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 |
|---|---|---|---|
Q4 2022Dec 31, 2022 | POWI Power Integrations, Inc. | Sell | -1,668-0.1% |
Q4 2022Dec 31, 2022 | ANET Arista Networks, Inc. | Sell | -1,722-0.2% |
Q4 2022Dec 31, 2022 | RCL Royal Caribbean | Sell | -2,101-0.2% |
Q4 2022Dec 31, 2022 | TTWO Take-Two Interactive Software, | Sell | -2,213-1.6% |
Q4 2022Dec 31, 2022 | DLB Dolby Laboratories | Sell | -2,346-0.1% |
Q4 2022Dec 31, 2022 | FND Floor & Decor Holdings, Inc. | Sell | -2,661-0.7% |
Q4 2022Dec 31, 2022 | ADSK Autodesk, Inc. | Sell | -2,898-0.6% |
Q4 2022Dec 31, 2022 | ISRG Intuitive Surgical, Inc. | Sell | -3,372-1.0% |
Q4 2022Dec 31, 2022 | LGIH LGI Homes, Inc. | Sell | -3,530-0.6% |
Q4 2022Dec 31, 2022 | PAYX Paychex, Inc. | Sell | -4,817-1.9% |
Q4 2022Dec 31, 2022 | IDCC InterDigital, Inc. | Sell | -5,761-0.7% |
Q4 2022Dec 31, 2022 | MYGN Myriad Genetics, Inc. | Sell | -6,046-0.3% |
Q4 2022Dec 31, 2022 | SMTC Semtech Corporation | Sell | -8,129-1.5% |
Q4 2022Dec 31, 2022 | MCHP Microchip Technology Incorporat | Sell | -9,824-0.5% |
Q4 2022Dec 31, 2022 | CGNX Cognex Corporation | Sell | -11,228-0.5% |
Q4 2022Dec 31, 2022 | JWN Nordstrom, Inc. | Sell | -15,875-0.9% |
Q4 2022Dec 31, 2022 | ALRM Alarm.com Holdings, Inc. | Sell | -20,274-1.0% |
Q4 2022Dec 31, 2022 | SMCI Super Micro | Sell | -37,766-0.8% |
Q4 2022Dec 31, 2022 | DLX Deluxe Corporation | Sell - Position Exit | -85,200-100.0% |
Q4 2022Dec 31, 2022 | TJX TJX Companies, Inc. (The) | Sell | -125,024-21.1% |
Q4 2022Dec 31, 2022 | JBLU JetBlue Airways Corporation | Sell - Position Exit | -335,795-100.0% |
Q4 2022Dec 31, 2022 | OTEX Open Text Corporation | Sell | -500,061-21.7% |
Q3 2022Sep 30, 2022 | SWN | Buy | +3,400,863+12.3% |
Q3 2022Sep 30, 2022 | CHRS Coherus BioSciences, Inc. | Buy | +886,075+360.2% |
Q3 2022Sep 30, 2022 | POWI Power Integrations, Inc. | Buy | +564,838+30.7% |
Q3 2022Sep 30, 2022 | CGNX Cognex Corporation | Buy | +557,535+31.4% |
Q3 2022Sep 30, 2022 | VZIO VIZIO Holding Corp. | Buy | +409,366+27.4% |
Q3 2022Sep 30, 2022 | SSYS Stratasys | Buy | +406,812+628.2% |
Q3 2022Sep 30, 2022 | FND Floor & Decor Holdings, Inc. | Buy - Position Entry | +402,335 |
Q3 2022Sep 30, 2022 | MYGN Myriad Genetics, Inc. | Buy | +377,703+19.9% |