | INTU Intuit Inc. | Buy | +2,640+1.4% |
Q3 2024Sep 30, 2024 | AVGO Broadcom Inc. | Buy | +1,774+1249.3% |
Q3 2024Sep 30, 2024 | TREX Trex Company, Inc. | Buy | +1,721+0.4% |
Q3 2024Sep 30, 2024 | AMZN Amazon.com, Inc. | Buy - Position Entry | +1,260 |
Q3 2024Sep 30, 2024 | ISRG Intuitive Surgical, Inc. | Buy | +861+0.3% |
Q3 2024Sep 30, 2024 | SPSC SPS Commerce, Inc. | Sell | -33-0.0% |
Q3 2024Sep 30, 2024 | CVX Chevron Corporation | Sell - Position Exit | -1,295-100.0% |
Q3 2024Sep 30, 2024 | ZUMZ Zumiez Inc. | Sell | -1,842-1.0% |
Q3 2024Sep 30, 2024 | PRO PROS Holdings, Inc. | Sell | -4,269-0.8% |
Q3 2024Sep 30, 2024 | CEVA CEVA, Inc. | Sell | -4,510-0.9% |
Q3 2024Sep 30, 2024 | EGAN eGain Corporation | Sell | -12,226-1.1% |
Q3 2024Sep 30, 2024 | GEOS Geospace Technologies Corporati | Sell | -14,722-0.9% |
Q3 2024Sep 30, 2024 | SRDX Surmodics, Inc. | Sell | -303,690-52.3% |
Q3 2024Sep 30, 2024 | CHRS Coherus BioSciences, Inc. | Sell | -490,781-39.0% |
Q3 2024Sep 30, 2024 | CARA Cara Therapeutics, Inc. | Sell | -822,675-42.5% |
Q3 2024Sep 30, 2024 | VZIO VIZIO Holding Corp. | Sell | -1,864,810-54.2% |
Q2 2024Jun 30, 2024 | AIOT PowerFleet, Inc. | Buy | +6,983,298+466.5% |
Q2 2024Jun 30, 2024 | CLB Core Laboratories Inc. | Buy | +3,644,963+446.8% |
Q2 2024Jun 30, 2024 | SFIX Stitch Fix, Inc. | Buy | +2,396,920+34.9% |