Fred Martin's Portfolio Shows Net Decrease in Top Holdings During Q1 2026
Fred Martin's portfolio, valued at $4.89 billion as of March 31, 2026, experienced a net decrease in shares across all top holdings during the quarter, with the largest reductions seen in holdings like SMTC and CTRA.
As of March 31, 2026, Fred Martin's portfolio at Disciplined Growth Investors was valued at approximately $4.89 billion. The top holdings in the portfolio represent a significant portion of the total assets, with allocations ranging from 3.47% to 6.32%.
During the most recent quarter, Fred Martin's portfolio saw a net decrease in shares across all top holdings. Garmin Ltd (GRMN) experienced a 4.86% reduction in shares, while Plexus Corp (PLXS) and Everpure Inc (PSTG) both saw decreases of approximately 6% and 4.71%, respectively.
In the Energy sector, holdings like Expand Energy (CHK) and Coterra Energy (CTRA) also decreased, with share reductions of 6.92% and 5.64%. Technology-focused holdings, including Viasat (VSAT), Akamai Technologies (AKAM), and Arista Networks (ANET), all reported decreases during the period.
Notably, Cognex Corp (CGNX) saw the largest percentage decrease in shares (-7.16%), while Semtech Corp (SMTC) experienced the highest reduction in shares (-21.22%) during the quarter.
For detailed analysis of Fred Martin's investment activity, visit Disciplined Growth Investors. For specific stock information, including Garmin Ltd (GRMN), Plexus Corp (PLXS), and others, explore the individual profiles at GRMN, PLXS, and similar links for each stock.