Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2014, the filing reported:

New Buys - CSX Corporation, Power Integrations, Inc.

Increases - FactSet Research Systems Inc., JetBlue Airways Corporation, Synaptics Incorporated, ViaSat, Inc.

Reductions - Apple Inc., Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., Brady Corporation, and 34 more

Complete Exits - Liquidity Services, 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
Q4 2014	AAPL Apple Inc.	Apple Inc.	Sell	-32,353	-51.3%	$3.40K	30,765
Q4 2014	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-26,650	-1.3%	$117.10K	1,949,735
Q4 2014	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-15,400	-0.9%	$106.28K	1,688,043
Q4 2014	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-32,925	-2.8%	$65.05K	1,163,485
Q4 2014	BRC Brady Corporation	Brady Corporation	Sell	-7,375	-1.0%	$19.08K	697,740
Q4 2014	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-21,750	-2.0%	$52.56K	1,044,775
Q4 2014	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-35,875	-5.6%	$11.07K	610,446
Q4 2014	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-2,135	-3.7%	$10.11K	55,039
Q4 2014	CSX CSX Corporation	CSX Corporation	Buy - Position Entry	+6,204	-	$225.00	6,204
Q4 2014	DLB Dolby Laboratories	Dolby Laboratories	Sell	-8,100	-1.0%	$33.00K	765,270
Q4 2014	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-87,125	-3.6%	$72.47K	2,340,154
Q4 2014	ETN Eaton	Eaton	Sell	-133,682	-11.9%	$67.42K	991,979
Q4 2014	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-32,184	-2.3%	$172.74K	1,356,077
Q4 2014	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+1,950	+0.3%	$93.89K	667,078
Q4 2014	GGG Graco Inc.	Graco Inc.	Sell	-8,400	-1.7%	$39.48K	492,339
Q4 2014	GNTX Gentex Corporation	Gentex Corporation	Sell	-23,800	-1.0%	$81.76K	2,262,984
Q4 2014	GRMN Garmin	Garmin	Sell	-20,350	-1.5%	$68.69K	1,300,221
Q4 2014	INTU Intuit Inc.	Intuit Inc.	Sell	-125,600	-6.5%	$166.02K	1,800,874
Q4 2014	IRBT iRobot Corporation	iRobot Corporation	Sell	-7,025	-2.7%	$8.85K	254,925
Q4 2014	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-2,130	-1.3%	$87.77K	165,926
Q4 2014	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell	-14,100	-22.8%	$4.45K	47,700
Q4 2014	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+36,050	+0.8%	$69.42K	4,376,716
Q4 2014	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-14,300	-5.5%	$16.25K	245,061
Q4 2014	LQDT Liquidity Services, Inc.	Liquidity Services, Inc.	Sell - Position Exit	-148,125	-100.0%	$0.00	-
Q4 2014	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-31,575	-3.1%	$71.59K	987,046
Q4 2014	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-6,025	-0.6%	$44.89K	995,169
Q4 2014	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-40,660	-2.2%	$175.62K	1,772,138
Q4 2014	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-8,650	-3.7%	$3.11K	223,150
Q4 2014	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-5,925	-0.7%	$29.34K	861,407
Q4 2014	OTEX Open Text Corporation	Open Text Corporation	Sell	-157,025	-4.8%	$182.09K	3,125,465

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