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

As of Mar 31, 2019, 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 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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