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 |
|---|---|---|---|
Q2 2013Jun 30, 2013 | LSTR Landstar System, Inc. | Buy - Position Entry | +982,430 |
Q2 2013Jun 30, 2013 | MCHP Microchip Technology Incorporat | Buy - Position Entry | +956,990 |
Q2 2013Jun 30, 2013 | CEVA CEVA, Inc. | Buy - Position Entry | +799,396 |
Q2 2013Jun 30, 2013 | MYGN Myriad Genetics, Inc. | Buy - Position Entry | +774,520 |
Q2 2013Jun 30, 2013 | DLB Dolby Laboratories | Buy - Position Entry | +730,220 |
Q2 2013Jun 30, 2013 | MIDD The Middleby Corporation | Buy - Position Entry | +654,893 |
Q2 2013Jun 30, 2013 | FDS FactSet Research Systems Inc. | Buy - Position Entry | +647,851 |
Q2 2013Jun 30, 2013 | PAYX Paychex, Inc. | Buy - Position Entry | +644,006 |
Q2 2013Jun 30, 2013 | BRC Brady Corporation | Buy - Position Entry | +621,765 |
Q2 2013Jun 30, 2013 | VSAT ViaSat, Inc. | Buy - Position Entry | +554,973 |
Q2 2013Jun 30, 2013 | SYNA Synaptics Incorporated | Buy - Position Entry | +512,597 |
Q2 2013Jun 30, 2013 | GGG Graco Inc. | Buy - Position Entry | +472,980 |
Q2 2013Jun 30, 2013 | RL Ralph Lauren Corporation | Buy - Position Entry | +402,743 |
Q2 2013Jun 30, 2013 | IRBT iRobot Corporation | Buy - Position Entry | +324,125 |
Q2 2013Jun 30, 2013 | SMCI Super Micro Computer, Inc. | Buy - Position Entry | +309,850 |
Q2 2013Jun 30, 2013 | MRCY Mercury Systems Inc | Buy - Position Entry | +284,200 |
Q2 2013Jun 30, 2013 | TREX Trex Company, Inc. | Buy - Position Entry | +233,125 |
Q2 2013Jun 30, 2013 | SSYS Stratasys | Buy - Position Entry | +232,059 |
Q2 2013Jun 30, 2013 | SRDX Surmodics, Inc. | Buy - Position Entry | +222,352 |
Q2 2013Jun 30, 2013 | LLFLQ LL Flooring Holdings, Inc. | Buy - Position Entry | +218,275 |
Q2 2013Jun 30, 2013 | LQDT Liquidity Services, Inc. | Buy - Position Entry | +175,025 |
Q2 2013Jun 30, 2013 | ISRG Intuitive Surgical, Inc. | Buy - Position Entry | +88,607 |
Q2 2013Jun 30, 2013 | CSGP CoStar Group, Inc. | Buy - Position Entry | +75,475 |
Q2 2013Jun 30, 2013 | INCY Incyte Corporation | Buy - Position Entry | +43,700 |
Q2 2013Jun 30, 2013 | AAPL Apple Inc. | Buy - Position Entry | +36,004 |
Q2 2013Jun 30, 2013 | TGT Target Corporation | Buy - Position Entry | +12,900 |
Q2 2013Jun 30, 2013 | EMR Emerson Electric Company | Buy - Position Entry | +10,350 |
Q2 2013Jun 30, 2013 | VZ Verizon Communications Inc. | Buy - Position Entry | +5,800 |
Q2 2013Jun 30, 2013 | CVX Chevron Corporation | Buy - Position Entry | +3,250 |