Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 15, 2022, the Disciplined Growth Investors portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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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