Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2015)

As of Jun 30, 2015, 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 2015, the filing reported:

New Buys - PROS Holdings, Inc., Zumiez Inc.

Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Dolby Laboratories, and 32 more

Reductions - Apple Inc., Brady Corporation, CEVA, Inc., CoStar Group, Inc., Eaton, and 3 more

Complete Exits - , Microsoft Corporation, Nestle REG

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 2015	AAPL Apple Inc.	Apple Inc.	Sell	-9,270	-48.2%	$1.25K	9,970
Q2 2015	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+9,150	+0.5%	$97.17K	1,940,485
Q2 2015	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+1,100	+0.1%	$116.65K	1,670,708
Q2 2015	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+3,375	+0.3%	$73.39K	1,170,360
Q2 2015	BRC Brady Corporation	Brady Corporation	Sell	-46,080	-6.7%	$15.99K	646,210
Q2 2015	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+3,250	+0.3%	$57.05K	1,046,025
Q2 2015	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-1,150	-0.2%	$11.70K	602,271
Q2 2015	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-15,595	-28.3%	$7.95K	39,494
Q2 2015	DLB Dolby Laboratories	Dolby Laboratories	Buy	+3,588	+0.5%	$30.28K	763,108
Q2 2015	DRQ		Sell - Position Exit	-4,381	-100.0%	$0.00	-
Q2 2015	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+12,075	+0.5%	$61.55K	2,336,913
Q2 2015	ETN Eaton	Eaton	Sell	-285,517	-61.7%	$11.98K	177,502
Q2 2015	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+5,825	+0.5%	$174.71K	1,226,637
Q2 2015	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+1,612	+0.2%	$107.19K	659,615
Q2 2015	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+1,625	+0.7%	$5.53K	240,025
Q2 2015	GGG Graco Inc.	Graco Inc.	Buy	+2,625	+0.5%	$34.83K	490,339
Q2 2015	GNTX Gentex Corporation	Gentex Corporation	Buy	+28,800	+0.6%	$74.12K	4,513,828
Q2 2015	GRMN Garmin	Garmin	Buy	+9,350	+0.6%	$73.48K	1,672,784
Q2 2015	INTU Intuit Inc.	Intuit Inc.	Buy	+1,200	+0.1%	$178.31K	1,769,424
Q2 2015	IRBT iRobot Corporation	iRobot Corporation	Buy	+1,000	+0.3%	$11.63K	364,800
Q2 2015	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+1,095	+0.7%	$80.17K	165,461
Q2 2015	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell	-22,800	-79.2%	$581.00	6,000
Q2 2015	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+11,763	+0.3%	$90.07K	4,338,454
Q2 2015	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+625	+0.3%	$5.16K	248,911
Q2 2015	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+5,475	+0.6%	$66.35K	992,209
Q2 2015	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+4,900	+0.5%	$46.91K	989,244
Q2 2015	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+2,190	+0.1%	$196.99K	1,755,238
Q2 2015	MRCY Mercury Systems Inc	Mercury Systems Inc	Buy	+2,050	+0.9%	$3.31K	225,750
Q2 2015	MSFT Microsoft Corporation	Microsoft Corporation	Sell - Position Exit	-7,225	-100.0%	$0.00	-
Q2 2015	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+8,525	+0.6%	$46.34K	1,363,232

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