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 | IPGP IPG Photonics Corporation | Buy | +56,832+13.4% |
Q1 2024Mar 31, 2024 | THRM Gentherm Inc | Buy | +53,847+5.0% |
Q1 2024Mar 31, 2024 | SRDX Surmodics, Inc. | Buy | +44,284+7.2% |
Q1 2024Mar 31, 2024 | MDXG MiMedx Group, Inc | Buy | +35,828+11.3% |
Q1 2024Mar 31, 2024 | ALGN Align Technology, Inc. | Buy | +32,553+4.8% |
Q1 2024Mar 31, 2024 | CEVA CEVA, Inc. | Buy | +31,600+6.9% |
Q1 2024Mar 31, 2024 | GNRC Generac Holdlings Inc. | Buy | +25,671+7.7% |
Q1 2024Mar 31, 2024 | SRI Stoneridge, Inc. | Buy | +23,443+10.9% |
Q1 2024Mar 31, 2024 | AKAM Akamai Technologies, Inc. | Buy | +20,535+1.5% |
Q1 2024Mar 31, 2024 | DLB Dolby Laboratories | Buy | +20,450+1.5% |
Q1 2024Mar 31, 2024 | MLKN MillerKnoll, Inc. | Buy | +19,943+6.4% |
Q1 2024Mar 31, 2024 | PRO PROS Holdings, Inc. | Buy | +13,846+2.7% |
Q1 2024Mar 31, 2024 | ZUMZ Zumiez Inc. | Buy | +11,550+6.6% |
Q1 2024Mar 31, 2024 | GRMN Garmin | Buy | +10,094+0.7% |
Q1 2024Mar 31, 2024 | SNA Snap-On Incorporated | Buy | +9,425+2.7% |
Q1 2024Mar 31, 2024 | TREX Trex Company, Inc. | Buy | +5,936+1.4% |
Q1 2024Mar 31, 2024 | MCHP Microchip Technology Incorporat | Buy | +5,395+0.3% |
Q1 2024Mar 31, 2024 | CARA Cara Therapeutics, Inc. | Buy | +2,958+0.2% |
Q1 2024Mar 31, 2024 | SPSC SPS Commerce, Inc. | Buy | +2,691+1.6% |
Q1 2024Mar 31, 2024 | VLO Valero Energy Corporation | Buy - Position Entry | +1,500 |
Q1 2024Mar 31, 2024 | CVX Chevron Corporation | Buy - Position Entry | +1,295 |
Q1 2024Mar 31, 2024 | POWI Power Integrations, Inc. | Sell | -1,082-0.1% |
Q1 2024Mar 31, 2024 | PAYX Paychex, Inc. | Sell | -1,093-0.8% |
Q1 2024Mar 31, 2024 | LSTR Landstar System, Inc. | Sell | -1,823-0.6% |
Q1 2024Mar 31, 2024 | ISRG Intuitive Surgical, Inc. | Sell | -8,239-3.1% |
Q1 2024Mar 31, 2024 | STRA Strategic Education, Inc. | Sell | -13,601-2.9% |
Q1 2024Mar 31, 2024 | GGG Graco Inc. | Sell | -13,941-3.3% |
Q1 2024Mar 31, 2024 | ADSK Autodesk, Inc. | Sell | -15,276-4.2% |
Q1 2024Mar 31, 2024 | ANET Arista Networks | Sell | -15,375-2.4% |
Q1 2024Mar 31, 2024 | INTU Intuit Inc. | Sell | -17,153-7.7% |