Fred Martin – Disciplined Growth Investors Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – SharkNinja (SN), AxoGen, Inc. (AXGN), Bank of America Corporation (BAC), Broadcom Inc. (AVGO)
Increases – ZipRecruiter, Inc. (ZIP), Super Micro (SMCI), Cantaloupe, Inc. (CTLP), ViaSat, Inc. (VSAT), Arista Networks, Inc. (ANET), and 14 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Disciplined Growth Investors Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2024Mar 31, 2024 | AIOT PowerFleet, Inc. | Buy - Position Entry | +1,497,088 |
Q1 2024Mar 31, 2024 | CGNX Cognex Corporation | Buy | +1,453,623+74.8% |
Q1 2024Mar 31, 2024 | VZIO VIZIO Holding Corp. | Buy | +1,356,825+65.2% |
Q1 2024Mar 31, 2024 | SWN | Buy | +1,150,735+3.9% |
Q1 2024Mar 31, 2024 | UAA Under Armour, Inc. | Buy | +1,084,988+25.5% |
Q1 2024Mar 31, 2024 | ZIP ZipRecruiter, Inc. | Buy - Position Entry | +988,806 |
Q1 2024Mar 31, 2024 | ALRM Alarm.com Holdings, Inc. | Buy | +816,823+47.1% |
Q1 2024Mar 31, 2024 | M5425M103 InMode | Buy - Position Entry | +782,531 |
Q1 2024Mar 31, 2024 | SFIX Stitch Fix, Inc. | Buy | +570,096+9.0% |
Q1 2024Mar 31, 2024 | PGNY Progyny, Inc. | Buy - Position Entry | +519,054 |
Q1 2024Mar 31, 2024 | IDCC InterDigital, Inc. | Buy | +406,530+60.1% |
Q1 2024Mar 31, 2024 | FND Floor & Decor Holdings, Inc. | Buy | +394,910+55.4% |
Q1 2024Mar 31, 2024 | VSAT ViaSat, Inc. | Buy | +353,083+11.5% |
Q1 2024Mar 31, 2024 | LGIH LGI Homes, Inc. | Buy | +342,393+62.4% |
Q1 2024Mar 31, 2024 | MSM MSC Industrial Direct Company, | Buy | +335,842+129.4% |
Q1 2024Mar 31, 2024 | KRNT Kornit Digital | Buy | +239,028+14.0% |
Q1 2024Mar 31, 2024 | TTWO Take-Two Interactive Software, | Buy | +194,434+174.4% |
Q1 2024Mar 31, 2024 | PRLB Proto Labs, Inc. | Buy | +170,201+9.8% |
Q1 2024Mar 31, 2024 | MTLS Materialise NV | Buy | +170,192+12.0% |
Q1 2024Mar 31, 2024 | CTLP Cantaloupe, Inc. | Buy | +141,494+9.8% |
Q1 2024Mar 31, 2024 | CTRA Coterra Energy Inc. | Buy | +127,768+2.6% |
Q1 2024Mar 31, 2024 | MYGN Myriad Genetics, Inc. | Buy | +122,057+6.2% |
Q1 2024Mar 31, 2024 | CHRS Coherus BioSciences, Inc. | Buy | +89,210+7.6% |
Q1 2024Mar 31, 2024 | GEOS Geospace Technologies Corporati | Buy | +79,022+5.3% |
Q1 2024Mar 31, 2024 | GNTX Gentex Corporation | Buy | +77,796+1.9% |
Q1 2024Mar 31, 2024 | SMTC Semtech Corporation | Buy | +70,944+14.4% |
Q1 2024Mar 31, 2024 | EGAN eGain Corporation | Buy | +67,856+6.4% |
Q1 2024Mar 31, 2024 | CLB Core Laboratories Inc. | Buy | +63,390+8.4% |
Q1 2024Mar 31, 2024 | PLXS Plexus Corp. | Buy | +63,135+3.1% |
Q1 2024Mar 31, 2024 | LUNA Luna Innovations Incorporated | Buy | +61,821+7.3% |