Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2022)
As of Jun 30, 2022, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 2022. 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 2022, the filing reported:
New Buys - Semtech Corporation
Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Alarm.com Holdings, Inc., Arista Networks, Inc., and 49 more
Reductions - Apple Inc., Comcast Corporation, Chevron Corporation, Intuit Inc., JetBlue Airways Corporation, and 3 more
Complete Exits - Aon Plc, Berry Global Group, Inc., Chubb Limited, Emerson Electric Company, Freeport-McMoRan, Inc., and 13 more
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 2022
|
AAPL
Apple Inc.
|
Sell |
-4,274
|
|
Q2 2022
|
ADSK
Autodesk, Inc.
|
Buy |
+9,125
|
|
Q2 2022
|
AKAM
Akamai Technologies, Inc.
|
Buy |
+17,882
|
|
Q2 2022
|
ALGN
Align Technology, Inc.
|
Buy |
+90,424
|
|
Q2 2022
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+739,795
|
|
Q2 2022
|
ANET
Arista Networks, Inc.
|
Buy |
+13,814
|
|
Q2 2022
|
AON
Aon Plc
|
Sell - Position Exit |
-1,939
|
|
Q2 2022
|
BERY
Berry Global Group, Inc.
|
Sell - Position Exit |
-5,534
|
|
Q2 2022
|
CARA
Cara Therapeutics, Inc.
|
Buy |
+4,472
|
|
Q2 2022
|
CB
Chubb Limited
|
Sell - Position Exit |
-2,462
|
|
Q2 2022
|
CEVA
CEVA, Inc.
|
Buy |
+1,394
|
|
Q2 2022
|
CGNX
Cognex Corporation
|
Buy |
+637,024
|
|
Q2 2022
|
CHRS
Coherus BioSciences, Inc.
|
Buy |
+1,100
|
|
Q2 2022
|
CMCSA
Comcast Corporation
|
Sell |
-2,148
|
|
Q2 2022
|
CTRA
Coterra Energy Inc.
|
Buy |
+47,994
|
|
Q2 2022
|
CVX
Chevron Corporation
|
Sell |
-175
|
|
Q2 2022
|
DLB
Dolby Laboratories
|
Buy |
+70,265
|
|
Q2 2022
|
DLTH
Duluth Holdings Inc.
|
Buy |
+2,484
|
|
Q2 2022
|
DLX
Deluxe Corporation
|
Buy |
+6,666
|
|
Q2 2022
|
EMR
Emerson Electric Company
|
Sell - Position Exit |
-2,300
|
|
Q2 2022
|
FCX
Freeport-McMoRan, Inc.
|
Sell - Position Exit |
-5,874
|
|
Q2 2022
|
FI
Fiserv, Inc.
|
Sell - Position Exit |
-4,142
|
|
Q2 2022
|
FIS
Fidelity National Information S
|
Sell - Position Exit |
-2,937
|
|
Q2 2022
|
GEOS
Geospace Technologies Corporati
|
Buy |
+3,771
|
|
Q2 2022
|
GGG
Graco Inc.
|
Buy |
+10,404
|
|
Q2 2022
|
GNTX
Gentex Corporation
|
Buy |
+54,806
|
|
Q2 2022
|
GRMN
Garmin
|
Buy |
+114,014
|
|
Q2 2022
|
ICE
Intercontinental Exchange Inc.
|
Sell - Position Exit |
-3,293
|
|
Q2 2022
|
IDCC
InterDigital, Inc.
|
Buy |
+7,708
|
|
Q2 2022
|
INTU
Intuit Inc.
|
Sell |
-32,557
|
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