Fred Martin Disciplined Growth Investors Portfolio Update March 2026

Fred Martin's portfolio at Disciplined Growth Investors, valued at $4.89 billion as of March 31, 2026, held 10 significant positions. The holdings included technology and energy stocks, with most showing decreases in shares during the period.

Garmin Ltd (GRMN) saw a reduction in holdings, with shares decreased by 4.86% compared to the previous period. Plexus Corp (PLXS) also experienced a decline, with shares down by 6.05%. Everpure Inc (PSTG) and Akamai Technologies (AKAM) similarly decreased their share count by 4.71% and 6.54% respectively.

Expand Energy Corporation (CHK) and Cottara Energy Inc (CTRA) both in the energy sector, witnessed significant reductions, with shares down by 6.92% and 5.64%. Arista Networks (ANET) and Cognex Corp (CGNX) also decreased their positions by 7.07% and 7.16%.

Viasat Inc (VSAT) experienced a moderate decrease of 4.47% in shares. Semtech Corp (SMTC) however, showed a substantial reduction, with shares down by 21.22%.

For more detailed information on Fred Martin's investment activities, please visit Disciplined Growth Investors' profile. You can explore each stock position by visiting their respective pages on Garmin Ltd, Plexus Corp, Everpure Inc, Expand Energy Corporation, Coterra Energy Inc, Arista Networks, Cognex Corp, Viasat Inc, and Semtech Corp.