Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2013)
As of Jun 30, 2013, 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 Q2 2013, the filing reported:
New Buys - Apple Inc., Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Brady Corporation, and 41 more
Increases - None reported
Reductions - None reported
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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2013
|
AAPL
Apple Inc.
|
Buy - Position Entry |
+36,004
|
|
Q2 2013
|
ADSK
Autodesk, Inc.
|
Buy - Position Entry |
+1,879,667
|
|
Q2 2013
|
AKAM
Akamai Technologies, Inc.
|
Buy - Position Entry |
+1,563,119
|
|
Q2 2013
|
ALGN
Align Technology, Inc.
|
Buy - Position Entry |
+1,198,009
|
|
Q2 2013
|
BRC
Brady Corporation
|
Buy - Position Entry |
+621,765
|
|
Q2 2013
|
CAKE
The Cheesecake Factory Incorpor
|
Buy - Position Entry |
+1,111,612
|
|
Q2 2013
|
CEVA
CEVA, Inc.
|
Buy - Position Entry |
+799,396
|
|
Q2 2013
|
CSGP
CoStar Group, Inc.
|
Buy - Position Entry |
+75,475
|
|
Q2 2013
|
CVX
Chevron Corporation
|
Buy - Position Entry |
+3,250
|
|
Q2 2013
|
DLB
Dolby Laboratories
|
Buy - Position Entry |
+730,220
|
|
Q2 2013
|
EMR
Emerson Electric Company
|
Buy - Position Entry |
+10,350
|
|
Q2 2013
|
ETD
Ethan Allen Interiors Inc.
|
Buy - Position Entry |
+2,323,905
|
|
Q2 2013
|
ETN
Eaton
|
Buy - Position Entry |
+1,631,954
|
|
Q2 2013
|
EW
Edwards Lifesciences Corporatio
|
Buy - Position Entry |
+1,283,049
|
|
Q2 2013
|
FDS
FactSet Research Systems Inc.
|
Buy - Position Entry |
+647,851
|
|
Q2 2013
|
GGG
Graco Inc.
|
Buy - Position Entry |
+472,980
|
|
Q2 2013
|
GNTX
Gentex Corporation
|
Buy - Position Entry |
+2,155,925
|
|
Q2 2013
|
GRMN
Garmin
|
Buy - Position Entry |
+1,243,343
|
|
Q2 2013
|
INCY
Incyte Corporation
|
Buy - Position Entry |
+43,700
|
|
Q2 2013
|
INTU
Intuit Inc.
|
Buy - Position Entry |
+2,046,446
|
|
Q2 2013
|
IRBT
iRobot Corporation
|
Buy - Position Entry |
+324,125
|
|
Q2 2013
|
ISRG
Intuitive Surgical, Inc.
|
Buy - Position Entry |
+88,607
|
|
Q2 2013
|
JBLU
JetBlue Airways Corporation
|
Buy - Position Entry |
+4,217,660
|
|
Q2 2013
|
LLFLQ
LL Flooring Holdings, Inc.
|
Buy - Position Entry |
+218,275
|
|
Q2 2013
|
LQDT
Liquidity Services, Inc.
|
Buy - Position Entry |
+175,025
|
|
Q2 2013
|
LSTR
Landstar System, Inc.
|
Buy - Position Entry |
+982,430
|
|
Q2 2013
|
MCHP
Microchip Technology Incorporat
|
Buy - Position Entry |
+956,990
|
|
Q2 2013
|
MIDD
The Middleby Corporation
|
Buy - Position Entry |
+654,893
|
|
Q2 2013
|
MRCY
Mercury Systems Inc
|
Buy - Position Entry |
+284,200
|
|
Q2 2013
|
MYGN
Myriad Genetics, Inc.
|
Buy - Position Entry |
+774,520
|
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