Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2014)

As of Mar 31, 2014, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q1 2014, the filing reported:

New Buys - Verizon Communications Inc., Exxon Mobil Corporation

Increases - Apple Inc., CEVA, Inc., CoStar Group, Inc., Incyte Corporation, iRobot Corporation, and 7 more

Reductions - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Brady Corporation, The Cheesecake Factory Incorpor, and 24 more

Complete Exits - iShares Russell Midcap Growth E, Liquidity Services, Inc., Myriad Genetics, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2014	AAPL Apple Inc.	Apple Inc.	Buy	+1,942	+5.7%	$15.87K	35,854
Q1 2014	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-272,787	-14.0%	$69.06K	1,674,272
Q1 2014	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-254,901	-15.2%	$50.22K	1,421,734
Q1 2014	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-93,129	-7.7%	$37.25K	1,111,594
Q1 2014	BRC Brady Corporation	Brady Corporation	Sell	-143,250	-20.9%	$18.14K	540,980
Q1 2014	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-48,178	-4.4%	$40.62K	1,051,994
Q1 2014	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+17,564	+2.2%	$12.46K	798,810
Q1 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+3,800	+5.3%	$8.29K	75,775
Q1 2014	DLB Dolby Laboratories	Dolby Laboratories	Sell	-103,476	-13.5%	$22.16K	660,385
Q1 2014	EMR Emerson Electric Company	Emerson Electric Company	Sell	-160	-1.5%	$578.00	10,350
Q1 2014	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-288,257	-11.9%	$70.36K	2,137,162
Q1 2014	ETN Eaton	Eaton	Sell	-164,694	-10.1%	$89.82K	1,466,409
Q1 2014	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-215,613	-15.6%	$95.95K	1,167,894
Q1 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-79,998	-11.9%	$54.80K	591,801
Q1 2014	GGG Graco Inc.	Graco Inc.	Sell	-66,741	-13.6%	$24.53K	422,710
Q1 2014	GNTX Gentex Corporation	Gentex Corporation	Sell	-240,898	-10.9%	$39.53K	1,975,415
Q1 2014	GRMN Garmin	Garmin	Sell	-160,629	-12.2%	$38.05K	1,151,433
Q1 2014	INCY Incyte Corporation	Incyte Corporation	Buy	+8,600	+24.5%	$1.02K	43,700
Q1 2014	INTU Intuit Inc.	Intuit Inc.	Sell	-179,180	-8.8%	$122.14K	1,860,146
Q1 2014	IRBT iRobot Corporation	iRobot Corporation	Buy	+4,275	+1.3%	$8.30K	323,500
Q1 2014	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-83,142	-50.7%	$39.75K	80,932
Q1 2014	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell - Position Exit	-18,250	-100.0%	$0.00	-
Q1 2014	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-621,220	-14.4%	$25.52K	3,699,250
Q1 2014	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+464	+0.2%	$15.54K	221,325
Q1 2014	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Sell - Position Exit	-118,510	-100.0%	$0.00	-
Q1 2014	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-158,773	-15.3%	$50.14K	878,320
Q1 2014	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-138,016	-13.7%	$31.85K	866,200
Q1 2014	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-35,483	-5.5%	$93.36K	613,586
Q1 2014	MRCY Mercury Systems Inc	Mercury Systems Inc	Buy	+10,775	+4.0%	$2.08K	282,550
Q1 2014	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell - Position Exit	-828,037	-100.0%	$0.00	-

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