Fred Martin - Disciplined Growth Investors Investment Strategy & Portfolio Analysis
How Disciplined Growth Investors allocates capital, manages risk, and constructs its portfolio — based on SEC 13F filings.
As of Mar 31, 2026, Fred Martin's Disciplined Growth Investors portfolio reflects a quant / systematic investor approach across 61 reported 13F positions. Portfolio returns are distributed across holdings, with the top five positions representing approximately 29% of total exposure. The portfolio maintains structural breadth across 61 positions, with economic weighting tilted toward large-cap technology and growth-oriented names. Exposure to high-growth and technology-oriented segments is elevated relative to peers, with performance anchored in growth-oriented names across technology, unknown, and energy. The portfolio exhibits extremely low turnover, reinforcing a patient, conviction-led investment approach. Distinctive traits include Long-Term Holder, Broadly Diversified, Structurally Diversified.
Investment Style
Value, growth, quality, and behavioral classification from latest 13F holdings.
Primary type: Quant / Systematic Investor
Traits: Long-Term Holder, Broadly Diversified, Structurally Diversified, Sector-Tilted
Turnover profile
Moderate
Holding horizon
Long-Term
Portfolio Construction
Concentration and position sizing in the latest filing.
Portfolio construction is lowly concentrated: top three names represent 18.2% of assets, top five 28.8%, and the largest single position is 6.3%.
Top 3 weight
18.2%
Top 5 weight
28.8%
Top 10 weight
49.6%
Largest position
6.3%
Top holdings: Garmin, Plexus Corp., Pure Storage, Inc., CHESAPEAKE ENERGY CORP, ViaSat, Inc. — view full holdings
Sector Preferences
Where capital is allocated by sector.
Capital is tilted toward Technology and Unknown, with 9 sectors represented in the latest filing.
Leading sectors: Technology, Unknown, Energy
Risk Framework
Concentration, diversification, and turnover tolerance.
This investor accepts low single-name risk (largest position 6.3%, top ten 49.6%) and high economic diversification (HHI 0.02). Turnover tolerance maps to a moderate profile.
Largest position
6.3%
Top 10 weight
49.6%
Max sector
49.2%
Diversification
High
Strategy Evolution
How the strategy changed between the two most recent filing periods.
Dec 31, 2025 → Mar 31, 2026
- Top-five concentration rose from 27.4% to 28.8%.
- Largest holding changed from Pure Storage, Inc. to Garmin.
- Quarter-over-quarter portfolio weight turnover: 11.4%.
For trade-level changes, see the Activity page. View activity.
Similar Investors
Peer group with comparable portfolio behavior.
Similar-investor comparisons are coming soon.