Fred Martin Portfolio Concentration Analysis: Top Holdings & Share Changes
An analysis of Fred Martin's portfolio concentration as of March 31, 2026, highlighting key holdings and share changes in Technology and Energy sectors.
As of March 31, 2026, Fred Martin's portfolio at Disciplined Growth Investors shows significant concentration in specific sectors, with Technology and Energy stocks forming the core of his holdings.
The largest position by value is Garmin Ltd (GRMN), representing approximately 6.32% of the total portfolio. Martin's stake in Garmin saw a reduction of 0.46% in shares during the prior period.
Plexus Corp (PLXS) is the second-largest holding, accounting for about 6.19% of the portfolio. Martin's investment in Plexus also experienced a decline, with shares decreasing by 0.60%.
Technology sector continues to be well-represented with Everpure Inc (PSTG) at 5.64% and Viasat Inc (VSAT) at 5.31%. Both positions saw reductions in shares during the prior period.
Energy sector is prominent with holdings in Expanding Energy Corporation (CHK) at 5.33% and Coterra Energy Inc (CTRA) at 4.60%. Martin's stake in Expanding Energy decreased by 0.69%, while Coterra saw a reduction of 0.56%.
Additional significant holdings include Arista Networks (ANET) at 4.55%, Cognex Corp (CGNX) at 4.33%, and Akamai Technologies (AKAM) at 3.90%. Martin's position in Semtech Corp (SMTC) also saw a substantial reduction of 21.22% in shares.
For detailed insights into Fred Martin's investment strategy and complete portfolio holdings, please visit his profile at https://www.insiderset.com/investor/fred-martin-disciplined-growth-investors. For specific information on any stock holding, such as Garmin Ltd (GRMN) or Plexus Corp (PLXS), please explore the respective company pages at https://www.insiderset.com/investors/stocks/GRMN and https://www.insiderset.com/investors/stocks/PLXS.