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 2022Mar 31, 2022 | VO Vanguard Mid-Cap ETF | Sell - Position Exit | -1,464-100.0% |
Q1 2022Mar 31, 2022 | CMCSA Comcast Corporation | Sell | -1,524-17.3% |
Q1 2022Mar 31, 2022 | MDLZ Mondelez International, Inc. | Sell | -1,553-17.9% |
Q1 2022Mar 31, 2022 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -1,611-100.0% |
Q1 2022Mar 31, 2022 | SPSC SPS Commerce, Inc. | Sell | -1,799-0.9% |
Q1 2022Mar 31, 2022 | CCK Crown Holdings, Inc. | Sell - Position Exit | -1,818-100.0% |
Q1 2022Mar 31, 2022 | MDT Medtronic | Sell - Position Exit | -2,313-100.0% |
Q1 2022Mar 31, 2022 | PAYX Paychex, Inc. | Sell | -37,501-5.7% |
Q1 2022Mar 31, 2022 | SRI Stoneridge, Inc. | Sell | -51,259-18.9% |
Q1 2022Mar 31, 2022 | MIDD The Middleby Corporation | Sell - Position Exit | -84,287-100.0% |
Q1 2022Mar 31, 2022 | STRA Strategic Education, Inc. | Sell | -93,054-10.9% |
Q4 2021Dec 31, 2021 | MCHP Microchip Technology Incorporat | Buy | +828,586+99.6% |
Q4 2021Dec 31, 2021 | PRLB Proto Labs, Inc. | Buy | +609,720+51.6% |
Q4 2021Dec 31, 2021 | ANET Arista Networks, Inc. | Buy | +571,482+294.4% |
Q4 2021Dec 31, 2021 | SFIX Stitch Fix, Inc. | Buy | +461,341+18.8% |
Q4 2021Dec 31, 2021 | ISRG Intuitive Surgical, Inc. | Buy | +213,141+189.7% |
Q4 2021Dec 31, 2021 | SNA Snap-On Incorporated | Buy | +210,659+104.0% |
Q4 2021Dec 31, 2021 | LGIH LGI Homes, Inc. | Buy | +177,924+64.2% |
Q4 2021Dec 31, 2021 | JBLU JetBlue Airways Corporation | Buy | +160,546+4.0% |
Q4 2021Dec 31, 2021 | JWN Nordstrom, Inc. | Buy | +133,285+9.2% |
Q4 2021Dec 31, 2021 | MLKN MillerKnoll, Inc. | Buy | +16,855+5.7% |
Q4 2021Dec 31, 2021 | SNAP Snap Inc. | Buy - Position Entry | +11,715 |
Q4 2021Dec 31, 2021 | CMCSA Comcast Corporation | Buy - Position Entry | +8,792 |
Q4 2021Dec 31, 2021 | MDLZ Mondelez International, Inc. | Buy - Position Entry | +8,669 |
Q4 2021Dec 31, 2021 | QSR Restaurant Brands International | Buy - Position Entry | +7,624 |
Q4 2021Dec 31, 2021 | TAP Molson Coors Beverage Company | Buy - Position Entry | +6,932 |
Q4 2021Dec 31, 2021 | BERY Berry Global Group, Inc. | Buy - Position Entry | +6,582 |
Q4 2021Dec 31, 2021 | FCX Freeport-McMoRan, Inc. | Buy - Position Entry | +6,540 |
Q4 2021Dec 31, 2021 | FI Fiserv, Inc. | Buy - Position Entry | +4,833 |
Q4 2021Dec 31, 2021 | ICE Intercontinental Exchange Inc. | Buy - Position Entry | +3,884 |