Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 2018)

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, 2018. 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 2018, the filing reported:

New Buys - IPG Photonics Corporation, iShares Russell Midcap Growth E, Stitch Fix, Inc.

Increases - Align Technology, Inc., Geospace Technologies Corporati, iRobot Corporation, MSC Industrial Direct Company, , Power Integrations, Inc., and 3 more

Reductions - Autodesk, Inc., Akamai Technologies, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., CEVA, Inc., and 43 more

Complete Exits - Ethan Allen Interiors 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 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-40,860	-3.0%	$167.90K	1,305,470
Q4 2018	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-11,236	-0.7%	$100.36K	1,643,060
Q4 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+18,459	+2.0%	$200.32K	956,482
Q4 2018	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-13,365	-1.3%	$43.18K	992,389
Q4 2018	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-2,299	-0.3%	$11.02K	847,383
Q4 2018	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-3,468	-0.6%	$12.78K	578,426
Q4 2018	CGNX Cognex Corporation	Cognex Corporation	Sell	-9,563	-1.2%	$31.52K	815,039
Q4 2018	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-206	-1.0%	$7.07K	20,948
Q4 2018	DLB Dolby Laboratories	Dolby Laboratories	Sell	-23,303	-1.6%	$91.14K	1,473,854
Q4 2018	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-1,646	-0.4%	$10.65K	422,086
Q4 2018	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell - Position Exit	-1,906,783	-100.0%	$0.00	-
Q4 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-148,593	-7.2%	$293.34K	1,915,111
Q4 2018	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-14,605	-2.3%	$121.88K	609,000
Q4 2018	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+353,944	+65.5%	$9.22K	894,342
Q4 2018	GGG Graco Inc.	Graco Inc.	Sell	-21,369	-1.5%	$57.85K	1,382,445
Q4 2018	GNTX Gentex Corporation	Gentex Corporation	Sell	-81,915	-1.9%	$86.46K	4,278,183
Q4 2018	GRMN Garmin	Garmin	Sell	-21,352	-1.3%	$101.75K	1,606,849
Q4 2018	INTU Intuit Inc.	Intuit Inc.	Sell	-134,341	-11.6%	$201.96K	1,025,960
Q4 2018	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Buy - Position Entry	+362,678	-	$41.09K	362,678
Q4 2018	IRBT iRobot Corporation	iRobot Corporation	Buy	+5	+0.0%	$30.98K	369,924
Q4 2018	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-15,486	-4.0%	$177.16K	369,920
Q4 2018	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+10,438	-	$1.19K	10,438
Q4 2018	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-22,585	-0.5%	$78.12K	4,864,539
Q4 2018	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-21,198	-1.5%	$66.11K	1,418,416
Q4 2018	KRNT Kornit Digital	Kornit Digital	Sell	-7,980	-4.7%	$3.01K	160,632
Q4 2018	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-349	-0.1%	$2.40K	252,308
Q4 2018	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-12,385	-1.3%	$89.42K	934,709
Q4 2018	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-14,025	-1.5%	$38.84K	916,752
Q4 2018	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-203	-0.0%	$69.30K	963,519
Q4 2018	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-222,973	-31.5%	$866.00	483,873

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