Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2019)

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, 2019. 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 2019, the filing reported:

New Buys - iShares Russell Midcap Growth E

Increases - Cognex Corporation, Duluth Holdings Inc., Geospace Technologies Corporati, LL Flooring Holdings, Inc., MiMedx Group, Inc, and 8 more

Reductions - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., and 39 more

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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-70,994	-7.5%	$143.09K	878,378
Q2 2019	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-83,893	-5.2%	$123.72K	1,543,840
Q2 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-47,106	-4.9%	$249.09K	910,084
Q2 2019	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-36,523	-3.7%	$41.55K	950,428
Q2 2019	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-14,614	-1.7%	$18.02K	838,278
Q2 2019	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-8,560	-1.5%	$14.01K	575,185
Q2 2019	CGNX Cognex Corporation	Cognex Corporation	Buy	+189,484	+18.3%	$58.90K	1,227,553
Q2 2019	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-329	-1.6%	$11.48K	20,721
Q2 2019	DLB Dolby Laboratories	Dolby Laboratories	Sell	-73,321	-5.0%	$89.71K	1,388,684
Q2 2019	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy	+1,441	+0.3%	$5.81K	427,599
Q2 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-97,037	-5.2%	$324.55K	1,756,795
Q2 2019	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-77,687	-12.9%	$150.36K	524,699
Q2 2019	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+6,013	+0.7%	$13.64K	902,417
Q2 2019	GGG Graco Inc.	Graco Inc.	Sell	-62,722	-4.6%	$65.33K	1,301,924
Q2 2019	GNTX Gentex Corporation	Gentex Corporation	Sell	-212,479	-5.0%	$99.71K	4,051,777
Q2 2019	GRMN Garmin	Garmin	Sell	-79,814	-5.0%	$120.17K	1,505,864
Q2 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-89,680	-8.9%	$241.35K	923,553
Q2 2019	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Sell	-16,137	-4.5%	$53.21K	344,959
Q2 2019	IRBT iRobot Corporation	iRobot Corporation	Sell	-3,034	-0.8%	$33.81K	368,906
Q2 2019	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-22,698	-6.2%	$180.57K	344,230
Q2 2019	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+2,499	-	$356.00	2,499
Q2 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-217,316	-4.5%	$85.07K	4,600,980
Q2 2019	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-71,804	-5.1%	$42.64K	1,338,280
Q2 2019	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+1,268	+0.6%	$2.55K	221,073
Q2 2019	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-45,147	-4.9%	$95.16K	881,196
Q2 2019	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-46,746	-5.2%	$59.52K	858,541
Q2 2019	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-52,726	-5.5%	$78.24K	902,450
Q2 2019	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Buy	+2,908	+0.6%	$1.97K	486,081
Q2 2019	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-75,003	-4.8%	$203.91K	1,502,658
Q2 2019	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Sell	-21,377	-3.9%	$39.23K	528,206

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