Fred Martin – Disciplined Growth Investors Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Disciplined Growth Investors portfolio managed by Fred Martin was diversified across 10 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 42.8% of total portfolio value, followed by ETF and Industrials and Energy. Together, the top three sectors account for 74.7% of the portfolio, reflecting Fred Martin's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.