Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2014)

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, 2014. 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 2014, the filing reported:

New Buys - iShares Russell Midcap Growth E, Liquidity Services, Inc., Myriad Genetics, Inc.

Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Brady Corporation, The Cheesecake Factory Incorpor, and 23 more

Reductions - Apple Inc., CEVA, Inc., CoStar Group, Inc., Incyte Corporation, iRobot Corporation, and 8 more

Complete Exits - Verizon Communications Inc., Exxon Mobil Corporation

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
Q2 2014	AAPL Apple Inc.	Apple Inc.	Sell	-2,052	-5.7%	$18.96K	33,802
Q2 2014	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+256,687	+15.3%	$97.16K	1,930,959
Q2 2014	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+241,701	+17.0%	$78.48K	1,663,435
Q2 2014	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+81,704	+7.4%	$68.19K	1,193,298
Q2 2014	BRC Brady Corporation	Brady Corporation	Buy	+138,200	+25.5%	$21.01K	679,180
Q2 2014	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+37,516	+3.6%	$52.59K	1,089,510
Q2 2014	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-26,964	-3.4%	$11.75K	771,846
Q2 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-4,625	-6.1%	$13.13K	71,150
Q2 2014	DLB Dolby Laboratories	Dolby Laboratories	Buy	+97,501	+14.8%	$29.22K	757,886
Q2 2014	EMR Emerson Electric Company	Emerson Electric Company	Buy	+160	+1.5%	$738.00	10,510
Q2 2014	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+267,307	+12.5%	$73.14K	2,404,469
Q2 2014	ETN Eaton	Eaton	Buy	+151,294	+10.3%	$123.14K	1,617,703
Q2 2014	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+204,463	+17.5%	$90.25K	1,372,357
Q2 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+74,623	+12.6%	$72.36K	666,424
Q2 2014	GGG Graco Inc.	Graco Inc.	Buy	+62,666	+14.8%	$37.92K	485,376
Q2 2014	GNTX Gentex Corporation	Gentex Corporation	Buy	+222,573	+11.3%	$72.49K	2,197,988
Q2 2014	GRMN Garmin	Garmin	Buy	+151,179	+13.1%	$60.17K	1,302,612
Q2 2014	INCY Incyte Corporation	Incyte Corporation	Sell	-8,600	-19.7%	$1.78K	35,100
Q2 2014	INTU Intuit Inc.	Intuit Inc.	Buy	+162,880	+8.8%	$154.40K	2,023,026
Q2 2014	IRBT iRobot Corporation	iRobot Corporation	Sell	-8,250	-2.6%	$10.96K	315,250
Q2 2014	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+81,877	+101.2%	$62.53K	162,809
Q2 2014	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+18,250	-	$1.54K	18,250
Q2 2014	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+584,495	+15.8%	$36.58K	4,283,745
Q2 2014	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-2,989	-1.4%	$22.46K	218,336
Q2 2014	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Buy - Position Entry	+116,635	-	$2.64K	116,635
Q2 2014	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+150,523	+17.1%	$59.11K	1,028,843
Q2 2014	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+129,741	+15.0%	$44.57K	995,941
Q2 2014	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+31,983	+5.2%	$154.76K	645,569
Q2 2014	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-14,100	-5.0%	$2.94K	268,450
Q2 2014	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy - Position Entry	+821,612	-	$17.24K	821,612

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