Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2017)

As of Mar 31, 2017, 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 2017, the filing reported:

New Buys - Nordstrom, Inc., Nestle REG, Varex Imaging Corporation

Increases - CEVA, Inc., Cognex Corporation, Materialise NV, Open Text Corporation, PROS Holdings, Inc., and 2 more

Reductions - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., and 41 more

Complete Exits - Apple Inc., iShares Russell Midcap Growth E, Mercury Systems 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 2017	AAPL Apple Inc.	Apple Inc.	Sell - Position Exit	-5,315	-100.0%	$0.00	-
Q1 2017	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-120,720	-6.5%	$149.81K	1,732,505
Q1 2017	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-19,668	-1.2%	$97.81K	1,638,350
Q1 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-6,755	-0.6%	$128.00K	1,115,901
Q1 2017	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-11,738	-1.1%	$64.23K	1,013,712
Q1 2017	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-11,575	-1.3%	$16.12K	876,550
Q1 2017	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+10,580	+1.7%	$21.92K	617,414
Q1 2017	CGNX Cognex Corporation	Cognex Corporation	Buy	+3,315	+0.4%	$74.84K	891,445
Q1 2017	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-530	-1.2%	$8.74K	42,169
Q1 2017	CVX Chevron Corporation	Chevron Corporation	Sell	-400	-17.0%	$209.00	1,950
Q1 2017	DLB Dolby Laboratories	Dolby Laboratories	Sell	-4,925	-0.7%	$39.26K	749,080
Q1 2017	EMR Emerson Electric Company	Emerson Electric Company	Sell	-2,250	-33.3%	$269.00	4,500
Q1 2017	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-10,438	-0.5%	$69.23K	2,258,835
Q1 2017	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-15,755	-0.7%	$200.52K	2,131,613
Q1 2017	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-14,801	-2.3%	$103.30K	626,408
Q1 2017	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-4,975	-1.0%	$8.16K	502,950
Q1 2017	GGG Graco Inc.	Graco Inc.	Sell	-5,143	-1.1%	$44.34K	471,011
Q1 2017	GNTX Gentex Corporation	Gentex Corporation	Sell	-60,590	-1.4%	$91.90K	4,308,413
Q1 2017	GRMN Garmin	Garmin	Sell	-16,128	-1.0%	$83.12K	1,626,366
Q1 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-123,248	-8.2%	$159.77K	1,377,441
Q1 2017	IRBT iRobot Corporation	iRobot Corporation	Sell	-900	-0.2%	$25.39K	383,925
Q1 2017	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-111	-0.1%	$121.80K	158,904
Q1 2017	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Sell	-73	-0.3%	$4.58K	28,300
Q1 2017	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell - Position Exit	-6,622	-100.0%	$0.00	-
Q1 2017	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-37,825	-0.9%	$82.15K	3,985,896
Q1 2017	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy - Position Entry	+71,162	-	$3.31K	71,162
Q1 2017	KRNT Kornit Digital	Kornit Digital	Sell	-5,000	-2.4%	$3.81K	199,471
Q1 2017	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-2,500	-0.9%	$5.53K	263,361
Q1 2017	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-13,230	-1.4%	$81.42K	950,554
Q1 2017	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-14,950	-1.6%	$70.03K	949,209

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