Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 2013)

As of Dec 31, 2013, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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

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