Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q3 2013)

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 Sep 30, 2013. 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 Q3 2013, the filing reported:

New Buys - None reported

Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Brady Corporation, Dolby Laboratories, and 22 more

Reductions - Apple Inc., The Cheesecake Factory Incorpor, CEVA, Inc., CoStar Group, Inc., Eaton, and 9 more

Complete Exits - Target Corporation, Verizon Communications Inc.

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
Q3 2013	AAPL Apple Inc.	Apple Inc.	Sell	-1,242	-3.4%	$16.57K	34,762
Q3 2013	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+27,490	+1.5%	$78.52K	1,907,157
Q3 2013	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+18,480	+1.2%	$81.77K	1,581,599
Q3 2013	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+4,845	+0.4%	$57.86K	1,202,854
Q3 2013	BRC Brady Corporation	Brady Corporation	Buy	+20,690	+3.3%	$19.59K	642,455
Q3 2013	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-2,190	-0.2%	$48.76K	1,109,422
Q3 2013	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-5,575	-0.7%	$13.69K	793,821
Q3 2013	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-725	-1.0%	$12.55K	74,750
Q3 2013	DLB Dolby Laboratories	Dolby Laboratories	Buy	+10,040	+1.4%	$25.55K	740,260
Q3 2013	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+51,738	+2.2%	$66.21K	2,375,643
Q3 2013	ETN Eaton	Eaton	Sell	-8,101	-0.5%	$111.79K	1,623,853
Q3 2013	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+26,885	+2.1%	$91.21K	1,309,934
Q3 2013	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+295	+0.0%	$70.71K	648,146
Q3 2013	GGG Graco Inc.	Graco Inc.	Buy	+6,110	+1.3%	$35.48K	479,090
Q3 2013	GNTX Gentex Corporation	Gentex Corporation	Buy	+5,400	+0.3%	$55.31K	2,161,325
Q3 2013	GRMN Garmin	Garmin	Buy	+9,032	+0.7%	$56.59K	1,252,375
Q3 2013	INTU Intuit Inc.	Intuit Inc.	Sell	-25,975	-1.3%	$133.98K	2,020,471
Q3 2013	IRBT iRobot Corporation	iRobot Corporation	Sell	-1,525	-0.5%	$12.14K	322,600
Q3 2013	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+67,467	+76.1%	$58.73K	156,074
Q3 2013	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+29,885	+0.7%	$28.31K	4,247,545
Q3 2013	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+5,000	+2.3%	$23.81K	223,275
Q3 2013	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Buy	+2,450	+1.4%	$5.95K	177,475
Q3 2013	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+13,502	+1.4%	$55.75K	995,932
Q3 2013	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+19,070	+2.0%	$39.33K	976,060
Q3 2013	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-16,812	-2.6%	$133.30K	638,081
Q3 2013	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-2,825	-1.0%	$2.81K	281,375
Q3 2013	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+20,360	+2.6%	$18.68K	794,880
Q3 2013	OTEX Open Text Corporation	Open Text Corporation	Sell	-5,437	-0.3%	$130.80K	1,752,172
Q3 2013	PAYX Paychex, Inc.	Paychex, Inc.	Buy	+4,410	+0.7%	$26.35K	648,416
Q3 2013	PLXS Plexus Corp.	Plexus Corp.	Buy	+4,348	+0.1%	$120.15K	3,233,397

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