Fred Martin - Disciplined Growth Investors Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Disciplined Growth Investors portfolio balances reported a total equity value of $5.91B across 58 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight PLEXUS CORP COM (PLXS) as the single largest position, accounting for 7.3% of total equity value, followed by VIASAT INC COM (VSAT), EVERPURE INC CL A (PSTG), GARMIN LTD SHS (GRMN), and others. Collectively, the top five holdings represent 31.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.