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

As of Mar 31, 2015, 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 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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