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

As of Jun 30, 2019, 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 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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