Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q3 2014)

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, 2014. 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 2014, the filing reported:

New Buys - , Teradata Corporation, Urban Outfitters, Inc.

Increases - Apple Inc., Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Brady Corporation, and 20 more

Reductions - The Cheesecake Factory Incorpor, CEVA, Inc., CoStar Group, Inc., Emerson Electric Company, Eaton, and 13 more

Complete Exits - Incyte Corporation

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 2014	AAPL Apple Inc.	Apple Inc.	Buy	+29,316	+86.7%	$6.36K	63,118
Q3 2014	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+45,426	+2.4%	$108.90K	1,976,385
Q3 2014	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+40,008	+2.4%	$101.87K	1,703,443
Q3 2014	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+3,112	+0.3%	$61.83K	1,196,410
Q3 2014	BRC Brady Corporation	Brady Corporation	Buy	+25,935	+3.8%	$15.82K	705,115
Q3 2014	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-22,985	-2.1%	$48.53K	1,066,525
Q3 2014	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-125,525	-16.3%	$8.69K	646,321
Q3 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-13,976	-19.6%	$8.89K	57,174
Q3 2014	DLB Dolby Laboratories	Dolby Laboratories	Buy	+15,484	+2.0%	$32.32K	773,370
Q3 2014	DRQ		Buy - Position Entry	+4,381	-	$392.00	4,381
Q3 2014	EMR Emerson Electric Company	Emerson Electric Company	Sell	-160	-1.5%	$648.00	10,350
Q3 2014	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+22,810	+0.9%	$55.34K	2,427,279
Q3 2014	ETN Eaton	Eaton	Sell	-492,042	-30.4%	$71.33K	1,125,661
Q3 2014	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+15,904	+1.2%	$141.81K	1,388,261
Q3 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-1,296	-0.2%	$80.83K	665,128
Q3 2014	GGG Graco Inc.	Graco Inc.	Buy	+15,363	+3.2%	$36.54K	500,739
Q3 2014	GNTX Gentex Corporation	Gentex Corporation	Buy	+88,796	+4.0%	$61.22K	2,286,784
Q3 2014	GRMN Garmin	Garmin	Buy	+17,959	+1.4%	$68.66K	1,320,571
Q3 2014	INCY Incyte Corporation	Incyte Corporation	Sell - Position Exit	-35,100	-100.0%	$0.00	-
Q3 2014	INTU Intuit Inc.	Intuit Inc.	Sell	-96,552	-4.8%	$168.85K	1,926,474
Q3 2014	IRBT iRobot Corporation	iRobot Corporation	Sell	-53,300	-16.9%	$7.98K	261,950
Q3 2014	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+5,247	+3.2%	$77.61K	168,056
Q3 2014	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy	+43,550	+238.6%	$5.46K	61,800
Q3 2014	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+56,921	+1.3%	$46.10K	4,340,666
Q3 2014	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+41,025	+18.8%	$14.88K	259,361
Q3 2014	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Buy	+31,490	+27.0%	$2.04K	148,125
Q3 2014	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-10,222	-1.0%	$73.53K	1,018,621
Q3 2014	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+5,253	+0.5%	$47.29K	1,001,194
Q3 2014	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+1,167,229	+180.8%	$159.76K	1,812,798
Q3 2014	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-36,650	-13.7%	$2.55K	231,800

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