Fred Martin's Top Holdings in Disciplined Growth Investors Portfolio
Disciplined Growth Investors' portfolio, managed by Fred Martin, shows significant reductions in several top holdings as of March 31, 2026, with notable decreases in shares and portfolio allocations.
As of March 31, 2026, Fred Martin, managing the portfolio for Disciplined Growth Investors, held a total portfolio value of approximately $4.89 billion. The top holdings in this portfolio, representing significant portions of the assets, include positions in technology and energy sectors.
Among the top holdings, Garmin (GRMN) accounts for 6.32% of the portfolio, followed by Plexus Corp (PLXS) at 6.19%, Everpure Inc (PSTG) at 5.64%, and Expand Energy (CHK) at 5.33%. Other substantial positions include Viasat (VSAT) at 5.31%, Coterra Energy (CTRA) at 4.6%, Arista Networks (ANET) at 4.55%, Cognex Corp (CGNX) at 4.33%, Akamai Technologies (AKAM) at 3.9%, and Semtech Corp (SMTC) at 3.47%.
Several holdings show observable changes in shares or positions during the reporting period. For instance, SMTC experienced a significant reduction, with a -21.22% change in shares, leading to a decrease in its portfolio allocation. Similarly, other stocks like CGNX (-7.16%), ANET (-7.07%), AKAM (-6.54%), and GRMN (-4.86%) also saw notable decreases in their share counts and portfolio percentages.
For detailed insights into Fred Martin's investment strategy and performance, visit the investor profile at https://www.insiderset.com/investor/fred-martin-disciplined-growth-investors. You can also explore each stock's performance and details at the following links: GRMN, PLXS, PSTG, CHK, VSAT, CTRA, ANET, CGNX, AKAM, and SMTC.