Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 2015)

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, 2015. 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 2015, the filing reported:

New Buys - Cognex Corporation

Increases - Edwards Lifesciences Corporatio, Geospace Technologies Corporati, Landstar System, Inc., Open Text Corporation,

Reductions - Apple Inc., Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, and 37 more

Complete Exits - Teradata 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
Q4 2015	AAPL Apple Inc.	Apple Inc.	Sell	-500	-5.5%	$902.00	8,565
Q4 2015	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-43,150	-2.2%	$117.07K	1,921,435
Q4 2015	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-4,975	-0.3%	$88.63K	1,684,033
Q4 2015	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-21,675	-1.8%	$76.66K	1,164,110
Q4 2015	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-8,450	-0.8%	$48.21K	1,045,600
Q4 2015	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-5,325	-0.9%	$14.33K	613,371
Q4 2015	CGNX Cognex Corporation	Cognex Corporation	Buy - Position Entry	+867,075	-	$29.28K	867,075
Q4 2015	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-215	-0.5%	$8.38K	40,569
Q4 2015	DLB Dolby Laboratories	Dolby Laboratories	Sell	-4,650	-0.6%	$25.81K	766,920
Q4 2015	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-22,175	-0.9%	$65.05K	2,338,163
Q4 2015	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+1,173,927	+95.0%	$190.36K	2,410,174
Q4 2015	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-14,325	-2.2%	$105.47K	648,793
Q4 2015	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+240,375	+98.8%	$6.80K	483,575
Q4 2015	GGG Graco Inc.	Graco Inc.	Sell	-9,775	-2.0%	$35.04K	486,189
Q4 2015	GNTX Gentex Corporation	Gentex Corporation	Sell	-69,625	-1.5%	$72.06K	4,500,653
Q4 2015	GRMN Garmin	Garmin	Sell	-13,275	-0.8%	$62.33K	1,676,959
Q4 2015	INTU Intuit Inc.	Intuit Inc.	Sell	-16,300	-0.9%	$165.04K	1,710,284
Q4 2015	IRBT iRobot Corporation	iRobot Corporation	Sell	-2,400	-0.6%	$12.99K	366,950
Q4 2015	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-2,065	-1.2%	$90.03K	164,841
Q4 2015	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell	-1,995	-24.6%	$561.00	6,100
Q4 2015	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-123,300	-2.8%	$95.24K	4,204,741
Q4 2015	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-3,050	-1.2%	$4.34K	249,836
Q4 2015	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+5,275	+0.5%	$59.20K	1,009,449
Q4 2015	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-15,525	-1.6%	$45.85K	985,119
Q4 2015	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-4,290	-0.2%	$189.61K	1,757,733
Q4 2015	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-1,925	-0.8%	$4.16K	226,400
Q4 2015	MTLS Materialise NV	Materialise NV	Sell	-4,150	-0.6%	$5.09K	720,875
Q4 2015	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-30,125	-2.2%	$58.22K	1,348,807
Q4 2015	OTEX Open Text Corporation	Open Text Corporation	Buy	+2,250	+0.1%	$150.62K	3,142,419
Q4 2015	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-17,500	-2.6%	$35.13K	664,145

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