Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2013, the filing reported:

New Buys - iShares Russell Midcap Growth E

Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Brady Corporation, Dolby Laboratories, and 23 more

Reductions - Apple Inc., The Cheesecake Factory Incorpor, CEVA, Inc., CoStar Group, Inc., Incyte Corporation, and 10 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
Q4 2013	AAPL Apple Inc.	Apple Inc.	Sell	-850	-2.4%	$19.02K	33,912
Q4 2013	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+39,902	+2.1%	$97.97K	1,947,059
Q4 2013	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+95,036	+6.0%	$79.10K	1,676,635
Q4 2013	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+1,869	+0.2%	$68.84K	1,204,723
Q4 2013	BRC Brady Corporation	Brady Corporation	Buy	+41,775	+6.5%	$21.16K	684,230
Q4 2013	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-9,250	-0.8%	$53.10K	1,100,172
Q4 2013	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-12,575	-1.6%	$11.89K	781,246
Q4 2013	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-2,775	-3.7%	$13.29K	71,975
Q4 2013	DLB Dolby Laboratories	Dolby Laboratories	Buy	+23,601	+3.2%	$29.45K	763,861
Q4 2013	EMR Emerson Electric Company	Emerson Electric Company	Buy	+160	+1.5%	$738.00	10,510
Q4 2013	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+49,776	+2.1%	$73.78K	2,425,419
Q4 2013	ETN Eaton	Eaton	Buy	+7,250	+0.4%	$124.16K	1,631,103
Q4 2013	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+73,573	+5.6%	$90.98K	1,383,507
Q4 2013	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+23,653	+3.6%	$72.94K	671,799
Q4 2013	GGG Graco Inc.	Graco Inc.	Buy	+10,361	+2.2%	$38.24K	489,451
Q4 2013	GNTX Gentex Corporation	Gentex Corporation	Buy	+54,988	+2.5%	$73.09K	2,216,313
Q4 2013	GRMN Garmin	Garmin	Buy	+59,687	+4.8%	$60.60K	1,312,062
Q4 2013	INCY Incyte Corporation	Incyte Corporation	Sell	-8,600	-19.7%	$1.78K	35,100
Q4 2013	INTU Intuit Inc.	Intuit Inc.	Buy	+18,855	+0.9%	$155.64K	2,039,326
Q4 2013	IRBT iRobot Corporation	iRobot Corporation	Sell	-3,375	-1.0%	$11.10K	319,225
Q4 2013	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+8,000	+5.1%	$63.02K	164,074
Q4 2013	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+18,250	-	$1.54K	18,250
Q4 2013	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+72,925	+1.7%	$36.90K	4,320,470
Q4 2013	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-2,414	-1.1%	$22.72K	220,861
Q4 2013	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Sell	-58,965	-33.2%	$2.69K	118,510
Q4 2013	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+41,161	+4.1%	$59.58K	1,037,093
Q4 2013	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+28,156	+2.9%	$44.94K	1,004,216
Q4 2013	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+10,988	+1.7%	$155.60K	649,069
Q4 2013	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-9,600	-3.4%	$2.98K	271,775
Q4 2013	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+33,157	+4.2%	$17.37K	828,037

Page 1 of 2