Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2019)

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, 2019. 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 2019, the filing reported:

New Buys - None reported

Increases - Align Technology, Inc., Cara Therapeutics, Inc., CEVA, Inc., Cognex Corporation, CoStar Group, Inc., and 16 more

Reductions - Autodesk, Inc., Akamai Technologies, Inc., The Cheesecake Factory Incorpor, Dolby Laboratories, Edwards Lifesciences Corporatio, and 32 more

Complete Exits - iShares Russell Midcap Growth E

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 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-356,098	-27.3%	$147.93K	949,372
Q1 2019	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-15,327	-0.9%	$116.72K	1,627,733
Q1 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+708	+0.1%	$272.16K	957,190
Q1 2019	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-5,438	-0.5%	$48.28K	986,951
Q1 2019	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+5,509	+0.7%	$16.73K	852,892
Q1 2019	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+5,319	+0.9%	$15.74K	583,745
Q1 2019	CGNX Cognex Corporation	Cognex Corporation	Buy	+223,030	+27.4%	$52.80K	1,038,069
Q1 2019	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+102	+0.5%	$9.82K	21,050
Q1 2019	DLB Dolby Laboratories	Dolby Laboratories	Sell	-11,849	-0.8%	$92.06K	1,462,005
Q1 2019	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy	+4,072	+1.0%	$10.16K	426,158
Q1 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-61,279	-3.2%	$354.69K	1,853,832
Q1 2019	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-6,614	-1.1%	$149.55K	602,386
Q1 2019	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+2,062	+0.2%	$11.60K	896,404
Q1 2019	GGG Graco Inc.	Graco Inc.	Sell	-17,799	-1.3%	$67.58K	1,364,646
Q1 2019	GNTX Gentex Corporation	Gentex Corporation	Sell	-13,927	-0.3%	$88.19K	4,264,256
Q1 2019	GRMN Garmin	Garmin	Sell	-21,171	-1.3%	$136.92K	1,585,678
Q1 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-12,727	-1.2%	$264.87K	1,013,233
Q1 2019	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Sell	-1,582	-0.4%	$54.81K	361,096
Q1 2019	IRBT iRobot Corporation	iRobot Corporation	Buy	+2,016	+0.5%	$43.77K	371,940
Q1 2019	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-2,992	-0.8%	$209.36K	366,928
Q1 2019	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell - Position Exit	-10,438	-100.0%	$0.00	-
Q1 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-46,243	-1.0%	$78.83K	4,818,296
Q1 2019	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-8,332	-0.6%	$62.58K	1,410,084
Q1 2019	KRNT Kornit Digital	Kornit Digital	Sell	-25	-0.0%	$3.82K	160,607
Q1 2019	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-32,503	-12.9%	$2.22K	219,805
Q1 2019	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-8,366	-0.9%	$101.33K	926,343
Q1 2019	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-11,465	-1.3%	$49.89K	905,287
Q1 2019	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-8,343	-0.9%	$79.24K	955,176
Q1 2019	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-700	-0.1%	$1.70K	483,173
Q1 2019	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-11,598	-0.7%	$205.14K	1,577,661

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