Fred Martin's Top Holdings: Strategic Investments in Tech and Energy as of March 31, 2026
Disciplined Growth Investors' portfolio highlights include significant stakes in Garmin, Plexus, Everpure, and key energy companies as of March 31, 2026.
Fred Martin, managing the portfolio at Disciplined Growth Investors, has positioned his investments strategically as of March 31, 2026. His top holdings reflect a focus on technology and energy sectors, with significant allocations to companies like Garmin Ltd, Plexus Corp, Everpure Inc, Expand Energy Corporation, and Viasat Inc.
Garmin Ltd (GRMN) stands as a cornerstone of Martin's portfolio, representing approximately 6.32% of the total value. The position saw a reduction in shares during the prior period, decreasing by 68,074 shares (-4.86%). Investors can learn more about Martin's investment approach here: Disciplined Growth Investors and about Garmin Ltd here: GRMN.
Plexus Corp (PLXS) is another significant holding, accounting for about 6.19% of the portfolio. Martin's stake in this Technology company also experienced a decline, with shares falling by 96,221 (-6.05%). Further details on Plexus Corp can be found here: PLXS.
Technology continues to be a theme with Everpure Inc (PSTG), which holds a 5.64% allocation. Martin's investment in this company also showed a decrease of 230,629 shares (-4.71%) over the prior period. More information on Everpure Inc is available here: PSTG.
In the Energy sector, Expand Energy Corporation (CHK) represents a substantial 5.33% of the portfolio. Martin's position in this Energy company saw a significant reduction, with shares down by 176,577 (-6.92%). Further details on Expand Energy Corporation can be found here: CHK.
Another key Energy holding is Coterra Energy Inc (CTRA), comprising 4.6% of the portfolio. Martin's investment in this sector also showed a decline, with shares falling by 382,438 (-5.64%). More information on Coterra Energy Inc is available here: CTRA.
The Technology sector is well-represented with Viastar Inc (VSAT), holding a 5.31% allocation. Martin's stake in this company decreased by 265,082 shares (-4.47%) during the prior period. Further details on Viastar Inc can be found here: VSAT.
Additional notable holdings include 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%, all reflecting Martin's diversified approach across various technology sub-sectors. For a complete view of holdings and performance, please visit the Disciplined Growth Investors profile: Disciplined Growth Investors.