Fred Martin - Disciplined Growth Investors Sector Allocation (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Disciplined Growth Investors portfolio managed by Fred Martin was diversified across 9 sectors as of quarter-end Jun 30, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Technology sector represents the largest share at 53.5% of total portfolio value, followed by Technology and ETF and Industrials. Together, the top three sectors account for 80.1% of the portfolio, reflecting Fred Martin's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.