Fred Martin - Disciplined Growth Investors Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Disciplined Growth Investors portfolio balances reported a total equity value of $4.89B across 61 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight GARMIN LTD SHS (GRMN) as the single largest position, accounting for 6.3% of total equity value, followed by PLEXUS CORP COM (PLXS), EVERPURE INC CL A (PSTG), EXPAND ENERGY CORPORATION COM (CHK), and others. Collectively, the top five holdings represent 28.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.