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 |
|---|---|---|---|
Q2 2022Jun 30, 2022 | NVO Novo Nordisk A/S | Sell - Position Exit | -2,779-100.0% |
Q2 2022Jun 30, 2022 | FIS Fidelity National Information S | Sell - Position Exit | -2,937-100.0% |
Q2 2022Jun 30, 2022 | ICE Intercontinental Exchange Inc. | Sell - Position Exit | -3,293-100.0% |
Q2 2022Jun 30, 2022 | FI Fiserv, Inc. | Sell - Position Exit | -4,142-100.0% |
Q2 2022Jun 30, 2022 | AAPL Apple Inc. | Sell | -4,274-66.1% |
Q2 2022Jun 30, 2022 | BERY Berry Global Group, Inc. | Sell - Position Exit | -5,534-100.0% |
Q2 2022Jun 30, 2022 | TAP Molson Coors Beverage Company | Sell - Position Exit | -5,725-100.0% |
Q2 2022Jun 30, 2022 | FCX Freeport-McMoRan, Inc. | Sell - Position Exit | -5,874-100.0% |
Q2 2022Jun 30, 2022 | QSR Restaurant Brands International | Sell - Position Exit | -6,268-100.0% |
Q2 2022Jun 30, 2022 | MDLZ Mondelez International, Inc. | Sell - Position Exit | -7,116-100.0% |
Q2 2022Jun 30, 2022 | SNAP Snap Inc. | Sell - Position Exit | -10,388-100.0% |
Q2 2022Jun 30, 2022 | TELL | Sell - Position Exit | -25,000-100.0% |
Q2 2022Jun 30, 2022 | INTU Intuit Inc. | Sell | -32,557-9.6% |
Q2 2022Jun 30, 2022 | SPGI S&P Global Inc. | Sell - Position Exit | -116,607-100.0% |
Q2 2022Jun 30, 2022 | PAYX Paychex, Inc. | Sell | -238,153-38.7% |
Q2 2022Jun 30, 2022 | TJX TJX Companies, Inc. (The) | Sell | -345,762-20.9% |
Q2 2022Jun 30, 2022 | JBLU JetBlue Airways Corporation | Sell | -978,739-23.2% |
Q1 2022Mar 31, 2022 | VZIO VIZIO Holding Corp. | Buy - Position Entry | +991,110 |
Q1 2022Mar 31, 2022 | SWN | Buy | +507,082+1.9% |
Q1 2022Mar 31, 2022 | MCHP Microchip Technology Incorporat | Buy | +388,318+23.4% |
Q1 2022Mar 31, 2022 | SPGI S&P Global Inc. | Buy - Position Entry | +116,607 |
Q1 2022Mar 31, 2022 | UAA Under Armour, Inc. | Buy | +104,578+2.7% |
Q1 2022Mar 31, 2022 | GNTX Gentex Corporation | Buy | +97,292+2.1% |
Q1 2022Mar 31, 2022 | SFIX Stitch Fix, Inc. | Buy | +93,276+3.2% |
Q1 2022Mar 31, 2022 | PSTG Pure Storage, Inc. | Buy | +83,091+1.7% |
Q1 2022Mar 31, 2022 | DLB Dolby Laboratories | Buy | +79,257+5.4% |
Q1 2022Mar 31, 2022 | SMCI Super Micro Computer, Inc. | Buy | +77,339+1.7% |
Q1 2022Mar 31, 2022 | PLXS Plexus Corp. | Buy | +74,646+3.4% |
Q1 2022Mar 31, 2022 | PRLB Proto Labs, Inc. | Buy | +69,043+3.9% |
Q1 2022Mar 31, 2022 | JBLU JetBlue Airways Corporation | Buy | +67,351+1.6% |