Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 2014)

As of Dec 31, 2014, 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 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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