Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2013)
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 Jun 30, 2013. 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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