Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2015)

According to the SEC 13F filed on Aug 14, 2026, the Disciplined Growth Investors portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. 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 2015, the filing reported:

New Buys - Geospace Technologies Corporati, Microsoft Corporation, Nestle REG

Increases - Align Technology, Inc., CoStar Group, Inc., Gentex Corporation, Garmin, iRobot Corporation, and 7 more

Reductions - Apple Inc., Autodesk, Inc., Akamai Technologies, Inc., Brady Corporation, The Cheesecake Factory Incorpor, and 27 more

Complete Exits - None reported

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 2015	AAPL Apple Inc.	Apple Inc.	Sell	-11,525	-37.5%	$2.39K	19,240
Q1 2015	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-18,400	-0.9%	$113.25K	1,931,335
Q1 2015	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-18,435	-1.1%	$118.62K	1,669,608
Q1 2015	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+3,500	+0.3%	$62.77K	1,166,985
Q1 2015	BRC Brady Corporation	Brady Corporation	Sell	-5,450	-0.8%	$19.59K	692,290
Q1 2015	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-2,000	-0.2%	$51.44K	1,042,775
Q1 2015	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-7,025	-1.2%	$12.87K	603,421
Q1 2015	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+50	+0.1%	$10.90K	55,089
Q1 2015	DLB Dolby Laboratories	Dolby Laboratories	Sell	-5,750	-0.8%	$28.98K	759,520
Q1 2015	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-15,316	-0.7%	$64.26K	2,324,838
Q1 2015	ETN Eaton	Eaton	Sell	-528,960	-53.3%	$31.46K	463,019
Q1 2015	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-135,265	-10.0%	$173.92K	1,220,812
Q1 2015	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-9,075	-1.4%	$104.75K	658,003
Q1 2015	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy - Position Entry	+238,400	-	$3.94K	238,400
Q1 2015	GGG Graco Inc.	Graco Inc.	Sell	-4,625	-0.9%	$35.19K	487,714
Q1 2015	GNTX Gentex Corporation	Gentex Corporation	Buy	+2,222,044	+98.2%	$82.08K	4,485,028
Q1 2015	GRMN Garmin	Garmin	Buy	+363,213	+27.9%	$79.05K	1,663,434
Q1 2015	INTU Intuit Inc.	Intuit Inc.	Sell	-32,650	-1.8%	$171.45K	1,768,224
Q1 2015	IRBT iRobot Corporation	iRobot Corporation	Buy	+108,875	+42.7%	$11.87K	363,800
Q1 2015	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-1,560	-0.9%	$83.01K	164,366
Q1 2015	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell	-18,900	-39.6%	$2.82K	28,800
Q1 2015	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-50,025	-1.1%	$83.29K	4,326,691
Q1 2015	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+3,225	+1.3%	$7.64K	248,286
Q1 2015	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-312	-0.0%	$65.42K	986,734
Q1 2015	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-10,825	-1.1%	$48.13K	984,344
Q1 2015	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-19,090	-1.1%	$179.95K	1,753,048
Q1 2015	MRCY Mercury Systems Inc	Mercury Systems Inc	Buy	+550	+0.2%	$3.48K	223,700
Q1 2015	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+7,225	-	$294.00	7,225
Q1 2015	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+493,300	+57.3%	$47.96K	1,354,707
Q1 2015	NSRGF Nestle REG	Nestle REG	Buy - Position Entry	+2,700	-	$204.00	2,700

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