Fred Martin Portfolio Analysis: Concentration in Tech and Energy Sectors as of March 31, 2026
Fred Martin's portfolio as of March 31, 2026, shows significant concentration in technology and energy stocks, with notable changes in holdings.
As of March 31, 2026, Fred Martin's portfolio at Disciplined Growth Investors holds a substantial concentration in specific sectors, with technology and energy being prominent. The portfolio's total value stands at $4.89 billion, with the largest allocations going to Garmin Ltd (GRMN), Plexus Corp (PLXS), Everpure Inc (PSTG), and Expand Energy Corporation (CHK).
Garmin Ltd (GRMN) represents the largest position at 6.32% of the portfolio. The holding shows a decrease in shares (-68,074 shares) and a corresponding decrease in allocation (-4.86% year-over-year). Investors can learn more about Garmin Ltd at this link.
Plexus Corp (PLXS) follows closely at 6.19% allocation. Similar to Garmin, Plexus also saw a reduction in shares (-96,221 shares) and allocation (-6.05% YoY). Further information on Plexus Corp is available here.
Technology sector representation continues with Everpure Inc (PSTG) at 5.64% and Viasat Inc (VSAT) at 5.31%. PSTG experienced a significant reduction in shares (-230,629 shares) and allocation (-4.71% YoY). Viast also saw a decline in shares (-265,082 shares) and allocation (-4.47% YoY). Additional details on Everpure Inc can be found here, and for Viast Inc here.
The energy sector is well-represented with two holdings: Expand Energy Corporation (CHK) at 5.33% and Coterra Energy Inc (CTRA) at 4.60%. Both energy holdings saw reductions: CHK (-176,577 shares, -6.92% YoY) and CTRA (-382,438 shares, -5.64% YoY). More information on Expand Energy can be found here, and for Coterra Energy here.
Other significant holdings include Arista Networks (ANET) at 4.55%, Cognex Corp (CGNX) at 4.33%, and Akamai Technologies (AKAM) at 3.90%, all within the technology sector. Arista and Cognex also saw share reductions (-7.07% and -7.16% YoY respectively). Additional details on Arista Networks here, Cognex Corp here, and Akamai Technologies here.
SEMTECH Corp (SMTC) rounds out the top ten holdings at 3.47%, though it saw a substantial reduction in shares (-21.22% YoY). For more information on SEMTECH Corp, visit this link.
For a complete view of Fred Martin's investment profile, including all holdings and performance data, please visit his profile page at Disciplined Growth Investors.