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 2021Dec 31, 2021 | SRI Stoneridge, Inc. | Sell | -116,382-30.0% |
Q4 2021Dec 31, 2021 | OSPN OneSpan Inc. | Sell - Position Exit | -162,112-100.0% |
Q4 2021Dec 31, 2021 | CHRS Coherus BioSciences, Inc. | Sell | -218,358-48.1% |
Q4 2021Dec 31, 2021 | SWN | Sell | -266,489-1.0% |
Q4 2021Dec 31, 2021 | MIDD The Middleby Corporation | Sell | -273,540-76.4% |
Q3 2021Sep 30, 2021 | CARA Cara Therapeutics, Inc. | Buy | +994,243+147.3% |
Q3 2021Sep 30, 2021 | VSAT ViaSat, Inc. | Buy | +490,521+20.6% |
Q3 2021Sep 30, 2021 | MCHP Microchip Technology Incorporat | Buy | +308,664+59.0% |
Q3 2021Sep 30, 2021 | PRLB Proto Labs, Inc. | Buy | +211,295+21.8% |
Q3 2021Sep 30, 2021 | TTWO Take-Two Interactive Software, | Buy - Position Entry | +129,771 |
Q3 2021Sep 30, 2021 | IDCC InterDigital, Inc. | Buy | +78,014+11.0% |
Q3 2021Sep 30, 2021 | SWN | Buy | +27,955+0.1% |
Q3 2021Sep 30, 2021 | MSM MSC Industrial Direct Company, | Buy | +10,711+3.4% |
Q3 2021Sep 30, 2021 | CTRA Coterra Energy Inc. | Buy | +9,633+0.2% |
Q3 2021Sep 30, 2021 | MYGN Myriad Genetics, Inc. | Buy | +6,211+0.3% |
Q3 2021Sep 30, 2021 | SMCI Super Micro | Buy | +2,233+0.1% |
Q3 2021Sep 30, 2021 | STRA Strategic Education, Inc. | Buy | +970+0.1% |
Q3 2021Sep 30, 2021 | DLTH Duluth Holdings Inc. | Buy | +396+0.0% |
Q3 2021Sep 30, 2021 | LGIH LGI Homes, Inc. | Buy | +170+0.1% |
Q3 2021Sep 30, 2021 | MSFT Microsoft Corporation | Sell | -10-0.9% |
Q3 2021Sep 30, 2021 | AAPL Apple Inc. | Sell | -92-2.8% |
Q3 2021Sep 30, 2021 | JPM JP Morgan Chase & Co. | Sell | -143-6.8% |
Q3 2021Sep 30, 2021 | IWM iShares Russell 2000 ETF | Sell - Position Exit | -927-100.0% |
Q3 2021Sep 30, 2021 | SNA Snap-On Incorporated | Sell | -963-0.5% |
Q3 2021Sep 30, 2021 | EMR Emerson Electric Company | Sell | -1,000-30.3% |
Q3 2021Sep 30, 2021 | MDXG MiMedx Group, Inc | Sell | -1,524-0.5% |
Q3 2021Sep 30, 2021 | SPSC SPS Commerce, Inc. | Sell | -1,909-0.9% |
Q3 2021Sep 30, 2021 | CVX Chevron Corporation | Sell - Position Exit | -1,950-100.0% |
Q3 2021Sep 30, 2021 | KRNT Kornit Digital | Sell | -2,200-2.1% |
Q3 2021Sep 30, 2021 | VLO Valero Energy Corporation | Sell - Position Exit | -2,700-100.0% |